Tesla emerges as surprising rival to AMD and Nvidia in quest to grab next-gen HBM4 memory for AI and supercomputers
HBM4 chips poised to power Tesla's advanced AI ambitions Dojo supercomputer to integrate Tesla’s high-performance HBM4 chips ...
Benzinga.com29d
Nvidia Crushes Tesla In Stock Gains — Gary Black Explains Why The AI Chipmaker Occupies The No. 1 Position In Future Fund's Portfolio
Prominent investment analyst Gary Black of The Future Fund LLC has sparked a market discussion with a recent analysis comparing Tesla Inc. TSLA and NVIDIA Corp. NVDA, highlighting critical ...
Barron's2mon
What Tesla's Earnings Mean to Nvidia
Tesla is one of Nvidia's big customers. That makes its earnings interesting for the chip maker's stock. Tesla said it “increased AI training compute” by over 75% year over year in the third ...
Digi Times24d
Nvidia and Tesla set to challenge IDMs' dominance in industrial robotics
Both Tesla CEO Elon Musk and Nvidia CEO Jensen Huang consider humanoid robots to be the ultimate chapter in AI development. According to a Goldman Sachs research forecast for the first half of ...