Does Tenstorrent have the power to take on AI in the AI chip market? We explore the origins and plans of a $2.6bn chipmaker.
Another reason the AI bubble can burst in 2025 is due to the expected resolution of GPU scarcity that's sent Nvidia's stock ...
Despite long-term AI-driven growth, Amazon's current valuation reflects over-optimism. Near-term EV-to-EBITDA compression and ...
Could Nvidia stock fall by about 50% to levels of around $65 in the near term from the roughly $130 level it is at currently?
Nvidia's (NASDAQ: NVDA) stock has been a huge winner each of the past two years. After surging over 238% in 2023, the stock ...
Amazon (NASDAQ: AMZN) is the world's fourth-largest company, at this writing, with a market capitalization of $2.4 trillion.
CEO Andy Jassy noted, "We've seen significant reacceleration of AWS growth for the last four quarters," putting its ...
Nvidia's Blackwell chip has taken the world by storm. For that reason, Yahoo Finance has selected Blackwell as its 2024 ...
Nvidia and TSM are two AI stocks that are trading at reasonable valuations and remain well-poised to deliver outsized returns ...
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Nvidia Attacks AWS
and most analysts believe it is also the primary reason Amazon’s stock has done so well. The new competition could be from ...
In Q3, TSMC's revenue rose 36% year over year in U.S. dollars, thanks to its strong AI business that is projected to triple this year. Wall Street analysts expect this dominance to continue into 2025, ...
Custom AI chips from Broadcom and others are gaining traction, expanding Big Tech companies' options beyond Nvidia.