Demand for its application-specific integrated circuits looks poised to soar.

Broadcom could steal some of Nvidia's market share with its custom AI chips ...

AWS partnered with Cerebras. Microsoft licensed Fireworks. Google built Ironwood. One week of announcements reveals who ...

A small Korean fabless startup, Hyper Accel, says its first AI chip — designed for language-model inference in data centers — could outperform Nvidia GPUs by up to five times in terms of efficiency ...

Nvidia CEO Jensen Huang expects orders for Blackwell and Vera Rubin chips to reach $1 trillion by 2027, and also unveiled a series of new AI and self-driving car technologies at the GTC 2026 event.

Nvidia and Broadcom are two top AI infrastructure stocks.

Nvidia stock has been weighed down by factors outside its control in recent months, which is why investors could look at these two stocks to capitalize on AI adoption.

Welcome to the stage, NVIDIA Founder and CEO, Jensen Huang. Welcome to GTC. I just want to remind you, this is a tech conference. All these people are lining up so early in the morning, all of you in ...

But the same strategy also prioritizes having American champions increase their semiconductor production capacity at home, with Intel at the center of this plan. The company is catching up on lost ...

Tensor and Arm formed a multi-year partnership to support autonomous vehicles. Tensor will use ARM’s compute platform to power the AI systems behind its planned Level 4 autonomous Robocar. Each ...

Nvidia faces competition from startups developing specialised chips for AI inference as demand shifts from training large ...

Energy prices continued to climb around the world as war in the Middle East intensifies. That has scrambled President Trump’s ...