Elon Musk is on a roll hyping Tesla's AI5 chip, claiming that it's on par and sometimes better than Nvidia Hopper chips that ...
TL;DR: NVIDIA is reducing production of its B40 AI GPU for China from 1.5-2 million to 900,000 units in 2025, as Chinese AI firms favor RTX 5090 gaming GPUs, Hopper AI chips, and local alternatives.
Everything from bubble-bursting events to the ambitious innovation cycle overseen by Nvidia's CEO, Jensen Huang, threatens to curb its storybook ascent.
Nebius Group (NASDAQ:NBIS) is forecasting up to 1,600% revenue growth by the end of 2026, driven by surging demand for AI ...
Should investors be wary of AMD's cheaper data center GPUs?
NVIDIA announced that GPU cloud platform CoreWeave is among the first cloud providers to bring NVIDIA GB200 NVL72 systems online at scale, with Cohere, IBM and Mistral AI using them for model training ...
MU outpaces NVDA as AI demand surges, with faster EPS growth, sold-out HBM supply and a far lower valuation premium.
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