AI, NVIDIA and AMD

Nvidia Stock Rises. Why AMD, Alphabet Earnings Are Boosting the AI Chip Maker.
Nvidia was gaining early on Wednesday after Google parent Alphabet committed to spending on artificial-intelligence infrastructure and rival Advanced Micro Devices’ AI chip revenue disappointed. Nvidia shares were up 3.
Google's big AI-spending plans are boosting chip stocks like Nvidia
Alphabet's big spending plans surprised Wall Street. The news should soothe investors worried about last week's DeepSeek shakeup disrupting the AI narrative.
AMD's AI chip revenue miss hits shares amid pressure from Nvidia
By Kanchana Chakravarty and Zaheer Kachwala (Reuters) -Advanced Micro Devices shares tumbled 8% on Wednesday after the company's AI chip revenue failed to meet analysts' high expectations, underscoring its struggle to grab market share from well-entrenched market leader Nvidia.
Nvidia Stock Rises. Why the Chip Maker Is Getting a Much-Needed Boost.
Shares in the AI chip maker rose 5% Wednesday and was up again early Thursday as Big Tech's spending plans remained in focus.
Why Nvidia, Broadcom, and Other Chip Stocks Are Surging Wednesday
Key Takeaways Nvidia and Broadcom shares surged Wednesday after Google parent Alphabet, a customer of both chipmakers, said it plans to ramp up spending on artificial intelligence. Alphabet said Tuesday that it plans to spend as much as $75 billion in capital expenditures this year,
DeepSeek Shocked the AI Market Last Week. Here's Why Nvidia's Latest Move Should Crush the Panic.
This may lead to greater sales of Nvidia's latest GPUs as they can maximize inferencing performance. The company's new ...
Frenzy for new Nvidia gaming chips causes chaos in Tokyo
An electronics store in Tokyo has apologized after hundreds of Chinese buyers who flocked there to get their hands on the ...
Deepseek's AI model is ‘the best work' out of China but the hype is ‘exaggerated,' Google Deepmind CEO says
Deepseek’s AI model “is probably the best work” out of China, Demis Hassabis said on Sunday, but added it was not a ...
US reportedly investigating whether China's DeepSeek used restricted AI chips
The Commerce Department has launched a probe into whether Chinese artificial intelligence startup DeepSeek obtained ...
Trump's All-Important AI Chip War Decision Looms Over His Presidency, Nvidia And The World
Panamanian President José Raúl Mulino on Thursday rejected U.S. claims that American warships and boats can transit the ...
DeepSeek has rattled large AI players — but smaller chip firms see it as a force multiplier
While the sector leaders grapple with the DeepSeek fallout, smaller AI companies see an opportunity to scale with the Chinese ...
Nvidia's AI Dominance Faces A Reality Check From DeepSeek
Nvidia Corporation greatly benefited from the AI boom with its GPUs driving neural networks and machine-learning models.
Nvidia CEO meets with Trump as administration weighs new limits on chip exports to China
Startup DeekSeek is highlighting advances in China's AI industry. The Trump administration is weighing new restrictions on ...
The Washington Post on MSN9d
Trump meets with CEO of AI chipmaker Nvidia
The meeting comes amid broad anxiety about the success of a Chinese artificial intelligence app called DeepSeek.
Lowyat.net2d
Malaysia Rejects Claims of NVIDIA AI Chip Smuggling To China
The Malaysian government takes seriously allegations that the country is being used as a transit point for smuggling NVIDIA ...
Money Morning2d
Should You Buy the Dip on Nvidia Stock This February?
In Q3 FY2025, it reported $35.1 billion in revenue. up 94% year-over-year, with data center revenue up 112% to $30.8 billion. Non-GAAP EPS reached $0.81 and grew 103% year-over-year. These results ...