UBS just raised the stakes on Nvidia, lifting its price target from $175 to $205 less than a week before the company reports ...

Rami Sinno led Trainium and Inferentia development at Amazon British chip designer Arm Holdings has reportedly recruited one ...

Huawei has become widely regarded as China's most promising domestic supplier of chips essential for AI development.

The Chinese impact on Nvidia is significant. KeyBanc raised its Q2 revenue estimate to $47.1 billion from $45.1 billion, ...

AMD gains from resumed China exports, strong AI chip ramp-up, and attractive valuation versus peers, with major upside ahead.

Nvidia Corporation's GB200 server cabinets, along with cloud service providers' (CSP) servers powered by their in-house ASIC ...

Nvidia ( NVDA 0.94%) owns stock in publicly traded companies as part of its treasury strategy. Its $4.3 billion portfolio ...

The best AI chips broadly available from clouds and system makers today are called Blackwell, and come as a GB200 chip with a paired central processing unit as well as B100 and B200 versions.

China's artificial intelligence companies have announced two new industry alliances, aiming to develop a domestic ecosystem ...

Elon Musk has shared a bold new milestone for xAI, which is to deploy the equivalent of 50 million H100 class GPUs by 2030. Framed as a measure of AI training performance, the claim refers to compute ...