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May 21, 2024
NVDA facing competition from rivals like Intel, AMD, Qualcomm, Meta, Microsoft, and Google in AI hardware as they develop software to rival Nvidia's Cuda platform.
May 21, 2024
Microsoft must again contend with OpenAI drama. Will Satya Nadella's patience wear thin?
April 9, 2024
Chip will be available very soon
March 26, 2024
The coalition of tech companies includes Qualcomm, Google and Intel. Read more at straitstimes.com.
March 11, 2024
Nvidia and Carlyle Group saw the largest valuation bumps among US-listed stocks covered by Morningstar analysts.
February 22, 2024
Fair value estimate for the stock raised to $730 from $480 as we upgrade our long-term profit and revenue expectations.
December 20, 2023
With AMD behind in GPU software and the companys data center revenues expected to grow at 30% a year through 2027, the stock already reflects very optimistic assumptions
December 14, 2023
The entire industry is motivated to eliminate the CUDA market, said Intel CEO Pat Gelsinger.
December 8, 2023
AMD has signed up major hardware companies to support its latest initiative to build out datacentre AI optimisation.
November 14, 2023
What stood out was IBM's demonstration of a much tighter connection between its research work on advanced technologies and the rapid "productization" of this work into commercial...