Nvidia is set to beat expectations, with strong revenue forecast of $48b for Q2 and expected growth through 2026, driven by demand for AI and new Blackwell architecture.

Nvidia's annual revenue could hit $600 billion by 2030, Melius Research said. The firm's Ben Reitzes says that implies a ...

Nvidia is developing a new AI chip for China based on its latest Blackwell architecture that will be more powerful than the H20 model it is currently allowed to sell there, two people briefed on the ...

AMD and Intel are winning share at the margins but can't break Nvidia's CUDA ecosystem and supply chain advantages by 2028. Even with a potential government stake in Intel, the AI infrastructure ...

Taiwan's Foxconn, which rose to become a global tech manufacturing juggernaut by assembling millions of iPhones, can now say ...

Michael Burry, the hedge fund maverick immortalized in The Big Short for his prescient bet against the mid-2000s housing ...

Nebius offers hyperscale AI infrastructure, rapid revenue growth, ESG appeal, and Nvidia partnership. Read here for more on ...

Today, Nvidia announced Cosmos Reason, a new open, customizable 7 billion-parameter reasoning VLM for physical AI vision ...

Nebius posts huge Q2 growth and raises $1B to scale its AI-optimized Cloud Data Centers, targeting $1.1B ARR by 2025. See why ...

U.S. lifts chip bans for Nvidia, AMD, but China's SMIC says domestic demand for chips is 'perfectly' replacing foreign rivals ...

Hon Hai Precision Industry Co., best known as Foxconn, saw its sales growth ease in July, suggesting that worries over U.S.

Baron Funds, an investment management company, released its “Baron Global Advantage Fund” investor letter for the second quarter of 2025. A copy of the letter can be downloaded here.