NVIDIA is pivoting its growth strategy from GPUs to CPUs, targeting a new $200 billion market with its Vera CPU. This shift follows the loss of China data center revenue due to U.S. export restrictions, which the company now writes off. NVIDIA expects nearly $20 billion in CPU revenue this year, signaling a major transformation into a comprehensive systems company. Investors should watch upcoming CPU revenue figures to gauge the success of this ambitious pivot.
AI remains a major market driver with significant infrastructure investments expected through 2028. Investors can gain diversified exposure to AI growth via ETFs like Vanguard Information Technology (VGT), VanEck Semiconductor (SMH), and Global X Art...
The global Edge AI software market is projected to grow from $2.40 billion in 2025 to $8.89 billion by 2031, at a CAGR of 24.4%. This growth is fueled by rising demand for real-time AI decision-making, localized data processing, and intelligent edge ...
Taiwan Semiconductor Manufacturing Co. (TSMC) announced an additional $100 billion investment in the US, raising its total US investment to $265 billion to meet rising AI chip demand. This expansion could add four new advanced facilities to its Arizo...
TSMC's better-than-expected Q2 earnings and increased capital expenditure highlight strong demand for AI and high-performance computing, which are crucial for Nvidia's growth. The ramp-up of TSMC's advanced N3 process and a higher HPC product mix sup...
UK GDP grew 0.8% over three months, surpassing forecasts and showing resilience despite geopolitical tensions and energy price pressures. The FTSE 100 opened lower as investors digested takeover deals including Rotork's £4.1bn acquisition by ABB and ...
