Nvidia, Broadcom, Astera Labs among Morgan Stanley’s top chip stocks for 2026
Nvidia (NVDA), Broadcom (AVGO) and Astera Labs (ALAB) are among Morgan Stanley's top semiconductor stocks for 2026, the firm...
Tag: NVDA
UBS survey shows slow AI adoption, but OpenAI and Microsoft stay ahead
UBS said that its recent Enterprise AI survey results continue to point to Microsoft (MSFT), OpenAI (OPENAI), and Nvidia...
Google working to lessen Nvidia software advantage with help from Meta: report
Google (GOOG) (GOOGL) is working to lessen Nvidia's (NVDA) advantage with its CUDA software platform, with some help from...
Nebius unveils AI Cloud 3.1 with Nvidia’s Blackwell Ultra compute
Dutch AI infrastructure provider Nebius (NBIS) unveiled Nebius AI Cloud 3.1, which brings next-generation Nvidia (NVDA)...
Nvidia plans $1.5B server farm in Israel – Calcalist
Nvidia (NVDA) is expected to unveil plans in the coming days to build Israel’s largest server farm, according to...
Nvidia, SK hynix co-developing AI-focused solid state drive: report
Nvidia (NVDA) and South Korea's SK hynix (HXSC.F) are working on co-developing an artificial intelligence-focused solid...
Nvidia acquires SchedMD, which provides open-source software workload manager for HPC and AI
Nvidia (NVDA) announced today it has acquired SchedMD, a Utah-based software company that provides open-source workload...
Nvidia rolls out Nemotron 3 open models for building agentic AI applications
Nvidia (NVDA) has started rolling out its Nemotron 3 open models, which it contends are the most efficient family of open...
AI fever echoes dot-com era, but some key twists: WSJ analysis
Twenty-five years after the dot-com boom peaked, its shadow still hangs over markets. Cisco Systems (CSCO) briefly reclaimed...
US, UK tech trade deal at risk over disagreements – report
A $42B technology trade deal between the US and UK agreed to in September known as the Tech Prosperity Deal is at risk of...