If Groq should prove itself worthy, then it might become a part of the same cohort of indirect Nvidia competitors, looking for a slice of the extremely hot AI pie.

David Tepper is one of the most successful investment managers on Wall Street. His Appaloosa Management hedge fund has ...

Customer concentration is an issue. In Q1 FY’26, Nvidia disclosed that one customer accounted for 16% of revenue and another ...

Spending on artificial intelligence could reach an astounding $4.8 trillion by 2033. Nvidia's GPUs are critical for the ...

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Nvidia Corporation continues to lead in AI & data centers, fueling stock growth despite risks & high valuations. Click for my ...

Samsung reportedly declined an offer from NVIDIA's Jensen Huang that would have netted the company billions of dollars and ...

Groq, valued at $2.8 ... Nvidia-rival Groq opens new European data center. ... Unlike other competitors, Groq's chips do not rely on expensive, hard-to-source components like high-bandwidth memory.

Nvidia said it has filed applications to resume selling H20 GPUs in China and has received assurances that licenses will be granted.