AI Chips

NVIDIA Corp (NASDAQ:NVDA) CEO Jensen Huang highlighted $1 trillion in orders for AI chips at the company's recent GPU Technology Conference. The large figure and future demand for the company's AI chips did little to win over investors, something that tech investor Gene Munster says might show...

Tesla Inc. (NASDAQ:TSLA) and SpaceX CEO Elon Musk shared fresh details about the upcoming Terafab AI chip project, touting it as a major leap in his enterprises’ AI capabilities. Terafab Invites Doubts On Sunday, user @markusdd5 posted on X that the Terafab project, given its scale, could be...

Nvidia Corp (NASDAQ:NVDA) will deliver one million graphics processing units to Amazon.com, Inc.'s (NASDAQ:AMZN) Web Services. AWS Locks In Massive Multi-Year GPU Deal Ian Buck, Nvidia's vice president of hyperscale and high-performance computing, told Reuters on Thursday that shipments will begin...

On Thursday, shares of Super Micro Computer Inc. (NASDAQ:SMCI) fell about 11.85% after hours to $27.14, according to Benzinga Pro. DOJ Charges Spark Sell-Off In AI Server Stock The decline followed an announcement from the U.S. Department of Justice that three individuals were charged in an alleged...

Speaking at the NVIDIA Corp (NASDAQ:NVDA) 2026 GTC Conference on Monday, CEO Jensen Huang provided more details on the company's AI chip demand and more heightened revenue forecasts for the future. Nvidia's $1 Trillion Opportunity Huang has been bullish on opportunities such as data centers and AI...

Nvidia Corp.'s (NASDAQ:NVDA) next-generation Rubin AI GPU platform could reportedly face production delays due to supply constraints in next-generation memory. HBM4 Supply Constraints Could Slow Nvidia's Rubin Rollout Nvidia's Blackwell successor, the Rubin GPU platform, is seeing downward...

The Donald Trump administration is reportedly considering a new framework for exporting advanced artificial intelligence chips that could require foreign governments to invest in U.S. data centers. Proposed AI Chip Export Framework U.S. officials are debating a regulatory framework to govern...

Broadcom Inc (NASDAQ:AVGO) stock gets higher price targets from analysts after beating estimates for the first quarter and providing strong second-quarter guidance. Here's what analysts are saying about the company's future. • Broadcom stock is charging ahead with explosive momentum. Why is...

Earlier this week, Cathie Wood highlighted the intensifying competition for Nvidia Corp (NASDAQ:NVDA) as ARK Investment Management forecasts that custom AI chips could command more than one-third of the compute market by the end of the decade. ARK Sees Custom Silicon Reshaping AI Compute Market...

Cisco Systems Inc (NASDAQ:CSCO) shares hit new all-time highs on Tuesday ahead of the company's second-quarter financial results, set to be released on Wednesday after market close. Here are the earnings estimates, what experts are saying ahead of the report and the key items to watch. Cisco Q2...

NVIDIA Corp (NASDAQ:NVDA) faced fresh pressure on Thursday as reports pointed to growing headwinds across its gaming, China and AI partnership fronts. • NVIDIA stock is showing upward bias. What’s next for NVDA stock? Gaming GPU Launch Could Be Paused Nvidia stock traded slightly lower...

Major U.S. indices closed lower on Tuesday, with the Dow Jones Industrial Average slipping 0.3% to 49,240.99, the S&P 500 falling 0.8% to 6,917.81, and the Nasdaq dropping 1.4% to 23,255.18. These are the top stocks that gained the attention of retail traders and investors through the day:...

Advanced Micro Devices (NASDAQ:AMD) could put the semiconductor sector on watch with fourth-quarter financial results published Tuesday after market close. Here are the earnings estimates, what analysts are saying and key items to watch. AMD Q4 Earnings Estimates Analysts expect AMD to report...

On Thursday, Intel Corp. (NASDAQ:INTC) said it will not accelerate major chip capacity investments without clearer customer commitments, even as rivals Taiwan Semiconductor Manufacturing Co. (NYSE:TSMC) and Samsung Electronics Co. (OTC:SSNLF) ramp up spending. Intel Prioritizes Discipline Over...

The CEO of privately held Anthropic had some choice comments for peer and investor NVIDIA Corp (NASDAQ:NVDA) in a recent interview. Here are the comments and why it could put the topic of selling AI chips to China back into the spotlight. Anthropic CEO Criticizes Nvidia During an interview at the...