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Where Does Nvidia and the Semiconductor Stocks Stand Going Into 2026?
The semiconductor stocks might have endured a bumpier ride in the second half of 2025, but there might be no slowing them ...
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Could a new generation of ASICs burst Nvidia's bubble and do for AI GPUs what ASICs did for bitcoin mining?
A Chinese startup founded by a former Google engineer claims to have created a new ultra-efficient and relatively low cost AI chip using older manufacturing techniques. Meanwhile, Google itself is now ...
The Register on MSNOpinion
When the AI bubble pops, Nvidia becomes the most important software company overnight
Want to survive the crash? Find another way to make money with GPUs Today, Nvidia’s revenues are dominated by hardware sales.
The emergence of generative AI (GenAI) has triggered a surge in AI server demand, leading to severe Nvidia GPU shortages. The resulting profit windfall far exceeds that of the previous cryptocurrency ...
Nvidia and Broadcom are in a battle over GPUs versus custom ASICs for AI workloads. Nvidia is the clear market leader in chips for AI infrastructure. Broadcom has a huge opportunity with custom AI ...
SHANGHAI, CHINA - SEPTEMBER 10 2025: The booth of nVidia during a tech show in Shanghai, China Wednesday, Sept. 10, 2025. (Photo credit should read WANG GANG / Feature China/Future Publishing via ...
The NVIDIA-Groq $20 billion deal announced on December 24, 2025 is a major strategic move in the AI hardware space. NVIDIA ...
(RTTNews) - Nvidia (NVDA) CEO Jensen Huang Monday announced several new initiatives on Monday aimed at reinforcing the company's leadership in AI and computing. The highlight was the introduction of ...
To understand what is in the cards for Nvidia in 2026, we need to go back and take a look at the most important moves the ...
TL;DR: NVIDIA's GeForce RTX 5090 graphics card faces high demand but limited stock. To address this, NVIDIA is using excess TSMC yields to produce more RTX 50 series GPUs. The supply of RTX 5090 is ...
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