The South Korean FuriosaAI Inc., a Seoul-based chip startup aiming to challenge Nvidia’s dominance, will deliver its RNGD AI ...

Customer concentration is an issue. In Q1 FY’26, Nvidia disclosed that one customer accounted for 16% of revenue and another ...

BABA expands Alibaba Cloud's global partner base, fueling AI adoption and revenue growth amid fierce tech competition.

Micron's bets in high bandwidth memory [HBM] are kicking in a big way as they make rapid progress here with an expectation of ...

For the US, Nvidia’s continued presence in China may serve as a strategic lever to maintain its dominance in AI. Experts told ...

A long history of innovation, gale-force secular tailwinds, and its dominant position could drive the industry leader to new ...

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Nebius' main advantage over hyperscalers like AWS is its simplicity, flexibility, and competitive GPU pricing without ...

Innodata INOD provides Generative AI GenAI-focused services through its Digital Data Solutions segment, which contributed 87% of total revenues in the first quarter of 2025. INOD supports leading ...

Shares of Taiwan Semiconductor gained after its Q2 earnings report. Earnings season is kicking off again, and one of the ...