In this quarterly semiconductor update, Angus Shillington and Nick Frasse discuss Nvidia’s earnings and the company’s return to the forefront of AI infrastructure.

The investment is not just in chips, but also in new data centres, networking infrastructure, and energy systems to support ...

Longview Global senior policy analyst Dewardric McNeal discusses the ramping up of tensions again between the U.S. and China, ...

Over the past 30 years, from 1995 to 2025, only five companies have consistently held their ground among the top 30 most ...

Despite booming demand elsewhere, growth would still be hindered without the world’s second-largest economy.

China's big tech companies have started the long and arduous journey of switching their development of AI to homegrown chips, ...

CEO Jensen Huang gave many positive updates, and they don't just bode well for Nvidia, but for the long-term potential of ...

NVIDIA Corporation (NASDAQ:NVDA) was mentioned during the episode, and here’s what Cramer had to say: ...

Nvidia had specifically designed the H20 AI chip, based on its Hopper architecture, to respect the U.S. government's ...

NVIDIA reportedly reducing production volume of its gaming-focused GeForce RTX 50 series GPUs, making room for GB300 AI GPU ...

Nvidia is developing a new chip for China that for the first time will allow customers to connect multiple chips together to create higher-performance computing clusters, The Information reported. The ...

Nvidia ( NVDA) stock dropped roughly 3% Friday after US President Trump claimed that China had “totally violated” an ...