Nvidia is set to beat expectations, with strong revenue forecast of $48b for Q2 and expected growth through 2026, driven by ...

AMD and Intel are winning share at the margins but can't break Nvidia's CUDA ecosystem and supply chain advantages by 2028.

U.S. President Donald Trump on Aug. 11 approved an arrangement that lets Nvidia resume selling certain AI chips in China in ...

Is the good news fully priced in? Explore key insights on demand, stockpiling, and margins. Read why NVDA is a Hold.

Several top Senate Democrats are urging President Trump to walk back a deal with Nvidia and AMD that would allow the companies to sell artificial intelligence (AI) chips to China after they agreed ...

Cambricon’s prospects have been boosted by the Chinese government’s determination to use local AI chips in data centres.

VAST Data said the Petasus AI Cloud combines its disaggregated, shared-everything (DASE) platform with Nvidia HGX servers ...

Winning the AI race requires an export offensive, not a fortress mentality. By diffusing compliant U.S. technology worldwide, ...

In its latest shake-up, Wedbush added CrowdStrike, Roblox, GE Vernova, and Nebius to its illustrious group of 30 AI-driven businesses. Ives said these businesses are well-positioned to capitalize on ...

On company-specific concerns, Nvidia has pushed back against an analyst report suggesting it is delaying the production of its next-generation Rubin hardware to better match chips from rival Advanced ...

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Copilot+ PCs don't still don't offer any groundbreaking on-device AI features. And don't expect improvements to cloud-based ...