US prompts Nvidia probe into how chips ended up in China, The Information reports
The U.S. Department of Commerce has recently asked Nvidia to look into how the company's products ended up in China over the ...
Nvidia stock's correction has accelerated since Microsoft's CEO hinted the frenzied demand for AI chips may be waning
"I'm not chip supply constrained," Microsoft CEO Satya Nadella said in a recent interview. Nvidia stock has dropped 7% since ...
Microsoft bought nearly 500K Nvidia Hopper chips this year
Microsoft bought more than twice as many of Nvidia's flagship chip than any of its biggest rivals like Meta and Google.
Nvidia is shipping a lot of AI chips to some unexpected companies
As NVDA has trended chiefly downward throughout December, experts have highlighted the threat of rising competition from ...
US asks Nvidia to probe how its chips ended up in China, Information reports
The U.S. Department of Commerce has recently asked Nvidia to look into how the company's products ended up in China over the ...
Apple's bad blood with Nvidia continues, after decades of fighting
Apple is ramping up research and development of its own AI chip to reduce its reliance on third-party developers, potentially ...
AMD's poor software optimization is letting Nvidia maintain an iron grip over AI chips
SemiAnalysis pitted AMD's Instinct MI300X against Nvidia's H100 and H200, observing several differences between the chips. For the uninitiated, the MI300X is a GPU accelerator based ...
Nvidia dominated 2024 big-time. Next year? Plenty of challenges.
Companies like AMD ( AMD) are angling to poach Nvidia’s customers and slice into its estimated 80% to 90% market share. Even Nvidia’s own customers are working on chips meant to cut down on their ...
Nvidia's Fort Is Sieged By Big Tech, China, And Startups, But It's A Two-Year Buy (Rating Upgrade)
Nvidia's dominance in AI chips faces challenges from competitors and market shifts, impacting revenue and growth prospects.
Three Ways Nvidia (NVDA) Benefits From The Quantum Computing Revolution
Quantum computing staged a comeback earlier this month when Google announced a new chip called ‘Willow’ on the 9th of ...
AI Darling Nvidia's Stock Could Keep Rising After a Record Year. Here’s Why.
It’s been a record-breaking year for artificial intelligence darling Nvidia’s stock, with analysts overwhelmingly bullish ...
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Tenstorrent Explained: A New Competitor Taking on Nvidia?
Does Tenstorrent have the power to take on AI in the AI chip market? We explore the origins and plans of a $2.6bn chipmaker.