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

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

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

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

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

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

Apple is closing in on a historic $4 trillion stock market valuation, powered by investors cheering progress in the company's ...

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]( ...

According to DigiTimes, Musk was involved in a deal between xAI and Nvidia — reportedly personally contacting Nvidia Chief ...

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

Could Nvidia stock fall by about 50% to levels of around $65 in the near term from the roughly $130 level it is at currently?

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