AMD and Nvidia Back Musk’s xAI. What It Means for Microsoft, Google and Amazon.
Nvidia and AMD’s participation in xAI’s funding round means they are directly financing a rival to their major customers.
Nvidia: A Reality Check On The Broadcom Risk
Nvidia’s “king of AI” stature is allegedly under threat as its top customers turn to Broadcom to build custom chips and ...
From Microsoft to Nvidia, the AI agents are coming in 2025
Big Tech will lean heavily into AI agents in 2025. And if the technology works as promised, it could make some tedious tasks a lot easier.
Nvidia stock's correction has accelerated since Microsoft's CEO hinted the frenzied demand for AI chips may be waning
"I'm not chip supply constrained," Microsoft CEO Satya Nadella said in a recent interview. Nvidia stock has dropped 7% since ...
NVIDIA Corp., Microsoft share losses lead Dow's 450-point fall
Shares of NVIDIA Corp. and Microsoft are posting losses Friday afternoon, leading the Dow Jones Industrial Average selloff.
Prediction: Nvidia Will Become the First $4 Trillion Stock in 2025
Apple and Microsoft are closer than Nvidia to reaching a market cap of $4 trillion. Nvidia's new Blackwell GPU platform could ...
3 Phenomenal Reasons to Buy Nvidia Stock Before 2025
While Blackwell GPUs are already shipping in 2024, management noted that demand far outpaces production capacity, and ...
Microsoft bought nearly 500K Nvidia Hopper chips this year
Microsoft bought more than twice as many of Nvidia's flagship chip than any of its biggest rivals like Meta and Google.
Insider Monkey on MSN10d
Nvidia’s (NVDA) Dependence On Microsoft (MSFT) Is A Non-Issue With Its Tech Dominance
The nature of Artificial Intelligence developments is such that whoever sits on vast amounts of data or has the highest speed ...
Microsoft backed a tiny hardware startup that just launched its first AI processor that does inference without GPU or expensive HBM memory and a key Nvidia partner is ...
Microsoft-backed d-Matrix launches Corsair, an AI processor offering efficient inference, GPU independence, and support for ...
Microsoft surges ahead in AI race with massive Nvidia chip acquisition
Microsoft has emerged as the dominant player in the acquisition of Nvidia's Hopper chips. According to estimates from ...
Dow drops 550 points on losses in shares of NVIDIA Corp., Microsoft
The Dow Jones Industrial Average is seeing a selloff Friday afternoon with shares of NVIDIA Corp. and Microsoft delivering the stiffest headwinds for the price-weighted average.