Nvidia 28 Dec 2025 · 4 min read Nvidia Shatters Records Again: $57 Billion Quarter Signals Unrelenting AI Demand Nvidia's Q3 Fiscal 2026 earnings reveal a staggering $51.2 billion in datacenter revenue, cementing its dominance as the engine of the artificial intelligence revolution. Read more
Nvidia 27 Dec 2025 · 4 min read Nvidia's $20 Billion 'Surgical' Strike: Licensing Groq's Tech and Hiring Top Talent In a move redefining the AI chip war, Nvidia licenses Groq's low-latency technology and hires CEO Jonathan Ross, cementing its grip on the inference market. Read more
Nvidia 27 Dec 2025 · 3 min read Nvidia Cements Dominance: Hires Groq CEO and Licenses Tech in Reported $20 Billion Deal The AI giant moves to absorb the leadership and technology of one of its most promising challengers, reshaping the competitive landscape for inference chips. Read more
Nvidia 27 Dec 2025 · 3 min read Nvidia Halts Testing of Intel's 18A Node: A Setback for US Manufacturing Ambitions The decision by the AI giant to stop moving forward with Intel's advanced manufacturing process signals deep challenges for the US push toward semiconductor independence. Read more
Intel 27 Dec 2025 · 3 min read Intel Bets $1.6 Billion on SambaNova in Bid to Revive AI Ambitions In a strategic move to regain ground in the silicon wars, Intel is finalizing a deal to acquire AI specialist SambaNova Systems at a steep discount. Read more
Nvidia 27 Dec 2025 · 4 min read Gamers Bracing for Impact: Nvidia Reportedly Slashing RTX 5000 Supply by 40% in 2026 New reports suggest the GPU giant is pivoting further toward AI, planning drastic cuts to consumer graphics card production that could drive prices up and availability down. Read more
Intel 26 Dec 2025 · 3 min read Intel Bets $1.6 Billion on SambaNova to Salvage AI Ambitions In a bid to close the widening gap with Nvidia, Intel is reportedly finalizing a deal to acquire AI chip specialist SambaNova Systems at a steep discount. Read more
AMD 26 Dec 2025 · 4 min read Market Shift: AMD Claws Back Share in AI and Graphics as Competition Heats Up New data reveals AMD has secured 17% of the graphics market in late 2024, signaling a potential crack in Nvidia's dominance as the AI hardware race enters a new phase. Read more
Nvidia 22 Dec 2025 · 3 min read Nvidia Defies Geopolitical Gravity: Record Earnings Amid US-China Tech Tensions The AI chip giant reports $39.3 billion in quarterly revenue, proving its strategy to navigate export controls with alternative products is paying off. Read more
Cerebras IPO 21 Dec 2025 · 3 min read Cerebras Systems Revives Public Listing Ambitions, Targets Q2 2026 for IPO After withdrawing its 2024 bid, the Nvidia challenger is reportedly preparing to re-file with regulators as demand for alternative AI hardware accelerates. Read more
Google Cloud 21 Dec 2025 · 3 min read Google and Meta Forge Alliance to Optimize PyTorch on TPUs, Challenging Nvidia's AI Hardware Dominance New software updates and cross-company collaborations aim to make Google's TPUs a seamless, cost-effective alternative to Nvidia GPUs for the world's most popular AI framework. Read more
Micron Technology 18 Dec 2025 · 3 min read Micron's 400% Data Center Surge: Inside the AI-Driven Memory Boom Micron Technology posts record fiscal Q1 results, driven by an explosion in AI infrastructure demand, reshaping the semiconductor landscape for 2025. Read more
Intel 16 Dec 2025 · 3 min read Intel Nears $1.6 Billion Acquisition of SambaNova Systems to Challenge Nvidia Dominance In a bid to regain ground in the AI hardware race, Intel is reportedly in advanced talks to acquire chip startup SambaNova for a fraction of its previous valuation. Read more
Broadcom 14 Dec 2025 · 3 min read Broadcom's 5% Slide: Why 'Guidance Optics' Spooked the AI Market Despite a massive $73 billion backlog and improving debt ratios, Broadcom stock faces headwinds as investors scrutinize fiscal guidance in a jittery AI semiconductor market. Read more
Intel 14 Dec 2025 · 3 min read Intel Moves to Acquire SambaNova Systems in Strategic Bid to Rival Nvidia In a decisive move to reclaim semiconductor dominance, Intel has signed a term sheet to acquire AI startup SambaNova Systems, signaling a major pivot toward enterprise AI inference under CEO Lip-Bu Tan. Read more
Broadcom 13 Dec 2025 · 3 min read Broadcom Shares Slide as Margin Pressures Dampen AI Euphoria Despite reporting record revenues and a doubling of AI chip sales, Broadcom (AVGO) stock tumbled 11% as investors reacted to dipping margins and growing 'AI angst' in the semiconductor sector. Read more
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