Amazon just dropped its biggest challenge yet to Nvidia's AI chip empire. The cloud giant's new Trainium3 processors deliver four times the performance while cutting energy consumption by 40%, signaling an aggressive push to capture the exploding enterprise AI...
The AI chip king is feeling the heat. Nvidia shares dropped 2.6% Tuesday as the company took the unusual step of publicly defending its dominance against mounting pressure from Google's custom chips and criticism from short-seller Michael Burry. The...
Nvidia is discovering that wearing the AI crown comes with a heavy burden. The chip giant's stock tumbled 2.6% Tuesday as mounting pressure from Google's custom AI chips and Meta's strategic pivot signal the first real cracks in what...
The Buzz■Meta reportedly weighing Google TPUs for 2027 data centers, sending Nvidia down 3.2% in premarket■Google's Alphabet stock jumps 2.1% as investors price in potential $70B Meta infrastructure deal■Move would mark first major defection from Nvidia's GPU dominance by...
The Buzz■Nvidia posted strong earnings Wednesday but stock dropped 3% Thursday despite initial rally■Global markets followed suit with SoftBank plunging over 10% Friday■Fund managers blame year-end positioning and Fed rate cut uncertainty for the confusion■Asset managers prioritizing short-term bonus...
Nvidia CEO Jensen Huang steps into the spotlight tonight for what could be the most consequential earnings call in AI history. With the company's market cap hovering near $500 billion and Wall Street betting everything on sustained AI chip...
AMD CEO Lisa Su just threw down the gauntlet against Nvidia with an audacious promise: 35% annual revenue growth over the next three to five years, driven by what she calls "insatiable" AI demand. Speaking at the company's first...
Tesla's chip shortage just became everyone's problem. During Thursday's shareholder meeting, Elon Musk dropped a bombshell: even with TSMC and Samsung cranking out Tesla's custom chips, it's not enough. The solution? Build what Musk calls a 'Tesla terra fab'...
Chinese EV maker Xpeng just threw down the gauntlet against Tesla with a bold expansion into robotaxis and humanoid robots, powered by its own AI chips. The Guangzhou-based company revealed three robotaxi models and a second-generation humanoid robot at...
