2+ hour, 14+ min ago  (393+ words) Taipei: Intel said Tuesday that competition in personal computer chips from hardware giant Nvidia as a "good thing" as artificial intelligence presents new business opportunities. The comments come a day after Nvidia, the world's most valuable company, unveiled a powerful…...

8+ hour, 14+ min ago  (349+ words) Nvidia CEO Jensen Huang said on Tuesday the company has enough supply to accommodate robust growth in central processing units (CPUs) and graphics processing units (GPUs) as it rides an AI boom. The company, considered a barometer for the AI…...

23+ hour, 44+ min ago  (419+ words) Nvidia unveiled Monday new powerful chips that would bring advanced artificial intelligence functions into laptops and desktop computers, with the new personal computer models from brands including Microsoft and Dell set to roll out later this year. While Santa Clara,…...

1+ day, 5+ hour ago  (348+ words) Nvidia boss Jensen Huang will "kick off the Computex trade "show in Taiwan on Monday with a lengthy speech about "AI in which he is expected to expound on his company's latest product efforts as well as the island's central…...

3+ day, 11+ hour ago  (311+ words) The rapid buildout of AI systems has intensified concerns around electricity consumption and hardware bottlenecks, particularly as countries race to secure domestic chip and data center capacity following supply disruptions linked to trade tensions and ongoing conflicts affecting global technology…...

4+ day, 23+ hour ago  (504+ words) The question for investors is simple: Which company is best positioned for this moment? Wall Street seems to increasingly believe the answer is Micron Technology (MU). Training large AI models requires huge pools of high-bandwidth memory (HBM) alongside advanced DRAM…...

6+ day, 23+ hour ago  (331+ words) For nearly two years, the artificial intelligence boom has largely centred on one trade: graphics processing units (GPUs). That made Nvidia one of the clearest winners of the AI race, as demand for chips surged across data centres, cloud providers,…...

1+ week, 5+ day ago  (407+ words) Micron shares have surged an eye-popping 153% year-to-date, and 637% over the past year. But its fiscal Q2 earnings implies this rally may just be the beginning. I believe the stock still does not fully reflect how dramatically the memory market is changing....

1+ week, 5+ day ago  (385+ words) Any strategic investments from Nvidia often attract attention because investors view the chip giant as one of the best judges of future AI infrastructure winners. And, according to Nvidia's recent 13 F filing, the company still holds 166. 4 million Nokia shares, now…...

1+ week, 6+ day ago  (388+ words) Brady Corporation (NYSE: BRC) just broke out of its traditional industrial mold, fueled by capacity-constrained demand for AI data center infrastructure and a highly accretive $1. 4 billion acquisition. With gross margins expanding, this under-the-radar compliance manufacturer is rapidly repricing as a…...