Nvidia is rolling out Blackwell, its next-generation AI chip architecture. Meanwhile, Broadcom is chasing what could be a $90 billion opportunity by 2027.

Custom AI chips from Broadcom and others are gaining traction, expanding Big Tech companies' options beyond Nvidia.

Groq, Positron, and SambaNova aim to leverage evolving AI workloads in 2025 to challenge Nvidia's leadership in the market.

NVIDIA has again supercharged the AI landscape with their latest JONaS chip. But why do we need AI-specific chips in the ...

That hot demand for Blackwell and the 170% surge in Nvidia shares is what led Yahoo Finance to name the chip its 2024 Product of the Year. “Technically, Blackwell is a beast,” Matt Kimball ...

Microsoft's aggressive expansion in AI infrastructure is partly driven by its $13 billion investment in OpenAI.

The U.S. Department of Commerce has recently asked Nvidia to look into how the company's products ended up in China over the ...

Both companies embed Nvidia’s AI chips in their server products, which are then sold globally. The report highlighted sophisticated efforts by smugglers to evade detection. According to ...

The comments from Nadella suggest a shifting supply and demand dynamic for Nvidia's AI chips, which have seen enormous demand over the past two years as companies race to build out their own large ...

Intel CEO Pat Gelsinger retired on December 1, 2024, leaving CFO David Zinsner and senior executive Michelle Johnston ...

Both stocks have had strong runs in 2024. Let's consider which semiconductor looks like the better buy heading into 2025.