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.
Apple is closing in on a historic $4 trillion stock market valuation, powered by investors cheering progress in the company's ...
"I'm not chip supply constrained," Microsoft CEO Satya Nadella said in a recent interview. Nvidia stock has dropped 7% since ...
Fundstrat's Tom Lee says that Nvidia could grow tenfold over the next decade, potentially reaching $1 trillion in revenue.
The vast majority of Nvidia’s coveted AI chips were bought by just a handful of the largest tech companies.
Nvidia's dominance in AI chips faces challenges from competitors and market shifts, impacting revenue and growth prospects.
Apple is ramping up research and development of its own AI chip to reduce its reliance on third-party developers, potentially ...
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?
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 ...
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]( ...
Microsoft has secured its spot at the top of the AI hardware food chain, outspending every tech giant in the game and buying ...