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.
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 ...
With the launch of the Nvidia App (what a name, guys – killed it) and the death of GeForce Experience, as mentioned, I was ...
Fundstrat's Tom Lee says that Nvidia could grow tenfold over the next decade, potentially reaching $1 trillion in revenue.
Nvidia has become one of the world's most valuable companies thanks to strong demand for its artificial intelligence (AI) ...
Project Rainier supercomputers, Nvidia (NASDAQ:NVDA) remains the linchpin of most AI operations, with xAI particularly ...
Microsoft has emerged as the dominant player in the acquisition of Nvidia's Hopper chips. According to estimates from ...
Azure faces supply constraints and likely market share loss, and Microsoft's custom AI chip development lags behind ...
Nvidia (NASDAQ:NVDA) stock found itself in a mini-slump in recent weeks, falling into correction, even as other tech stocks ...