“Similar to [Intel], we expect AMD Client to benefit from tariff-related pull-in of demand in Q2, and that same benefit to ...

Now, whether it means NVIDIA needs to lower their prices remains to be seen. But, if anything, this means that more folks can build AI models, not less. And that’s good news for NVIDIA.

As anticipation of Nvidia's (NVDA) upcoming earnings report builds, Raymond James analysts said they expect a solid quarter on demand for its artificial intelligence (AI) chips.

Amazon, with its Trainium2 AI chips, offers alternatives. Trainium2 chips could provide cost savings and superior computational power, which could shift AI workloads away from Nvidia’s offerings.

In its last quarter, Nvidia's revenue popped by 69%, with double-digit gains expected in the quarters to come. If you expect ...

Nvidia tripled revenue in its third quarter from a year ago, a sign that demand for its AI chips and systems is still strong due to expanding use of generative AI applications and other GPU ...

SK Hynix flagged plans to lift spending this year on advanced chipmaking after posting a record quarterly profit on Thursday, ...

At the time Huang doubled down on AI, Nvidia's market value stood at about $120 billion. "I think it's safe to say it was worth it to bet the company" on AI, Huang, 60, said during a presentation ...

Nvidia finally has a chance to tell investors why their reaction to DeepSeek was a mistake. The chip giant's earnings on Wednesday are the first since DeepSeek's AI sparked market panic. Key areas ...

While the hyperscalers are important to Nvidia, new sources of demand are also appearing. The firm will provide chips to Humain, an AI startup supported by Saudi Arabia’s sovereign wealth fund.

ACE might impact the revenue growth of Nvidia's professional visualization segment, which includes Omniverse. The pro visualization business reported just $226 million in revenue last quarter.

Bank of America analyst Vivek Arya remains bullish on Nvidia following a meeting with leadership. The analyst noted a continued demand for the company's AI chips. Get special access to three ...