Nvidia's AI dominance remains strong, but Barclays warns the semiconductor race is shifting--Marvell, Broadcom, and Lumentum are rising fast.

Energy concerns, diversification and industries ripe for AI disruption are at the core of Lip-Bu Tan's investment strategy.

Broadcom, under CEO Hock Tan, now finds itself at the epicentre of one of the world’s fastest-growing markets — AI chips

Yesterday, a group of technology companies, including Oracle, Softbank and OpenAI, gathered at the White House to announce Stargate. Stargate is an AI-related joint venture, bringing these companies and other investors together to build out next-generation AI infrastructure in the U.S.

Why is the new Stargate initiative so important for Nvidia Corp.? With the stock rising again on Wednesday, one analyst ran down the reasons. To start, investors have been focused lately on the nitty-gritty of the next few quarters as the company works to ramp up production of its new Blackwell chip.

Nvidia CEO Jensen Huang stated that Samsung Electronics (Samsung) must develop a "new design" to pass Nvidia's qualification, sparking discussions about whether Samsung can make a comeback with HBM3E in 2025.

Google’s custom TPUs give it an edge over Nvidia. See why GOOG stock may outperform as it leads AI hardware innovation in a competitive big tech landscape.

If you've done any exploring of investments in the world of artificial intelligence, you're probably familiar with the company called Nvidia. It's a mammoth in the world of AI chips. In fact,

Nvidia’s strong topline growth and AI infrastructure investment bode well. Read why NVDA stock presents a good investment opportunity for long-term growth.

Broadcom's recent fiscal performance underscores its resilience, with AI-related revenue driving better-than-expected fourth-quarter results. The company anticipates $14.6 billion in revenue and an EBITDA margin of approximately 66% for the upcoming quarter, cementing its position alongside NVIDIA Corp NVDA in the AI infrastructure race.

The explosive growth of ChatGPT has triggered unprecedented demand for artificial intelligence (AI) computing power, leading to industry-wide supply constraints. While Nvidia maintains its stronghold as the premier AI GPU provider,

Broadcom made key strategic moves aimed at bolstering its presence in the AI and cloud infrastructure markets. See why I think AVGO stock remains a strong buy.