The ‘rice of electronics’: how AI-driven demand for MLCCs triggered a supply bottleneck
Often dubbed “the rice of the electronics industry”, multilayer ceramic capacitors (MLCCs) are the smallest yet indispensable components…
3 AI Stocks Poised for Long-Term Gains Despite Strong Year-to-Date Performance
Artificial intelligence (AI) stocks have been volatile this year, with some companies posting big gains, followed by a…
Prediction: This Will Be the Next $1 Trillion Artificial Intelligence (AI) Chip Stock, According to Jensen Huang
In the race to build ever-larger artificial intelligence (AI) systems, connectivity is quietly emerging as the next critical…
Goldman Sachs Predicts AI Infrastructure Spending Could Hit More Than $1 Trillion in 2027. 3 AI Stocks to Buy.
Spending on artificial intelligence (AI) infrastructure is booming, with related capital expenditure (capex) expected to surpass $700 billion…
Should You Look for the “Next Nvidia” — or Just Buy the Real Thing?
Quick Read AMD has surged 138% year-to-date versus Nvidia’s 10% gain, yet Nvidia remains the dominant GPU supplier…
The Great AI Token Price Crash Is Coming
I had lunch with the CEO of an AI infrastructure company recently. I can’t tell you their name,…
Exclusive-Nvidia begins Vera CPU sales pitch to Chinese clients, sources say
June 12 (Reuters) – Nvidia has told Chinese clients that its new “Vera” central processors for AI data…
Oracle Stock Is Selling Off on Its Massive AI Spending Plans. Here’s Who Gets Paid When Oracle Spends.
Oracle (NYSE: ORCL) shares are selling off. The database giant reported results for its fiscal fourth quarter of…
Faker, fried chicken and AI: Jensen Huang enters his K-Variety era on ‘You Quiz on the Block’
SEOUL, June 12 — Nvidia chief executive Jensen Huang used his first-ever appearance on a variety talk show…
Nvidia Breaks Below $200, Approaches Bear Market Territory. How Much Further Can It Fall?
Quick Read Nvidia has dropped roughly 15% from its $236 all-time high, sitting just 5% away from official…
Nvidia Corp (NVDA) Strengthens AI Platform with Micron HBM4
Nvidia Corp (NASDAQ:NVDA) is one of the best data center stocks to invest in according to billionaires. Nvidia…
Nvidia (NVDA) Valuation Check After Major South Korea AI Memory And Data Center Agreements
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