Computer components don’t usually transform entire industries. The Nvidia H100 has done just that.
Nvidia added $277-billion in stock market value on Thursday, Wall Street’s largest one-day gain in history.
Bank of America strategist Michael Hartnett has said the frenzy is beginning to resemble the dot-com bubble.
From underperformance in AI chips for data centres to soft demand for CPUs for PCs, Intel just can’t seem to catch a break.
AMD just had its best week since November, outpacing even AI darling Nvidia.
Higher demand for AI chips prompted Wall Street analysts to hike their price targets for the semiconductor giants.
Apple is set to capitalise on a computer market resurgence when the company unveils M3 Macs on Tuesday.
Nvidia dominates the market for AI computing chips. Now it is coming after Intel’s longtime stronghold in PCs.
Intel CEO Pat Gelsinger has embarked on one of the largest factory-building sprees in chip industry history.
AMD plans to buy an AI start-up called Nod.ai as part of an effort to bolster its software capabilities.