The AI bubble question finally got answered by the man who’s helped fuel the frenzy—and his response suggests investors worried about a 2000-style crash might be missing a fundamental shift that’s already reshaping how the world computes.

Google’s TPU chips are catching up in AI workloads, but software is what keeps Nvidia on top—at least for now.

The race for autonomous driving has three fronts: software, hardware, and regulatory. For years, we’ve watched Tesla try to

Dell is teaming up with Nvidia to bring more AI capabilities to enterprises, integrating Nvidia’s advanced hardware into its servers

Nvidia partner SMCI's momentum score falls after Q1 earnings miss. See why margin pressures are weighing on the stock despite high growth.

The Chinese startup is Zhonghao Xinying. Its Ghana chip is claimed to offer 1.5 times the performance of Nvidia's A100 AI GPU while reducing power consumption by 75%. And it does that courtesy of a domestic Chinese chip manufacturing process that the company says is "an order of magnitude lower than that of leading overseas GPU chips."

Google is reportedly in talks to sell its tensor processing units – a type of computer chip specially designed for AI – to other tech companies, a move that could unsettle the dominant chip-maker Nvid

Nvidia Quantum Cloud has already gained widespread adoption with quantum computing developers. The company recently introduced NVQLink to connect quantum and classical computers. Nvidia is following a familiar pick-and-shovel strategy with quantum computing that has worked very well with AI.

The company famous for its datacentre AI accereration, is focused on deliverying better performance per watt to fuel the AI boom

Powerful Nvidia computer-processor chips have become highly prized amid a global race for supremacy in artificial intelligence.

The tech group fell as much as 7% following reports that Google owner Alphabet was trying to sign up clients for its own AI-specialised chips.