Elon Musk is on a roll hyping Tesla's AI5 chip, claiming that it's on par and sometimes better than Nvidia Hopper chips that ...
TL;DR: NVIDIA is reducing production of its B40 AI GPU for China from 1.5-2 million to 900,000 units in 2025, as Chinese AI firms favor RTX 5090 gaming GPUs, Hopper AI chips, and local alternatives.
Everything from bubble-bursting events to the ambitious innovation cycle overseen by Nvidia's CEO, Jensen Huang, threatens to curb its storybook ascent.
The rise of AI chips in data centers and PCs is changing the way businesses can protect against cyberattacks and data ...
The two tech giants remain the most balanced plays in the booming AI market.
MU outpaces NVDA as AI demand surges, with faster EPS growth, sold-out HBM supply and a far lower valuation premium.
Nebius Group (NASDAQ:NBIS) is forecasting up to 1,600% revenue growth by the end of 2026, driven by surging demand for AI ...
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