AMD Vs. Nvidia: The Balance of Power Shifts To AMD Now
By Alex Sirois Publication Date: 2026-11-06 13:45:00 AMD’s data center business nearly doubled while NVIDIA still dwarfs it in scale,…
Tag: Shifts
Amazon, Google Could Outperform Nvidia as AI Trade Shifts
By Daragh Thomas Publication Date: 2026-11-05 15:15:00 Joseph Carlson says Amazon and Google could outperform Nvidia as AI investors shift…
Nvidia Halts H200 Chip Output for China, Shifts Capacity to Vera Rubin – Startup Fortune
By Ron Patel Publication Date: 2026-11-04 16:18:00 Chinese customs authorities have barred Nvidia’s H200 chips from import, and regulators are…
ChatGPT, Perplexity and DeepSeek Show Diverging Shifts in Male Infertility
By BIOENGINEER.ORG Publication Date: 2026-10-28 02:23:00 Chatbots answering questions about male infertility changed markedly between 2025 and 2026, but not…
Microsoft offers buyouts to 60,000 workers as it shifts spending toward AI
By Jayujyoti Mullick Publication Date: 2026-10-26 21:58:00 Microsoft offers voluntary buyouts to 60,000 workers in the US, India, UK and…
Cybersecurity Sector Dips as Perplexity Launches AI Sandbox; Gen Digital (GEN) Navigates Market Shifts
By GuruFocus News Publication Date: 2026-10-15 18:27:00 On October 15, 2026, shares in the cybersecurity sector declined following Perplexity’s unveiling…
Cisco Systems (CSCO) Leads Networking Vendor Preference Amid CIO Spending Shifts
By GuruFocus News Publication Date: 2026-10-15 18:58:00 On October 15, 2026, Cisco Systems Inc (NASDAQ: CSCO) was identified as the…
Nvidia Shifts GB202 Chips to RTX Pro, RTX 5090 Supply Squeezed
By shattered.io Publication Date: 2026-10-11 11:37:00 NVIDIA’s best-selling consumer graphics card may be running out of silicon to build. Fresh…
Nvidia Ends RTX 5090 Output, Shifts GB202 to RTX Pro
By Marcus Chen Publication Date: 2026-10-11 01:21:00 Nvidia has reportedly stopped assigning new GB202 silicon to the GeForce RTX 5090,…
Microsoft Stocks Rise 1.4% as Local AI Shifts Compute Off Azure
By Khac Phu Nguyen Publication Date: 2026-10-09 17:37:00 This article first appeared on GuruFocus. Microsoft, the cloud and software giant…