NVIDIA Aktie

 

Another company is also excelling in the AI chips business....

Nvidia continues to be a big investor in the AI ecosystem....

Goldman Sachs reveals what could happen to Nvidia shares....

Nvidia is pouring billions of dollars at a time into companies across the AI infrastructure stack, while also signing commercial deals with them....

The Fast Money panel on CNBC zeroed in on the question every AI investor is asking: How much longer can NVIDIA (NASDAQ:NVDA) keep printing? One panelist captured the bear unease bluntly, saying investors can't get past the worry that “the party is going to end soon.” The Bear Case: The Run Already Happened The skeptical ... NVIDIA: 'The Party Is Going to End Soon' According to CNBC...

Die Künstliche Intelligenz entwickelt sich immer mehr zum „Flächenbrand“. Milliarden fließen weltweit in KI-Infrastruktur, Rechenzentren und Nvidia-Chips. Allein Anthropic kauft bis 2030 für rund 300 Milliarden Dollar Rechenleistung von Alphabet und Amazon....

Der KI-Boom erreicht die nächste Eskalationsstufe: ByteDance stockt sein Infrastruktur-Budget laut Insidern deutlich auf. Für Halbleiterkonzerne könnte das die nächste Wachstumswelle bedeuten....

Der KI-Boom sorgt derzeit bei Unternehmen wie Lumentum Holdings für kräftigen Rückenwind. Für Leser des Börsenbriefs TSI USA ist das keine Überraschung: Die Aktie wurde frühzeitig identifiziert und liegt inzwischen, nach nur 4 Monaten, bereits 182 Prozent im Plus....

A massive multi-year partnership with the AI chipmaker is just one of several catalysts powering the optical specialist's recent rally....

Thailand Emerges As Possible Hub In Nvidia Chip-Smuggling Channel To Alibaba New details have emerged in the alleged AI chip diversion scheme involving the co-founder of Super Micro Computer. Bloomberg reports that some of the $2.5 billion worth of servers containing advanced AI chips were allegedly routed through a Bangkok-based company before reaching Chinese AI leader Alibaba. The Bloomberg report noted: US prosecutors this year outlined a scheme in which Super Micro's co-founder allegedly worked with an unnamed Southeast Asian company and a "rotating cast" of third-party brokers to divert the AI semiconductors in violation of US trade rules. The Southeast Asian firm the prosecutors didn't name, identified only as Company-1, is Bangkok-based OBON Corp., the people said. Some of the $2.5 billion worth of servers sold to OBON allegedly went to Chinese AI leader Alibaba, according to the people, who requested anonymity to discuss a sensitive legal and geopolitical matter. It is important to ...

AMD has been one of the biggest winners of 2026 as the AI trade broadens beyond Nvidia....

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The leading chipmaker's business continues to grow at an impressive pace....

Today, May 8, 2026, a massive Nvidia-backed AI cloud push is reshaping this crypto miner into a vertically integrated data center player....

Introduction Over more than three decades, Arm evolved into a leading CPU architecture supplier for smartphones and embedded devices, licensing CPU architectures and core designs to customers such as Apple (AAPL), Qualcomm (QCOM), Nvidia (NVDA), Samsung, and MediaTek instead of manufacturing chips itself. In 2025, that business model began changing with the introduction of Arm's ... Arm Is Quietly Becoming The CPU Backbone Of AI...

Nvidia Corp. named former Goldman Sachs Group Inc. Vice Chairman Suzanne Nora Johnson as a director, adding a finance-industry and philanthropy veteran to the chipmaker's board....

NVIDIA Names Suzanne Nora Johnson to Board of Directors...

Intel, AMD and Micron surged double digits this week as investors bet on CPU makers and memory companies powering the next stage of AI...

Taiwan Semiconductor April Sales Grow At Slowest Pace In 6 Months Taiwan Semiconductor, world's largest dedicated independent semiconductor foundry, posted its slowest pace of monthly revenue expansion since October, highlighting the challenges of sustaining torrid AI-fueled pace of growth. Sales in April rose 17.5% to NT$410.7 billion ($13.1 billion), their smallest rise in about six months. While the rise reflects just 30 days of business and its revenue can fluctuate month-to-month, the drop was notable; analysts expect the company's June-quarter revenue to grow almost twice as fast, or at about 35% which means that May and June sales will have to be gangbusters to compensate for April's slowness.  Taiwan's largest company has become an essential player in the global AI industry by making cutting-edge semiconductors for the likes of Nvidia and AMD. That's as Alphabet, Amazon.com, Meta and Microsoft said they are setting aside $725 billion for AI this year, significantly more than prev...

IREN posts a wider Q3 net loss and revenue plunge sequentially as bitcoin mining weakens, though AI cloud growth and a major NVIDIA deal boost momentum....