Groq, Positron, and SambaNova aim to leverage evolving AI workloads in 2025 to challenge Nvidia's leadership in the market.

Yeah, I get it, we already know that Nvidia's sold a motherlode of chips and is laughing its way to the bank. But it hits a ...

Both stocks have had strong runs in 2024. Let's consider which semiconductor looks like the better buy heading into 2025.

Additionally, hyperscalers like Google, Amazon, and Microsoft are developing their own AI chips to reduce dependence on ...

Reports that NVIDIA (NASDAQ: NVDA) could make its Blackwell chips are resonating throughout the semiconductor industry. The news is good for numerous reasons, but there are hurdles and risks to be ...

Nvidia has traded sideways for more than a month. Geopolitics, high expectations and rivals' advances help explain the move.

TSM intends to make the front-end process of Nvidia's Blackwell chips in Arizona, but the processors will still need to be shipped back to Taiwan for packaging. The Arizona plant does not have ...

So we really had to invent all the tools that go around these chips to make them work ... world know how to use Nvidia pretty well. If you invent something new, if you do that on GPU, then things ...

Does it get a lot of market share outside ... AI chips from the other mega cap tech companies that want to make sure that NVIDIA can’t make enough chips or for some reason NVIDIA decides to ...

While Marvell stock is up by almost 2x this year, the recent rally comes as fellow semiconductor player Broadcom guided that ...

Fund manager Stephen Yiu of Blue Whale Growth Fund has forecasted that Broadcom Inc. (NASDAQ:AVGO) will yield substantial ...

It might make more sense for Nvidia to use Through-Silicon-Via (TSV) technology for the vertical dimension, which essentially involves creating tiny tunnels as pathways between the stacked chips.