Nvidia is a monster chip stock, but it's not capturing the insatiable demand for custom AI accelerators. Broadcom expects demand for its custom AI chips to accelerate through 2026. Taiwan Semiconductor shares offer solid value relative to the company's earnings growth prospects.

AMD has spent years—and billions of dollars—advancing its capabilities and software to better compete with Nvidia, analysts said.

Nvidia CEO Jensen Huang said this week he expects “everybody’s jobs will be changed" by artificial intelligence.

Nvidia Corp. Chief Executive Officer Jensen Huang projected that Europe’s artificial-intelligence computing capacity will increase by a factor of ten over the next two years, with more than 20 so-called AI factories in the works.

Nvidia's Jensen Huang announced the all-singing, all-dancing GB200 AI superchip back in March of 2024, as part of the Blackwell reveal at GTC. However, it's been difficult to get an impression of just how big one might be in person—until now, that is.

Schneider Electric is partnering with Nvidia in pitching infrastructure to the European Commission’s (EC) AI Continent Action Plan. The EC hopes to establish a number of AI gigafactories that will house around 100,000 next-generation AI chips, building upon the existing EuroHPC JU supercomputing effort.

Samsung Electronics Co. and Nvidia Corp. will take minority stakes in Skild AI Inc. as they seek to bolster their work in the emerging consumer robotics industry.

NVIDIA expands across Europe with major AI infrastructure deals, focusing on sovereign AI to offset China losses and boost local tech development.

Deutsche Telekom will join forces with Nvidia to establish an artificial intelligence cloud for European manufacturers in Germany, the companies said on Friday.

Nvidia and AI search firm Perplexity said they are joining hands with model builders and cloud providers across Europe and the Middle East to refine sovereign large-language models (LLMs) and accelerate enterprise AI uptake in local industries.

Nvidia CEO Jensen Huang announced several AI infrastructure partnerships throughout Europe at GTC Paris on Wednesday

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