The three main public cloud providers all reiterated that demand exceeds computing capacity, which means they will continue ...

Nvidia can sell its AI chips in China, and hyperscalers are spending more heavily on data center infrastructure than Wall ...

Wall Street's position is clear. Nvidia stock is a buy. We'll know more after the company reports its Q2 results after the ...

Stacy Rasgon, Bernstein semiconductor analyst, joins 'Closing Bell' to discuss how to think about the chip equipment names, ...

Nvidia struck a surprising deal after convincing the president that H20 chips aren’t a national security risk. But whether ...

The company is pushing the idea that AI-generated graphics will be a key to improved productivity in factories and warehouses ...

Lambda Inc., a cloud infrastructure firm which counts Nvidia Corp. among its backers, is in talks with investors about a ...

For years, the US has restricted the sale of powerful AI chips to China. But Trump is letting sales of less-advanced chips ...

The latest move risks creating a pay-for-play framework for the sale of sensitive technologies to U.S. adversaries, according ...

The stakes are high for Nvidia as it looks to restart China chip sales in the face of fast-evolving geopolitical tensions.

The arrangement crafted by the Trump administration is “unusual,” analysts told CNBC, but underscores the president's ...

The agreement between the chipmakers and the U.S. government will allow Nvidia and AMD to obtain export licenses to resume ...