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.

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

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

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

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

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

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 ...

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

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

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

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