Big Tech will lean heavily into AI agents in 2025. And if the technology works as promised, it could make some tedious tasks a lot easier.

Some stocks could soon face a reality check. Shares in Palantir and Arm Holdings look too expensive compared to company ...

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

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.

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.

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

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

Almost half a million Hopper GPUs went to Microsoft in 2024. Chinese companies are also at the forefront.

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