Nvidia’s next-generation Vera AI chip will use SK Hynix memory, securing a vital supply chain partnership for both companies and signaling intensifying…
Nvidia's gross margins above 70% will persist through 2030, DA Davidson's Luria forecasts, fueled by insatiable AI chip demand and a widening…
Arm stock rockets by $218 billion in market value, making it one of the priciest names on Wall Street as AI chip…
Cerebras Systems partners with AI hardware companies excluding Nvidia, raising competitive risks for the GPU leader in the AI chip race.
Nvidia explores strategic moves from AI expansion to shareholder returns to reverse waning investor interest and lift its stock performance.
Broadcom's stock soared by $280 billion in four days ahead of its earnings report, as investors bet on strong AI-driven chip demand.
Arm's early achievement of its $15 billion AI chip revenue target signals robust demand for energy-efficient chip designs in AI data centers…
Nvidia's AI chips are sought by Chinese military-tied labs, spotlighting dual-use technology concerns and possible U.S. export control crackdowns that could dent…
Nvidia's new Vera chip sees uptake from AI heavyweights OpenAI and Anthropic, underscoring the company's expanding footprint in the artificial intelligence computing…
IREN lands $3.6 billion in financing to buy Nvidia chips, boosting its AI capabilities and securing a large revenue stream for Nvidia.
Micron and SK Hynix leverage AI memory demand to target $1 trillion market caps, reshaping the semiconductor landscape and rewarding investors with…
Anthropic's potential adoption of Microsoft Maia AI chips threatens Nvidia's GPU monopoly and underscores growing cloud provider competition in custom silicon for…