Jeffrey Emanuel’s essay on the short case for NVIDIA is widely attributed to sparking the largest-ever single-day drop in the ...

While the emergence of DeepSeek has hit Nvidia’s stock, smaller AI chip companies say they’re experiencing increased demand and market opportunity.

Groq, Etched, Cerebras, SambaNova... There are too many Nvidia alternatives to count. Do any of them stand a chance?

DeepSeek and Nvidia—stand out among those competing to lead it. Outside the financial world, the story might seem distant—but ...

Advanced Micro Devices (AMD) will release its fourth-quarter 2024 financial results on 4. As leading tech firms ramp up ...

The AI inference chip specialist will run DeepSeek R1 70B at 1,600 tokens/second, which it claims is 57x faster than any R1 ...

Key Player Analysis Leading companies in the Generative AI in Chip Design Market include NVIDIA, Intel, Alphabet (Google), Apple, and IBM, which dominate through strategic utilization of generative AI ...

So our plan here is to place a moderately bearish bet on Nvidia expiring at the end of February, and then a more aggressive ...

Nvidia cites considerations such as bayesian optimization (“BO”) and reinforcement learning (“RL”) for driving better power, performance and area (“PPA”) for chip design. AMD isn’t a ...

One person familiar with Nvidia’s operations in China said Huawei was seen internally as the most serious competitor in the country, adding that its chip design capability was “advanced”.

Nvidia’s GeForce RTX 5090 Founders Edition graphics card is arriving later this month, and we’ve managed to unbox one and compare its design to the RTX 4090. Just like our first look at the ...