Arc excites me, Nvidia doesn't ...

Nvidia and Meta recently announced a multi-year strategic partnership under which Meta will procure and deploy millions of Nvidia chips. The deal covers not only the current Blackwell architecture and ...

Nvidia’s expanded partnership with Meta Platforms could be a bad omen for Intel.

Nvidia's Q4 2025 portfolio adds Intel, Synopsys and Nokia stocks while exiting Arm. Full breakdown of the $8B investment reshuffle from its latest 13F filing.

The Wall Street Journal reports the graphics and AI chip giant will soon take on Intel, AMD, Qualcomm and Apple for consumer laptop chip supremacy.

"At the end of the day, Jensen is on it — driving his teams to stay in the front end," Pat Gelsinger said.

According to The Wall Street Journal, Nvidia is collaborating with MediaTek to develop its N1 and N1X PC SoCs, which ...

Micron remains a cyclical stock. But its current up cycle could go on much longer than past ones have.

It's not just NVIDIA hiring to improve their Linux graphics drivers, as Intel are also looking for multiple new driver ...