Supply for in-demand AI chips has remained constrained as manufacturers such as Taiwan's TSMC (2330.TW) struggled to catch up and expand capacity for complex techniques such as advanced packaging.

Morgan Stanley has raised its price targets for Nvidia, AMD, and Broadcom, citing accelerating AI demand and strong ...

They argue that if we can do advanced AI computing for cheaper, then that will hurt the demand for NVIDIA’s chips. I couldn’t disagree more.

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.

Demand in China has begun surging for a business that, in theory, shouldn't exist: the repair of advanced Nvidia artificial ...

Nvidia CEO Jensen Huang touted strong demand for AI products. AFP via Getty Images Nonetheless, the stock jumped 4% in after-hours trading following the better-than-expected earnings, which were ...

Nvidia forecast first-quarter revenue above market estimates on Wednesday, expecting strong demand for its leading AI chips to persist as businesses spend heavily to expand generative artificial ...

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.

AI spending is projected to exceed $274 billion, ensuring sustained demand for Nvidia Corporation's AI hardware amid advancements in AI and LLMs. OpenAI's upcoming o3 model highlights the need for ...

Nvidia is set to report earnings after the bell Wednesday, with investors likely watching what the chipmaker's results could say about artificial intelligence (AI) demand. LPL Financial Chief ...

An Nvidia spokesperson, in response to a media report last week, had said "Hopper demand is very strong, broad Blackwell sampling has started and production is on track to ramp in the second half".