While the long-term outlook for AI remains encouraging and this technology has real-world applications in most industries around the globe, Nvidia's chances of becoming Wall Street's first $5 trillion company are likely going to be thwarted by history.

Microsoft was Nvidia's largest customer in 2024, buying a reported 485,000 of its GPUs, more than twice the amount of its second-largest customer, Meta Platforms. Taken all together, it looks like ...

Tech giant Nvidia was founded in 1993 by three computer-scientist-video-gamers in the middle of Silicon Valley. They developed their plans at a local Denny's in East San Jose. With no

Strength in data center GPUs, networking, services, and emerging products fortify Nvidia's competitive 'moat' This article is the first in a series where tech-company analyst Ryan Shrout evaluates tech-industry leaders' prospects for 2025.

This was a busy week in tech, from the first reveal of the Nintendo Switch 2 to TikTok's looming ban in the United States. Here are the biggest stories you might have missed. Nintendo Switch 2 has been officially announced with a tentative 2025 release date.

Microsoft made a trio of announcements this week that are going to be very important for how the company approaches its big AI bet in 2025. It started off by creating a new AI eng

Jefferies ranks Nvidia (NVDA) as the top Magnificent Seven name and Microsoft (MSFT) at the bottom of the group. Learn more here.

What exactly is UALink? Simply put, UALink is an industry effort to compete with Nvidia’s dominance in AI hardware. Specifically, the standard aims to compete with Nvidia’s proprietary NVLink technology. This piece from Tom’s Hardware last fall explains:

NVIDIA already has ARM-based SoCs in the server space. Its Tegra processors that feature in several gaming and media devices are also ARM-based. But the N1X and N1 would be the company's first ARM-based chips for Windows PCs. Well, at least Windows devices running a full version of Windows. The ill-fated Surface RT ran on a Tegra chip.

The chip is the powerhouse of the datacenter. But Nvidia may want to have more control.

Then, in May 2024, Nintendo’s president finally confirmed a Nintendo Switch 2 console was coming and that it would be announced within the fiscal year, meaning before March 2025.

The renowned investor has penned his first investor letter for 2025 and it’s a ripper. He runs through what bubbles are, which ones he’s experienced, and whether today’s markets qualify as the third major bubble of this century.