Nvidia CEO Jensen Huang Said AI’s “Most Profound Impact Will Be in Life Sciences.” Does This Bet on a Biotech Stock Prove He Means It?
Nvidia (NASDAQ: NVDA) is known as one of the most advanced makers of chips powering the breakthroughs in…
Mark Zuckerberg Is Turning Meta Into a Bigger Chipmaker. Its Newest In-House AI Chip Enters Production in September.
Shares of Meta Platforms (NASDAQ: META) rose about 6% on Friday after Reuters reported on Thursday that the…
Billionaire Tech CEO: Our $25 Billion Backlog Shows “The Demand Is Booked” as “We’ve Never Seen a Buildout Like This Since the Great Wall of China”
Quick Read NVIDIA’s $119B in supply commitments and AMD’s 155% year-to-date surge confirm AI compute demand is already…
AI’s $15 Trillion Opportunity Is Just Getting Started
Quick Read NVIDIA guided $91 billion for Q2 FY27 (excluding China) after Q1 Data Center revenue surged 92%…
Chief Investment Strategist: “We Are Spending Almost 3% of GDP on AI” as Stocks Tune Out Global Conflict on “Astronomical Investment”
Quick Read NVIDIA’s Data Center revenue surged 92% to $75 billion while Micron shares soared 248% year to…
If I Could Only Buy 1 Artificial Intelligence (AI) Stock, This Would Be It
While artificial intelligence (AI) investing is still a central theme in the market, some of the key players…
Paris-based AI voice startup Gradium raises $100M seed, backed by Nvidia
Gradium, a Paris-based startup that offers voice AI models, reopened its seed round to new investors, including Nvidia,…
Nvidia is a victim of the compute marketplace it created
Long the leading light of the industry, Nvidia has had a bad couple of months. Bloomberg has the…
Alphabet’s Artificial Intelligence (AI) Spending Spree Is Great News for Nvidia
Last month, Alphabet (NASDAQ: GOOG) (NASDAQ: GOOGL) announced an $80 billion equity capital raise. The company made it…
Nvidia Rises on China and AI Partnership Buzz
This article first appeared on GuruFocus. Nvidia (NASDAQ:NVDA) rose Wednesday after reports said the AI chip leader is…
A Circuit Board Problem Just Delayed Nvidia’s Next AI System to 2028 And Chip Stocks Are Already Feeling the Fallout
Quick Read A 78-layer PCB midplane delays NVIDIA’s Kyber NVL144 to 2028, dropping NVDA 1.4%, while AMD gains…
Proof That China Is Stealing US AI
Quick Read Chinese firms opened tens of thousands of unauthorized accounts with Anthropic to extract AI intellectual property…