The field of AI is notoriously filled with jargon. To better understand what is going on, here is a series of explainers, ...

Broadcom's reliance on China & Apple, competitive threats, and high valuation make it a risky investment despite the recent ...

Today, data center AI accelerators are >90% NVIDIA GPUs, with some AMD GPUs, and the rest custom ASIC (primarily Amazon). NVIDIA is the only player with a total solution — GPU, NVlink networking, ...

Nvidia (NASDAQ:NVDA) and Marvell Technology (NASDAQ:MRVL) were in focus on Friday as Citi lowered its estimates on the pair, ...

During a roundtable discussion at GTC 2025, NVIDIA CEO Jensen Huang stated that specialized ASIC devices do not compete in the AI industry. But are GPUs really safe? ASICs (Application-specific ...

Citi has trimmed its earnings and sales forecasts for both Nvidia (NASDAQ:NVDA) and Marvell Technology (NASDAQ:MRVL), pointing to lower cloud capital expenditure (capex) expectations and persistent ...