Google will pay SpaceX $920 million per month to access capacity to GPUs -- and that's great news for Nvidia.

The next phase of artificial intelligence (AI) investing may belong not to the GPU makers, but to Broadcom and Marvell -- the ...

Description: The DGX Spark is a compact, personal AI supercomputer designed for developers, researchers, and data scientists. It brings high-performance AI capabilities to a desktop-friendly form ...

Marvell and Broadcom are among the chipmakers that will power the artificial intelligence revolution's next phase.

China’s tech giants are pursuing ASICs, a type of custom chip, over generic GPUs dominated by American giants like Nvidia.

Cut off from Nvidia's best hardware, Chinese tech giants are building specialised AI chips. Huawei leads with 62% market share as the ecosystem diverges from the Western model.

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 ...

Speaking on Nvidia's fiscal second-quarter earnings call, Huang dismissed concerns that hyperscalers' investments in application-specific integrated circuits could erode Nvidia's lead in AI compute.

Nvidia competitor Cerebras made a stunning debut on Wall Street Thursday, signaling unstoppable demand for AI chips. Here's how its chips compete with Nvidia's.

It’s not every day the most influential CEO in artificial intelligence publicly anoints another semiconductor company as the next trillion-dollar stock. That is what happened when NVIDIA’s Jensen ...

Both chipmakers have outperformed the market and delivered spectacular financial results.

As Nvidia tightens its near-monopoly grip on the AI GPU market, tech giants and chipmakers are accelerating efforts to develop and mass-produce ASICs, signaling a brewing showdown between Nvidia's GPU ...