Meta is undoubtedly a great pick, but Nvidia still has a lot of room to run. It also happens to be a favorite of many of Wall ...
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.
"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.
Nvidia and AMD’s participation in xAI’s funding round means they are directly financing a rival to their major customers.
Nvidia's dominance in AI chips faces challenges from competitors and market shifts, impacting revenue and growth prospects.
The vast majority of Nvidia’s coveted AI chips were bought by just a handful of the largest tech companies.
Microsoft has secured its spot at the top of the AI hardware food chain, outspending every tech giant in the game and buying ...
Nvidia is the biggest beneficiary of the AI boom. The company has seen the demand for its GPUs skyrocket as companies race ...
Microsoft has emerged as the dominant player in the acquisition of Nvidia's Hopper chips. According to estimates from ...
Something like this happened for a long time between Apple and NVIDIA, whose relationship has always been a bit complicated.