NVIDIA

AMD and the development of proprietary chips may challenge Nvidia’s position, both in the short term and particularly in the medium term.

Gelsinger missed the opportunity to capitalize on the surge of AI, which has proven to be particularly detrimental.

The tech company achieved an impressive $35.1 billion in quarterly revenue, but it continues to manage its remarkable growth with caution.

The B200 GPUs are causing some challenges for Nvidia. Probably too many.

The team at AI startup xAI accomplished the remarkable feat in a matter of weeks.

In recent years, dozens of Chinese companies have developed their own AI hardware.

Microsoft and Nvidia are making immediate profits from the use of their products and services. All other investors are betting on an uncertain future.

It looks like Meta needs to watch out: A promising competitor has emerged for its Llama 3 model.

AMD, Intel, and Huawei are some of its main competitors, but none of them has managed to overshadow it in the slightest, at least for the moment.

Several Nvidia employees and ex-employees denounce the company's harsh working conditions. However, the stock compensation plans that have made them millionaires mean no one wants to give it up.

Despite the positive figures, Nvidia is expected to perform at a level of perfection that penalizes its stock.

Generative AI is facing both optimism and skepticism after the recent stock market dive.