4 days ago · Demand is starting to hit a wall, even as hype for AI stocks continues to soar. That's a recipe for a serious repricing of AI infrastructure plays. Folks are still chasing chip stocks today because they're hot. But what's good for the breakfast menu is probably not good for your portfolio. Pay attention to the headwinds in the AI trade today.

Mar 18, 2025 · An AI chip is a specialized integrated circuit designed to handle AI tasks. Graphics processing units (GPUs), field programmable gate arrays (FPGAs) and application-specific integrated circuits (ASICs) are all considered AI chips.

Who Are the Top Players in the Red-Hot AI Chip Market? Daniel Morgan, Senior Portfolio Manager Nvidia (NVDA) continues to be in the pole position in the artificial intelligence (AI) race, but what other semiconductor companies are in the pack?

Mar 25, 2025 · anita2020/iStock via Getty Images. Chip stocks were largely in the red on Tuesday after Alibaba's Chairman Joe Tsai expressed concerns about a potential AI bubble in the U.S.AI chipmakers Nvidia ...

Feb 20, 2025 · Engineering researchers have demonstrated that artificial intelligence (AI) can design complex wireless chips in hours, a feat that would have taken humans weeks to complete.

Dec 10, 2024 · Amazon reporting soft demand for AMD AI chips is partially behind the downgrade and price target cut. Unfortunately for AMD investors, the company looks like it will close out 2024 in the...

5 days ago · AI chips enable parallel computing capabilities are increasingly in demand. This article will information to you on 10 popular AI chip makers.

Jan 19, 2024 · AI chip stocks truly blasted off. And it seems they’re going to stay hot for all of 2024. The Final Word. Our technical work suggests chip stocks could pop about 30% this year, on average.

Jan 8, 2024 · The report introduces the concept of “on-chip governance,” detailing how security features on AI chips could help mitigate national security risks from the development of broadly capable dual-use AI systems while protecting user privacy.

Jan 9, 2024 · The report introduces the concept of “on-chip governance,” detailing how security features on AI chips could help mitigate national security risks from the development of broadly capable dual-use AI systems, while protecting user privacy.