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.

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

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

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.

Fund manager Stephen Yiu of Blue Whale Growth Fund has forecasted that Broadcom Inc. (NASDAQ:AVGO) will yield substantial ...

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

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

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