Big Tech’s shift toward Google TPUs signals increasing competition for Nvidia and a rapidly evolving AI-chip landscape.

That backdrop gets more interesting with Meta's early discussions to adopt Google's tensor processing units in its data ...

Directly into AI infrastructure: servers, storage, power and cooling systems, along with a vast quantity of chips to support ...

Last night's results from chip giant Nvidia alleviated worries on Wall Street about the health of the AI trade. Here's what ...

Alphabet's push to sell its in-house AI chips to outside customers has abruptly reshaped expectations for the entire data center hardware trade. Instead of a tidy duopoly in accelerators, investors ...

In the ever-evolving world of artificial intelligence (AI) and semiconductor stocks, Nvidia's upcoming earnings report is generating significant buzz, but this time, the landscape appears markedly ...

The chipmaker at the heart of the AI trade gave a strong revenue forecast, a sign that demand for its products remains ...

Custom AI chips take 3 to 5 years, and risks are real, but OpenAI’s push could reshape AI performance and pricing by 2027 to ...

A rally in Alphabet Inc. shares is poised to shake up the ranking of the world’s most valuable companies, amid signs the ...

As rivals like Alphabet circle, Nvidia's valuation plunges--but its AI growth story might only be getting started.

TrendForce has identified 10 key technology trends that will define the tech industry's evolution in 2026. The highlights of ...