Nvidia faces growing competition from custom AI accelerators. This cloud provider says its chips business could generate $50 ...

However, Nvidia is no longer the only option available. There are other chip designers tailoring their designs for specific ...

The semiconductor trade is still being powered by one enormous number as global chip sales are on track to reach $1 trillion ...

Nvidia's dominance in data center GPUs is pushing hyperscalers toward custom silicon and diversified AI infrastructure ...

The leading chipmaker is highly dependent on a small group of customers.

Nvidia, Advanced Micro Devices and Broadcom were all dropping amid worries about the sustainability of OpenAI's spending.

Nvidia's stock is down to start 2026 but rising on Monday. Nvidia is once again Morgan Stanley's top stock pick in the chip sector, reclaiming that spot from Micron Technology. Analyst Joseph Moore ...

Investor interest for AI chip startups is rising, but big challenges remain for the nascent sector.

The announcement, during the company’s Q1 earnings call, comes a week after Alphabet announced two new TPUs: its TPU 8t for ...

The stock just broke out of a prior $165–$195 range and the drop is driven by OpenAI headline risk, not a confirmed demand ...

Google's newest TPUs are faster and cheaper than the previous versions. But the company is still embracing Nvidia in its ...

Next month Intel veteran Scott Gawel will join Nvidia, succeeding Donald Robertson, the AI chip giant’s longtime chief ...