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Nvidia Stock Falls. But Its New AI Chip Is in Hot Demand, Analyst Says.
Large cloud-computing customers are continuing to spend heavily as they prepare to shift in 2025 to Nvidia’s next generation of GB200 liquid-cooled rack systems.
All About Nvidia Chips, AI Hype and What Lies Ahead
The blistering stock rally that’s made Nvidia Corp. one of the world’s three most valuable companies is based on a number of assumptions. One is that artificial intelligence applications made possible by its semiconductors will become features of the modern economy.
1 Analyst Says This AI Stock Will Overshadow Nvidia
The artificial intelligence (AI) revolution is just heating up. To raise the stakes in this race, most tech companies with the necessary capital and resources have integrated AI into their existing products or developed new ones.
Nvidia Stock Rises. Why Fed’s Jumbo Rate Cut Will Boost the AI Chip Maker.
The central bank's decision to slash borrowing costs by 50 basis points is easing concerns about the economy. That could lift the AI trade.
Nvidia, Two Other Chip Stocks Earn Fresh Buy Ratings On AI Prospects
A Wall Street analyst initiated coverage of three semiconductor stocks with buy ratings, citing their exposure to the artificial intelligence boom.
1d
on MSN
Nvidia Rival AMD's CEO Says 'There's No One Size Fits All' As AI Chip Race Heats Up
AMD AMD CEO Lisa Su emphasized the importance of diverse computing solutions in the face of competition with Nvidia NVDA led ...
TweakTown
10h
TikTok parent company ByteDance to have 2 custom AI chips made on TSMC 5nm process in 2026
TikTok parent company ByteDance is developing two AI GPUs that will be made at TSMC on its 5nm process node, expected to ...
11d
Not everyone is impressed by Elon Musk's shiny new AI supercomputer
Elon Musk's xAI has a new AI cluster system that could help the company catch up to its rivals. But some tech leaders aren't ...
1d
SiFive unveils RISC-V chip design for high-performance AI workloads
SiFive, a designer of chips based on the RISC-V computing platform, announced a series of new AI chips for high-performance ...
Forbes
23d
Cerebras Takes On Nvidia With AI Model On Its Giant Chip
Cerebras Systems, known for its revolutionary wafer-scale computer
chip
...
new
programming paradigms to work with the WSE effectively. “
Nvidia
’s monopolistic grip on the
AI
data center ...
The Economist
4d
AI has propelled chip architecture towards a tighter bond with software
In the 2000s, software companies like Google, Microsoft and Meta were content with the incremental processing gains that ...
13d
Nvidia’s AI chips are cheaper to rent in China than US
The A100 and H100, which is also readily available, are among Nvidia’s most powerful AI accelerators and are used to train ...
8d
on MSN
US closer to greenlighting Nvidia chips for Saudi Arabia, Semafor reports
The U.S. government is considering allowing Nvidia to export advanced chips to Saudi Arabia, Semafor reported on Wednesday, ...
The Economist
1d
China’s AI firms are cleverly innovating around chip bans
Some Chinese firms are rumoured to be turning to the black market to get their hands on these coveted chips. But the majority ...
2d
Intel to spin off chip fab business unit as AWS signs up for custom AI chips
According to Gelsinger, spinning off Intel Foundry as a fully independent subsidiary will enable it to evaluate independent ...
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