In our opinion, the data reminds investors and practitioners that AI hype does not equal budget immunity. While earlier data documented robust intent to invest, the C-suite view presented above ...

Bloomberg estimates that Microsoft spends roughly 47% of its capital expenditures directly on Nvidia’s chips and accounts for nearly 19% of Nvidia’s revenue on an annualized basis.

CoreWeave Inc. shares have been on a tear as investors snap up the stock despite widespread concerns about elevated debt ...

"CoreWeave exists because Nvidia wants it to exist," said an analyst describing how the chipmaker aims to pressure cloud ...

At today’s $52B EV, CoreWeave trades at 22–29x forward EV/EBITDA, reflecting strong revenue visibility but limited multiple ...

Nvidia Corp. Chief Executive Officer Jensen Huang outlined plans to let customers deploy rival chips in data centers built around its technology, a move that acknowledges the growth of in-house ...

Nvidia Corp. Chief Executive Officer Jensen Huang outlined plans to let customers deploy rivals’ chips in data centers built ...

While Nvidia remains the clear leader in the most advanced AI chips, competitors and partners alike are racing to develop ...

Microsoft hosts its annual software developer conference in Seattle on Monday, drawing thousands of coders looking to turn ...

Nvidia is keen to shore up its place at the heart of the artificial intelligence boom, at a time investors and some ...