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 ...

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

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

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.

AMD is a tech stock that continues to trade at a reasonable valuation in 2025, making it a top buy for long-term shareholders ...