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Cerebras reported volatile Q2 earnings marked by strong core revenue growth and raised guidance, alongside a key partnership powering OpenAI's ultrafast inference tier. The development highlights ris…
Amazon is exploring selling its proprietary AI chips to external data centers. This strategic expansion aims to capture market share from Nvidia by diversifying Amazon's semiconductor business beyond…
Nvidia shares slipped to $206.91, underperforming rivals as competition grows from custom chips and big tech. While long-term analyst forecasts remain optimistic, technical indicators suggest short-t…
AMD shares surged after Citi upgraded the stock, highlighting its growing opportunities in AI graphics processors. Analysts believe AMD can capture meaningful market share in the rapidly expanding AI…
UBS analysts maintain that Nvidia continues to lead the AI chip sector over AMD. With the upcoming Blackwell chips and Rubin Ultra architecture, Nvidia is well-positioned for sustained dominance in d…
Broadcom beat AI revenue expectations with a 200% growth forecast, signaling strong demand for its custom chips. Despite the positive outlook, shares slipped as investors engaged in profit-taking fol…
AMD CEO Lisa Su's quiet visit to China highlights the company's strategic focus on the region despite US export restrictions. While holding a smaller market share than Nvidia, AMD leverages its diver…
Nvidia remains top in China’s AI chip market but faces growing competition from local players gaining market share amid US export restrictions.
Nvidia retains its lead in China's AI accelerator market with 55% share despite losing 41% market share to growing Chinese competitors amid US export controls and increased government support for dom…
Alphabet's AI-driven growth boosts its market cap, challenging Nvidia for the top spot by 2026. Nvidia remains strong but faces potential market share loss in AI hardware from Alphabet's TPU expansio…
Nvidia faces competitive pressure from Broadcom’s custom AI chips, but upcoming cheaper Rubin GPUs could help retain market share amid rising rivalry ahead of Broadcom’s earnings report Thursday.
Alphabet is poised to sell up to 1 million AI chips by 2027, potentially encroaching on Nvidia's 90% market share, boosting its cloud revenue and earnings forecasts. Nvidia remains a market leader de…