Exclusive | Oracle, Broadcom and SpaceX Seek Blockbuster Debt Deals to Pay for AI Chips
Big players in artificial intelligence are lining up a series of blockbuster financing deals to pay for computing…
Nvidia, Microsoft at Center of $7 Trillion AI Boom
This article first appeared on GuruFocus. America’s AI infrastructure boom could triple by 2030, creating an investment cycle…
AMD Is Behind The AI Chip Shift Nobody Is Talking About
Quick Read AMD and NVDA each grew Data Center revenue over 100% year over year, but AMD stock…
South Korea’s ‘AI for All’ Is Great for Chipmakers, but It Will Run Into Wall of Reality
Quick Read South Korea’s 512-GPU ‘AI for All’ program signals real demand for NVDA compute and SKHY memory…
Nvidia’s $99 Billion Portfolio Is Turning Intel and CoreWeave Into an AI Stress Test
Nvidia disclosed roughly $99 billion of public and private equity investments as of July 26, plus about $25…
NVIDIA (NVDA)’s $20 Billion Groq Bet Goes Live This Year With New AI Racks
CNBC reported that NVIDIA Corporation (NASDAQ:NVDA)’s Groq 3 LPX rack is in full production and will be deployed…
Broadcom vs. Nvidia: 1 Critical Metric Shows Which Artificial Intelligence (AI) Chipmaker Is the Better Buy After Earnings
Broadcom (NASDAQ: AVGO) and Nvidia (NASDAQ: NVDA) are two of the biggest names in the chipmaking business. While…
Goldman Sachs Says the AI Trade Is Barely Started. The Stocks That Got You Here Will Not Take You There
Quick Read Barrs argues NVDA’s leadership is fading as AI broadens, with PLTR and MU rewarded for beating…
ARM vs. NVDA: Which AI Chip Designer is Worth Investing in?
Arm Holdings plc ARM and NVIDIA Corporation NVDA are both major beneficiaries of the AI computing boom, with their technologies…
Own The AI Boom? NVIDIA’s Story vs. Micron’s Contracts
NVIDIA offers a bet on relentless innovation to justify its price, but Micron locked in its future with…
Exclusive | AMD and Anthropic Sign Major Chips-and-Investment Deal
Advanced Micro Devices AMD 1.45%increase; up pointing triangle and Anthropic have signed a deal for tens of billions…
Broadcom Is Drowning in AI Orders. Why Aren’t Investors Impressed?
Broadcom (AVGO)‘s stock took a 14.0% haircut before the market even opened on Thursday. You’d think the company…