Nvidia is the largest company in the world right now, but it could become even bigger thanks to new catalysts.

At Hot Chips 2026, NVIDIA went into detail on its upcoming Vera server CPU, and the Olympus CPU architecture. With 88 cores per chip, NVIDIA has ambitious aims for its in-house designed CPU architecture

The chip designer will report earnings after the bell on Wednesday.

Nvidia Corporation: why it’s a near-term sell—server price hikes, supply chain pressures, AI investments, and valuation/technical risks. Click for an NVDA update.

Marvell has quietly turned itself into one of the most aggressive bets on AI infrastructure without selling a single GPU, and a surprise $12.2 billion disclosure just changed how Wall Street thinks about its ceiling.

Nvidia worker indicted after Jensen Huang scolded Supermicro for AI server smuggling.

Nvidia grabs the AI headlines, but a 69% gain over the past year hints that a quieter networking giant may be capturing just as much of the buildout. The question is whether Cisco

Mike Khouw gives a low-risk options strategy to play the next few weeks.

AI agents have expanded inference from single-turn interactions into multi-step workflows that reason, invoke tools, coordinate subagents, and carry growing context from one turn to the next.

New on-silicon performance data measured by NVIDIA using real-world agentic coding trajectories shows Vera Rubin NVL72 systems deliver 30x higher throughput per megawatt and 35x lower token costs than NVIDIA GB300 NVL72.

NVIDIA today announced that NVIDIA Groq 3 LPX, the interactive AI inference accelerator, is now in full production. An extension of the NVIDIA Vera Rubin platform, Groq 3 LPX delivers a major boost in AI inference by enabling ultrafast token generation for highly responsive agentic systems.

The next era of AI inference won’t be defined by a single breakthrough chip, network or system. It’ll be defined by how every layer of the AI factory works together. That’s why NVIDIA is extending Vera Rubin NVL72 with fast token generation for agentic systems. Announced today, the NVIDIA Vera Rubin rack-scale system NVIDIA Groq […]

NVIDIA Groq 3 LPX is the interactive AI inference accelerator for the NVIDIA Vera Rubin platform. At the core of the platform is NVIDIA Vera Rubin NVL72, the most versatile machine ever built…

Deploying custom silicon with leading AI infrastructure enables hyperscalers and AI-native companies to build flexible AI factories that combine specialization with scale.

Nvidia's race to manufacture Groq chips and make them available to customers highlight the growing importance in AI of low-latency inference.

Nvidia's dedicated inference accelerator Groq 3 LPX enters full production to supercharge AI agents - SiliconANGLE

Chip stocks are selling off at twice the rate of broad tech ahead of NVIDIA

Nvidia enters earnings week with its stock priced for perfection, but a single crack in its numbers could send investors scrambling for the exits. The question is whether any weakness even exists, and what happens if the market finds out the hard way.