Are the hundreds of billions being spent on datacenters a good investment? Why the AI chip king's moat may be an elaborate Maginot Line.

Nvidia has been at the forefront of AI chip development, and continues to reap the rewards. In its fiscal 2026 fourth quarter (ended Jan. 25), the company generated record revenue of $68 billion, up ...

The MTIA processors are the tech giant’s latest attempt to build its own AI hardware, even as it continues spending billions on gear from industry leaders like Nvidia.

Meta (META) has debuted four new AI chips as part of its Meta Training and Inference Accelerator family of in-house processors. The new chips are part of the social media giant’s efforts to take ...

An analyst is urging Nvidia investors to “stay calm” ahead of some events that could reignite the stock, which has been starved for momentum this year. Nvidia NVDA is just at the start “of a ...

Nvidia shares have gone nowhere this year, but a Cantor Fitzgerald analyst sees next Wednesday's earnings report as the first of a few notable catalysts Nvidia, led by CEO Jensen Huang, will report ...

With the advent of artificial intelligence (AI), NVIDIA Corporation NVDA has surged to become the world’s most valuable company, reaching a market capitalization of around $4.5 trillion, an ...