“I can’t wrap my head around it," says Andrew Wee, who has been a Silicon Valley data-center and hardware guy for 30 years.

Samsung reportedly declined an offer from NVIDIA's Jensen Huang that would have netted the company billions of dollars and ...

AI advancements like Grok 4 highlight Nvidia being the overwhelming leader in supplying the picks and shovels for the GPU ...

David Tepper is one of the most successful investment managers on Wall Street. His Appaloosa Management hedge fund has ...

Huawei has become widely regarded as China's most promising domestic supplier of chips essential for AI development, even ...

SK Hynix reported a record quarterly profit driven by strong AI chip demand and customer stockpiling amid potential U.S.

Customer concentration is an issue. In Q1 FY’26, Nvidia disclosed that one customer accounted for 16% of revenue and another ...

A trio of industry leaders with well-defined catalysts and competitive advantages can surpass Wall Street's artificial ...

Key Takeaways NVIDIA leads the AI hardware market with strong revenue growth and dominant GPU technology.Broadcom offers stable returns through custom AI chips ...

US President Donald Trump considered breaking up Nvidia Corp. to boost competition in AI chips, but was informed about the significant challenges involved.

Nvidia is one of the 10 Buzzing Stocks Everyone is Talking About. Dan Niles, Niles Investment Management founder and portfolio manager, said in a recent program on CNBC that he turned bullish on ...

Months after Oregon signed an agreement with the computer chip company Nvidia to educate K-12 and college students about ...