Broadcom is bullish on its custom AI chip segment. Nebius is growing at an unbelievable pace.

Nvidia's Rubin platform is arriving just as the AI race is pivoting from training to inference. Customers have already lined up for Rubin, and Nvidia's sales could double by the end of next year. But ...

Nvidia stock has traded sideways over the last six months due to concerns about the sustainability of AI spending and competition. CEO Jensen Huang says data center spending could triple or quadruple ...