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 ...

Once a name synonymous with Apple’s iPhone, Foxconn is now forging a newidentity at the heart of the AI revolution. After decades of relying onsmartphone assembly for the bulk of its revenue, the ...

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 ...

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

Cohere secured US $500M funding at $6.8B valuation led by Radical Ventures and Inovia Capital with participation from AMD, ...

President Donald Trump is ramping up pressure on chip companies with his latest jaw-dropping tariff threat, following deals ...

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 ...

Foxconn, traditionally known for assembling iPhones, has seen its revenue from AI servers and cloud products surpass that of ...

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

I remain bullish on Kyndryl, driven by its HPE alliance and focus on accelerating private cloud and AI adoption.