The success of a mysterious Chinese lab has investors questioning the AI spending boom that has swept through Silicon Valley.
OpenAI is nearing the launch of its first custom-designed AI chip. Reuters expects the company to send the chip design to ...
Investors are jittery over three big concernsChina's DeepSeek shaking up AI demand, a potential shift from GPUs to ASICs, and ...
As earnings season continues for most of the Big Tech landscape, Wall Street investors have become increasingly focused on ...
Alphabet's big spending plans surprised Wall Street. The news should soothe investors worried about last week's DeepSeek ...
OpenAI is working with TSMC to design its first in-house AI chips, aiming to cut dependency on Nvidia and control computing costs.
Nvidia's robust R&D spending and strong balance sheet ensure it stays way ahead of the main competitor, AMD. Read why I ...
The past two years have been big for Nvidia (NASDAQ: NVDA), thanks to its dominance in the artificial intelligence (AI) chip market. The stock roared higher, gaining more than 800% over the period ...
Nvidia Corporation faces big demand headwinds as hyperscalers focus more on efficiency instead of buying more compute power.