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

Microsoft bought more than twice as many of Nvidia's flagship chip than any of its biggest rivals like Meta and Google.

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) ...

"I'm not chip supply constrained," Microsoft CEO Satya Nadella said in a recent interview. Nvidia stock has dropped 7% since ...

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

Satya Nadella, Microsoft's CEO, and believed to be a big customer of Nvidia was talking about abundant chip supply in a ...

The nature of Artificial Intelligence developments is such that whoever sits on vast amounts of data or has the highest speed ...

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

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