Free Republic

Names across the A.I. space rallied Monday on the back of Nvidia (NVDA) unveiling its first Blackwell wafer produced at TSMC's (TSM) Phoenix plant. Austin Lyons lays out where he sees the state of A.I. heading as demand sees no sign of slowing down. He believes increased competition in AMD Inc. (AMD) and Broadcom (AVGO) won't steal much of Nvidia's market share but will open the door to new chipmaking processes. As for A.I.'s next leg, Austin talks about the importance of data centers and energy as A.I. tech becomes more advanced. AMD & AVGO's Room to Take NVDA Market...

Super Micro Computer (SMCI.O) said on Wednesday Ernst & Young had resigned as its auditor, sending its shares tumbling more than 30% and deepening investor worries about accounting practices at the artificial intelligence server maker.The company in late August delayed the filing of its annual report, citing a need to assess "its internal controls over financial reporting", after Hindenburg Research disclosed a short position and made claims of "accounting manipulation".Super Micro disclosed on Wednesday EY had in late July raised concerns about its governance, transparency and internal control over financial reporting, after which the company appointed a special committee and...