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Analyst Beth Kindig highlights agentic AI as a key catalyst for CPU demand, projecting a $120 billion server CPU market by 2030. As autonomous AI systems increase reliance on CPU performance to reduc…
U.S. futures are trending higher as Nvidia and Microsoft unveil AI-integrated PC chips. Despite lingering geopolitical tensions and inflation concerns, the AI sector's momentum and optimism surroundi…
Nvidia, in partnership with Microsoft, unveiled the RTX Spark N1X ARM processor. The company claims this chip represents the most significant shift in PC computing in 40 years, positioning it to aggr…
Nvidia sold its final 1.1 million shares of Arm, ending its stake after a failed acquisition. The divestment simplifies Nvidia’s portfolio as it refocuses on AI computing and capital allocation towar…
Nvidia purchased $5 billion worth of Intel stock, gaining a significant equity stake to support Intel's restructuring while positioning itself strategically amid semiconductor competition.
Nvidia is acquiring AI chip startup Groq for $20B to enhance its AI technology, supported by strong analyst buy ratings and a 40% price target upside by 2026.
Nvidia plans to expand CUDA to support open-source RISC-V architecture, positioning itself well amidst growing adoption and narrowing performance gaps with x86 and Arm in AI and data center chips.