Investors may be concerned that a more balanced supply-demand environment could pressure Nvidia's ability to sustain elevated margins.

All this comes off the back of fresh concerns over US/China chip export controls. An unnamed "senior Trump administration ...

100 million chips is a drop in the bucket for Apple’s needs. The iPhone maker announced in August 2025 that U.S.

U.S. officials are considering caps on the number of AI accelerators Nvidia Corp. can export to any one Chinese company, which would further constrain the chipmaker’s reentry into a crucial market.

The multibillion-dollar deal is AMD’s latest move to catch up to Nvidia in the lucrative world of selling artificial ...

Nvidia’s logic is that keeping Chinese AI companies hooked on American technology will prevent Huawei from building the ...

Total profit for the fiscal year was $120 billion, the company said. Three years ago, it was just $4.4 billion.

Shares of Micron (Nasdaq: MU) are up 3.3% right before the market opens. Shares of SanDisk (Nasdaq: SNDK) are up slightly more, 4.2%. Both stocks saw heavy sell-offs yesterday. We published an article ...

By Steve Holland and Alexandra Alper WASHINGTON, Feb 23 (Reuters) - Chinese AI startup DeepSeek's latest AI model, set to be ...

The whopping $100 billion investment that Nvidia said it will make in OpenAI is probably not happening, according to Nvidia CEO Jensen Huang. Nvidia’s latest finalized investment of $30 billion, which ...

Broadcom's guidance surpassed most analyst expectations for the ongoing quarter. Revenue guidance of $22 billion was higher ...

The new inference platform is expected to be launched at Nvidia’s annual GTC developer conference in San Jose later this ...