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

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

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.

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.

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

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

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 ( 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 ...

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