AI cloud company CoreWeave said demand is “insatiable” for servers containing Nvidia hardware but analysts say the next generation could face a delay.

If Nvidia and AMD are given special treatment…why shouldn't other companies be doing the same?” says one expert.

While their respective share price appreciation indicates everything is going great for Nvidia, Palantir, and AMD, all three companies have, collectively, offered up a nearly $13 billion warning to Wall Street. The real question is: Are you, or any other investors, heeding this warning?

NVIDIA's next-gen Rubin AI GPUs rumored to be delayed, redesigns happening to better compete with AMD's upcoming Instinct MI450 AI accelerators.

AMD's RX 9060 just appeared in a benchmark, and the results are surprisingly good.The Latest Tech News, Delivered to Your Inbox

Appaloosa's billionaire investor has swapped out two artificial intelligence (AI) hardware goliaths for a rapidly growing company in the fintech arena.

Nvidia and other US chip companies have lobbied against the tough restrictions in recent years on selling cutting-edge semiconductors to China.

While everyone else has been talking about Nvidia’s GPUs, Lisa Su has discreetly turned AMD into a chipmaking phenom. And as the US-China tech war rages, she’s at the center of it all.