Explore how NVIDIA became the leader in AI chips, the challenges it faces from competitors like AMD and Intel, and the impact of China's antitrust investigation.
When Broadcom acquired VMware last year, the company aimed to generate adjusted EBITDA of $8.5 billion within three years. Today, Broadcom says it's on target to meet or beat that goal in the 2025 fiscal year.
There’s no question which company rules the semiconductor space—but a fight is ramping up over who comes next.
Ayar Labs said it has raised a $155 million funding round from Nvidia, Intel, AMD and other investors to scale its optical interconnect technology that could make large-scale AI systems faster, more efficient and less costly.
The rumors that Blackwell could be built in the U.S. are exactly why this company is set to be a winner for years to come.
China just escalated its so-called "chip war" with the United States: Beijing is launching an antitrust investigation of Nvidia, the American chipmaker whose products are powering the AI revolution.
For some, Nvidia’s rapid ascent to being the world’s largest company was a shock, but for anyone paying attention their eventual success should have been obvious.
Quantum Machines, Rigetti Computing, and Nvidia announced the successful application of AI to automate the calibration of a quantum computer.
The lawsuit is one of two class-action cases involving tech companies that have recently reached the Supreme Court.
ByteDance is the top buyer of Nvidia AI chips inside China, despite US regulations that require the sale of less powerful Nvidia chips in the country.
NVIDIA continues to fuel the AI stock rally in 2024. Our analysis shows that may be the case for the foreseeable future.