This Company Could Become the Nvidia of AI Inference
It’s no secret that spending related to artificial intelligence (AI) continues to exceed expectations, and based on hyperscalers’…
The Most Important Nvidia Product Isn’t a Chip. It’s This.
Nvidia’s (NASDAQ: NVDA) dominance has created a strange problem for its competitors, yet building a competing artificial intelligence…
Microsoft’s CEO Just Warned the Entire AI Industry: Your Dominance Will Trigger a Backlash
Quick Read Nadella warned AI concentration will trigger political backlash, even as MSFT’s AI revenue hit a $37B…
Optical Networking Is AI’s Most Overlooked Bottleneck. Here’s Why This Nvidia-Backed Company Is the Stock to Own.
Many discussions about the artificial intelligence (AI) market revolve around Nvidia (NASDAQ: NVDA), the world’s leading producer of…
Broadcom Builds Custom Chips for Google, Meta, Anthropic, and OpenAI. At 25 Times Forward Earnings, It’s the Cheapest Mega-Cap AI Stock Nobody Talks About.
Broadcom (NASDAQ: AVGO) is often overlooked in discussions about the AI market, which tend to focus on Nvidia’s…
Why the AI Infrastructure Wave Will Mint More Millionaires Than the Chatbot Phase: 3 Stocks to Own
Artificial intelligence (AI) is quickly becoming a race to the bottom, at least for users. Whether it’s ChatGPT,…
SpaceX Is the 5th Most Valuable Public Company in the World. Can It Overtake Nvidia, Alphabet, Apple, or Microsoft?
In the three trading days from its June 12 initial public offering (IPO) to June 16, Space Exploration…
Forget AMD: Amazon Declares War on Nvidia by Selling Its Own AI Chips
Quick Read Amazon’s custom chip business already generates ~$50 billion annually and may soon sell Trainium processors to…
Elon Musk Sees SpaceX Hitting $1 Trillion in Revenue by 2030. It Could Be Beaten to That Mark by This Artificial Intelligence (AI) Stock
Space Exploration Technologies (NASDAQ: SPCX) created history this month by pulling off a record initial public offering (IPO)…
Chinese Nvidia supplier pours $700m into Vietnam plant
A Samsung factory in Bac Ninh province, northern Vietnam. The province has attracted a cluster of tech manufacturers…
Nvidia’s Next Huge Bet: Drill, Baby, Drill!
Quick Read SLB and NVDA deepened their 20-year GPU partnership into a joint AI Factory for Energy, with…
Amazon hopes to challenge Nvidia more directly by selling its AI chips
If Amazon Web Services has its way, the cloud giant is going to push even deeper into Nvidia’s…