AI, NVIDIA and AMD

Nvidia Stock Rises. Why AMD, Alphabet Earnings Are Boosting the AI Chip Maker.
Nvidia was gaining early on Wednesday after Google-parent Alphabet committed to spending on artificial-intelligence infrastructure and rival Advanced Micro Devices’ AI chip revenue disappointed. Nvidia shares were up 0.
AMD's AI chip revenue miss hits shares amid pressure from Nvidia
By Kanchana Chakravarty and Zaheer Kachwala (Reuters) -Advanced Micro Devices shares tumbled 8% on Wednesday after the company's AI chip revenue failed to meet analysts' high expectations, underscoring its struggle to grab market share from well-entrenched market leader Nvidia.
NVDA Stock Warning: Alphabet Could Soon Rival Nvidia With AI Chip Business Worth ‘Billions’
Nvidia’s (NVDA) chip supremacy has dominated the artificial intelligence narrative over the past two years. However, some experts think that Alphabet (GOOG) (GOOGL) may enter the chip market and even challenge Nvidia’s dominance.
Nvidia Stock Rises. What Tariff Threats Mean for the AI Chip Maker.
Nvidia was gaining in Tuesday trading. The chip maker looks set to gain from the wider market relief around last-minute deals that averted the U.S. putting tariffs on goods imported from Mexico and Canada.
AMD's AI chip revenue miss knocks shares amid intense rivalry with Nvidia
By Kanchana Chakravarty and Zaheer Kachwala (Reuters) -Advanced Micro Devices shares tumbled more than 10% on Wednesday after the company's AI chip revenue failed to meet lofty expectations, reinforcing its struggles to grab market share from well-entrenched market leader Nvidia.
DeepSeek Shocked the AI Market Last Week. Here's Why Nvidia's Latest Move Should Crush the Panic.
This may lead to greater sales of Nvidia's latest GPUs as they can maximize inferencing performance. The company's new ...
The Golden Age Of Customized AI Chips
Nvidia’s AI GPUs have long been the standard for training large-language AI models in centralized data centers, thanks to ...
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Advanced Micro's AI Outlook Shows Impact of Being Late to the Game
Semiconductor leader Advanced Micro Devices (NASDAQ:AMD) just underscored the adage, he who hesitates is lost. The chipmaker ...
Nvidia Calls China's DeepSeek an "Excellent AI Advancement": Should Investors Press the Buy Button?
If DeepSeek does make AI software more widespread, that could drive more uses and boost demand for Nvidia's chips. Following ...
Senators urge tougher chip controls to stymie Chinese AI advance
Republican Josh Hawley and Democrat Elizabeth Warren blame Silicon Valley for export-ban loopholes that China’s AI chatbot ...
Forget Tariffs. Trump Faces A Monumental U.S.-China AI Chip War Decision For Nvidia And The World.
President Trump’s TikTok-for-tariffs deal ultimately hinges on a cease-fire in the U.S.-China AI chip war. The consequences ...
US reportedly investigating whether China's DeepSeek used restricted AI chips
The Commerce Department has launched a probe into whether Chinese artificial intelligence startup DeepSeek obtained ...
Nvidia CEO meets with Trump as administration weighs new limits on chip exports to China
Startup DeekSeek is highlighting advances in China's AI industry. The Trump administration is weighing new restrictions on ...
Microsoft CEO Satya Nadella's $80 Billion Promise: What It Means for Nvidia and AI Stocks
Microsoft CEO Satya Nadella just reaffirmed his plan to spend $80 billion on AI data centers in 2025, mostly in connection ...
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Does DeepSeek spell doomsday for Nvidia and other AI stocks? Here’s what to know.
That’s the big question on the minds of investors Monday, given the newfound attention on DeepSeek, a Chinese AI app that ...