Lumentum Holdings is likely to outperform expectations amid incredible demand for optical networking components.

Nvidia faces DOJ inquiry over its $12.9 billion purchase of Hugging Face.

Nvidia’s $3 billion Meta investment reveals a bigger AI strategy as the chipmaker funds data centers, suppliers and companies ...

How much gas does the biggest winner of the AI era so far have left in the tank?

NVIDIA already commands a $5.26 trillion market cap, and one corner of its balance sheet carries enough risk to unsettle even ...

OpenAI plans to buy Google's artificial intelligence (AI) chips, The Information reported on Tuesday, Oct. 27, citing someone ...

AI spending concerns, earnings updates, and a potential Anthropic IPO headline a busy calendar for investors. With the Fed ...

NVIDIA's quarterly revenue just doubled year over year and management is already supply-constrained on future demand, yet the ...

NVIDIA today announced plans with a group of supply chain partners to expand global manufacturing capacity to meet growing ...

Vertiv earnings smashed views for the AI data center play, an AI partner. Vertiv stock jumped before the open.

One industry researcher identified over 300 neoclouds that can provide GPU capacity, up about 55% in less than a year.

The US Department of Justice has made inquiries about how Nvidia’s $12.93 billion deal to buy open-source platform Hugging ...