Nvidia's AI Throne Under Siege? Rivals Marvell & Broadcom Are Closing the Gap
Nvidia's AI dominance remains strong, but Barclays warns the semiconductor race is shifting--Marvell, Broadcom, and Lumentum ...
The Edge Singapore7d
Is Broadcom the next Nvidia?
Broadcom, under CEO Hock Tan, now finds itself at the epicentre of one of the world’s fastest-growing markets — AI chips ...
Digi Times3d
Is Broadcom Samsung's beacon of hope amid Nvidia's challenges?
Nvidia CEO Jensen Huang stated that Samsung Electronics (Samsung) must develop a "new design" to pass Nvidia's qualification, ...
Why AI Stocks Broadcom, Lam Research, and Monolithic Power Are Rising Today
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 ...
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Dow Jones Rises After Surprise Jobless Claims; Nvidia Slides, Tesla Reverses
The Dow Jones rose Thursday after higher-than-expected initial unemployment claims. Nvidia stock sold off, while Tesla reversed higher.
Could This Company Be the Next Nvidia, and Should You Invest?
If you've done any exploring of investments in the world of artificial intelligence, you're probably familiar with the ...
Google Is Not As Desperate As Others For Nvidia Chips
Google’s custom TPUs give it an edge over Nvidia. See why GOOG stock may outperform as it leads AI hardware innovation in a ...
Digi Times2d
AI GPU drives ASIC opportunities amid Broadcom, Marvell rivalry
The explosive growth of ChatGPT has triggered unprecedented demand for artificial intelligence (AI) computing power, leading ...
Investor's Business Daily on MSN20h
Nvidia, Palantir And Google Fuel This List Of 23 'Perfect' Stocks
As Trump's unveiling of Stargate AI boosts names like Nvidia, Palantir and Broadcom, this stock screener highlights 23 ...
Broadcom's Stock Is Still Cheap
Broadcom made key strategic moves aimed at bolstering its presence in the AI and cloud infrastructure markets. See why I ...