NVIDIA is a semiconductor company best known for its GPUs, which are the primary compute hardware for training and running AI models. Its H100 and A100 chips power the majority of AI data centers worldwide.
Nvidia and Broadcom both offer AI exposure and dividends, with Barchart data helping investors pick the best stock to buy now. The article compares the two companies' AI-related opportunities and divi…
Anthropic is negotiating with the Trump administration to restore global access to its Fable 5 and Mythos 5 AI models after a Commerce Department directive suspended access over national security conc…
Amazon Web Services will raise prices on its Nvidia-powered GPU cloud instances by 20% starting July 1, marking the second price hike in 2026 as demand for AI training infrastructure outpaces supply. …
Broadcom has become OpenAI's preferred provider for AI inference chips, a development that could significantly boost Broadcom's stock (AVGO). The partnership positions Broadcom as a key player in the …
Shares of Lumentum and Coherent fell sharply on June 23-24, 2026, as the AI hardware trade showed signs of exhaustion amid valuation concerns and doubts about AI monetization. The selloff was triggere…
Retail investors poured a record $22.5 billion into US-listed semiconductor ETFs in the first half of 2026, with inflows surging 1,200% in a single month as AI demand accelerated. The iShares Semicond…
OpenAI, Google, Apple, and SpaceX are developing custom AI chips to reduce reliance on Nvidia, aiming for better performance and supply chain control. OpenAI's Jalapeño chip, built with Broadcom, exem…
Nvidia is leading a transition to 800-volt direct current (800 VDC) power architecture for AI data centers, aiming to reduce energy waste and copper usage. The shift could reshape the energy supply ch…
The S&P 500 and Nasdaq are on track for weekly losses as a broad semiconductor selloff, led by Nvidia, AMD, and Micron, drags major indices lower. The PHLX Semiconductor Index's weakness has pulled do…
DeVere Group CEO Nigel Green predicted the 'Magnificent Seven' tech stocks will shrink to three within five years, as rising AI-related input costs split the group into infrastructure owners and AI co…
The FTSE 100 fell 0.2% on Friday as technology stocks declined after a New York Times report that OpenAI may delay its initial public offering until 2027 due to concerns about market interest. The rep…
Advanced Micro Devices (AMD) is considering its first stock split in over 25 years as shares near $520, driven by surging demand for AI infrastructure. CFO Jean Hu reportedly indicated a split could b…
The AI boom may be entering its final stages as stock volatility surges and companies rush to raise cash, with analysts at Capital Economics warning of an equity bubble close to bursting. The Nasdaq h…
Arcium, a Solana-based confidential computing network, unveiled Blackthorn, an infrastructure layer that encrypts data on standard Nvidia GPUs using multi-party computation. The software-only upgrade …
OpenAI unveiled its custom inference chip Jalapeño, built with Broadcom, to reduce reliance on Nvidia's dominant AI chips. The move follows similar strategies by Google, Apple, and SpaceX to gain more…
Fondförvaltaren Kristofer Barrett viktar ned techjättar som Apple, Amazon och Microsoft i sin portfölj på grund av stigande kostnader för minneschip och halvledare, vilket pressar tekniksektorn. Han s…
US stock indices Dow, NASDAQ, and S&P 500 opened lower on Thursday as a tech-led selloff deepened, dragging cryptocurrency markets down with Bitcoin falling 2.5% to $62,300 and altcoin liquidations re…
TrueNAS CEO Brett Davis said the company is expanding tiering capabilities to help customers optimize storage costs amid memory and SSD price increases driven by AI demand. Davis noted that TrueNAS is…
HIVE Digital Technologies trained large language models on older Nvidia A40 GPUs in Paraguay and matched the performance of Nvidia's H100 chips after optimization with Columbia University researchers.…
Malaysian customs seized 72 server units containing advanced AI chips worth $13 million at Kuala Lumpur International Airport on June 5, intercepting a shipment declared as computer components that wa…