AMD and Intel are winning share at the margins but can't break Nvidia's CUDA ecosystem and supply chain advantages by 2028. Even with a potential government stake in Intel, the AI infrastructure ...

Samsung Electronics is expected to begin full-scale shipments of its fifth-generation high-bandwidth memory (HBM3E) products ...

Could the reign of the RTX 5090 be shorter than anticipated? A wrench has been thrown into NVIDIA’s smoothly running ...

AI has been Wall Street’s obsession for quite some time now, with investors excited about how the game-changing tech is set to transform our world ...