Taiwan Semiconductor holds 90% of the market in advanced processor manufacturing. Nvidia dominates the AI semiconductor space ...
With the global market for artificial intelligence presumed to be worth trillions in the coming years, these top ...
We're just days away from ringing in the new year, and the holiday break can be a good time for investors to review their ...
There is little question Nvidia (NASDAQ:NVDA) has been the most consequential stock over the last two years. It has sometimes ...
In December 2023, I discussed the reasons shares of Nvidia could double in 2024. These included the robust demand for its ...
Both stocks have had strong runs in 2024. Let's consider which semiconductor looks like the better buy heading into 2025.
Compared to NVIDIA’s EPS projections for $4.14 a share, which would only grow the underlying earnings by 41.3%, AMD looks ...
Advantest CEO Doug Lefever told the Financial Times that AI smartphones could justify the data-center spending spree that is ...
Conversely, Lefever noted that demand for AI-enabled smartphones is currently sluggish but could surge if a breakthrough ...
Nvidia's Blackwell GPU holds the potential to dwarf Hopper's revenue in the coming quarters. I discuss what lies ahead for ...
Complex data center workloads like training machine learning models and running artificial intelligence (AI) applications ...
Taiwan to establish renewable-energy-powered computation center with Super Micro and Nvidia as key players. US approves ...