Microsoft Chip And Rack Orders Are Through The Roof
People paying attention to this sector of the market are seeing that Microsoft’s demand for GB200 chips and a NVL72 system ...
ReadWrite1h
Nvidia’s shares surge to record high with TSMC acting as a catalyst
Nvidia witnessed its shares soar to a record high on Thursday as investors rallied around the resurgent AI trade, on the back ...
Nvidia’s stock sets one record but falls short of another
While TSMC issued upbeat commentary on the state of the AI market, Wall Street perhaps already had that confidence.
AMD's Gains Lagged Nvidia. Will A Strong Q3 Reverse This?
See our analysis of Advanced Micro Devices Earnings Preview for a closer look at what to expect when the company publishes ...
White House considers expanding Nvidia’s and AMD’s AI chip export limits to additional countries
The Biden administration has privately discussed capping sales of advanced AI chips from Nvidia and AMD to certain Persian ...
How the CEO of this upstart Nvidia rival hopes to seize on the lucrative market for AI chips
Cerebras Systems’ eventual IPO could pave the way for more AI chip companies to go public. It will also test investors’ ...
The Information2d
Chip Boom Strains Nvidia’s Relationship with its Most Important Supplier
Nvidia and OpenAI may get the headlines, but their microprocessors and artificial intelligence wouldn’t be possible without ...
AMD unveils powerful new AI chip to challenge Nvidia
With its new chip, AMD hopes to narrow the performance gap with Nvidia in the AI processor market. The Santa Clara-based ...
Nvidia Stock Had a Volatile Week. Brace for Big Tech Earnings Around the Corner.
Nvidia stock was rising Friday after a volatile week for the leading chip maker. With Big Tech earnings kicking off next week ...