If Groq should prove itself worthy, then it might become a part of the same cohort of indirect Nvidia competitors, looking for a slice of the extremely hot AI pie.

Customer concentration is an issue. In Q1 FY’26, Nvidia disclosed that one customer accounted for 16% of revenue and another ...

David Tepper is one of the most successful investment managers on Wall Street. His Appaloosa Management hedge fund has ...

China's Huawei Technologies showed off an AI computing system on Saturday that one industry expert has said rivals Nvidia's most advanced offering, as the Chinese technology giant seeks to capture ...

Groq, valued at $2.8 ... Nvidia-rival Groq opens new European data center. ... Unlike other competitors, Groq's chips do not rely on expensive, hard-to-source components like high-bandwidth memory.

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AI advancements like Grok 4 highlight Nvidia being the overwhelming leader in supplying the picks and shovels for the GPU ...

Nvidia said it has filed applications to resume selling H20 GPUs in China and has received assurances that licenses will be granted.

Nvidia is currently the clear leader in AI infrastructure. However, Alphabet may be a surprise contender to become its biggest competitor. The company started renting out its TPU chips earlier ...

Samsung reportedly declined an offer from NVIDIA's Jensen Huang that would have netted the company billions of dollars and ...

CRN rounds up Nvidia’s biggest news stories of 2025 so far, ranging from its $4 trillion market cap milestone and ongoing ...