Version 6.4 of COMSOL Multiphysics ® introduces NVIDIA GPU acceleration for direct solvers and extends multi-GPU capabilities ...

The Chinese startup is Zhonghao Xinying. Its Ghana chip is claimed to offer 1.5 times the performance of Nvidia's A100 AI GPU ...

IREN Limited is rated a Buy for its innovative AI infrastructure solutions, poised for growth amid rising demand for advanced ...

ASML is the ultimate "pick-and-shovel" stock for the AI era because it has a monopoly on the machines needed to produce today ...

CEO Jensen Huang left no doubt as to what was fueling the results. He noted that sales of the company's AI-centric Blackwell ...

The GPU leader delivered better-than-expected results, and its guidance suggests that its impressive growth is not over.

With an enterprise value of $63.7 billion, CoreWeave still looks reasonably valued at 6 times next year's sales and 9 times ...

Two months after Nvidia and OpenAI unveiled their eyepopping plan to deploy at least 10 gigawatts of Nvidia systems—and up to ...

Michael Burry said the defining feature of today’s AI frenzy is a runaway capex cycle that resembles -- and even exceeds in ...

Fears of an AI bubble took at least a temporary breather after Nvidia (NVDA) reported an earnings beat as well as a strong ...

In late 2025, AI bubble talk isn’t just for outsiders, skeptics, and short-sellers. Increasingly, it’s the frame through ...