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OpenAI taps AMD for massive compute buildout
The two companies will deploy six gigawatts of GPU capacity beginning next year, the latest effort to build out data center infrastructure.…
Construction Dive · 2025-10-08 17:38:00
They will be 'wonderfully profitable' — Nvidia CEO on Oracle's reported GPU profit squeeze
Oracle is "going to do incredibly well," Jensen Huang said in an interview with Jim Cramer at the CNBC Investing Club's Monthly Meeting.…
CNBC Top Stories · 2025-10-07 20:29:51Nvidia CEO Jensen Huang calls Elon Musk the 'ultimate GPU'
Nvidia CEO Jensen Huang calls Elon Musk the 'ultimate GPU'…
Business Insider · 2025-10-02 09:59:02Nvidia CEO Huang says $5 billion stake in rival Intel will be 'an incredible investment'
"We're going to become a very large customer of Intel CPUs, and we're going to be a large supplier of GPU chiplets into Intel" chips, Huang said.…
CNBC Top Stories · 2025-09-18 18:44:46
Why AMD’s stock just saw one of the worst drops in the S&P 500 on Friday
AMD offers a GPU alternative to Nvidia, but it seems like hyperscalers are paying more attention to custom chips made by Broadcom.…
Market Watch · 2025-09-05 20:09:003 Brilliant Tech Stocks to Buy Now and Hold for the Long Term
Key PointsNvidia should hold onto its leading position in the GPU market. …
NASDAQ Markets · 2025-08-24 19:14:00
Nvidia says U.S. government will allow it to resume H20 AI chip sales to China
Nvidia says it is filing applications to with the U.S. government to resume sales of its H20 GPU to China, in what could represent a huge policy win. …
CNBC Top Stories · 2025-07-15 02:45:14Did Nvidia Just Say "Checkmate" to AMD?
Over the last two years, semiconductor powerhouse Nvidia (NASDAQ: NVDA) has emerged as the biggest force fueling the artificial intelligence (AI) revolution. The company's industry-leading graphics processing units (GPU) and CUDA s…
NASDAQ Markets · 2025-06-27 21:43:00
Did Nvidia just dispel the bear case for its stock? Why this analyst thinks so.
The shift from AI training to inferencing, especially for reasoning models, is an opportunity to drive greater GPU demand, the company recently said. Bears have worried about this transition.…
Market Watch · 2025-06-05 18:24:00
StarkWare launches mobile-friendly zero-knowledge prover
Blockchain company StarkWare has unveiled zero-knowledge (ZK) prover STARK Two (S-two), enabling enhanced privacy and verification on everyday devices like phones, laptops and browsers. The company said the new ZK prov…
Cointelegraph · 2025-05-27 12:00:15
