Key Points These leading AI players saw their shares skyrocket in the year prior to their stock splits, with levels reaching ...

Nvidia's AI chip demand still booming but slowing sales growth worries investors. Nvidia NVDA.O forecast its slowest revenue growth in seven quarters on Wednesday, with the artificial intelligence ...

Everyone is talking about Nvidia ( NVDA -0.42%), and it's been that way for a few years already. The artificial intelligence ...

Nvidia Corporation forecasts $45B Q2 FY2026 revenue, driven by AI innovations like Blackwell GB300. Click for my updated look ...

Ready for Takeoff The semiconductor industry is a high-stakes arena where innovation and execution dictate dominance. Taiwan Semiconductor Manufacturing (NYSE:TSM) has just made a pivotal move that ...

NVIDIA resumes shipping its H20 AI GPU into China, piggybacking its new B30 AI GPU for China later this year, thanks to US ...

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Nvidia's market dominance in AI chips faces challenges from competitors and clients developing custom silicon. While Nvidia's ...

Nvidia's AI Business Sees Continued "Amazing" Demand. Nvidia's results for the fourth quarter of fiscal 2025 provided a dose of optimism during what has been a volatile few weeks for AI bulls ...

Shortages of AI chips: In third-quarter earnings calls, both Microsoft and Meta lamented the shortage of Nvidia GPUs. “They are supply constrained, not demand constrained,” says Thornburg’s Sun.

This AI-related demand is not only a source of growth for Nvidia, but it should also help the company sustain its bargaining power over customers and suppliers for longer than we previously estimated.

AI is driving revenue growth. Traditional AI techniques, such as machine learning, deep learning, natural language processing, and computer vision, were in high demand even before OpenAI released ...