A deal to use Google’s TPUs for Meta’s AI models could be worth billions and eat into Nvidia’s dominant market share.
Nvidia stock fell on Tuesday after The Information reported that Meta is considering using chips designed by Google.
Google could take as much as 10% of Nvidia’s annual revenue as a result of the deal, since Meta currently uses Nvidia’s ...
The Real AI Battle Isn't in Chips -- It's in Compute Efficiency. Here's the Stock Positioned to Win. The company's structural ...
A rally in Alphabet Inc. shares is poised to shake up the ranking of the world’s most valuable companies, amid signs the ...
The Trump administration is weighing whether to let Nvidia sell H200 AI chips to China, pitting national security worries ...
Shares of Semiconductor Manufacturing International Corp., China's largest contract chip maker and the only one capable of making advanced chips, dropped as much as 7.4% early Monday before paring ...
Prosecutors have accused Brian Raymond, founder of AI infrastructure and consulting company Bitworks, and three others of ...