Nvidia pivots away from AI equity stakes amid growing industry tensions.

Taalas HC1 with Llama 3.1 8B AI model can deliver near-instantaneous responses, even for detailed queries like a month-by-month WWII history in just 0.138 seconds.

Broadcom Inc. is rated a Buy, trades at a forward EV/Sales of 15.36x compared to 31.59x last print. Learn more about AVGO stock here.

Evidence: China’s regulator determined NVDA breached antitrust regulations in the Mellanox acquisition (Sept 2025), New regulations reportedly require Chinese purchasers to buy domestic chips for each ...

Google's expanding Tensor Processing Unit (TPU) strategy is emerging as a serious challenge to Nvidia's long-running dominance in AI accelerators, particularly after a report from The Information ...

Broadcom looks attractive at current levels.

Nvidia's US$2 billion investment in Synopsys marks a pivotal attempt to extend CUDA and GPU-accelerated computing from AI training into the core of industrial and semiconductor engineering, tightening ...

Nvidia reported $46.7 billion in revenue for fiscal Q2 2026 in their earnings announcement and call yesterday, with data center revenue hitting $41.1 billion, up 56% year over year. The company also ...

A Chinese startup founded by a former Google engineer claims to have created a new ultra-efficient and relatively low cost AI chip using older manufacturing techniques. Meanwhile, Google itself is now ...

Broadcom locks HBM and TSMC capacity, challenges Nvidia and AMD in AI Chipmaker secures HBM and TSMC lines through 2028 as big tech turns to ASICs, signaling a credible challenge to GPU incumbents ...

Wall Street just handed Nvidia (NVDA) a major vote of confidence. Morgan Stanley analyst Joseph Moore reinstated Nvidia as the firm's top semiconductor pick on Monday, knocking Micron Technology (MU) ...