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Nvidia is the undisputed leader in AI chips. The shift toward ASICs seen in cryptocurrency mining is an example of a risk investors need to watch when owning Nvidia. However, there are some key ...

As we've discussed at various points, the great cryptocurrency GPU mining craze of 2011 to 2014 (peaking in 2013) was great for GPU manufacturers' profit margins, but terrible for AMD's actual GPU ...

The explosive growth of ChatGPT has triggered unprecedented demand for artificial intelligence (AI) computing power, leading to industry-wide supply constraints. While Nvidia maintains its stronghold ...

SHANGHAI, CHINA - SEPTEMBER 10 2025: The booth of nVidia during a tech show in Shanghai, China Wednesday, Sept. 10, 2025. (Photo credit should read WANG GANG / Feature China/Future Publishing via ...

The CEOs of OpenAI, Anthropic, and xAI share a strikingly similar vision — AI’s progress is exponential, it will change humanity, and its impact will be greater than most people expect. This is more ...

This week in bitcoin mining news, ERCOT sees a 266 GW of interconnection requests in 2026, IREN closed a $2.3 billion convertible note offering, and GPUs are leaving ASICs in the dust. Listen or watch ...

Cryptocurrency is a form of digital money meant to be used as a medium of exchange, and it uses cryptography to secure and verify transactions, as well as to control the creation of new units of a ...

In 2025, factors like profitability, consensus mechanisms, network value, and hardware accessibility determine why ...

So far, Nvidia (NASDAQ: NVDA) has been the biggest winner of the artificial intelligence (AI) boom, but investors should not forget how quickly hardware leadership can shift when a market matures. The ...