SC25 highlighted a new phase for hyperscale AI: coherent Arm–NVIDIA fabrics, liquid-cooling standardization, and rapidly ...

Discover our 3Q 2025 Co-Investor Letter insights on AI investment strategy, market dynamics, and strong portfolio performance ...

Ben Bajarin, CEO Creative Strategies, joins 'Closing Bell Overtime' to talk where Google and Nvidia are competing and where they aren't when it comes to AI chips.

Nvidia has dominated the artificial intelligence (AI) hardware market, but there are new competitors on the horizon.

Again, these TPU chips available are used in data centers for Inference, and DO NOT compete against Nvidia, which makes GPU ...

Jensen Huang, CEO of Nvidia Corp., has been able to name his price for the company's chips due to high demand and limited ...