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

"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.

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

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 ...

Nvidia's stock was surging 3.4% in recent trading and has climbed tktktk amid a 3-day win streak amid [broad interest in chips stocks]( ...

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

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

Historical data indicates that the Nasdaq follows up strong return years with positive returns in the following year. Alphabet is a Nasdaq and AI stock set to benefit. At a cheap earnings ratio, ...

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

Microsoft has secured its spot at the top of the AI hardware food chain, outspending every tech giant in the game and buying ...

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