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

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

This chart features all eight American technology stocks with valuations of $1 trillion or more, and their respective returns ...

Apple and Microsoft are closer than Nvidia to reaching a market cap of $4 trillion. Nvidia's new Blackwell GPU platform could ...

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

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

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

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

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?

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

Doug Lefever, who leads Nvidia supplier Advantest, said he was watching for any sign of slower spending on AI by big US tech groups. Meta, Google and Microsoft have been heavy investors in data ...

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