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Fortune Business Insights expects the global AI infrastructure market to expand at a CAGR of 29.1% from 2025 to 2032.

In Ark's latest "Big Ideas 2026" report, Wood warns that Nvidia will face tougher competition from AMD ( AMD +2.10%) in the AI market this year. Should investors expect the underdog to catch up to ...

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Navitas’s big power chip deal with Nvidia could drive its long-term growth. One of these stocks is trading at inflated ...

Dubbed the "Nvidia killer," Cerebras' wafer-scale engine has reportedly crushed Nvidia's H200 in raw AI training power: 125 ...

AMD, Intel, and startups like Spectral Compute line up to reduce hardware lock-in and snatch chip giant's computing crown ...

Nvidia isn’t building quantum computers, instead it’s using its supercomputing strengths to accelerate quantum computing ...

Bolt Graphics is pressing ahead with its plan to challenge Nvidia and AMD by building a graphics processor around a RISC-V ...

FICO Xpress 9.8 features a GPU-accelerated implementation of the hybrid gradient algorithm, yielding up to 50x speedups for very large optimization problems FICO Xpress Optimization has the widest ...

The semiconductor and AI specialist has been a big winner over the past few years. Does it still have room to run?