Technology ❯ Semiconductors ❯ Graphics Processing Units ❯ Nvidia

Market Competition

Alphabet Sets Massive AI Capex as Nvidia Posts Record Data‑Center Sales and Faces China Chip Report

Analysts point to resilient hyperscaler demand despite recent valuation swings.

AI Spending Surges Into 2026 as Nvidia Signals Relentless Demand

TSMC's Lead in AI Chipmaking Grows as Nvidia Dominance Fuels Demand

Nvidia Leads AI Chip Race as Analysts Lift Targets and New Blackwell Hardware Rolls Out

Google Sets Ironwood TPU v7 for General Availability With Axion CPUs in Cloud