AI Chips

Institutional volume exceeds 100 million shares daily as cloud providers deploy accelerators to challenge Nvidia's data center dominance

Wall Street analyst cites enterprise and sovereign AI infrastructure spending as key drivers for the chipmaker's continued dominance

Private AI chipmaker's rising profile underscores sector demand, but Nvidia offers investors direct exposure to accelerating infrastructure buildout

Investors bought deeply out-of-the-money calls on Micron Technology and Taiwan Semiconductor Manufacturing, pointing to expectations for sustained growth in AI-driven chip demand

Advanced Micro Devices' strong annual performance and MI300X accelerator wins challenge Nvidia's market leadership in AI chips

Ride-sharing giant Uber is moving significant AI workloads to Amazon's custom-designed Graviton and Trainium chips, signaling a strategic shift to optimize cloud infrastructure costs and enhance operational efficiency amidst intense competition.