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

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.

Revenue is soaring at this AI company.

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 ...

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

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

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 ...

Intel has hired Eric Demers as chief GPU architect to enter the graphics processing market dominated by Nvidia, CEO Lip-Bu ...

Industry leaders say China’s AI models are only months behind the US, and China has advantages in talent and electricity generation ...

Notably, according to Channel NewsAsia (CNA), Taiwanese IT companies such as MediaTek and TSMC have reported increased sales amid the AI boom. On Wednesday, MediaTek reported fourth-quarter revenue of ...

MediaTek has partnered with Nvidia to co-design the GB10 Grace Blackwell Superchip used in Nvidia's DGX Spark, a personal AI supercomputer that went on sale last year ...

Nvidia’s application to sell the H200 chips to China is still awaiting final approval by the U.S. government, nearly two months after President Donald Trump approved the sale, the Financial Times ...