Nvidia: An Obvious Project Stargate Beneficiary - It's Good To Be King
President Trump's support for AI boosts Nvidia's position, with Project Stargate driving growth in data centers and the Blackwell chip powering next-gen AI. Read more here.
The U.S. just pledged hundreds of billions to protect its AI leadership. A Chinese startup with a ‘joke of a budget’ may have already undercut those hopes
Hangzhou-based DeepSeek has released several open-source AI models that match OpenAI's performance—with more efficiency and at lower cost.
Arm Holdings: Sky-High Valuation Hinges On AI Speculation
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.
Nvidia Partner SK Hynix Sees Record Profits, Fails to Impress AI Chip Bulls
SK Hynix Inc., a major supplier of memory chips, has announced record quarterly earnings. However, investors have reacted ...
Nvidia Geforce GPUs obliterate the competition in this popular video sofware benchmark
Nvidia owes its dominance in After Effects 3D workflows to its advanced GPU architecture and software integration. The RTX ...
Semiconductor legend Lip-Bu Tan told BI his strategy for investing in Nvidia competitors
Energy concerns, diversification and industries ripe for AI disruption are at the core of Lip-Bu Tan's investment strategy.