Former Google CEO Eric Schmidt said that his conversations with AI execs might sound like "classic bubble" talk, but he ...

Nvidia faces potential setbacks in resuming AI chip exports to China, despite recent approvals for H20 chip sales. A prior US ...

Chinas booming artificial intelligence sector is set to demand $39.5 billion worth of AI chips in 2025, yet supply is ...

Arista Networks and Broadcom have tremendous growth ahead in AI networking. It will be a massive undertaking to build out the hardware and support necessary to power increasingly advanced artificial ...

Taiwan Semiconductor (TSMC) has surged over 300% from its 2022 low, driven by record-breaking earnings and soaring demand for ...

As per Reuters, the outlook hinges not only on Nvidia supply chains, but also on Washington licensing stance in the months ...

The AI room really has some strong legs as we march through the peak of the summer season. And while investors should always ...

The frosty relations between the U.S. and China adversely affected Nvidia. The new export restrictions meant the company ...

In parallel, Nvidia confirmed it expects to resume sales of its H20 AI chips to China, following recent indications from the ...

That is to say, Broadcom offers a more diversified chipmaker compared to Nvidia or even AMD (which also has a strong CPU business). That may be why Tepper took a small stake in the company during the ...

This is why investors shouldn't be afraid to buy quality growth stocks at a new high. What matters is understanding the ...

Investing.com -- China’s AI chip demand is projected to hit $39.5 billion in 2025, yet supply is expected to fall short at $37 billion, leaving a $2.5 billion gap, said analysts at Bernstein in a ...