The artificial intelligence (AI) boom has created massive demand for advanced chips, significantly benefiting semiconductor ...

While Nvidia still controls the bulk of AI accelerator revenue, AMD is growing faster off a smaller base, winning incremental ...

Google, Amazon, AMD and Nvidia’s own customers are rising to challenge the 800-pound gorilla.

Nvidia shouldn't ignore the challenge from AMD and Google, but it's likely to continue dominating the market for now. Two ...

Nvidia leads AI semiconductors with strong alpha, valuation support, high R-squared, revenue elasticity, and AMD convex ...

Key market opportunities for 2026 include the growth of agentic AI solutions offering deeper value than current GenAI tools, the commercial impact of quantum computing in finance and pharma, and ...

AMD and OpenAI have entered a multi-year partnership in which the AI giant will take a 10% stake in AMD at just $0.01 per share and acquire vast quantities of AMD's next-generation MI450 GPUs.

Nvidia should continue beating the market, but investors should also expect the unexpected over the next five years.

On December 16, Cantor Fitzgerald cut its price target on Advanced Micro Devices, Inc. (NASDAQ:AMD) to $300 from $350 while ...

Nvidia's fundamentals remain exceptional, and concentration isn't a market peak. Click here to read more about NVDA stock and ...

In this episode of “Uncanny Valley” we take you through our recent conversation with Lisa Su and go behind the scenes of our ...

CRN goes deep into this year’s biggest Nvidia news stories that underline its central role in the ongoing AI infrastructure ...