NVIDIA Can Sell AI Chip to China Again
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Technology stock valuations are hovering near all-time highs, but some value plays are hiding in the background.
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Investor's Business Daily on MSNBroadcom Ships New Ethernet Switch Built For AI WorkloadsBroadcom announced the release of its latest Ethernet switch, Tomahawk Ultra, engineered to handle AI workloads.
Tomahawk Ultra connects 4 times as many chips as NVLink. The Tomahawk Ultra chip is a major technological leap, acting as a traffic controller for data between multiple closely-pa
Taiwan Semiconductor dominates AI chip manufacturing, benefits from surging demand, and trades at a discount. Click here to read my latest analysis of TSM stock.
Broadcom's chip unit unveiled on Tuesday a new networking processor that aims to speed artificial intelligence data crunching, which requires stringing together hundreds of chips that work together.
Key Points Nvidia's growth from AI data centers is far from over. Taiwan Semiconductor is a key supplier in the AI race. stocks we like better than Nvidia › "Generational wealth" is a lucrative term for many investors.
High-end forecasts are “not credible,” according to London Economics International, which called its report a “sanity check” on demand growth projections.
Vietnam is changing fast. The country is attracting more foreign investment, especially in manufacturing and artificial intelligence (AI). Big companies from the US, Europe, and Asia are setting up factories and research centers here.
Navitas Semiconductor (NVTS 0.51%), a producer of gallium nitride (GaN) and silicon carbide (SiC) chips, saw its stock surge to a 52-week high of $9.17 on June 11. That marked a w
New orders, a key indicator of future revenue, are projected to hit $6.4 billion, driven by robust AI demand from TSM and SK Hynix. However, recent softness in orders – the first quarter came in below expectations – has weighed on the stock, which dropped 6% after the last report.