Nvidia's third-quarter revenue growth accelerated. The AI chip company continues to command an impressive gross profit margin in the mid-seventies. Heavy share repurchases and bold fourth-quarter ...

AMD (AMD) CEO predicts the company will capture double-digit share of the data center AI market within three to five years. AMD expects its data center business to grow 80% annually and reach $1T in ...

Artificial intelligence will shape Nvidia graphics card trends in 2026. While some changes have a positive side, others are ...

Nvidia still has a long runway of growth in front of it. The company has created a wide moat through its CUDA software platform and NVLink interconnect system. The stock is still attractively valued.

The air in New York at AMD’s 2025 Analyst Day last Tuesday was electric — and being there on-site made it even clearer that the real story wasn’t the record-breaking numbers. It was the palpable shift ...