14 articles tagged with NVIDIA
Reports say Alphabet is building a server chip, nicknamed “Frozen v2,” to run Gemini models more efficiently—possibly cutting power per token by six to 10 times. Deployment is not expected until 2028 and the design is still in flux.
DeepSeek is developing an inference-focused AI chip to cut reliance on Nvidia and Huawei, Reuters reports. The move follows a large funding round and U.S. scrutiny; success would deepen a cost advantage, but technical and geopolitical risks remain.
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.
Optics technology emerges as a critical bottleneck in AI, with Lumentum Holdings positioned to benefit from the shift.
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.
CNBC adds a speculative stock to its Bullpen portfolio, targeting AI data center growth amid a $2 trillion infrastructure expansion.
Investor backs chip designer amid AI agent demand surge, signaling optimism in the semiconductor sector's growth potential.
China excels in AI applications, US in foundational tech. The race remains open amid geopolitical tensions.
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.
AI's rapid growth faces challenges from geopolitical tensions, climate issues, and cyber threats, risking economic setbacks.
Nvidia CEO Jensen Huang announces the OpenClaw strategy at GTC 2026, urging enterprises to adopt secure AI agents to stay competitive.
The U.S.-China AI rivalry intensifies as Bernstein identifies key stocks poised to benefit from the escalating tech race.
Leading tech companies form the Optical Compute Interconnect Alliance to standardize optical interconnects for AI data centers.
SiliconFlow AI co-founder charged with diverting $2.5B in Nvidia chips to China, violating U.S. export laws.
