Nvidia is the undisputed leader in AI chips. The shift toward ASICs seen in cryptocurrency mining is an example of a risk investors need to watch when owning Nvidia. However, there are some key ...

CoreWeave is focusing on vertical integration to scale artificial intelligence (AI) cloud infrastructure while controlling costs. Nvidia’s $6.3 billion capacity agreement has reduced CoreWeave’s ...

Nvidia needs to recycle its cash into the AI supply chain, but will other companies struggle to spend and keep up?

Consider that CoreWeave and Nvidia just signed a $6.3 billion cloud computing capacity order. It even includes a guarantee ...

Management sees a long-term addressable market in AI hardware and services of $356 billion by 2028. That is almost double the ...

AI is changing data centers, transforming them from cost centers to AI factories that deliver ROI, with new approaches to how ...

Call it the quest for the most chips. As the companies and governments seek to leverage the potential of artificial ...

Amid growing AI rivalry with the US, the two companies are leading China’s drive to shake off the nation’s dependence on ...

D-Wave Quantum and Nvidia are delivering vastly different offerings to the AI sector. D-Wave's quantum computers can quickly ...

The current leaders in the race toward a $5 trillion valuation seem obvious if you focus mainly on headlines: Nvidia, Apple, or Microsoft all appear likely to cross that milestone ...

The policy under consideration is the latest development in the Trump administration's efforts to boost chip manufacturing in the U.S. The push has also been a boon to Intel's faltering business, in ...

Nvidia Corporation’s AI chip leadership, OpenAI & Intel deals, and record financials make NVDA a top buy. Click for my ...