Energy concerns, diversification and industries ripe for AI disruption are at the core of Lip-Bu Tan's investment strategy.

Nvidia owes its dominance in After Effects 3D workflows to its advanced GPU architecture and software integration. The RTX ...

SK Hynix Inc., a major supplier of memory chips, has announced record quarterly earnings. However, investors have reacted ...

Shares of Nvidia (NASDAQ: NVDA) and Vistra (NYSE: VST) have surged 860% and 700%, respectively, since the beginning of 2023.

Arm Holdings faces geopolitical and market risks, especially with China. Learn why ARM stock’s valuation is too high despite AI hype and licensing royalties.

SK Hynix reports record Q4 earnings, driven by strong AI memory chip sales. Outlook for 2025 dims amid inventory adjustments ...

Analyst warns of delisting risks for Supermicro, advises caution with Neutral rating due to inventory buildup and competitive pressures from Dell and HPE.

Stargate identified NVIDIA NVDA, Microsoft MSFT, and British chip designer Arm (ARM) as "key initial technology partners" to ...

Hangzhou-based DeepSeek has released several open-source AI models that match OpenAI's performance—with more efficiency and at lower cost.

South Korea's SK Hynix forecast sales of its high-end semiconductors used in generative artificial intelligence chipsets ...

Having said that, the global AI race is not a one-sided game. While the US has long been a dominant player, China has rapidly ...