AI leader Nvidia forecasts fourth-quarter revenue above estimates
By Arsheeya Bajwa and Stephen Nellis (Reuters) –Nvidia forecast fourth-quarter revenue above Wall Street estimates on Wednesday, betting…
Nvidia’s AI Empire Hits a Sudden Reality Check–Is 2026 the Year Everything Turns?
This article first appeared on GuruFocus. AI’s most crowded trade is starting to feel the weight of its…
Nvidia, Menlo Micro collaboration speeds up AI chip testing
By Stephen Nellis SAN FRANCISCO (Reuters) –Nvidia and Menlo Micro on Wednesday said they have used technology from…
Elon Musk, Jensen Huang to talk AI at US-Saudi investment forum
WASHINGTON (Reuters) -Tesla CEO Elon ​Musk and Nvidia CEO ‌Jensen Huang will take part in ‌a discussion on…
Nvidia and Microsoft Pledge Up to $15 Billion to Anthropic
Microsoft says it is joining Nvidia in a multibillion-dollar partnership with artificial intelligence (AI) startup Anthropic. Under this…
Microsoft-Backed d-Matrix Raises $275M At $2B Valuation, Claims 10X Faster AI Performance Than Nvidia’s GPU Systems
Microsoft-backed (NASDAQ:MSFT) semiconductor company d-Matrix on Nov. 12 announced it raised $275 million while claiming its artificial intelligence…
Chip Stocks Fall Ahead of Nvidia Earnings on AI Profit Concerns
This article first appeared on GuruFocus. Nvidia (NASDAQ:NVDA) shares fell about 3% on Tuesday morning trading as investors…
The 4 Things You Need for a Tech Bubble
Chatter about an AI bubble has been everywhere lately, and top tech companies like Google, Meta, and Microsoft…
Next financial meltdown could be much worse with US on sidelines
This is the second in a two-part series. Read part one here. Globalization has always had its critics…
Dell Partners with NVIDIA to Accelerate Enterprise AI Deployments at Scale
This article first appeared on GuruFocus. Dell Technologies (NYSE:DELL) expanded its enterprise AI push with deeper integration of…
AMD Is Targeting Nvidia’s AI Lead — It All Hinges on Doing This 1 Thing
AMD AMD (AMD) targets $100B in data center revenue by 2030 with a 35% compound annual growth rate.…
How subsidiary of a blacklisted Chinese company ‘fooled’ America to get banned Nvidia chips
President and CEO of Nvidia Corporation Jensen Huang delivers a speech during the Computex 2025 exhibition in Taipei,…