Nvidia just got a major vote of confidence from Morgan Stanley, and it has everything to do with Blackwell. Veteran analyst ...

Microsoft’s Azure added more than $4 billion in cloud revenue in a single quarter. If AWS grows at 17% and Azure keeps ...

President Donald Trump's meeting with Nvidia's CEO led to the lifting of an H20 AI chip ban in China, sparking debate between national security concerns and strategic trade advantages.

Nvidia leads in AI chips with strong growth and a powerful software moat, but faces high valuation risks amid rising competition. See why NVDA stock is a hold.

Nvidia Corporation projects $45B in Q2 FY2026 revenue, up 72% YoY, driven by Blackwell GB300 and full-rack deployments. The AI roadmap spans GB300 in 2025, Vera Rubin in 2026, and Rubin Ultra in ...

Nvidia stock surged 5% on news that the company will be able to restart selling H20 chips to China. CEO Jensen Huang recently met with President Donald Trump to discuss AI the US' AI dominance goals.

That said, some of Nvidia's biggest customers, like Meta Platforms (META 3.16%) and Microsoft (MSFT 1.44%), are wary of becoming overly reliant on Nvidia for their AI training hardware needs.

Could This Monster Nvidia-Backed Artificial Intelligence (AI) Data Center Stock Be the Best Bargain in the Market Right Now? By Adam Spatacco – Jul 20, 2025 at 6:02PM ...

generative ai Positron bets on energy-efficient AI chips to challenge Nvidia's dominance Next-gen chipmakers aim to rein in AI's runaway power consumption By Skye Jacobs July 28, 2025 at 12:24 PM ...