On Nvidia's recent earnings call, Nvidia CEO Jensen Huang specifically cited reasons why there is not an AI bubble.

A report that Meta may shift billions in AI spending towards Google’s custom chips sent Nvidia shares lower, signalling early signs of a potential shake-up in the company’s near-monopoly of the AI ...

NEW YORK] Meta Platforms is in talks to spend billions on Google’s AI chips, The Information reported, adding to a ...

This means that Google still needs Nvidia GPUs, used in tandem with its own TPUs, to get the combination of speed and energy efficiency it needs to compete. It further suggests that, even if the ...

Media reports suggest the White House is urging lawmakers to kill a pending bill in Congress that would increase export curbs ...

Several tech companies have plotted ways to develop their own semiconductors or forge ties that make them less reliant on Nvidia’s bestsellers Read more at The Business Times.

Meta Platforms Inc. is in talks to spend billions on Google’s AI chips, the Information reported, adding to a monthslong ...

Last week, Nvidia's fiscal third-quarter operating results (its fiscal year ends in late January) highlighted the benefits of its first-mover advantage. However, one of the company's biggest flexes ...