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Nvidia Stock Slips. How Demand for Its AI Chips Is Set to Grow.
Bain projects demand for graphics-processing units will climb to the equivalent of 3 million of Nvidia’s next-generation GB200 chips in 2026.
Nvidia Versus AMD: Which AI Stock Is The Better Buy Right Now?
Comparing Nvidia and AMD to decide which to invest in? It can be difficult to analyze everything happening with these AI stocks now. Here's help breaking it down.
Nvidia stock edges up as industry report predicts 'unprecedented levels' of investments in AI data centers
Nvidia stock rose as much as 3% on Wednesday after an industry report projected "unprecedented" levels of investments in AI, a bullish sign for the AI chip maker. Consulting firm
Nvidia Isn’t the Only Chip Opportunity for the AI Boom. 2 ‘Unglamorous’ Stocks to Buy.
Analyst Edward Yang initiated coverage of two semiconductor infrastructure companies, Onto Innovation and Ultra Clean Holdings, late Tuesday, rating their stocks Outperform. These companies provide the equipment to help design chips for the larger chip makers.
AI Investments Not Slowing Down, Nvidia Stock Analyst Says
The relentless pace of innovation in artificial intelligence and sustained demand for AI chips bodes well for Nvidia stock and its peers.
29m
on MSN
Surging AI demand could cause the world's next chip shortage, research says
The last major semiconductor shortage happened during the Covid-19 pandemic amid supply chain disruption and a rise in demand ...
2h
Next chip shortage looming due to rampant growth of AI, warns report
The next great chip shortage could be caused by the rapid growth in Artificial Intelligence (AI) platforms, services, and ...
1h
on MSN
Samsung zeroes on AI storage domination as it starts mass production of 1Tb QLC NAND chips targeting enterprise servers — but don't worry, it will come to consum…
Samsung says it has begun the mass production of its 1Tb quad-level cell (QLC) 9th-generation V-NAND, an industry first. The ...
2d
on MSN
Ephos wants to shatter the market for AI and quantum chips with a new design based on glass
A theoretical physicist believes he has made a breakthrough in photonics research that will enable us to have faster and ...
21h
Intel launches Xeon 6 and Gaudi 3 AI chips to boost AI and HPC performance
Intel is launching new Xeon 6 processors with performance cores as well as Gaudi 3 AI accelerators to stay competitive in the ...
8h
Got $3,000? 2 Artificial Intelligence (AI) Stocks to Buy and Hold for the Long Term
This explains why the Nasdaq-100 Technology Sector index's gain of 75% in the past two years has outpaced the 54% rise in the ...
CRN
1d
With AI Chips Getting Hotter, Liquid Cooling Vendors See Big Channel Play
AI chips are running much hotter than their predecessors, giving rise to a new class of channel-friendly startups focused on ...
1d
Intel launches new AI chips as takeover rumors swirl
Intel debuted two new chips designed to power AI systems on Tuesday amid reports that Qualcomm is looking to takeover the ...
57m
Gartner: AI-enabled PCs to Dominate Laptop Options for Businesses
Gartner predicts Arm-based laptops will grab market share from x-86 as both consumers and business customers grab up laptops ...
8h
Micron’s Results May Reveal an AI Winner Trading at a Discount
Micron Technology Inc. will probably become the latest chipmaker to assure investors that demand for AI-related gear is still ...
Fudzilla
2d
AI chips will become less GPUish
More AI standard Graphics processing units so far have dominated the bulk of training and running large-scale AI models, but ...
5h
on MSN
Is Arm Holdings (ARM) the Best Cheap AI Chips Stock to Buy Now?
We recently published a list of 10 Buzzing AI Stocks on Latest News and Analyst Ratings. Since Arm Holdings PLC – ADR (NASDAQ ...
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