Nvidia (NVDA) has reached a point where its size and market cap alone can make it look intimidating. Over the last five years, Nvidia’s stock has skyrocketed by 817.8%, while its market capitalization ...

Nvidia’s $12.93B Hugging Face deal targets AI ecosystem control via 18M developers—moat building, not earnings. See here for ...

AMD's stock is crushing Nvidia's, but that's not consistent with how the businesses are doing.

For much of the artificial intelligence rally, Nvidia Corp. NVDA was synonymous with expensive valuations. But that’s no longer the case. Despite becoming the world’s most valuable company with a ...

Both AMD and Nvidia are growing at an impressive rate; as a result, using a trailing earnings metric like the ...

AI compute is becoming a $500 billion asset class. Here’s what companies are buying—and the depreciation and residual-value risks behind the bet.

August, for example, Nvidia agreed to provide a backstop worth up to $105bn for a vast data centre in Ohio that will use lots ...

Price hikes aren’t only for laptops, smart speakers, and game consoles, as Bloomberg reports that “some of Nvidia’s biggest customers” have been told that server prices are going up more than 15 ...

Have you already given up on modern GPU prices? If not, you may soon have no choice but to accept that this generation of graphics cards is completely unaffordable. As if PC gaming couldn’t get any ...

Use left and right arrow keys to seek audio. GeForce RTX 50 series graphics cards are getting noticeably pricier in South Korea this month, with retailers there reporting hikes of up to 30% depending ...