Nvidia’s CUDA Faces New Threats From AI Coding Agents
Nvidia’s biggest competitive advantage is no longer as untouchable as it once seemed. For two decades, Nvidia’s crown…
Baidu’s Chip Unit Asked IPO Investors to Buy Its Semiconductors – The Information
Baidu’s Chip Unit Asked IPO Investors to Buy Its Semiconductors The InformationBaidu shares jump 7% as AI chip arm…
Intel Sparks AI Shockwave With New Chips and Mega Partnerships
This article first appeared on GuruFocus. Intel (NASDAQ:INTC) on Tuesday said it had broadened its artificial intelligence portfolio…
2 AI Infrastructure Stocks That Could Rise 25% and 80% Despite Overdone Spending Fears
Two of the hottest stocks in the market right now are Advanced Micro Devices (NASDAQ: AMD) and Micron…
I Sold My Warner Bros. Shares and Bought These 2 Growth Stocks Instead. The AI Supercycle Made It Obvious.
With Warner Bros. Discovery in the process of being acquired, I sold my shares in the company and…
New SemiAnalysis InferenceX Data Shows NVIDIA Blackwell Ultra Delivers up to 50x Better Performance and 35x Lower Costs for Agentic AI
The NVIDIA Blackwell platform has been widely adopted by leading inference providers such as Baseten, DeepInfra, Fireworks AI…
Leading Inference Providers Cut AI Costs by up to 10x With Open Source Models on NVIDIA Blackwell
A diagnostic insight in healthcare. A character’s dialogue in an interactive game. An autonomous resolution from a customer…
AI inference startup Modal Labs in talks to raise at $2.5B valuation, sources say
Modal Labs, a startup specializing in AI inference infrastructure, is talking to VCs about a new round at…
Inference startup Inferact lands $150M to commercialize vLLM
The creators of the open source project vLLM have announced that they transitioned the popular tool into a…
Which AI Chip Stock Will Outperform in 2026?
Two of the top semiconductor companies looking to eat into Nvidia’s (NASDAQ: NVDA) artificial intelligence (AI) infrastructure dominance…
It’s Not Nvidia or Broadcom)
AMD and Marvell are both currently in the shadows of Nvidia and Broadcom. However, AMD has a nice…