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

Amazon is adding another 2 million Nvidia GPU chips to its data centers over the next two years. But this extended ...

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

Nvidia invests $3.5 billion into Taiwanese chipmaker MediaTek. The deal shows how Nvidia plans to stay essential to AI ...

AWS just committed a staggering sum to plant its flag in a sovereign AI market that could reshape the global cloud race, and ...

Nvidia’s AI hardware push is getting even bigger as AWS prepares massive new computing capacity for customers worldwide ...

Wall Street keeps punishing Amazon every time AI capex headlines hit, and one investor keeps buying the dip. The reason has ...

Nvidia is investing US$3.5 billion ($4.46 billion) in MediaTek. Nvidia will buy bonds convertible into MediaTek shares, the ...

AWS just posted its fifth straight quarter of accelerating growth while Amazon's advertising and AI businesses quietly ...

Nvidia NVDA shares rose nearly 1% on Monday after the chipmaker announced a $3.5 billion investment in Taiwan-based MediaTek, ...

As of today, Nvidia seems to be getting stronger rather than weaker. And that is because AI demand is growing even faster ...

Some investors have worried about increasing competition.