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 ...

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

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

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

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

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

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 ...

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 ...