Staggering demand for AI chips, dominance in the GPU market, and strong fundamentals make NVIDIA the top magnificent 7 stock ...

Nvidia experienced a memorable 2024 in some ways, and certainly CEO Jensen Huang won’t forget the year in which his company ...

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

Apple and Microsoft are closer than Nvidia to reaching a market cap of $4 trillion. Nvidia's new Blackwell GPU platform could ...

Nvidia’s “king of AI” stature is allegedly under threat as its top customers turn to Broadcom to build custom chips and ...

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

Microsoft-backed d-Matrix launches Corsair, an AI processor offering efficient inference, GPU independence, and support for ...

While Blackwell GPUs are already shipping in 2024, management noted that demand far outpaces production capacity, and ...

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 ...

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

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