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Nvidia's Q4 2024 earnings report signals a potential shift in the company's growth trajectory. While still beating estimates, the magnitude of outperformance has decreased compared to previous quarters.
Dylan Patel and Nathan Lambert discuss recent breakthroughs in AI, including Deep Seek's models, reasoning capabilities, and the geopolitical implications of AI development.
An in-depth analysis of the recent semiconductor stock selloff, its causes, and potential future scenarios for the sector.
Nvidia CEO Jensen Huang discusses the company's soaring demand for AI chips, pricing strategies, and his vision for AI's impact on jobs and industries. Huang addresses concerns about AI while emphasizing its transformative potential.
Nvidia's upcoming earnings report is the biggest market event this week. Investors are eagerly anticipating the results from the AI chip leader.
Jonathan Ross, founder and CEO of Grock, discusses the company's groundbreaking AI chip technology and his vision for democratizing AI compute power.
Intel, once the dominant force in semiconductor manufacturing, is now facing significant challenges. This article examines Intel's strategic missteps and the factors contributing to its current struggles.
This detailed analysis explores Renesas's strategic moves in the semiconductor industry, highlighting its role in Japan's chip manufacturing revival and its implications for the AI market.
Exploring AMD's latest AI accelerator, the Mi 388X, and its impact on the semiconductor market, alongside insights into the AI accelerator demand and industry valuations.