Nvidia announced stellar second-quarter results, but one number is particularly bad news for some of its chip competitors.

Taiwan Semiconductor is primed to be a major winner over the next few years.

ARK Invest sold $74.5M in AMD shares and purchased $76M in Nvidia and Broadcom stock on Aug 28, positioning ahead of Broadcom ...

Broadcom is a steady AI infrastructure bet, while AMD offers higher-risk, higher-reward potential as it challenges Nvidia in ...

AMD's stock is crushing Nvidia's, but that's not consistent with how the businesses are doing.

Two chip stocks are each up 3% Tuesday for reasons that have nothing to do with each other, and the gap between those ...

Nvidia just posted numbers that suggest an unbreakable grip on AI infrastructure, yet AMD's biggest customers are quietly ...

The EAM is being paired with the new sixth-generation EPYC 9006 CPUs, codenamed “Venice,” which feature up to 512-core ...

A new benchmark built from real coding-agent sessions gives Nvidia a major cost-efficiency advantage over AMD—and suggests ...

AMD beat Wall Street expectations across the board for the second quarter earlier this month, posting record non-GAAP ...

Prices for graphics cards were already ridiculous, and the AI arms race is sending them even higher. Earlier this week, it was reported that Nvidia was preparing to raise the prices it charges ...

Everyone is comparing Nvidia buying Hugging Face to Microsoft buying GitHub. The analogy explains the price and misses the ...