As Amazon pushes into big, capital-intensive areas like AI infrastructure, healthcare, and satellite internet, the payoff may take time.

Google secures SSI as anchor customer for TPU chips, competing with Nvidia's GPUs, expanding access to external companies.

The twin moves by Alphabet's corporate and cloud division with high-profile AI labs including SSI and Anthropic show the tech ...

Nvidia (NVDA) stock has declined about 20% year to date, reflecting tariff concerns, chip export restrictions, growing competition in the ...

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Optical networking chip startup nEye Systems Inc. wants to become the nerve center for artificial intelligence data centers ...

Giroux also has a portfolio underweight to Nvidia (NVDA) on concerns about growth in the company's Blackwell 200 chipset sales. Instead, he favors Advance Micro Devices (AMD) because the thinks it ...

Dell Technologies, Lenovo and Supermicro executives explain to CRN how they are adapting to Nvidia’s annual AI chip release ...

One thing contributing to the drop is the 2024 election which brought Donald Trump back to the Oval Office. Trump's 145% ...

Amid the rubble of President Donald Trump's escalating trade war, Nvidia (NASDAQ: NVDA), the semiconductor powerhouse fueling ...

NEye Systems, a startup developing a new kind of networking chip for artificial intelligence data centers, on Thursday raised ...