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

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

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

Yeah, I get it, we already know that Nvidia's sold a motherlode of chips and is laughing its way to the bank. But it hits a ...

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

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

Apple is ramping up research and development of its own AI chip to reduce its reliance on third-party developers, potentially ...

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?

According to Omdia's analysis of capital spending disclosures and supply chain intel, Nvidia plays a pivotal role in the AI ...

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

Nvidia 's ( NVDA 3.08%) stock has been a huge winner each of the past two years. After surging over 238% in 2023, the stock has soared approximately 164% this year, as of this writing. Those are two ...

Like most big tech companies with artificial intelligence ambitions, Apple has little choice but to use chips from Nvidia, ...