The U.S. market "could be much bigger than we thought," Reitzes wrote, noting that most of the Stargate spending seems incremental to Nvidia. By his math, even $20 billion in additional spending on ...

The dependency dance between AI pioneer OpenAI and the Microsoft Azure cloud and the application software divisions of its ...

AMD faces stiff competition from Nvidia and custom AI chips. Read why AMD stock is underperforming, with a $96 price target ...

From cutting-edge AI chips to energy-efficient solutions, semiconductor stocks are driving innovation across industries. Amid ...

Yesterday, a group of technology companies, including Oracle, Softbank and OpenAI, gathered at the White House to announce Stargate. Stargate is an AI-related joint venture, bringing these companies ...

More money spent to build data centers will almost certainly lead to more revenue for TSMC, as its top customers include major players in AI and tech like Nvidia, Broadcom, Arm, and AMD, so it's ...

Google’s custom TPUs give it an edge over Nvidia. See why GOOG stock may outperform as it leads AI hardware innovation in a ...

As Trump's unveiling of Stargate AI boosts names like Nvidia, Palantir and Broadcom, this stock screener highlights 23 ...

OpenAI has announced that it's teaming up with Softbank and Oracle on $100 billion data center project in the U.S.

Broadcom Inc. (NASDAQ:AVGO), a leading semiconductor and infrastructure software solutions provider with a substantial market ...

The explosive growth of ChatGPT has triggered unprecedented demand for artificial intelligence (AI) computing power, leading ...

Nvidia CEO Jensen Huang stated that Samsung Electronics (Samsung) must develop a "new design" to pass Nvidia's qualification, ...