The latest ASIC that grabbed a lot of attention is OpenAI’s Jalapeño chip, its first in-house inference chip, built with ...

Here's what Nvidia and Broadcom investors should look for when Broadcom reports earnings on June 3. Image source: Getty ...

Speaking on Nvidia's fiscal second-quarter earnings call, Huang dismissed concerns that hyperscalers' investments in application-specific integrated circuits could erode Nvidia's lead in AI compute.

Google will pay SpaceX $920 million per month to access capacity to GPUs -- and that's great news for Nvidia.

China’s tech giants are pursuing ASICs, a type of custom chip, over generic GPUs dominated by American giants like Nvidia.

OpenAI (probably) joins Google, Meta and ByteDance in Broadcom’s custom ASIC partnership Broadcom secures $10 billion AI rack orders as Nvidia faces new rivals Nvidia’s largest customers pursue ...

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 ...

(RTTNews) - Nvidia (NVDA) CEO Jensen Huang Monday announced several new initiatives on Monday aimed at reinforcing the company's leadership in AI and computing. The highlight was the introduction of ...

As Nvidia tightens its near-monopoly grip on the AI GPU market, tech giants and chipmakers are accelerating efforts to develop and mass-produce ASICs, signaling a brewing showdown between Nvidia's GPU ...

The NVIDIA-Groq $20 billion deal announced on December 24, 2025 is a major strategic move in the AI hardware space. NVIDIA and Groq clarified that it is not a full company acquisition. The deal is ...

Nvidia is rated overweight with a $305 price target, offering 50%+ upside, 15x forward P/E deeply discounts growth durability ...