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.

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

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

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

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 ...

Nvidia (NASDAQ:NVDA) stock found itself in a mini-slump in recent weeks, falling into correction, even as other tech stocks ...

Sony and Microsoft have only recently started implementing AI and machine learning into their consoles, with features like ...

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 ...

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

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