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Nvidia Earnings: Revenue Boom Fuels AI Hype

Fair value estimate for the stock raised to $730 from $480 as we upgrade our long-term profit and revenue expectations. ....

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Do upstart chip makers stand a chance in the semiconductor market dominated by Big Tech firms?

Do upstart chip makers stand a chance in the semiconductor market dominated by Big Tech firms?
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Don't Bet AMD Stock Can Rise On $150 Billion AI Chip Market

With AMD behind in GPU software and the company s data center revenues expected to grow at 30% a year through 2027, the stock already reflects very optimistic assumptions ....

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Intel just called out Nvidia | Digital Trends

The entire industry is motivated to eliminate the CUDA market, said Intel CEO Pat Gelsinger. ....

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AMD goes after Nvidia with AI accelerator and software library

AMD has signed up major hardware companies to support its latest initiative to build out datacentre AI optimisation. ....

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