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 ...

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 ...

Rising competition and geopolitical uncertainties are taking a toll on the Nvidia bull case. Nvidia is trading at its cheapest price in two years. Smart investors understand that Nvidia is far more ...

Nvidia has pegged its China revenue potential at about $50 billion a year. And with a new report suggesting the company might actually be able to start selling in that market once again, the stock is ...

The big news this week from Nvidia, splashed in headlines across all forms of media, was the company's announcement about its Vera Rubin GPU. This week, Nvidia CEO Jensen Huang used his CES keynote to ...

This is read by an automated voice. Please report any issues or inconsistencies here. Chipmaker Nvidia had a record-setting year in 2025, becoming the world’s most valuable company as the frenzy ...

Looking ahead: Nvidia kicked off the year with an unusual move: unveiling its next-generation AI computing architecture months ahead of schedule. At CES 2026 in Las Vegas, CEO Jensen Huang used his ...

Never go against Jensen Huang. I've learned it the hard way when I used to trade in and out of NVIDIA Corporation (NVDA) stock. However, if I have stayed on board and not worry too much about whether ...