AI, AMD and New Chips
Digest more
Nvidia CEO Jensen Huang said this week he expects “everybody’s jobs will be changed" by artificial intelligence.
AMD has spent years—and billions of dollars—advancing its capabilities and software to better compete with Nvidia, analysts said.
Nvidia is the king of AI accelerator chips, but some smaller AI players may have more upside. AMD has a big opportunity as the AI inference market grows. Broadcom has big opportunities in networking,
Nvidia has rebranded Lepton AI as DGX Cloud Lepton and relaunched it in June 2025. According to Nvidia, the service delivers a unified AI platform and compute marketplace that connects developers to tens of thousands of GPUs from a global network of cloud providers.
The partnership with Nvidia allows Mistral AI to "go faster and offer the best services," according to Mistral's Co-Founder and CEO Arthur Mensch, who spoke to CNBC at the VivaTech conference in Paris.
Samsung Electronics Co. and Nvidia Corp. will take minority stakes in Skild AI Inc. as they seek to bolster their work in the emerging consumer robotics industry.
NVIDIA expands across Europe with major AI infrastructure deals, focusing on sovereign AI to offset China losses and boost local tech development.
Nvidia's Jensen Huang announced the all-singing, all-dancing GB200 AI superchip back in March of 2024, as part of the Blackwell reveal at GTC. However, it's been difficult to get an impression of just how big one might be in person—until now, that is.
Deutsche Telekom will join forces with Nvidia to establish an artificial intelligence cloud for European manufacturers in Germany, the companies said on Friday.
Nvidia CEO Jensen Huang announced several AI infrastructure partnerships throughout Europe at GTC Paris on Wednesday
Wearing his signature biker jacket and mobbed by fans for selfies, the Nvidia CEO cut the figure of a tech rockstar as he took the stage at VivaTech in Paris. “AI is the greatest equalizer of people the world has ever created,” Huang said, kicking off one of Europe’s biggest technology industry fairs.
Nvidia Corporation's strong EPS growth, robust fundamentals, and AI-driven demand make it a compelling buy. Click for why I am upgrading NVDA to Strong Buy.