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.

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 ...

Advanced Micro Devices (NASDAQ:AMD) stock climbed 78% in 2025, driven by growing adoption of its artificial intelligence (AI) ...

SAN FRANCISCO, Jan 13 () - AstraZeneca has agreed to buy Boston-based Modella AI, the companies said on Tuesday, as the drug ...

The Chinese government this week told some tech companies it would only approve their purchases of Nvidia’s H200 AI chips ...

The AI Narrative that has powered the rally in the markets for the past three years has equities in extreme valuation ...

Nvidia has been the biggest beneficiary of the artificial intelligence revolution so far, but another chip stock may be about ...

The Chinese government this week told some tech companies it would only approve their purchases of Nvidia's H200 AI chips ...

CoreWeave (NASDAQ:CRWV) stock has lost over half of its value since peaking at $187 per share last June amid doubts about its ...

Broadcom is uniquely positioned to benefit from secular tailwinds fueling investments across the AI infrastructure value ...

After months of reporting on the AI infrastructure boom, we circled back with the region’s power and data center heavyweights ...