Overall, 2026 will be less about proving AMD’s relevance and more about proving durability. If AMD can execute on ...

With Groq Cloud continuing and key staff moving to NVIDIA, the $20B license promises lower latency and simpler developer ...

Nvidia has agreed to license technology from AI startup Groq for use in some of its artificial intelligence chips, marking ...

The trading year is almost over—but Nvidia still has some news to make. Its stock is rising on news of a deal with Groq.

With 120 and 125 teraFLOPS of BF16 grunt respectively, the Spark roughly matches AMD's Radeon Pro W7900, while achieving a ...

Lossless Scaling is a $7 Steam app that easily lets you boost frame rates in PC games, but how does it compare to Nvidia's ...

Major tech firms are investing billions in AI infrastructure, with OpenAI securing significant deals from Amazon, Disney, and ...

ByteDance, the private titan behind TikTok, is set to unleash a staggering $23 billion capital expenditure blitz in 2026 as ...

Major stock indexes ended little changed Friday after traders got the day off for Christmas. Meanwhile, gold and silver set ...

Semiconductor stocks were the defining group of investments during the first stage of the AI boom, but another group of ...

If global investors redirected capital away from India to markets more closely linked to the AI hardware cycle, then a ...

Here are my " Top 10 Investment Themes for 2026" for your review and consideration, many of which follow my overarching macro ...