Not Nvidia. Not AMD. This Semiconductor Giant Will Be the Ultimate Winner of the Artificial Intelligence (AI) Hardware Race.
Predicting which company will be the ultimate winner in artificial intelligence (AI) isn’t easy. One may say it…
Billionaire Stanley Druckenmiller Is Quietly Loading Up on Healthcare Stocks — Here’s What His New Positions Reveal
Billionaire Stanley Druckenmiller, who runs the Duquesne Family Office hedge fund, has been loading up on healthcare stocks.…
Amazon.com (AMZN) Triples AI Chip Orders As Robotaxi Supplier Network Expands
Amazon.com (NasdaqGS: AMZN) is expanding its partnership with Nvidia and has moved to triple its orders of Nvidia…
I’d Rather Bet on AI’s Electric Bill Than Its Chips. Here’s Why.
Who is winning the artificial intelligence (AI) chip war? Right now, it looks like Nvidia (NASDAQ: NVDA). But…
Nvidia’s CFO Just Explained Why the AI Boom Is Eating Its Gross Margin — and It’s a Green Light for Micron
Nvidia’s (NASDAQ: NVDA) fiscal 2027 second-quarter earnings report was less of a quarterly update than it was a…
Nvidia’s AI advantage is moving beyond the GPU
Before this week, the dominant story about Nvidia went something like this: For the first few years of…
Wall Street is turning Nvidia’s AI chips into a new futures market: Chart of the Day
AI spending keeps getting bigger. Figuring out how to price it is still surprisingly hard. Nvidia (NVDA) put…
Neocloud Lambda secures $1B in debt to buy more chips
Lambda, an AI cloud company that buys computing chips and rents them out to businesses, has raised $1…
DLSS 5 leaked and modders are putting Nvidia’s AI effects on everything
Modders are trying out an unofficial version of Nvidia’s DLSS 5 on Skyrim, Cyberpunk 2077, GTA V, and…
2 Premier Artificial Intelligence (AI) Stocks That Can Plunge Up to 63%, According to Select Wall Street Analysts
The evolution of artificial intelligence (AI) has been the lead catalyst responsible for lifting the benchmark S&P 500…
Asia’s AI boom papering over underlying rust-belt economies
Walk through any major electronics hub in Shenzhen, Seoul or Taipei right now, and the neon glare of…
OpenAI Built an Nvidia-Beating Inference Chip in Nine Months. Broadcom (AVGO) Helped Make It Happen
OpenAI says its first homegrown inference chip can do up to 1.9 times more AI work per watt…