Winning the AI race requires an export offensive, not a fortress mentality. By diffusing compliant U.S. technology worldwide, ...

U.S. President Donald Trump on Aug. 11 approved an arrangement that lets Nvidia resume selling certain AI chips in China in ...

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 ...

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

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

Hedge funds invest in Microsoft, UnitedHealth and homebuilders. ETFs like MAGS, IHF and XHB let you invest like billionaires.

On company-specific concerns, Nvidia has pushed back against an analyst report suggesting it is delaying the production of its next-generation Rubin hardware to better match chips from rival Advanced ...

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

VAST Data said the Petasus AI Cloud combines its disaggregated, shared-everything (DASE) platform with Nvidia HGX servers ...

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