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Nvidia AMD Market Trends Market Competition Chip Manufacturing Data Centers AI Chips Partnerships Intel Market Performance

3 ARTICLES

2w ago

Huang Names Marvell the 'Next Trillion‑Dollar' Chip Company

Nvidia's public endorsement, backed by a $2 billion stake, has lifted Marvell's stock and raised questions about whether the company's interconnect and custom‑chip forecasts can justify extreme valuation gains.

8 ARTICLES

last mo.

Broadcom Slips as Bullish Analyst Calls and Split EPS Views Set Up March 5 Earnings

7 ARTICLES

5mo ago

U.S. Clears Conditional Nvidia H200 Sales to China as White House Levies 25% Chip Tariff

3 ARTICLES

5mo ago

Navitas Elevates Avnet to Global Distribution Partner to Drive Push Into AI Power Markets

4 ARTICLES

5mo ago

Trump Reopens China AI Chip Sales, Lifting AMD’s 2026 Prospects

7 ARTICLES

7mo ago

Nvidia Deepens Korea Ties as Samsung’s 2026 HBM Books Out and SK Hynix Lays Out HBM4 Timeline

Artificial Intelligence

Huang Names Marvell the 'Next Trillion‑Dollar' Chip Company

Wall Street Turns More Bullish on Broadcom as AI Chip Pipeline Widens

Nvidia Reports $215.9 Billion, Extends AI Data-Center Lead Over AMD

Arm Shares Hit Record After SoftBank Expands Rene Haas’s Role

Navitas Shares Jump After Ex‑Broadcom Executive Gregory Fischer Joins Board

Broadcom Locks In Google TPU Deal Through 2031 and 3.5 GW Anthropic Access

Broadcom Locks Long-Term AI Chip Deals With Google and Anthropic

Nvidia’s Valuation Slips Below the S&P 500 as Analysts Point to More AI Upside

Nvidia Lifts AI-Chip Outlook to $1 Trillion Through 2027 at GTC

AMD's Lisa Su to Visit South Korea for Talks on HBM Supply With Samsung, Naver

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Artificial Intelligence

AI Demand Tightens Memory Supply, Lifting Micron and Sandisk

Broadcom Projects Strong Q1 AI Sales as VMware Shift Deepens Customer Lock-In

Analog Devices Beats Q4, Hikes Dividend 11% and Lifts Outlook

Broadcom Draws Fresh Upgrades on AI Momentum as TPU Costs Challenge Nvidia

Jensen Huang Visits China as Nvidia Awaits Beijing’s H200 Decision

Broadcom Slips as Bullish Analyst Calls and Split EPS Views Set Up March 5 Earnings

U.S. Clears Conditional Nvidia H200 Sales to China as White House Levies 25% Chip Tariff

Navitas Elevates Avnet to Global Distribution Partner to Drive Push Into AI Power Markets

Trump Reopens China AI Chip Sales, Lifting AMD’s 2026 Prospects

Nvidia Deepens Korea Ties as Samsung’s 2026 HBM Books Out and SK Hynix Lays Out HBM4 Timeline

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Artificial Intelligence