Nvidia and AMD’s participation in xAI’s funding round means they are directly financing a rival to their major customers.

The vast majority of Nvidia’s coveted AI chips were bought by just a handful of the largest tech companies.

This chart features all eight American technology stocks with valuations of $1 trillion or more, and their respective returns ...

Apple and Microsoft are closer than Nvidia to reaching a market cap of $4 trillion. Nvidia's new Blackwell GPU platform could ...

Nvidia has become one of the world's most valuable companies thanks to strong demand for its artificial intelligence (AI) ...

Fundstrat's Tom Lee says that Nvidia could grow tenfold over the next decade, potentially reaching $1 trillion in revenue.

Notwithstanding these obstacles, Nvidia keeps on top of artificial intelligence technologies as its innovations in AI CPUs ...

Could Nvidia stock fall by about 50% to levels of around $65 in the near term from the roughly $130 level it is at currently?

Azure faces supply constraints and likely market share loss, and Microsoft's custom AI chip development lags behind ...

Microsoft has emerged as the dominant player in the acquisition of Nvidia's Hopper chips. According to estimates from ...

Nvidia's dominance in AI chips faces challenges from competitors and market shifts, impacting revenue and growth prospects.

Doug Lefever, who leads Nvidia supplier Advantest, said he was watching for any sign of slower spending on AI by big US tech groups. Meta, Google and Microsoft have been heavy investors in data ...