Nvidia stock is dogged by fears of Google's Tensor Processing Units taking market share.
Nvidia CEO Jensen Huang has argued against AI regulation but he supports an even more drastic solution if the technology can't be developed safely.
The inference market is expected to grow faster than training, opening the door for AMD and Broadcom to outperform.
Nvidia's decade-long transformation from gaming chip maker to AI infrastructure backbone rewrote the rules of semiconductor investing, but the real question is whether the next $1,000 faces the same ...
Nvidia CEO Jensen Huang expects the company to sell twice as many chips next year, but memory, manufacturing and packaging ...
With the Trump administration’s effective ban on Nvidia's sale of H20 chips to Chinese customers getting announced just ahead of the July quarter's start, the company said Wednesday that it made “no ...
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Nvidia Soared Selling The Chips Behind The AI Boom. Now It Has $99 Billion Riding On The Industry.
The chipmaker has committed more than $40 billion to deals this year, backing AI labs, cloud providers and infrastructure companies that use its technology.
Shares of Jensen Huang's company have struggled to make headway since the last earnings report All eyes on Nvidia next week - and lots of pressure is on it, too. It's been a week dominated by the bond ...
Amazon and other cloud-computing providers, still the biggest buyers of Nvidia chips, have been developing in-house silicon designs and even selling them to third parties.
Huawei cannot build enough AI chips for China. Its bet on wiring 4,096 of them into one machine is the bigger story.
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