Nvidia is set to beat expectations, with strong revenue forecast of $48b for Q2 and expected growth through 2026, driven by ...

Billionaire George Soros is all-in on AI, with a massive ramp-up in Nvidia holdings leading the charge. Fresh Q2 13F filings ...

AMD and Intel are winning share at the margins but can't break Nvidia's CUDA ecosystem and supply chain advantages by 2028.

Several top Senate Democrats are urging President Trump to walk back a deal with Nvidia and AMD that would allow the companies to sell artificial intelligence (AI) chips to China after they agreed ...

Cambricon’s prospects have been boosted by the Chinese government’s determination to use local AI chips in data centres.

Nvidia ( NVDA -0.85%) owns stock in publicly traded companies as part of its treasury strategy. Its $4.3 billion portfolio ...

Meta is another major Nvidia customer, but unlike Amazon, it only uses Nvidia chips for its own AI needs. In fact, it might ...

NVIDIA’s other top announcements at SIGGRAPH include new RTX Pro Servers, additions to the Nemotron AI resource family, and ...

Coatue’s Philippe Laffont rotates into platforms, cloud capacity, and long-term AI demand drivers with bold bets.

Is the good news fully priced in? Explore key insights on demand, stockpiling, and margins. Read why NVDA is a Hold.

The agreement between the chipmakers and the U.S. government will allow Nvidia and AMD to obtain export licenses to resume ...

OpenAI’s Sam Altman warns of an artificial intelligence (AI) bubble. Big tech stocks like Microsoft could collapse if Altman ...