Jensen Huang has built a $4.6 trillion empire selling the picks and shovels of the AI revolution. But while he preaches ...

AMD, Intel, and startups like Spectral Compute line up to reduce hardware lock-in and snatch chip giant's computing crown ...

Apple has long built its brand around a tightly integrated hardware and services ecosystem. In AI and high-performance computing (HPC), however, the platform has been limited by the absence of support ...

HOLD: valuation prices in AI growth. Learn why CUDA/TSMC is the real moat, why GPU demand may turn cyclical, and what to do now.

A small British software startup called Spectral Compute Ltd. believes it has what it takes to break Nvidia Corp.’s stranglehold on artificial intelligence data centers after raising $6 million in ...

NVIDIA’s dominance faces a power squeeze, with roughly 90% of revenue tied to cloud servers. Cloud growth is hitting resource ...

Nvidia isn’t building quantum computers, instead it’s using its supercomputing strengths to accelerate quantum computing ...

The tech giant just made a move it hasn’t made in 20 years. Nvidia released one of its biggest updates in nearly 20 years. Key changes make GPUs easier to program, more efficient, and harder for ...

The differences between Nvidia, AMD, and Broadcom. Nvidia and AMD both produce discrete GPUs, which can process a wide range ...

Should investors be wary of AMD's cheaper data center GPUs?