Coatue Management's Philippe Laffont slashed his fund's stake in Nvidia and AMD over the prior six quarters -- and it may have to do with more than just profit-taking. Meanwhile, Laffont absolutely piled into an outperforming consumer brand that conducted a historic stock split in June.

Intel’s Arc Battlemage lineup includes the B580 and B570 with up to 12 GB of memory for budget-conscious gamers.

Amazon.com Inc. founder Jeff Bezos joined Samsung in a $700 million bet on Tenstorrent, valuing the AI chip startup with ambitions of taking on Nvidia Corp. at about $2.6 billion.

Amazon reveals Ultracluster, a vast AI compute cluster with Trainium chips, targeting Nvidia's market dominance by 2025.

Nvidia’s investment in Figure AI highlights its role in robotics innovation. Learn why NVDA stock could surge with the projected $66B market growth by 2032.

The new Fugatto AI model takes sound synthesis to a new level by creating sounds that previously haven't existed.

Discover the benefits of Amazon's 'Trainium 2' AI chip, including faster training times, reduced energy consumption, and lower operational costs, a compelling alternative to Nvidia's AI hardware.

Musk’s xAI and Meta are among those building super clusters of computer servers with as many as 100,000 of Nvidia’s most advanced chips.

Dr Seena Rejal examines the implications of increased competition in the semiconductor market on AI development.

Nebius, the artificial intelligence infrastructure group that was formed from Yandex’s operations outside Russia earlier this year, has raised $700mn from investors including chipmaker Nvidia to capitalise on exploding demand for AI data centres.

Nvidia has reported a surge in third-quarter profit and sales as demand for its specialized computer chips that power artificial intelligence systems remains robust.