Nvidia ( NASDAQ: NVDA) shares rose 1% in premarket trading on Monday as Wells Fargo called media reports that the ...

Nvidia's market capitalization overtook Microsoft's on Monday, making it the second-largest company in the world behind Apple. The semiconductor company and its partners are seeing robust demand ...

NVIDIA's Blackwell platform, which offers significant cost and energy consumption improvements for AI training, was delayed ...

Microsoft Azure showed off its first cabinet with presumably 32 Blackwell B200 GPUs and a liquid cooling system. It's the ...

Shares of all five trillion-dollar tech companies other than Nvidia fell Monday, with Apple down 1.3%, Microsoft 0.7%, Google parent Alphabet 1.4%, Amazon 2.8% and Facebook parent Meta 0.9%.

Furthermore, the analyst thinks of all three major cloud providers, which is where the bulk of AI training takes place, Microsoft is the most beholden to Nvidia (NASDAQ: NVDA) and its high-priced ...

Of all the cloud giants, Microsoft (NASDAQ: MSFT) has been thought to be the leader in artificial intelligence. In late September, D.A. Davidson analyst Gil Luria downgraded Microsoft from buy to ...

The ability for Google and Amazon to execute workloads on its own in-house accelerators is a massive cost advantage, since Nvidia chips are so expensive. However, since Microsoft has been late to ...

Nvidia delivers the first Blackwell GPUs. Microsoft and OpenAI show their systems – one of them with a huge heat sink. It has become a tradition for OpenAI to be the first company to receive new ...

Microsoft says its first to incorporate Blackwell GPUs into cloud. Nvidia CEO Huang has called ... damages arising from this information and its display or use. Errors and omissions excepted.

[ADDED 10/10] Some Insiders with PCs that have older NVIDIA GPUs (like the GTX 970, Quadro K620, etc.) are experiencing some ...