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NVIDIA, Amazon.com, and Meta Platforms stand out in Zacks' latest picks, backed by AI growth, AWS strength, and global user ...
Customer concentration is an issue. In Q1 FY’26, Nvidia disclosed that one customer accounted for 16% of revenue and another ...
South Korean startup FuriosaAI says it has landed LG as its first major customer. Here’s why the announcement is significant ...
Industry insiders now point to three main factors behind the hold-up. First, Microsoft’s upcoming Windows release, further ...
For the US, Nvidia’s continued presence in China may serve as a strategic lever to maintain its dominance in AI. Experts told ...
A long history of innovation, gale-force secular tailwinds, and its dominant position could drive the industry leader to new ...
Micron is on track to generate almost 100% YoY growth in HBM revenues and continued high growth in FY26. Read more on why MU ...
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South Korean AI chip startup FuriosaAI scored a major customer win this week after LG's AI Research division tapped its AI ...
Elon Musk mentions the ambitious five-year goal after Sam Altman announced plans to run 'well over 1 million GPUs by the end of this year' and scale up the compute power by 100x.
As the two biggest economic targets in Donald Trump’s trade war, some analysts thought the European Union and China could ...
BABA expands Alibaba Cloud's global partner base, fueling AI adoption and revenue growth amid fierce tech competition.