Philippe Laffont's hedge fund trimmed its stake in Nvidia last quarter and swapped it for an under-the-radar AI chip opportunity.

A key discussion earlier this year at the Hot Chips conference was using AI for semiconductor chip development.

Welcome to the new world of smart maintenance, where AI is transforming one of manufacturing's biggest headaches into a strategic advantage. With unplanned downtime costing U.S. manufacturers $50 billion annually, this revolution couldn't come at a better time.

We recently compiled a list of the 12 Best Small Cap AI Stocks To Buy According to Hedge Funds. In this article, we are going to take a look at where Ambarella Inc. (NASDAQ:AMBA) stands against the other small cap AI stocks.

Watching the moves of billionaire hedge fund managers is a wise investment strategy because these investors didn't get to their status without making some smart decisions. Funds that have more than $100 million in assets must disclose their end-of-quarter holdings to the Securities and Exchange Commission (SEC) within 45 days after that quarter ends,

Amazon reveals Ultracluster, a vast AI compute cluster with Trainium chips, targeting Nvidia's market dominance by 2025.

The Biden administration announced a sweeping set of export controls on chip-manufacturing equipment, memory, and software that will make it more difficult for companies like Huawei and ByteDance to develop cutting-edge AI.

We recently compiled a list of the 12 Trending AI Stocks on Latest News and Ratings. In this article, we are going to take a look at where ASML Holding N.V. (NASDAQ:ASML) stands against the other trending AI stocks.

Financial writer bullish on Navitas despite weak earnings, citing design wins and potential for growth in GaN market.

While Taiwan Semiconductor is currently operating on all cylinders, the stock does come with risks. The company has been enjoying robust demand for AI chips and has increased capacity as a result. However, if AI infrastructure spending eventually slows, perhaps as AI models become good enough, then profits could drop and the stock could suffer.

Akash Systems secured a $27 million contract with NxtGen Datacenter to supply diamond-cooled servers across India. This collaboration aims to establish a new standard for sustainable AI, doubling performance per watt by combining Akash's diamond cooling with advanced GPUs from NVIDIA and AMD.

The US will launch its third crackdown in three years on China's semiconductor industry on Monday, restricting exports to 140 companies.