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.

This chart features all eight American technology stocks with valuations of $1 trillion or more, and their respective returns ...

Apple and Microsoft are closer than Nvidia to reaching a market cap of $4 trillion. Nvidia's new Blackwell GPU platform could ...

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

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

It didn’t take long to figure out how he wanted to play the trend.“Whenever you look at AI, it’s like, all the roads lead ...

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

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

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.

Nvidia (NASDAQ:NVDA) stock found itself in a mini-slump in recent weeks, falling into correction, even as other tech stocks ...