NVIDIA and SK hynix have announced a multiyear partnership to co-develop next-generation memory technologies aligned with NVIDIA's AI infrastructure roadmap. This collaboration aims to support the growing global buildout of AI factories by addressing the complex development cycles and capital investments needed for advanced memory supply. SK hynix will diversify into new AI markets created by NVIDIA, including AI supercomputers, CPUs, PCs, and robotic platforms, while also applying AI to enhance semiconductor design and manufacturing processes. The partnership will also advance autonomous factory operations through digital twin technology and AI-driven optimization tools, positioning both companies at the forefront of AI infrastructure innovation.
Broadcom and Nvidia both reported strong AI-driven revenue growth in their latest quarters, but market conditions in September favor Broadcom. Broadcom's custom AI chips (XPUs) for major tech clients showed explosive growth and a promising outlook fo...
Nvidia has chosen Palantir to manage the software for its complex 1.3 million-part AI supply chain, marking a significant endorsement despite recent criticism from Jim Cramer, who labeled Palantir "ice cold." This partnership integrates Palantir's Fo...
Nvidia leads the AI infrastructure market with massive revenue and high margins, but AMD is rapidly scaling with strong data center growth and improving profitability. AMD's upcoming Helios GPU and major customer commitments could reshape competition...
Nvidia and Palantir have jointly developed a sovereign AI stack designed to improve industrial supply chain management, using Nvidia's Nemotron models and cuOpt software combined with Palantir's Foundry and Ontology. Nvidia is the initial user, apply...
Michael Burry, known for his bearish stance on AI-related stocks like NVIDIA and CoreWeave, has reduced his short positions by closing December 2026 put options on NVIDIA due to rapid time decay and strong stock performance. Despite this, he maintain...
