This Artificial Intelligence (AI) Stock Has Quietly Outperformed Nvidia All Year
Increasing adoption of custom AI accelerators and AI-optimized networking hardware is proving to be a key growth catalyst…
Why Analysts Call Broadcom a ‘Magnificent Eight’ Stock That Can Challenge Nvidia
Bloomberg / Contributor / Getty Images, BING-JHEN HONG / Getty Images Broadcom’s strong earnings last week raised concerns…
HPC News Bytes 20250908: ‘Reversible’ Computing, AI Chips from OpenAI, Google and India, HPC User Forum, Europe Joins Exascale Club, Quantum Venture Beat
 https://orionx.net/wp-content/uploads/2025/09/HPCNB_20250908.mp3 Good September morn to you! Much of interest has happened in the world of HPC-AI, here’s…
The People Who Know Nvidia Best Are Sounding a Warning — but Is Anyone Listening?
Artificial intelligence (AI) is a $15.7 trillion addressable opportunity that’s being led by graphics processing unit (GPU) titan…
Baidu unveils AI computing platform powered by Chinese chips to push a domestic tech stack
The Beijing-based AI and internet search giant’s upgraded platform delivers a speedier network connection, increased computing power, and…
Tech war: Huawei executive claims victory over US sanctions with computing, AI ecosystem
China has virtually overcome crippling US tech restrictions, according to a senior executive at Huawei Technologies, as mainland-developed…
AI growth is about to hit a (memory) wall
AI chip and infrastructure orders continue to flood inBut memory bandwidth could be a limiting factoring in putting…
A timeline of the US semiconductor market in 2025
It’s been a tumultuous year for the U.S. semiconductor industry. The semiconductor industry plays a sizable role in…
AI growth is about to hit a (memory) wall
AI chip and infrastructure orders continue to flood inBut memory bandwidth could be a limiting factoring in putting…
China’s Nvidia Breakup? The AI Chip Divorce Silicon Valley Feared Is Happening
This article first appeared on GuruFocus. A fresh momentum shift is building in China’s AI supply chainand it…
When AI’s ‘inevitable slowdown’ comes it could tank the S&P 500 by up to 20%, Goldman Sachs says
Goldman Sachs warns a major slowdown in AI investment by Big Tech could cut the S&P 500’s valuation…
Broadcom Developing an AI Chip With Big New Customer OpenAI, Reports Say
David Paul Morris / Bloomberg via Getty Images Broadcom is reportedly planning to ship its first AI chips…