Early last week, Nvidia announced it would invest $2 billion each in Lumentum and Coherent as part of strategic, multiyear ...

A technical partnership embraces SambaNova Systems, which Intel’s chief, Lip-Bu Tan, helps lead as an investor and chairman.

When we think of the PC graphics-card market, we usually think of three players: Nvidia, AMD, and to a lesser extent, Intel. Those days are over. According to market data released by Jon Peddie ...

Intel (NASDAQ: INTC) has been a scorching-hot stock over the past 12 months, as it has more than doubled in value during that stretch. In January, the stock hit a 52-week high of $54.60, but it's now ...

Microarchitecture analysts have examined NVIDIA's GB10 'Superchip' and determined that its CPU cores are capable of going toe-to-toe with Intel and AMD.

Intel CEO Lip-Bu Tan on Tuesday said the company plans to build graphics processing units (GPUs), the category of chip ​popularized by Nvidia. "I just hired the chief GPU architect, and he's very good ...

This stock has soared in recent months.

One year ago, while Nvidia’s (NASDAQ:NVDA) AI-driven ascent was in full swing, we recommended reducing positions in the GPU leader and shifting towards undervalued Intel (NASDAQ:INTC)—a contrarian ...

Nvidia and AMD are leaders in the GPUs, which power large language models and have skyrocketed in demand with the data center ...

Analysts say an Arm chip leveraging Blackwell GPU architecture could eliminate long‑standing Windows‑on‑Arm trade‑offs and ...

Broad semiconductor ETFs such as the VanEck Semiconductor ETF (NASDAQ: SMH), iShares Semiconductor ETF (NASDAQ: SOXX), and SPDR S&P Semiconductor ETF (NYSE: XSD) already include both Nvidia and Intel.