Nvidia’s Reported $20B Groq Deal, Snowflake M&A Talk, and Wall Street’s 2026 AI Outlook
As of 5:02 p.m. ET on Wednesday, December 24, 2025, the “AI trade” is closing out a holiday-shortened…
Prediction: This Will Be the World’s Largest Company by Year-End 2026 (Hint: It’s Not Nvidia)
Alphabet has a comprehensive AI stack, owning nearly every component of the AI ecosystem. Its impressive growth has…
Moore Threads unveils new AI chips to challenge Nvidia
Chinese chip designer Moore Threads Technology has unveiled a suite of new products, including its next generation of…
The AI Infrastructure News Driving Markets on Dec. 19, 2025
December 19, 2025 is shaping up as a “tell” for the next phase of the AI trade —…
Which AI Chip Stock Will Outperform in 2026?
Two of the top semiconductor companies looking to eat into Nvidia’s (NASDAQ: NVDA) artificial intelligence (AI) infrastructure dominance…
Chinese team builds optical chip AI that is 100 times faster than Nvidia’s market leader
Chinese scientists have unveiled an optical computing chip that outperformed Nvidia’s leading AI hardware by over a hundredfold…
Exclusive-Google works to erode Nvidia’s software advantage with Meta’s help
Dec 17 (Reuters) – Alphabet’s Google is working on a new initiative to make its artificial intelligence chips…
MetaX soars 700% in debut as China AI chips push lures investors
SHANGHAI, Dec 17 (Reuters) – MetaX Integrated Circuits jumped 700% in its Shanghai market debut as the Chinese…
Nvidia buys AI software provider SchedMD to expand open-source AI push
Dec 15 (Reuters) – Nvidia said on Monday it acquired AI software firm SchedMD, as the chip designer…
AI Cloud Surge, Nvidia H200 Twist, and What Wall Street Expects Next (Dec. 14, 2025)
Alibaba Group Holding Limited stock (NYSE: BABA; HKEX: 9988) heads into the new trading week with investors focused…
China narrows AI gap with US 3 years after initial ChatGPT shock
Chinese government authorities sent urgent requests to various experts, including professors from Tsinghua University, to provide briefings on…
1 Nvidia-Backed Artificial Intelligence Stock to Buy Hand Over Fist in 2026
Nvidia holds stock in CoreWeave and has committed to a $6.3 billion investment in the company. CoreWeave builds…