Both chipmakers are set to benefit from the AI infrastructure boom. Nvidia is the leader in GPU market share with strong revenue growth. AMD has a big opportunity to take a larger share in the ...

Wall Street analysts are currently evaluating Nvidia, AMD, and Broadcom as the leading AI chip stocks, each vying for the top spot in terms of performance and potential. Nvidia continues to dominate ...

Before jumping into the silicon slugfest, let’s examine where investors are quietly piling up for the next stage of AI-infused growth: VanEck Semiconductor ETF (NASDAQ:SMH) Both Nvidia and AMD are ...

Groq is developing chips that are optimized for artificial intelligence (AI) inference workloads. The GPUs designed by Nvidia and AMD are optimized for training generative AI models. Groq's entrance ...

On Monday, during its earnings announcement, Oracle (NYSE:ORCL) delivered a striking revelation that surprised even the most optimistic analysts. The company’s remaining performance obligations (RPO) ...

U.S. chipmakers Nvidia and AMD will pay the U.S. government 15% of revenue generated by sales of their AI chips in China, a White House official confirmed to CBS News. The Financial Times on Sunday ...

To comply with the U.S.’ restrictions on exporting advanced semiconductor technology to China, chipmakers Nvidia and AMD will soon begin selling new GPUs made for AI workloads in China, Taiwanese tech ...

Nvidia (NASDAQ:NVDA), AMD (NASDAQ:AMD) and Broadcom may have greater revenue upside than expected amid the recent flurry of artificial intelligence-linked deals for the trio, investment firm J.P.

Nvidia and AMD have agreed to give the US government 15% of their revenues from chip sales in China, under an arrangement to obtain export licenses for the semiconductors, the Financial Times reported ...

Nvidia and AMD, two of the leading chipmakers in the world, have entered into an unprecedented agreement with the Donald Trump administration, agreeing to give 15% of their revenues from chip sales in ...

Nvidia (NVDA), AMD (AMD) and Intel (INTC) shares rose in extended trading on Monday after President Trump said he had approved the sale of Nvidia's H200 GPUs to China. “I have informed President Xi, ...