Nvidia and AMD’s participation in xAI’s funding round means they are directly financing a rival to their major customers.

What are the Magnificent Seven stocks? How much market cap weighting do AAPL, MSFT, GOOGL, AMZN, META, TSLA and NVDA have on ...

Companies like AMD ( AMD) are angling to poach Nvidia’s customers and slice into its estimated 80% to 90% market share. Even Nvidia’s own customers are working on chips meant to cut down on their ...

AWS is working with Anthropic to build Project Rainier – a large AI compute cluster powered by thousands of Trainium2 chips.

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.

Fundstrat's Tom Lee says that Nvidia could grow tenfold over the next decade, potentially reaching $1 trillion in revenue.

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 ( NVDA 3.08%) stock has been a huge winner each of the past two years. After surging over 238% in 2023, the stock has soared approximately 164% this year, as of this writing. Those are two ...

Another reason the AI bubble can burst in 2025 is due to the expected resolution of GPU scarcity that's sent Nvidia's stock ...

Amazon (NASDAQ: AMZN) is the world's fourth-largest company, at this writing, with a market capitalization of $2.4 trillion.

and most analysts believe it is also the primary reason Amazon’s stock has done so well. The new competition could be from ...