Prediction: Nvidia Will Be the Biggest Winner in Microsoft's $80 Billion AI Spending Spree
Microsoft's Azure cloud has been a big AI winner, with the unit growing its revenue by 33% year over year last quarter and Azure OpenAI use doubling in the last six months. However, the company has ...
Jensen Huang Says Nvidia Is a ‘Technology Company,’ but It’s Really an AI Company
Nvidia and Jensen Huang took over CES 2025 with the RTX 50-series debut, but the hardware is a vehicle for AI ambitions.
Nvidia, Marvell, Synopsys Demonstrate AI Leadership And Strong Chip Design Momentum: Analyst
JPMorgan held virtual fireside chats with management teams from Marvell Technology and Nvidia at the 2025 CES.
Nvidia’s AI avatar sat on my computer screen and weirded me out
Nvidia unveiled a prototype AI avatar at CES 2025 that lives on your PC's desktop. The AI assistant, R2X, looks like a video ...
Nvidia's AI Leadership Shines While ON Semiconductor Faces Demand Slump: Analyst
Analyst William Stein reports on CES 2025, highlighting strong AI infrastructure spending, benefiting Nvidia and increasing ...
RCR Wireless News22h
NVIDIA charts a course from agentic AI to physical AI
In a tour de force CES keynote, NVIDIA CEO Jensen Huang explored the multi-trillion dollar opportunities with the ongoing ...