In this quarterly semiconductor update, Angus Shillington and Nick Frasse discuss Nvidia’s earnings and the company’s return ...

Nvidia Corporation reclaimed its position as the world's most valuable publicly traded company on Tuesday, surpassing ...

AMD’s rack-scale AI infrastructure, featuring MI350 Series GPUs, 5th Gen EPYC processors, and Pensando Pollara NICs, is already being deployed by hyperscalers including Oracle Cloud Infrastructure, ...

The earnings report highlights Nvidia’s dominance in the AI chip market, where competition continues to intensify among major technology companies. Despite increased competition from rivals, Nvidia ...

Backed by Nvidia (NVDA) through a $700 million private placement in December, Nebius is leveraging Nvidia’s cutting-edge H100 ...

Right now, Nvidia stock is trading near its lowest price-to-earnings (P/E) multiple in a year. I think concerns around tariffs, export controls in China, and rising competition have all made for a ...

Nvidia Corporation’s CEO, Jensen Huang, gave a warning about the growing prowess of Chinese AI competitors. Speaking at a ...

Big quote: In an interview with Bloomberg, Nvidia CEO Jensen Huang made it clear that while the company navigates a complex geopolitical landscape ... intensifying global competition in artificial ...

Blackstone (NYSE:BX) experienced a 3% decline in its share price over the last week, a move that coincides with the announcement of Brookfield Infrastructure Partners acquiring Hotwire Communications ...

Nvidia is trading at around 32.6 times forward earnings. Analysts have projected 5-year forward P/E multiple of 23.5x for ...

Forward-looking: Oracle has committed to spending approximately $40 billion on Nvidia's latest high-performance ... by OpenAI and SoftBank to reshape the landscape of AI computing in the United ...