Nvidia leads in AI chips with strong growth and a powerful software moat, but faces high valuation risks amid rising ...

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There's a simple reason why customers are still turning to Nvidia: Its graphics processing units (GPUs) continue to dominate the AI market. Even with Google developing its tensor processing units ...

AMD shares are surging at the halfway point in 2025 as investors look toward a huge opportunity to meet growing demand for AI ...

First, Oracle is experiencing a transition period -- effectively replacing slow-growth (or no-growth) segments of the ...

Unlike CoreWeave, Nebius provides more than just AI hardware infrastructure to customers. Its cloud platform also offers ...

“I can’t wrap my head around it," says Andrew Wee, who has been a Silicon Valley data-center and hardware guy for 30 years.