Over 90% of Nvidia’s chips are made at TSMC in Taiwan. This includes Blackwell. Much of Taiwan’s energy is powered by natural ...

Nvidia's AI demand can be stronger and longer-lasting than many investors think.

Palantir and Nvidia face similar top challenges. However, Nvidia's main problem is much easier to fix than Palantir's. Palantir appears to be largely writing off a significant market opportunity.

Nvidia halted testing of Intel’s 18A chip manufacturing process and stopped moving forward with production plans. Intel’s foundry turnaround depends on 18A attracting major customers beyond smaller ...

We are less than one hour away from the market closing, and then it’ll be time for the biggest event of earnings season. As I noted earlier in this live blog, in yesterday’s episode of the AI Investor ...