We came across a bullish thesis on NVIDIA Corporation on Investment Ideas by Antonio’s Substack by Antonio Linares. In this ...

MediaTek announced a supply chain crunch driven by surging AI demand, leading the company to adjust prices. CEO Rick Tsai ...

Tiger Global led the Series H deal. It was joined by Advanced Micro Devices Inc., Fidelity Management, Atreides Management, Alpha Wave Global, Altimeter, Coatue, 1789 Capital and several others.

Nvidia (NASDAQ: NVDA) is a key player in the artificial intelligence (AI) arena, as designer of the world's top-performing AI ...

Leo sat down in his hotel room and wanted to share his thoughts with you. And as always let us know your thoughts in the ...

We'll note that even if Positron's assertion that HBM-based GPUs only manage about 30 percent of peak bandwidth is true, ...

Supermicro reported over 100 percent growth in revenue for its second fiscal quarter 2026 compared to fiscal 2025.

New tools by artificial intelligence companies like Anthropic have reignited worries that businesses will pare down their ...

Investors can do well by sticking with the blue chip leaders in the semiconductor industry, as chips are the foundation of AI ...

The Munich-based AI factory developed by Deutsche Telekom and Nvidia is officially openIt is part of DT’s big sovereign ...

In recent years, Supermicro’s regulatory filings often have delivered dramas such as losing its listing on the NASDAQ stock ...

Veteran investor Karim Rahemtulla claims one small company has the same potential, offering a unique use case for a material known as gallium nitrate. In this GaN review, I examine those claims and ...