The world’s top chipmaker wants open source AI to succeed—perhaps because closed models increasingly run on its rivals’ ...

A broad group of semiconductor companies remain optimistic about supply and demand trends heading into 2026, according to a ...

Opening Bid Unfiltered is available on Apple Podcasts, Spotify, YouTube, or wherever you get your podcasts. There has been one company at the very center of the AI trade this year. That is none other ...

The historic 1945 Quincy meeting between Saudi King Abdulaziz and US President Roosevelt marked the beginning of the global ...

Sundar Pichai is pushing Google hard into the center of the AI fight, and the pressure is now pointed straight at Jensen ...

Summary: During a recent episode of The AI Investor Podcast, 24/7 Wall St. analysts Eric Bleeker and Austin Smith broke down the competitive dynamic between Google (NASDAQ: GOOGL)’s custom TPU chips ...

A wide range of semiconductor firms remain positive on supply and demand dynamics heading into 2026, according to BNP Paribas ...

Alphabet and Amazon are two of the major companies that are taking aim at Nvidia's dominance. CEO Jensen Huang says demand for Nvidia chips remains strong. Nvidia (NASDAQ: NVDA) has made history in ...

Executive SummaryOn December 8, the Trump administration announced plans to loosen U.S. export controls on artificial intelligence (AI) chips to China by approving the sale of Nvidia H200 chips—the ...

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

Nvidia Corporation leads over 50% of the data center gear market with soaring AI revenue. Click for this updated look at NVDA ...