Google's New Server Chip Push Shakes Up Semiconductor Sector
Google reportedly developing new server chip, while broader market shows mixed midday trading with Dow down but S&P 500 and Nasdaq up on chipmaker strength.
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Google reportedly developing new server chip, while broader market shows mixed midday trading with Dow down but S&P 500 and Nasdaq up on chipmaker strength.
Nvidia underperforms in 2026 amid concerns over Meta's in-house AI chip push with Broadcom/TSMC. Despite this, Nvidia's inference chip dominance (74% share) and expanded Meta partnership suggest long…
Intel and Google Cloud expanded their AI partnership, deploying Gemini Enterprise, but Intel shares fell 5.84% amid deeper concerns over 18A manufacturing yields and AMD surpassing Intel in data cent…
Nvidia's dominant AI chip position and 85% YoY revenue growth support bullish long-term outlook, with analysts projecting potential path to $10 trillion valuation by 2030 despite likely growth decele…
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 beat earnings and raised Q2 guidance to $91B, but stock fell after-hours as investors focused on intensifying competition from custom chips and AMD/Intel pressure.
Nvidia beats Q1 earnings and raises dividend to $0.25/share while announcing $80B buyback. Q2 guidance of $91B exceeds estimates, but zero China revenue assumption pressures stock slightly in after-h…
NVDA shares fell 2% in premarket trading despite reaching a record $5.7 trillion market cap Thursday, as broad market futures retreated after historic gains. U.S.-China trade optimism supported senti…
AMD secured shareholder approval for its board and governance items while CEO Lisa Su highlighted record 2025 revenue of $34.6B, 32% data center growth, and reaffirmed aggressive AI-driven targets in…
AMD gained market share in server CPUs in Q1, rising to 27.4% while Intel lost 370 basis points despite overall sector growth. The semiconductor market is expanding rapidly due to AI demand.
Nvidia projects $1 trillion revenue for two chip families by 2027, exceeding Wall Street estimates, but faces investor skepticism over sustained AI spending and rising competition in AI inferencing f…
NVIDIA begins production with Dynamo, a widely adopted AI inference operating system, strengthening its AI market position.
NVIDIA, T-Mobile, and partners collaborate to integrate physical AI applications on AI-RAN-ready infrastructure, highlighting NVIDIA’s expanding role in AI-driven telecom solutions.
Atkinsréalis partners with NVIDIA to speed up nuclear-powered AI factory deployments, highlighting NVIDIA's expanding role in advanced AI infrastructure.
Nvidia's $2 billion investment in Nebius creates a circular capital flow, raising dependency risks and costly infrastructure burdens, limiting Nebius’s flexibility amid a stretched valuation, while s…
Nvidia announced a $2 billion investment in AI cloud company Nebius, reinforcing its expansion in the artificial intelligence sector.
Nvidia's upcoming earnings, expected to rise 71% per share, are set to test AI market confidence amid tariff uncertainties and volatile U.S.-Iran relations impacting broader markets.
Alphabet faces a federal indictment against former engineers accused of stealing Tensor chip trade secrets, emphasizing the strategic sensitivity in chip development but with limited immediate financ…
Nvidia is nearing a $30 billion investment in OpenAI, highlighting deepening ties between AI chip suppliers and developers amid a $100 billion fundraising round with major tech firms.
Nvidia is finalizing a $30 billion investment in OpenAI, replacing a previous $100 billion multi-year partnership, with significant reinvestment into Nvidia hardware expected.