China has approved its first batch of Nvidia H200 AI chip imports for ByteDance, Alibaba, and Tencent, totaling over 400,000 ...
In Ark's latest "Big Ideas 2026" report, Wood warns that Nvidia will face tougher competition from AMD ( AMD +2.10%) in the AI market this year. Should investors expect the underdog to catch up to ...
How DeepSeek abandoned attempts to train its R2 AI model on Huawei chips after persistent failures, switching back to Nvidia ...
Palantir (Nasdaq: PLTR) delivered 138% returns in 2025 versus NVIDIA’s 37%. Revenue grew 63% year-over-year to $3.9B. ASML (NYSE: ASML) holds a monopoly on extreme ultraviolet lithography machines.
At CES 2026, NVIDIA announced the new graphical capabilities coming to over 400 games very soon, including DLSS 4.5 super resolution and 6X multiframe generation. If you want to get a taste of some of ...
Amazon Web Services (AWS) has updated the pricing structure for some of its Elastic Compute Cloud (Amazon EC2) Capacity Blocks for ML offerings. Raised by approximately 15%, this move could affect ...
Nvidia’s $20 billion strategic licensing deal with Groq represents one of the first clear moves in a four-front fight over the future AI stack. 2026 is when that fight becomes obvious to enterprise ...
On Dec. 8, Federal prosecutors in Texas unsealed documents that revealed they had shut down a China-linked smuggling network for export-controlled Nvidia H100 and H200 GPUs. The smuggling ring, they ...
Nvidia, the world’s largest company by market capitalisation, announced its third quarter (Q3) results on 19 November. Nvidia’s earnings for Q3 were a knockout, smashing through analyst expectations ...
A regular GPU is a visual problem solver at its core. The same parallel math that makes those visuals possible also happens to be great for crunching huge numbers all at once. That is why people ...
Nvidia trades at 25x forward earnings compared to Intel at 61x and AMD at 33x despite superior margins and growth. The company reports $275B in backlog for 2026 with analysts expecting up to $412.5B ...
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