These two companies stand to benefit dramatically from the multitrillion-dollar AI infrastructure opportunity.

KitGuru had an invite to the Nvidia Editors Day Event last week, and the guys in green brought some of the id software ...

Axelera AI on Tuesday said its newly revealed Europa AI chip can outperform certain Nvidia products using less energy and at ...

This captive audience and strong demand have helped fuel an undeniable growth spurt. For Oracle's fiscal 2026 first quarter ...

Big Tech giants like Google, Amazon, and Microsoft are designing their own AI chips, challenging Nvidia’s dominance and threatening its pricing power in the market.

OpenAI’s massive chip orders from Nvidia, AMD, and Broadcom raise questions of bubble versus boom as the company’s novel financing methods and scale of compute capacity challenge suppliers and ...

As AI becomes ubiquitous in software, Nvidia platform skills will become crucial for developers. The company is trying to ...

Nvidia is confronting its most serious challenge yet, as its biggest clients start cutting into the same market that built ...

We independently evaluate all of our recommendations. If you click on links we provide, we may receive compensation. Lars Peterson joined Investopedia in 2023 as a senior editor of financial product ...

Nvidia's own Big Tech customers are poised to capture a sizable slice of the AI chip market — a dynamic that could eventually ...

Nvidia also believes that future progress of AI will be fueled by contributions in the open-source community. In an interview ...

From xAI to OpenAI to CoreWeave, Nvidia is building AI’s infrastructure, although missed chances are piling up.