Alibaba’s chairman is the latest to warn of an AI bubble. Is that a problem for Nvidia?
Alibaba-backed Ant Group said it used Chinese-developed chips to train AI models at a 20% lower cost and with similar results ...
Intel Targets Nvidia and Broadcom to Boost Foundry Business
Analyst Timothy Arcuri said that Nvidia seems to be the closer bet, potentially tapping into Intel's 18A process for gaming chips. But power consumption remains a challenge, which Intel hopes to solve ...
Is Broadcom Primed to Take Over Nvidia's Market Share? 1 Jaw-Dropping Projection That Investors Must Be Aware Of.
In 2024, AI-related revenue for Broadcom totaled $12.2 billion. However, Broadcom projects that the market for its XPUs and ...
Intel's CEO Resets Roadmap With Fresh Play for Nvidia and Broadcom
UBS says Intel's near-term focus includes landing major chip clients and rolling out a lower-power 18A process ...
Nvidia CEO Jensen Huang Throws Cold Water on Rival Broadcom’s Bold Forecasts
Nvidia CEO Jensen Huang has doubts about Broadcom's ability to win market share in the AI chip market, an area where Nvidia ...
If I Could Only Buy 1 Artificial Intelligence (AI) Chip Stock Over the Next Decade, This Would Be It (Hint: It's Not Nvidia)
Artificial intelligence (AI) has dominated news feeds and financial headlines for much of the last few years after emerging ...
Nvidia: The Show Is Nowhere Near Over
Nvidia struggles amid market selloffs and competition from Broadcom. Find out why NVDA stock is still a buy for long-term ...
TSMC has pitched Nvidia, AMD, Broadcom about joint venture to run Intel foundry: sources
US President Donald Trump is keen to revive Intel’s fortunes, as he seeks to boost American advanced manufacturing, sources ...
Exclusive: TSMC pitched Intel foundry JV to Nvidia, AMD and Broadcom, sources say
Alibaba Group Chairman Joe Tsai said on Tuesday the tech giant would recommence hiring, emboldened with more confidence ...
Nvidia stock rises as GTC leaves Wall Street analysts 'comfortable with long term AI demand'
Nvidia stock reversed direction after a two-day slide that saw shares lose 5% as the AI chipmaker's annual GTC event failed ...
24/7 Wall St. on MSN6d
3 Can't Miss Announcements from GTC: NVIDIA's (NVDA) Biggest Event of the Year
NVIDIA (Nasdaq: NVDA) is hosting its biggest event of the year: GTC. Yesterday NVIDIA CEO Jensen Huang gave a keynote which ...
How Nvidia could stick it to the bears at GTC
What's the biggest way that Nvidia can tamp down the bear case at GTC? Perhaps by following Broadcom's playbook, according to a Truist Securities analyst. Truist's William Stein thinks that demand ...