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GPUs

Nvidia’s AI Lead Faces Fresh Tests as Stock Pulls Back and Rivals Step Up

Investors now question the durability of its margins given hyperscalers’ shift to custom chips.

Nvidia Gains Fresh Wall Street Boost as Senate Targets Tighter AI Chip Exports

Nvidia Puts $2 Billion Into Synopsys to Embed Its AI in Chip‑Design Tools

Broadcom Nears $2 Trillion After Goldman Upgrade as Nvidia Seeks to Reassure With Memo

Nvidia’s Blowout Quarter Lifts Targets as Shares Whipsaw and AI Risks Come Into Focus

Nvidia’s Blowout Quarter Fails to Quell AI Bubble Jitters

AMD’s Aggressive AI Targets Reprice Chip Expectations as Investors Pivot to Nvidia’s Report

SoftBank Sells Entire Nvidia Stake for $5.8 Billion to Back OpenAI and AI Infrastructure

Palantir Sinks for the Week After Blowout Quarter as Karp Rebukes Short Sellers

Qualcomm Unveils AI200 and AI250 Data-Center Accelerators as Shares Surge

OpenAI Taps Broadcom to Co-Develop Up to 10 GW of Custom AI Accelerators

Nvidia Stays Out Front in AI Chips as OpenAI Lines Up AMD and U.S. Clears UAE Shipments

AI Rally Sets New Market Highs as IMF and Bank of England Warn of Bubble Risks

Nvidia Said to Back xAI’s $20 Billion GPU SPV as AI Megadeals Draw Bubble Warnings

Nvidia Pledges Up to $100 Billion for OpenAI, Targeting 10GW of AI Capacity

Nvidia Q2 Preview: Street Sees ~$46 Billion Sales as Options Price a Big Post‑Earnings Move

Citi Raises Nvidia Price Target to $190 on Surge in Sovereign AI Demand

Qualcomm Announces Return to Data Center Market with Arm-Based CPUs