Taiwan Semiconductor Manufacturing Co. reported record quarterly revenue on Friday, the latest sign that AI chip demand ...

Amazon's custom AI chips business has doubled to a $20 billion annual run rate — and Jassy believes this is reminiscent of the playbook that dethroned Intel.

Hours after the United States charged a Super Micro Computer (SMCI) co-founder with illegally smuggling billions of dollars’ worth of Nvidia (NVDA) AI chips to China, shares of a little-known Shenzhen ...

Soaring revenue for Nvidia's most advanced artificial intelligence (AI) chips overlooks the impact of GPU scarcity on the company's margins over time.

Nvidia has secured a dominant share of the world’s most advanced chip packaging capacity, concentrating its supply chain ...

By Max A. Cherney and Stephen Nellis TORONTO/SAN FRANCISCO, April 6 (Reuters) - A niche acquisition by Nvidia has raised ...

Nvidia's Big Tech Clients Are Taking Aim at Its Dominance ...

Nvidia CEO Jensen Huang told the company’s recent GTC conference that the vendor has $500 billion worth of purchase orders ...

Records suggest that Sharetronic procured hundreds of Super Micro systems containing high-end Nvidia chips, banned from sale to and within China absent permission from Washington since 2022.

While Nvidia's astronomical margins highlight its dominance, they also expose the company to a key risk that a particular ...

Nvidia's stock is down to start 2026 but rising on Monday. Nvidia is once again Morgan Stanley's top stock pick in the chip sector, reclaiming that spot from Micron Technology. Analyst Joseph Moore ...

Keithen Drury has positions in Broadcom, Nebius Group, Nvidia, SoundHound AI, and Taiwan Semiconductor Manufacturing. The ...