"The idea that we are in a digestion phase for AI is laughable given the obvious need for more inference chips," Morgan ...

This comes as US President Donald Trump’s tariffs spark concerns that rising tech prices will reduce demand for AI.

Challenging NVIDIA’s clout won’t be easy. The chip giant now offers full-stack AI data centers, including chips and software.

Nvidia will likely capture the largest percentage of the exponential compute demand. Read why I think the AI world is ...

As enterprises move beyond experimentation toward production AI systems, tools that simplify the creation of continually ...

One of Intel's biggest missteps over the past decade was the failure to challenge Nvidia's dominance in the fast-growing ...

Executives at tech giants Amazon (AMZN) and Nvidia (NVDA) said on Thursday that the construction of new data centers for artificial ...

Recession fears and the advent of China’s DeepSeek have investors questioning whether U.S. tech companies will pullback on their data center plans.

AI developers have historically preferred Nvidia's graphics processing units, which hold more than 80% of the AI chips market. But SSI is so far primarily using TPUs rather than GPUs for its AI ...

Nvidia CEO Jensen Huang secured a concession from the Trump administration regarding H20 AI chip exports to China after pledging significant US AI infrastructure investments during a Mar-a-Lago ...

Nvidia CEO Jensen Huang appears to have struck a deal with the Trump administration to avoid export restrictions on the company’s H20 AI chips. The H20, the most advanced Nvidia-produced AI chip ...