How the CEO of this upstart Nvidia rival hopes to seize on the lucrative market for AI chips
Andrew Feldman leads Cerebras Systems, a company whose eventual IPO could pave the way for more AI chip companies to go ...
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 ...
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 ...
AMD Launches New Artificial Intelligence (AI) Chips: Should Nvidia Investors Be Worried?
AMD is trying to make a dent in the AI graphics card market, but will it be able to eat into Nvidia's market share?
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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'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 ...
What the roller-coaster earnings at ASML and TSMC tell us about demand for AI chips
TSMC's blockbuster results should be a welcome surprise to investors after ASML's earnings sent semiconductor stocks tumbling ...
Nvidia set for a surge: Blackwell chip demand drives optimistic outlook
Nvidia's new Blackwell chip is set to drive significant growth, with analysts predicting higher-than-expected revenue for Q1 ...
Nvidia GeForce RTX 5000 guide: What we know about the new gaming GPU range
All the latest rumors about the Nvidia GeForce RTX 5000 graphics card series, including speculation on the specs, price, and ...
Leading chip maker TSMC reports surging demand, plans for global expansion
Longer-term, TSMC is pursuing a rapid international expansion. It’s planning more plants in Europe with a focus on the market ...