Both companies tout impressive growth trajectories as custom chip demand remains high.

These AI companies are great additions to any portfolio.

Apple (NASDAQ:AAPL) is planning on ending its exclusive ChatGPT partnership and will open Siri to rival AI assistants in iOS ...

Arm is making its first CPU, pivoting from only licensing its architecture to giants like Apple, Nvidia, Amazon and Google.

Arm Holdings' pivot from solely licensing designs to also producing its own artificial intelligence chips fundamentally ...

Nvidia is the market leader in general-purpose graphics processing units (GPUs). Taiwan Semiconductor is the largest chip foundry in the world, partnering with semiconductor leaders like Nvidia, AMD, ...

At its GTC conference, Nvidia is expected to share some of its vision for incorporating technology from AI chip startup Groq.

Gulf capital and cheap energy has partly powered the AI boom—but both have been unsettled by war. As costs rise and supply chains creak, the outlook for AI infrastructure looks fragile even as ...