When I started working on a book about Nvidia in early May 2023, the artificial-intelligence boom was still in its infancy.
"Even with a decelerating growth rate on huge numbers, Nvidia's CY2025 PEG ratio stands at about 0.8x on our estimates. This ...
I’m expecting earnings to surge over the coming years as hyperscalers seek Nvidia alternatives as part ... and could ...
TSM can continue to deliver good revenue growth and margins as the demand for AI chips ... Other than Nvidia (NVDA), this is ...
The suspension, analysts note, may initially impact Chinese companies involved in developing artificial intelligence (AI ...
ARTIFICIAL intelligence (AI) companies such as OpenAI are seeking to overcome unexpected delays and challenges in the pursuit ...
Nvidia and TSMC look more reasonably valued, relative to their growth potential.
Analysts said that while the move might lead to some short-term pain for Chinese firms involved in designing chips for ...
TSMC has told customers it'll no longer manufacture AI chips at advanced process nodes of 7 nanometers or smaller for Chinese ...