Customer concentration is an issue. In Q1 FY’26, Nvidia disclosed that one customer accounted for 16% of revenue and another ...

Jensen Huang, Nvidia's CEO, secured US approval for H20 chip sales to China. This reversed a ban and protected billions in ...

Key Points Nvidia and AMD are both set to benefit from easing export restrictions to China. Nvidia remains the GPU leader, and this news should add billions in sales for the company. AMD has a big ...

Washington China hawks are slamming the approval by US President Donald Trump’s administration of resumption of the sale of ...

Artificial intelligence (AI) investing is still a dominant theme in the market. A substantial amount of money is being ...

Everybody wants their hands on NVIDIA's GPUs, with the AI favorite continuing to ink fresh deals and collaborate with many notable companies. Has the fun just started?

Jensen Huang has established himself as America’s most influential tech leader, assuming a role once occupied by Apple’s Tim ...

AMD is the 'Rook' of the AI ecosystem, dominating AI and data centers, PCs and Laptops, Embedded systems, and networking.

One of the most dizzying pivots in American policy toward China happened just last week, when two chipmakers — Nvidia and AMD — said that Donald Trump’s White House had effectively given its blessing ...

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The latest earnings season will be another test for the "Magnificent 7" tech behemoths, some of which have recovered more ...

Analysts tracked by FactSet expect Alphabet to generate $13.1 billion in Google Cloud revenue, which would be up 26.8% from a year earlier. However, Morningstar analyst Malik Ahmed Khan expects growth ...