AMD’s rack-scale AI infrastructure, featuring MI350 Series GPUs, 5th Gen EPYC processors, and Pensando Pollara NICs, is already being deployed by hyperscalers including Oracle Cloud Infrastructure, ...

In this quarterly semiconductor update, Angus Shillington and Nick Frasse discuss Nvidia’s earnings and the company’s return ...

Nvidia Corporation reclaimed its position as the world's most valuable publicly traded company on Tuesday, surpassing ...

Huang was candid about the company's position amid shifting US trade policies and intensifying global competition in ...

Backed by Nvidia (NVDA) through a $700 million private placement in December, Nebius is leveraging Nvidia’s cutting-edge H100 ...

With AI adoption outpacing even the internet’s meteoric rise, the implications for business models, competitive strategy, and ...

Nvidia Corporation’s CEO, Jensen Huang, gave a warning about the growing prowess of Chinese AI competitors. Speaking at a ...

Right now, Nvidia stock is trading near its lowest price-to-earnings (P/E) multiple in a year. I think concerns around tariffs, export controls in China, and rising competition have all made for a ...

Jeffrey Kessler, United States' Under Secretary of Commerce for Industry and Security, told US lawmakers that Chinese tech giant Huawei could produce up to 200,000 advanced AI chips in 2025—well below ...

With limited production (only around 50 machines annually) and no need for aggressive marketing, ASML ’s revenue grows ...