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

"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.

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

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

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?

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

Microsoft leads in AI chip purchases from Nvidia, with rivals like Meta and Amazon also investing heavily. Read more.

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 ...

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

Nvidia 's ( NVDA 3.08%) stock has been a huge winner each of the past two years. After surging over 238% in 2023, the stock has soared approximately 164% this year, as of this writing. Those are two ...