AI, NVIDIA and Rubin
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Nvidia's AI accelerators aren't an upgrade from a regular GPU, they're a tailor-made piece of hardware that's dedicated to providing consistency.
Nvidia ( NVDA 0.56%) and Broadcom ( AVGO 1.01%) are cornerstones of the artificial intelligence trade. But while Morgan Stanely analysts led by Joseph Moore have buy ratings on both chip stocks, Micron Technology ( MU 2.32%) is their top pick within in the semiconductor industry for 2026.
AI accelerators are gaining traction in high-performance electronics design, driven by the need for efficiency and hardware-level control.
Wall Street will be watching to see if the chip maker’s upcoming AI accelerators and first rack-scale offering will bring it closer in competition with Nvidia
Networking could prove to be the next big opportunity in the AI market.
Baidu plans a Hong Kong IPO spin-off of AI chip unit Kunlunxin, boosting valuation as AI/Cloud growth accelerates. See why BIDU is a Strong Buy.
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Here’s Why Taiwan Semiconductor Manufacturing Holds the Keys to AI’s Explosive Growth
The artificial intelligence (AI) revolution has expanded rapidly since 2023, powering applications from chatbots to autonomous systems and driving trillions in market value. Tech giants have invested heavily in data centers and specialized hardware to meet surging demand for training and inference tasks.
This article is part of a VB Special Issue called “Fit for Purpose: Tailoring AI Infrastructure.” Catch all the other stories here. Data centers are the backend of the internet we know. Whether it’s Netflix or Google, all major companies leverage ...
REDWOOD CITY, Calif. – August 12, 2025 – According to a report by Dell’Oro Group, the global data center accelerator market is projected to reach $446 billion by 2029. Accelerators now account for roughly one-third of total data center capex, making ...
Artificial intelligence (AI) stocks have sent the market higher, as some stocks in this part of the tech industry have brought outsized gains to numerous investors. Palantir 's gain of more than 32-fold from its low in 2022 is one notable example.