For the last few years, Wall Street has obsessed over Nvidia's revenue concentration from artificial intelligence (AI) hyperscalers.

Who will win the race to a once-unthinkable sales milestone? Barron’s looks at the top candidates.

As the AI boom enters its next phase, investors and analysts have increasingly begun asking if — and when — Nvidia’s growth ...

Amazon is surging 4% on a massive GPU expansion deal with the very chip supplier that is simultaneously sinking 4% on the ...

Nvidia announced an expanded partnership with cloud-computing giant Amazon on Wednesday. Amazon's AWS division "is deploying ...

Amazon expands its Nvidia partnership with plans for 2 million more GPUs by 2028, while AWS continues developing its own ...

Amazon has tripled its order of Nvidia GPUs, securing 2 million advanced chips to meet surging AI demands in its AWS data ...

Amazon (AMZN) stock gains 0.7% as AWS orders 2M more Nvidia GPUs through 2028, expanding total commitment to 3M chips for AI ...

That’s on top of the 1 million Nvidia GPUs it was already planning to add, before demand “exceeded” expectations. The two companies doubled down on their partnership as Nvidia announced record revenue ...

Some investors have worried about increasing competition.

NVIDIA earnings 2026 confirm a structural shift: semiconductor stocks are dramatically outperforming Big Tech as AI spending ...