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If you need a big, badass box that can support tens of terabytes of memory, dozens of PCI-Express peripheral slots, thousands ...
Intel's Computex 2025 event showcased Gaudi 3 AI accelerator and new ARC graphics cards, positioning it to gain share in AI ...
A popular Intel leaker says that Team Blue is preparing a competitor to AMD's Strix Halo chips, slated to arrive in 2027.
Intel scaled back its AI accelerator ambitions earlier this year. The company now appears to be refocusing on AI inference, ...
Nvidia became the first publicly traded company to reach a market cap of $4 trillion last week, as investors remain bullish ...
Currently, Nvidia accounts for nearly 8 percent of the S&P 500. That’s the highest weighting for a single stock in 45 years, according to Todd Sohn, senior ETF strategist at Strategas Securities. For ...
Notably, Nvidia's current stock trajectory has far outpaced the path taken by Cisco during the late 1990s technology boom.
We model AMD reaching $17.9 billion in AI GPU revenue in 2029. In turn, AMD’s GPU revenue should grow at a 29% CAGR over the next five years. While these estimates pale in comparison to the $115 ...
Geopolitics have entered the AI space, most notably limiting Nvidia's AI opportunities in China. We are skeptical that Nvidia's China AI business will be allowed to recover, regardless of the US ...
The tech giants said they can resume selling high-end semiconductors to China, in what appears to be a major about-face for ...
Follow Intel news as the company continues to focus on foundry leadership and regaining market momentum in the processor ...
According to a White House official and a person familiar with the initiatives, US President Donald Trump will be announcing ...