Evidence: China’s regulator determined NVDA breached antitrust regulations in the Mellanox acquisition (Sept 2025), New regulations reportedly require Chinese purchasers to buy domestic chips for each ...
Nvidia reported $46.7 billion in revenue for fiscal Q2 2026 in their earnings announcement and call yesterday, with data center revenue hitting $41.1 billion, up 56% year over year. The company also ...
As Google, AWS, Meta, and Microsoft keep ordering Nvidia's AI GPUs, they are simultaneously accelerating in-house application-specific integrated circuit (ASIC) projects to cut reliance on Nvidia. Yet ...
Google's expanding Tensor Processing Unit (TPU) strategy is emerging as a serious challenge to Nvidia's long-running dominance in AI accelerators, particularly after a report from The Information ...
Given the importance of the AI buildout, Broadcom's semiconductor chips make the stock a top pick under any economic ...
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Could a new generation of ASICs burst Nvidia's bubble and do for AI GPUs what ASICs did for bitcoin mining?
A Chinese startup founded by a former Google engineer claims to have created a new ultra-efficient and relatively low cost AI chip using older manufacturing techniques. Meanwhile, Google itself is now ...
Nvidia may skip new consumer gaming GPUs in 2026 due to global memory shortages, delaying RTX 50 Super and RTX 60 releases. The post Nvidia’s gaming GPU roadmap just hit a weird speed bump appeared ...
What’s the difference between a GPU and a TPU? It’s a wonkish question, to be sure, but one that has a lot of interesting applications to the AI arms race, where companies are trying to be the go-to ...
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