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

Nvidia's dominance in AI chips faces challenges from competitors and market shifts, impacting revenue and growth prospects.

Microsoft's aggressive expansion in AI infrastructure is partly driven by its $13 billion investment in OpenAI.

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

Microsoft has secured its spot at the top of the AI hardware food chain, outspending every tech giant in the game and buying ...

According to Omdia's analysis of capital spending disclosures and supply chain intel, Nvidia plays a pivotal role in the AI ...

With profits of $18.1 billion in the third quarter of 2024, Nvidia recorded a 206% annual year-over-year (YoY) net income of ...

"Microsoft Azure is the 1st cloud running Nvidia's Blackwell system with GB200-powered AI servers," Microsoft Azure wrote on X (formerly Twitter) on Oct. 8. And Nvidia said in the company's Nov ...

IonQ stock has surged this year, and the company's focus on quantum computing could make it a lucrative long-term investment.

both to run its own AI services such as its Copilot assistant and to rent out to customers through its Azure division. Microsoft’s Nvidia chip orders are more than triple the number of the same ...

The Nvidia DGX Cloud AI computing platform is now available via Amazon Web Services (AWS) Marketplace Private Offers.

Always on the cusp of technology innovation, the financial services industry (FSI) is once again poised for wholesale ...