Nvidia Corporation's upcoming Blackwell GPU is expected to drive significant revenue growth, potentially surpassing current market estimates, due to high demand from Data Centers and hyperscalers ...

Advanced Micro Devices, Inc.'s new AI accelerator, the Instinct MI325X, launching in Q1 '25, aims to compete directly with Nvidia's Blackwell GPU, potentially boosting AMD's market share.

A couple of years ago, semiconductor specialist Nvidia attempted to acquire a little-known company called Arm Holdings (NASDAQ: ARM). Unfortunately for Nvidia, the company abandoned the deal as ...

The limited supply of Ascend 910B chips poses a significant obstacle for ByteDance as it attempts to scale its AI initiatives ...

Nvidia faces rising competition and potential government intervention, both of which could stifle its growth story. While Arm stock is pricey, the long-run narrative looks strong, making it a ...

Analysts are expecting Nvidia to deliver stronger-than-expected revenue in the current fiscal year. The strong momentum of Nvidia's Blackwell chips, thanks to robust demand and improving supply ...

Could Nvidia be planning to release multiple versions of its upcoming GeForce RTX 5070? Potentially, if recent claims are to be believed - but it's hard to see where it will fit into Nvidia's RTX ...

Investors who want to invest in semiconductor stocks but are concerned about the elevated valuations of some of the leading ...

The artificial intelligence chipmaker Nvidia (NASDAQ: NVDA) has amassed close to a $3.2 trillion market cap, making it one of the world's largest chipmakers. It now consumes more than 6% of the ...

Nvidia refers to CPU and GPU superchips and superchip systems under a GB fronted moniker i.e. GB200, for "Grace Blackwell", while the rumours still stand that GB202 etc will be the codename for ...