Nvidia’s Blackwell systems sales are “off the charts” according to CEO Jensen Huang, but analysts see fast growth for custom AI chips, known as ASICs. These smaller, cheaper, more narrowly focused AI ...

As Google, AWS, Meta, and Microsoft keep ordering Nvidia's AI GPUs, they are simultaneously accelerating in-house application-specific integrated circuit (ASIC) projects to cut reliance on Nvidia. Yet ...

The first company that can make a UALink switch with high radix – meaning lots of ports – and high aggregate bandwidth across ...

Nvidia stock has stalled post-earnings as it buys Groq for $20B to boost AI inferencing. Click here to read an analysis of NVDA stock now.

Nvidia reported $46.7 billion in revenue for fiscal Q2 2026 in their earnings announcement and call yesterday, with data center revenue hitting $41.1 billion, up 56% year over year. The company also ...

Google's expanding Tensor Processing Unit (TPU) strategy is emerging as a serious challenge to Nvidia's long-running dominance in AI accelerators, particularly after a report from The Information ...

Nvidia remains the AI infrastructure leader, but its stock is up huge and the company is facing increased competition.

SHANGHAI, CHINA - SEPTEMBER 10 2025: The booth of nVidia during a tech show in Shanghai, China Wednesday, Sept. 10, 2025. (Photo credit should read WANG GANG / Feature China/Future Publishing via ...

Plans to swing SkyHammer silicon into UALink switches later this year AI networking startup Upscale AI on Wednesday announced ...