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Cerebras' wafer-scale AI chips are challenging more than Nvidia dominance. It's questioning GPU-cluster architecture powering the AI boom.
Micron (MU) shares dip in premarket after a historic surge. Traders lock in gains as Nasdaq futures slide. Get the latest price action here.
Semiconductor stocks like NVDA and AMD fell Friday as profit-taking and hot CPI data hit AI-driven gains. Get the latest chip sector news.
NVIDIA faces a "geopolitical chessboard" in China ahead of May 20 earnings. Experts weigh in on H200 demand and domestic competition.
Leverage Shares is launching a 2x leveraged ETF tied to Cerebras just one day after the AI chipmaker's blockbuster Nasdaq debut.
U.S. stock futures fell on Friday following Thursday’s record moves. This comes as investors weigh the outcomes of President Donald Trump‘s visit to China.
Tesla and SpaceX CEO Elon Musk reaffirmed orbital datacenters as Jensen Huang outlined the growing need for energy to operate AI.
Musk's viral clips from a state dinner with Chinese President Xi Jinping showed him pulling faces while taking selfies with business leaders.
Schumer warned Trump's Nvidia China chip plan could threaten US AI dominance and national security, despite Beijing blocking deliveries.