Arc excites me, Nvidia doesn't ...

Nvidia NVDA announced on Tuesday that it will deploy more of its Arm-based Grace central processing units in Meta’s META data ...

When Nvidia (NVDA) expresses interest in any company, investors should pay attention. According to a recent 13F-filing, Nvidia has invested a hefty amount of around $7.9 billion in Intel (INTC), now ...

Intel Graphics Driver 32.0.101.8509 (WHQL Certified) brings XeSS 3 Multi-Frame Generation to all arc Graphics products, with no generation left behind.

"At the end of the day, Jensen is on it — driving his teams to stay in the front end," Pat Gelsinger said.

Micron remains a cyclical stock. But its current up cycle could go on much longer than past ones have.

Meta is deepening its ties to Nvidia in a move that could further pressure Intel and AMD, even as AI demand remains strong.

NVIDIA did anything but stand pat with its investments during Q4 2025. See how the company turned over its holdings in the quarter.

Intel has been bulking up a team to focus on this effort and will develop its GPU strategy around customer needs.

Near-term execution risks are rising as memory cost inflation limits CCG visibility, while acute Xeon supply constraints also ...