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Artificial Intelligence

Nvidia Posts Record Quarter but Flags Rising Costs, Supply Limits and China Shortfall

The company projected roughly 70% revenue growth for the coming year with rising memory and infrastructure costs threatening to squeeze gross margins.

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Nvidia’s Blockbuster Quarter and 70% Outlook Reshape the AI Compute Chain

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Jensen Huang Declares Marvell a Candidate for Trillion-Dollar Valuation as Shares Surge

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Qualcomm Repositions as AI Data‑Center Platform With Modular Acquisition

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AMD Repriced as CPUs Emerge as New Engine for AI Infrastructure

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3mo ago

Hyperscalers Report Rapid AI Cloud Growth and Huge Contracted Backlogs as Tech Stocks Dip

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4mo ago

Nvidia Looks Like the Better Buy Than AMD on Valuation and Growth

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5mo ago

Nvidia Cements AI Infrastructure Lead With Strong Results and New Platforms

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6mo ago

AI Infrastructure Race Accelerates: Nvidia Projects $1 Trillion Orders as Microsoft Tests Rubin Racks and Oracle Highlights $553 Billion Backlog

62 ARTICLES

6mo ago

Nvidia’s Robotaxi Stack Goes Mainstream as Uber Targets 2027 LA/SF Launch and 28 Cities by 2028

138 ARTICLES

7mo ago

Agentic AI Triggers Sharp Repricing as Markets Punish Perceived Losers

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8mo ago

Alphabet Tops $4 Trillion After Reported Apple Deal Puts Gemini Inside iPhones

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9mo ago

Nvidia Unveils Rubin at CES as Analysts Hold About $253 Target Despite Growing Risks

38 ARTICLES

9mo ago

Funding Setback Tests Oracle’s AI Push as TikTok JV Reports Lift Shares

13 ARTICLES

9mo ago

MetaX Soars Up to 755% in Shanghai Debut After Heavily Oversubscribed AI Chip IPO

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10mo ago

Google’s TPUs Emerge as a Cheaper Inference Option as Nvidia’s Training Stronghold Persists

157 ARTICLES

10mo ago

Nvidia Stays Out Front in AI Chips as OpenAI Lines Up AMD and U.S. Clears UAE Shipments

Artificial Intelligence

Nvidia Posts Record Quarter but Flags Rising Costs, Supply Limits and China Shortfall

Nvidia’s Blockbuster Quarter and 70% Outlook Reshape the AI Compute Chain

Jensen Huang Declares Marvell a Candidate for Trillion-Dollar Valuation as Shares Surge

Qualcomm Repositions as AI Data‑Center Platform With Modular Acquisition

AMD Repriced as CPUs Emerge as New Engine for AI Infrastructure

Hyperscalers Report Rapid AI Cloud Growth and Huge Contracted Backlogs as Tech Stocks Dip

Nvidia Looks Like the Better Buy Than AMD on Valuation and Growth

Nvidia Cements AI Infrastructure Lead With Strong Results and New Platforms

AI Infrastructure Race Accelerates: Nvidia Projects $1 Trillion Orders as Microsoft Tests Rubin Racks and Oracle Highlights $553 Billion Backlog

Nvidia’s Robotaxi Stack Goes Mainstream as Uber Targets 2027 LA/SF Launch and 28 Cities by 2028

Never miss stories about

Artificial Intelligence

Agentic AI Triggers Sharp Repricing as Markets Punish Perceived Losers

Alphabet Tops $4 Trillion After Reported Apple Deal Puts Gemini Inside iPhones

Nvidia Unveils Rubin at CES as Analysts Hold About $253 Target Despite Growing Risks

Funding Setback Tests Oracle’s AI Push as TikTok JV Reports Lift Shares

MetaX Soars Up to 755% in Shanghai Debut After Heavily Oversubscribed AI Chip IPO

Google’s TPUs Emerge as a Cheaper Inference Option as Nvidia’s Training Stronghold Persists

All Eyes on Nvidia Earnings as Jitters Grow Over AI Valuations

Nvidia’s $5 Trillion Run Spurs Big Target Hikes on $500 Billion AI Chip Orders

OpenAI Taps Broadcom to Co-Develop Up to 10 GW of Custom AI Accelerators

Nvidia Stays Out Front in AI Chips as OpenAI Lines Up AMD and U.S. Clears UAE Shipments

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Artificial Intelligence