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Advanced Micro Devices stock surged 133% this year, putting a $1 trillion market cap in reach thanks to strong technical momentum and AI demand. However, a steep valuation and intensifying competitio…
NVIDIA is aggressively expanding into the CPU market with its new Vera processor, aiming to integrate CPUs with its dominant GPU platforms for agentic AI. While facing stiff competition from Intel an…
Nvidia CEO Jensen Huang announced the Vera data-center CPU will use SK Hynix DRAM to challenge Intel and AMD. Additionally, Nvidia is expanding partnerships in South Korea with SK Telecom and NAVER f…
Nvidia and Microsoft announced the RTX Spark microchip, enabling AI agents on PCs. While analysts warn of a long-term adoption curve, the strategic move into the CPU market challenges incumbents like…
AI-related semiconductor stocks rallied sharply Friday on diplomatic hopes and AI demand optimism. Nvidia positioned itself as full-stack AI infrastructure leader with $200B CPU opportunity, while me…
Nvidia beat earnings for the 14th consecutive quarter with 85% revenue growth and strong guidance, yet shares declined post-earnings. Analysts view the pullback as creating attractive valuations and …
Nvidia begins shipping Vera CPU systems to major AI customers including Anthropic, OpenAI, and Oracle, expanding its AI infrastructure footprint beyond GPUs with hyperscale deployments planned for 20…
Arm unveils a highly efficient AI-focused CPU, with Meta as lead customer, boosting demand for CPUs in AI computing. Nvidia expands CPU offerings, and Meta intensifies AI infrastructure investments, …
Nvidia CEO Jensen Huang outlined a roadmap projecting up to $1 trillion in cumulative data center revenue by 2027, driven by new AI-focused chips and CPU initiatives, signaling sustained long-term gr…