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Nvidia Q1 earnings report preview: Can NVDA beat AI chip rivals AMD, Amazon, Google, and Cerebras again? The AI giant faces its most critical Wall Street moment of the yearNvidia Q1 earnings report: With $78.75B in expected revenue and rising competition from AMD, Cerebras, Amazon, and Google, Nvidia's Q1 FY20...- Nvidia's outlook will be a test of its strategy to maintain AI dominanceNvidia anticipates strong earnings but faces new competition in AI chips. Demand is shifting to processors that run AI in real-time, a mark...
- Amazon stock price, earnings, profits and net sales rise after strong first-quarter cloud growthAmazon stock price, earnings, profits and net sales increased after the company reported higher first-quarter profit and revenue driven by ...
- Broadcom hits $2 trillion valuation: How AI chip surge, Google and Meta deals, and ETF buzz is driving AVGO rallyBroadcom (AVGO) market capitalization surged past $2 trillion, fueled by soaring demand for custom AI chips and cloud networking infrastruc...
- Amazon to invest up to $25 billion in Anthropic as part of $100 billion cloud dealAmazon is injecting up to $25 billion into AI startup Anthropic, solidifying a partnership where Anthropic commits over $100 billion to Ama...
- Broadcom signs long-term deal to develop Google's custom AI chipsBroadcom said on Monday it has signed a long-term agreement with Google to develop and supply future generations of custom artificial intel...
- Cerebras Systems, Amazon strike deal to offer AI chips on AWS cloudAmazon Web Services and Cerebras Systems have joined forces. They will combine their computing chips in a new service. This service aims to...
- Amazon commits $50 billion to OpenAI; announces multi-year partnership with AWSAmazon’s $50 billion commitment is the largest in this round, surpassing the $30 billion each pledged by Nvidia and SoftBank. This round of...
- Texas at heart of Amazon's AI push in United StatesTech titan Amazon is working to step out of Nvidia's shadow with custom "Trainium" chips designed specially for machine learning as billion...
- ETtech Explainer: What’s Nvidia's Rubin platform, and why it matters for AIThe Rubin platform moves Nvidia from a seller of powerful GPUs to delivering fully integrated AI computing systems. Rubin is made up of six...
- The Sanchar Saathi U-turn; Meesho IPO off to a flying startIn a volte-face, the telecom ministry has withdrawn the controversial directive mandating that Sanchar Saathi be preloaded on new smartphon...
- ETtech Explainer: Amazon's latest Tranium chip and what it means for the raceAmazon Web Services has launched Trainium3, its new AI chip, offering faster performance, more memory, and lower energy use. The next-gener...
- Amazon stock jumps as AWS unveils new AI chip: Amazon claims Trainium 3 is 50% cheaper and 4.4× faster for AI trainingAmazon stock jumps after AWS unveils its in-house AI chip, Trainium3. The company claims it is 4.4x faster than its previous generation. En...
- AWS says custom AI chip line becomes multibillion-dollar business, unveils plans for Trainium 4Speaking at the company’s annual event, AWS re:Invent 2025 in Las Vegas, CEO Matt Garman said that Trainium is already a multibillion-dolla...
- Amazon to use Nvidia tech in AI chips, roll out new serversAmazon's AWS cloud computing unit on Tuesday said it will adopt key Nvidia technology in future generations of its artificial intelligence ...
- Third tender set to add 3,800 GPUs to IndiaAI GPU clusterIndiaAI Mission is expanding its GPU resources. Around 3,850 GPUs will be added through the third tender. This includes Google Trillium TPU...
- Microsoft's next-gen AI chip production delayed to 2026: ReportMicrosoft’s next-gen Maia AI chip, code-named Braga, faces a six-month delay, pushing mass production to 2026. Design changes, staffing iss...
- Is Nvidia losing its momentum? Dan Niles says the chipmaker will see a slowdown in chip demand that will impact its revenue growthNvidia may face reduced demand for its chips, affecting revenue growth. This is due to major companies like Microsoft cutting capital spend...
- The furious contest to unseat Nvidia as king of AI chipsNvidia's rivals have also started taking a leaf out of the company's playbook in another way. They have begun emulating Nvidia's tactic of ...
- Amazon's cloud service shows new AI servers, says Apple will use its chipsAmazon's cloud unit introduces new servers powered by its Trainium2 AI chips, aiming to challenge Nvidia. These servers will be used in a s...
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