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

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.

Some stocks could soon face a reality check. Shares in Palantir and Arm Holdings look too expensive compared to company ...

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

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

Satya Nadella, Microsoft's CEO, and believed to be a big customer of Nvidia was talking about abundant chip supply in a ...

Nvidia has become one of the world's most valuable companies thanks to strong demand for its artificial intelligence (AI) ...

This chart features all eight American technology stocks with valuations of $1 trillion or more, and their respective returns ...

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

Microsoft bought more than twice as many of Nvidia's flagship chip than any of its biggest rivals like Meta and Google.

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

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