Nvidia's AI Throne Under Siege? Rivals Marvell & Broadcom Are Closing the Gap
Nvidia's AI dominance remains strong, but Barclays warns the semiconductor race is shifting--Marvell, Broadcom, and Lumentum ...
The Edge Singapore8d
Is Broadcom the next Nvidia?
Broadcom, under CEO Hock Tan, now finds itself at the epicentre of one of the world’s fastest-growing markets — AI chips ...
Digi Times4d
Is Broadcom Samsung's beacon of hope amid Nvidia's challenges?
Nvidia CEO Jensen Huang stated that Samsung Electronics (Samsung) must develop a "new design" to pass Nvidia's qualification, ...
Could This Company Be the Next Nvidia, and Should You Invest?
If you've done any exploring of investments in the world of artificial intelligence, you're probably familiar with the ...
Nvidia is preparing for the post-GPU AI era as it is reportedly recruits ASIC engineers to fend off competition from Broadcom and Marvell
The shift toward custom AI chips has intensified competition among semiconductor giants. Companies such as Broadcom and ...
Google Is Not As Desperate As Others For Nvidia Chips
Google’s custom TPUs give it an edge over Nvidia. See why GOOG stock may outperform as it leads AI hardware innovation in a ...
Why AI Stocks Broadcom, Lam Research, and Monolithic Power Are Rising Today
Yesterday, a group of technology companies, including Oracle, Softbank and OpenAI, gathered at the White House to announce Stargate. Stargate is an AI-related joint venture, bringing these companies ...
Nvidia vs Apple and the world: Apple may have just confirmed its ACDC superchip will use UALink tech
Apple has joined the board of the Ultra Accelerator Link consortium The link is a key technology that binds GPUs, not unlike ...
Nvidia: I Am Late To The AI Party, But Blackwell's Performance Is Just Kicking Off
Nvidia’s strong topline growth and AI infrastructure investment bode well. Read why NVDA stock presents a good investment ...
Digi Times3d
AI GPU drives ASIC opportunities amid Broadcom, Marvell rivalry
The explosive growth of ChatGPT has triggered unprecedented demand for artificial intelligence (AI) computing power, leading ...
Investor's Business Daily on MSN1d
Nvidia, Palantir And Google Fuel This List Of 23 'Perfect' Stocks
As Trump's unveiling of Stargate AI boosts names like Nvidia, Palantir and Broadcom, this stock screener highlights 23 ...