Nvidia's earnings reveal a new buyer class outgrowing Microsoft, Google and Amazon

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

Nvidia forecasts quarterly revenue above estimates, shares rise

Nvidia’s quarterly revenue more than doubled and the chipmaker forecast third-quarter revenue above Wall Street estimates on ...

Amazon, Nvidia, and SpaceX are racing to $1 trillion in sales. Who gets there first?

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

Nvidia May Have Just Eliminated Its Biggest Risk

Some investors have worried about increasing competition.
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Amazon and NVIDIA Expand Cooperation, Massive Capital Expenditure Driven by AI Demand

This Wednesday, Amazon’s (AMZN) cloud business AWS and NVIDIA (NVDA) announced an expanded partnership, with AWS planning to ...

From OpenAI To Google To Amazon: Nvidia’s Biggest Customers Are Becoming Its Biggest Rivals — The Custom Silicon Race Explained

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

Tech Up Slightly Ahead of Nvidia Earnings -- Tech Roundup

Shares of technology companies rose modestly amid anxiety ahead of artificial-intelligence bellwether Nvidia's earnings. Nvidia shares ticked down as traders awaited updates on its fast-growing ...
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AWS Makes Massive Purchase of Nvidia’s Top-Tier Chips, Pushing the AI Compute War Into the Trillion-Dollar Era

With an additional order of 2 million GPUs, AWS has pushed the global AI infrastructure competition to new heights. On August ...