AMD buys Taalas to challenge Nvidia in AI inference chips
AMD agreed to acquire Toronto startup Taalas, which builds AI chips hardwired for a single model, in a bid to…
Nvidia (NVDA) Stock News
Latest Nvidia stock news — AI chip demand, data centre revenue, quarterly earnings and NVDA price analysis.
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South Korean retail investors buy $4.6 billion in US stocks as KOSPI craters
South Korean retail investors poured $4.6 billion into US stocks in July, their largest monthly haul since January 2026, after…
BofA says Nvidia trades at cheapest valuation in a decade despite AI chip demand
BofA Global Research says Nvidia's valuation is the cheapest it has been in ten years, even as the chipmaker heads…
Alphabet Plans Up to $185 Billion in 2026 Infrastructure Spending, Lifting Nvidia and Broadcom Shares
Google's parent, Alphabet, plans to spend up to $185 billion on infrastructure in 2026, nearly double its 2025 outlay, and…
Alphabet Starts Selling TPU Chips to Outside Customers, Challenging Nvidia
Alphabet has started booking revenue from selling its custom Tensor Processing Units to outside customers, a shift disclosed on its…
