May 9, 11:20 PM
Micron's stock gains strength every time markets sell off
Which stock gains when markets sell off? Micron’s tight link to AI data-centre memory and rapid analyst upgrades have made it a recurring outperformer during 2026 selloffs.
NVIDIA
20 articles tagged with NVIDIA
May 4, 06:21 PM
Optics Bottleneck in AI: Lumentum Gains Amid Shift
Optics technology emerges as a critical bottleneck in AI, with Lumentum Holdings positioned to benefit from the shift.
May 4, 02:26 PM
Nvidia, Broadcom, and TSMC Lead AI Infrastructure
Nvidia, Broadcom, and TSMC lead AI infrastructure, providing essential hardware for AI growth. Investors are advised to focus on these giants over end-user apps.
Apr 22, 07:01 PM
CNBC Adds Speculative Stock to Bullpen Amid AI Data Center Growth
CNBC adds a speculative stock to its Bullpen portfolio, targeting AI data center growth amid a $2 trillion infrastructure expansion.
Apr 20, 05:00 PM
Investor Backs Chip Designer Amid AI Agent Demand Surge
Investor backs chip designer amid AI agent demand surge, signaling optimism in the semiconductor sector's growth potential.
Apr 7, 05:13 AM
China and US Lead Different AI Sectors Amid Tensions
China excels in AI applications, US in foundational tech. The race remains open amid geopolitical tensions.
Apr 1, 12:53 PM
China's AI Chip Makers Seize 41% Market Share as Nvidia's Dominance Erodes
Chinese chipmakers have captured 41% of the domestic AI server market, signaling a dramatic shift in semiconductor competition as Nvidia's once-unassailable lead faces mounting pressure from homegrown alternatives.
Mar 26, 08:44 PM
AI Boom Faces Challenges Amid Global Polycrisis
AI's rapid growth faces challenges from geopolitical tensions, climate issues, and cyber threats, risking economic setbacks.
Mar 22, 01:50 AM
Nvidia Announces OpenClaw Strategy at GTC 2026
Nvidia CEO Jensen Huang announces the OpenClaw strategy at GTC 2026, urging enterprises to adopt secure AI agents to stay competitive.
Mar 22, 11:27 AM
U.S.-China AI Rivalry Intensifies, Bernstein Identifies Key Stocks
The U.S.-China AI rivalry intensifies as Bernstein identifies key stocks poised to benefit from the escalating tech race.
Mar 22, 07:39 PM
AI Industry Forms Alliance for Optical Interconnects
Leading tech companies form the Optical Compute Interconnect Alliance to standardize optical interconnects for AI data centers.
Mar 20, 04:01 AM
SiliconFlow Co-Founder Charged in $2.5B Nvidia Chip Scheme
SiliconFlow AI co-founder charged with diverting $2.5B in Nvidia chips to China, violating U.S. export laws.
Mar 18, 01:18 PM
Nvidia's Groq Chips Challenge China's AI Inference Market
Nvidia is expanding its AI chip portfolio with Groq LPU technology targeting China, signaling a strategic shift in inference computing as competition intensifies in the region's booming AI sector.
Mar 18, 01:18 PM
Nvidia Restarts H200 Production for China Amid Geopolitical Tensions
Nvidia has resumed manufacturing its H200 chip for Chinese customers after a weeks-long suspension, signaling a strategic recalibration in the high-stakes battle for AI chip dominance in the world's second-largest economy.
Mar 18, 01:18 PM
Quantum Error Correction Breakthrough: IQM and Zurich Instruments Deploy Real-Time System with NVIDIA
IQM and Zurich Instruments have unveiled a real-time quantum error correction demonstrator powered by NVIDIA's NVLink technology, marking a critical step toward practical quantum computing at scale.
Mar 18, 01:17 PM
Nvidia's Token Pay Strategy: Engineers Get Salary Bonuses in AI Credits
Nvidia CEO Jensen Huang proposes a radical compensation shift, offering engineers token budgets worth 50% of their salaries. This move signals a fundamental rethinking of how tech companies value AI infrastructure and workforce incentives.
Mar 18, 01:17 PM
Nvidia's Surgical Robotics AI Tools Transform Operating Room Precision at GTC 2026
Nvidia unveils advanced AI models for surgical robotics at GTC 2026, enabling surgeons to leverage physical AI for enhanced precision, faster training, and seamless clinical integration.
Mar 13, 12:59 PM
Nvidia Shares Fall Amid 2026 AI Market Pullback
Nvidia's shares fall amid 2026 AI market pullback, seen as an entry point by investors despite competition concerns.
Mar 15, 02:27 AM
Nvidia Dominates AI Chip Market Amid 2026 Competition
Nvidia holds a 94% share in AI chips as 2026 competition heats up. AMD struggles to gain traction amid escalating demand for AI infrastructure.
Mar 14, 11:10 PM
Dan Loeb Adjusts AI Holdings, Increases Nvidia Stake
Dan Loeb adjusts his AI portfolio, reducing Amazon, Microsoft, and Meta stakes while increasing Nvidia holdings, signaling confidence in AI infrastructure.