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.

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

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

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

Nvidia's stock, despite a recent uptick, remains below its peak, slipping to the third most valuable company. Microsoft CEO ...

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

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

Microsoft leads in AI chip purchases from Nvidia, with rivals like Meta and Amazon also investing heavily. Read more.

Companies like AMD ( AMD) are angling to poach Nvidia’s customers and slice into its estimated 80% to 90% market share. Even Nvidia’s own customers are working on chips meant to cut down on their ...

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