Nvidia leads general-purpose AI with integrated racks, strong margins, and 38× forward earnings, offering nearly 50% upside.
Nvidia has released Game Ready Driver 591.44, restoring hardware PhysX support for nine legacy titles on RTX 50-series GPUs ...
Google’s efforts to sell or lease its artificial intelligence server chips so they can run in any company’s data center—and not just in Google Cloud—have generated headlines, stock moves and a ...
The $12K machine promises AI performance can scale to 32 chip servers and beyond but an immature software stack makes ...
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The Real AI Battle Isn't in Chips -- It's in Compute Efficiency. Here's the Stock Positioned to Win.
With a vertically integrated tech stack, Alphabet has a big advantage in AI compute. This advantage should become more evident as AI inference becomes more important. 10 stocks we like better than ...
What’s the biggest capital commitment in Big Tech right now? AI infrastructure—and Google is shoveling cash into it faster than anyone expected. Just how quickly has Google’s capital spending ...
[UPDATE 17.11.2025 – 9:53 AM CET] In a previous version of the article, we hinted to the Third Bridge forum as a possible source. The company has clarified to us they are not the actual source of the ...
Nvidia is quietly positioning itself at the center of quantum computing by linking today’s fastest AI GPUs with early quantum processors through its new NVQLink and CUDA-Q systems. This hybrid ...
Microsoft is on a mission to enhance the capabilities of its AMD GPUs, particularly for inferencing workloads, by developing new toolkits that convert NVIDIA CUDA models into ROCm-supported code. This ...
Businesses already writing for TensorFlow, or building from scratch, stand to benefit most, while enterprises with legacy code written for Nvidia’s CUDA may find moving costly. Relief could be on the ...
Despite ongoing speculation around an investment bubble that may be set to burst, artificial intelligence (AI) technology is here to stay. And while an over-inflated market may exist at the level of ...
Nvidia CEO Jensen Huang’s keynote at NVIDIA’s GTC conference in Washington D.C. was a sweeping celebration of American innovation and a call to action for America to lead the AI revolution. NVIDIA at ...
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