Japanese manufacturer Ibiden has established itself as a dominant player in the IC substrate market for AI chips, driven by Nvidia's strong demand for these substrates. Ibiden emphasized its ...

One AI chip stock that can outpace Nvidia is Ibiden (IBIDY), a Japanese manufacturer specializing in electronic components and ceramic products. Its core business includes producing IC package ...

DeepSeek challenges OpenAI with drastically cheaper models, prompting discussions on the viability of proprietary versus open ...

NVIDIA executives would be waking up to quite the headache this morning, with Chinese AI company DeepSeek taking the headlines with its new AI model seemingly destroying OpenAI in one swift release.

TL;DR: DeepSeek, a Chinese AI lab, utilizes tens of thousands of NVIDIA H100 AI GPUs, positioning its R1 model as a top competitor against leading AI models like OpenAI's o1 and Meta's Llama.

This is as big U.S. tech companies have poured billions of dollars into AI chips and systems for their projects. All of these players are customers of Nvidia, the world’s biggest AI chip designer.

Nvidia and other artificial intelligence stocks at the forefront of the AI revolution are rebounding somewhat Tuesday after a selloff triggered by Chinese startup DeepSeek’s launch of a cutting ...

Nvidia's processors are in an estimated 70% to 95% of AI data centers, and there's no indication it'll lose that lead anytime soon. Nvidia recently released its latest Blackwell processors ...

The whole investment thesis, however, could come crashing down as the latest AI development shakes the foundation upon which Nvidia was built. The reason this is devastating news to Nvidia is that ...

At CES 2025 in Las Vegas, Nvidia unveiled Project Digits, a “personal AI supercomputer” that provides access to the company’s Grace Blackwell hardware platform in a compact form factor.