The days of tech giants buying up discrete chips are over. AI companies now need GPUs, CPUs, and everything in between.
Still the big name in the market today, NVIDIA (NASDAQ:NVDA) shares dipped over the past week, but retail investors on Reddit are turning bullish after Meta Platforms (NASDAQ:META) announced a massive ...
Meta expands NVIDIA CPU deployment and significantly improves performance per watt in its data centers.Meta scales out AI workloads ...
This article first appeared on GuruFocus. Shares of Nvidia (NASDAQ:NVDA) were in focus after Stifel reiterated a bullish view, pointing to an expanded partnership with Meta Platforms ...
Meta is deepening its ties to Nvidia in a move that could further pressure Intel and AMD, even as AI demand remains strong.
Nvidia shares rise after Meta expands its business with the chip designer.
Hyperscalers are likely to spend much more on AI infrastructure in 2026 than Wall Street initially estimated.