On the semiconductor side of the house, Broadcom is seeing unprecedented demand for its custom application-specific ...

Nvidia is calling for $3 trillion-$4 trillion of AI infrastructure spending per year by 2030. OpenAI has struck deals for ...

Nvidia is surpassing Broadcom as investors favor its GPU growth and wider customer base. Aureus Asset Management buys Nvidia ...

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AMD projects 60% growth in AI data center revenue, challenging Nvidia. These semiconductor ETFs could benefit from the chip ...

Cloud-based GPU computing has dropped in price over the past year, and real savings can be had if customers can be agile ...

Michael Burry says Oracle and Meta are wildly overvalued. Here's the root of his criticism. Understating depreciation is a 'fraud of the modern era,' says investor. But old chips are still in demand.

Costing tens of thousands of dollars each, Nvidia Corp.’s pioneering AI chips make up a hefty chunk of the $400 billion that Big Tech plans to invest this year—a bill expected to hit $3 trillion by ...

The Dow Jones Industrial Average (DJIA) steadies its grip on Monday, starting the new trading week holding near the 47,000 ...

Amazon's in-house AI chips, Trainium and Inferentia, are reportedly underperforming against Nvidia's GPUs, with some AI ...

Nvidia's latest earnings report on November 6, 2025, exceeded all forecasts, driven by massive AI chip demand. Learn what ...

AWS's Trainium chips struggle against Nvidia's GPUs in performance and adoption, despite Amazon efforts to offer a ...