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Nvidia Surges Past $5 Trillion Valuation on AI-Fueled Chip Rally

Intel's earnings beat sparked gains across semiconductor stocks that helped push Nvidia to a record close.

Nvidia to Supply About 1 Million GPUs to AWS Through 2027

Meta Strikes Multi-Year, Multibillion-Dollar Deal to Rent Google TPUs

Meta Strikes Multiyear AMD Deal for Up to 6 GW of AI Compute

Meta Strikes Multi-Year 6 GW AI Compute Deal With AMD

Meta Strikes Up to $60 Billion AMD AI Chip Deal, Locking In 2026 Deliveries

AMD Strikes Multiyear Deal to Supply Meta Up to 6 GW of AI GPUs

Nvidia, SK Leaders Meet in Silicon Valley to Discuss HBM4 Supply and AI Cooperation

Positron Raises $230 Million to Challenge Nvidia in AI Inference

Alibaba Steps Up In‑House Tech With New AI Chip and Reported Robovan Merger

TSMC Rallies to Fresh Highs as AI Boom Deepens and U.S. Eases China-Plant Rules

Amazon Unveils Trainium3 as AWS Touts Multi-Billion Trainium Business

Nebius Pushes Into Open-Model AI With Token Factory as Hyperscaler Deals Mount

Jefferies Names Broadcom Top Pick on OpenAI Chip Pact, Raises Target to $480

Anthropic Secures Access to Up to 1 Million Google TPUs in Major Cloud Pact

OpenAI Strikes 6‑GW Chip Supply Deal With AMD, Gains Warrant for Up to 10% Stake

OpenAI Rules Out Large-Scale Google TPU Use and Advances Its Own AI Chip

Chinese Tech Giants Spend $16 Billion on Nvidia AI Chips in Q1 2025

AMD Faces Investor Scrutiny Ahead of Q4 Earnings as AI Market Dynamics Shift

Hewlett Packard Enterprise Lands $1 Billion AI Server Deal with Elon Musk's X