The AI trade has reignited in recent weeks, putting the semiconductor designer on the brink of a $4 trillion valuation.

This sharp rally has pushed Nvidia to reclaim the title of the world's most valuable stock, with a market capitalisation of $327 trillion, beating Microsoft's $311 trillion. Apple remains at a distant ...

New B200 & B300 fleet lifts total to 4.3k GPUs, unlocking next-gen training and inference at scale ...

Mizuho expects further upside for Dell (NYSE: DELL) and Supermicro, citing AI server ramps from customers like xAI and OCI.

Nvidia Corporation shines as a Strong Buy with rising AI demand, 92% GPU share, and upcoming Blackwell chips poised to hit ...

AMD views India as a crucial market, teaming up with Reliance Jio to deploy GPUs in data centers, emphasizing collaborative ...

SAN FRANCISCO, Calif. – Addressing the crowd at EE Times' The Future of Chiplets event at DAC, Arm's Eddie Ramirez called on the industry to adopt robust standards and build a true chiplet marketplace ...

There will be many winners as infrastructure is built to support the huge and increasing computing power needed for ...

Although traditionally dominant in memory chips, Lam is broadening its footprint in advanced logic chips and packaging technologies—fields that are witnessing increasing demand as chip design ...

Super Micro stock is currently trading at about 22x estimated FY’25 earnings and 17x estimated FY’26 earnings (fiscal years ...

CNBC commentator, Jim Cramer pointed out that three tech behemoths, Microsoft (NASDAQ: MSFT), Nvidia (NASDAQ: NVDA), and Meta ...