Wall Street Analyst Warns Hyperscaler Custom Chips Pose ‘Significant Risk’ to NVIDIA’s Dominance
By Joel South Publication Date: 2026-04-30 17:15:00 Quick Read Semiconductor analyst Jay Goldberg warns that internal chip development by hyperscalers…
Tag: Dominance
Amazon, Meta join fight to end Google Pay, PhonePe dominance in India | TechCrunch
By Jagmeet Singh Publication Date: 2026-04-30 01:00:00 Amazon and Meta are among the big companies set to lobby India’s payments…
IPO Alert: Cerebras Public Debut Could Threaten Nvidia’s AI Chip Dominance
By Joy Iyke Publication Date: 2026-04-20 13:47:00 Cerebras Systems filed a registration statement with the U.S. Securities and Exchange Commission…
Meta set to overtake Google's advertising dominance
By Sara Fischer Publication Date: 2026-04-18 16:14:00 Google’s business is facing potential headwinds from changes to traditional search.
“Every Chip Is Getting Used Instantly” — Here’s Why Google’s AI Dominance May Be Unstoppable
By Jeremy Phillips Publication Date: 2026-04-14 22:47:00 HelloRF Zcool / Shutterstock.com Peter Diamandis argues Google (GOOGL) holds more AI chips…
The Market Still Misreads Broadcom's AI Dominance
By Pythia Research Publication Date: 2026-04-09 11:47:00 Broadcom has six strategic AI customers with supply secured through 2028 and visibility…
Amazon just showed that it’s the biggest threat to Nvidia’s chip dominance, short-seller Andrew Left says
By Samuel O’Brient Publication Date: 2026-04-09 16:50:00 It’s been a while since Andrew Left was shorting Nvidia, but he still…
Broadcom Strengthens Dominance with AI Deal
By @realheygotrade Publication Date: 2026-04-07 00:56:00 Gotrade News – Broadcom has just secured two major AI chip deals with Google…
Amazon, Microsoft dodge UK cloud market dominance designations
By Jacob Parry Publication Date: 2026-03-31 12:27:00 The CMA will continue to engage with the two firms and monitor the…
NVIDIA’s Upcoming Laptop Chips Could Upend AMD & Intel’s Long-Standing Dominance – Here’s Everything You Need To Know
By Muhammad Zuhair Publication Date: 2026-03-29 19:55:00 NVIDIA has been preparing to release its exclusive laptop chips for the consumer…