Coatue Management's Philippe Laffont slashed his fund's stake in Nvidia and AMD over the prior six quarters -- and it may have to do with more than just profit-taking. Meanwhile, Laffont absolutely piled into an outperforming consumer brand that conducted a historic stock split in June.

Amazon.com founder Jeff Bezos joined Samsung in a $700 million bet on Tenstorrent, valuing the AI chip startup with ambitions of taking on Nvidia at about $2.6 billion. Tenstorrent, which hopes to create a chip to try and break

Amazon reveals Ultracluster, a vast AI compute cluster with Trainium chips, targeting Nvidia's market dominance by 2025.

Nvidia’s investment in Figure AI highlights its role in robotics innovation. Learn why NVDA stock could surge with the projected $66B market growth by 2032.

The new Fugatto AI model takes sound synthesis to a new level by creating sounds that previously haven't existed.

Despite the amazing earnings performance, Nvidia's share price dropped slightly after the report's release. Investors were disappointed and seemed to have expected a stronger performance. The increased hype around Nvidia over the past two years made it difficult for the company to surpass market expectations.

Musk’s xAI and Meta are among those building super clusters of computer servers with as many as 100,000 of Nvidia’s most advanced chips.

Dr Seena Rejal examines the implications of increased competition in the semiconductor market on AI development.

Nvidia shares nudged higher in early Friday trading, keeping the stock on pace for a modest November gain, as investors step back from the tech giant's recent earnings report and assess its leadership role in the AI trade and its broader place in a next year's expected bull market.

Nvidia has reported a surge in third-quarter profit and sales as demand for its specialized computer chips that power artificial intelligence systems remains robust.