Nvidia has become the first company to surpass $100 billion in annual semiconductor revenue as the gap widens between the AI infrastructure giant and other vendors.

Great news for AMD and Nvidia, less so for cash-strapped consumers Memory makers just can't churn out their DRAM fast enough.

For investors familiar with Nvidia's vertical move, Sosnoff's "boring" label makes the thesis clear: The AI revolution is ...

As Amphenol is also a leading provider of connectors that are used for chips, these connectors could be in even higher demand with the new Rubin chip platform. In fact, Evercore analysts said the ...

Despite the recent drop, AMD stock has risen in recent months. One major catalyst is the upcoming release of the MI450, which ...