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.

"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 ...

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

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.

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

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

Sony and Microsoft have only recently started implementing AI and machine learning into their consoles, with features like ...