Tepper's recent picks signal some of the most durable and high-potential opportunities in the AI infrastructure space.
Despite recent blips, the markets have kept pushing higher in 2025, lifted by excitement around AI and the massive ...
Nvidia’s investment in a UALink board member follows a similar move with Intel, raising concerns about the GPU giant’s influence over alternatives to its proprietary NVLink interconnect.
The shifting sands of the AIB market share have precipitated a milestone for Intel. While it is a Goliath of the PC CPU world ...
Intel is reportedly marketing its advanced packaging services to companies like Microsoft, Tesla, Qualcomm, and NVIDIA from ...
Earlier this month, NVIDIA announced a multi-year partnership with Intel to jointly develop custom data center and PC ...
NVIDIA and AMD (in that order) still dominate the discrete graphics card landscape, but according to the latest audit by Jon ...
Intel shares surged Friday after an analyst's social media post added fuel to rumors the iPhone maker Apple could become a ...
Nvidia has invested $2 billion in chip design software maker Synopsys as part of an expanded multi-year tie-up to jointly ...
But perhaps the biggest threat to Nvidia going forward is a name no one expected. That's Alphabet ( GOOG 1.71%) ( GOOGL 1.77% ...
Nvidia invests $2B in Synopsys to accelerate AI-powered chip and system design through a major multi-year partnership.
In actual fact, Torvalds wanted an Intel Arc Pro B50, but was happy with the B580 as a substitute for the build detailed in a ...