Supply for in-demand AI chips has remained constrained as manufacturers such as Taiwan's TSMC (2330.TW) struggled to catch up and expand capacity for complex techniques such as advanced packaging.

Morgan Stanley has raised its price targets for Nvidia, AMD, and Broadcom, citing accelerating AI demand and strong ...

They argue that if we can do advanced AI computing for cheaper, then that will hurt the demand for NVIDIA’s chips. I couldn’t disagree more.

As anticipation of Nvidia's (NVDA) upcoming earnings report builds, Raymond James analysts said they expect a solid quarter on demand for its artificial intelligence (AI) chips.

Demand in China has begun surging for a business that, in theory, shouldn't exist: the repair of advanced Nvidia artificial ...

AI spending is projected to exceed $274 billion, ensuring sustained demand for Nvidia Corporation's AI hardware amid advancements in AI and LLMs. OpenAI's upcoming o3 model highlights the need for ...

Amazon, with its Trainium2 AI chips, offers alternatives. Trainium2 chips could provide cost savings and superior computational power, which could shift AI workloads away from Nvidia’s offerings.

Nvidia is set to report earnings after the bell Wednesday, with investors likely watching what the chipmaker's results could say about artificial intelligence (AI) demand. LPL Financial Chief ...

Jensen Huang’s Nvidia expects robust demand for its leading AI chips to persist. REUTERS Its shares advanced 1% in extended trading, after closing up 3.7% in regular trading.

Nvidia's NVDA.O quarterly outlook on Wednesday suggested demand from Microsoft MSFT.O, Amazon AMZN.O and other heavyweight tech companies racing to build out AI infrastructure remains robust ...

An Nvidia spokesperson, in response to a media report last week, had said "Hopper demand is very strong, broad Blackwell sampling has started and production is on track to ramp in the second half".