News
Nvidia invests $2 B in Marvell Technology as part of AI infrastructure partnership
2+ week, 1+ day ago (312+ words) The content on this Site is provided for information purposes only and does not constitute investment advice, a personal recommendation, an offer or solicitation to buy or sell securities, or any other regulated activity. It should not be relied upon…...
US tech is cracking China open again, and Trump's chaos is helping
3+ week, 6+ day ago (549+ words) Apple Inc (NASDAQ: AAPL, XETRA: APC)and Nvidia Corp (NASDAQ: NVDA, XETRA: NVD)both posted China wins this week. The trade war that was supposed to shut American companies out has, for now, given the strongest ones a competitive edge....
Tech Bytes: Nvidia lifts AI demand outlook as inference shift reshapes infrastructure buildout
4+ week, 17+ hour ago (619+ words) Jensen Huang used Nvidia Corp (NASDAQ: NVDA, XETRA: NVD)s keynote at the GTC global AI conference on Monday to lay out a much larger demand picture for AI infrastructure " and a clear shift in where that demand is heading…...
NVIDIA GTC keeps analysts bullish amid continued strong AI compute demand
4+ week, 7+ hour ago (282+ words) NVIDIA (NASDAQ: NVDA, XETRA: NVD)s latest GTC 2026 presentations reinforced its position as a leader in AI data center computing, according to analysts from Bank of America and Baird who pointed to strong demand, expanding infrastructure, and new high-margin opportunities....
Nvidia expands AI leadership with $1 T sales outlook, Bank of America Says
4+ week, 1+ day ago (255+ words) Nvidia Corp (NASDAQ: NVDA, XETRA: NVD) is set to extend its lead in artificial intelligence (AI) hardware and software, unveiling a broad, end-to-end AI product roadmap that now gives the company visibility to more than $1 trillion in data center sales…...
Jensen Huang's GTC keynote wasn't about new chips. It was a declaration Nvidia wants to own AI's inference phase
4+ week, 1+ day ago (818+ words) For the past three years, the AI industry's obsession has been training: throwing vast quantities of computing power at raw data to build ever-larger models. Nvidia Corp's (NASDAQ: NVDA, XETRA: NVD) graphics processors dominated that phase so completely that the…...
Nvidia CEO expected to deliver bullish AI outlook at GPU Technology Conference
4+ week, 2+ day ago (312+ words) Nvidia Corp (NASDAQ: NVDA, XETRA: NVD) is preparing'to host its flagship GPU Technology Conference (GTC) in San Jose, California this week. In a note ahead of the event, Wedbush analysts wrote that they will be watching Nvidia closely for updates…...
Nvidia set to spotlight next wave of AI infrastructure at GTC
1+ mon, 5+ day ago (608+ words) Nvidia Corp (NASDAQ: NVDA, XETRA: NVD) is expected to unveil a broader suite of specialized artificial intelligence chips and networking technologies at its flagship developer conference next week, according to analysts at Bank of America. The firm expects Nvidia to…...
Nvidia pulls the plug on China H200 production as Vera Rubin takes priority
1+ mon, 1+ week ago (816+ words) The move confirms what Washington's regulatory whiplash made inevitable: Nvidia has stopped betting on China's AI chip market and redirected its most precious manufacturing resource toward the future The decision comes less than a week after Nvidia reported its full-year…...
Meta-AMD AI deal boosts scale but extends high capex cycle, analysts say "
1+ mon, 2+ week ago (449+ words) Bank of America reiterated its "Buy" ratings on both Meta Platforms Inc (NASDAQ: META, XETRA: FB2 A, SIX: FB) and Advanced Micro Devices Inc (NASDAQ: AMD, XETRA: AMD) following their newly announced multi-year AI infrastructure agreement, arguing the deal strengthens long-term…...