Microsoft’s $70.1 billion revenue and 33% Azure growth were solid on their own. But it was the capex commentary that lit a fire under AI stocks. The company is on pace to spend $80 billion this fiscal ...

At the WAVES Summit 2025 in Mumbai, Nvidia's VP Richard G. Kerris emphasised the pervasive and democratising influence of AI ...

Nvidia CEO Jensen Huang discussed concerns about Huawei Technologies' growing AI prowess with U.S. lawmakers. Huang met the U ...

US export restrictions on Nvidia’s chips to China could make Huawei’s chips more competitive, CEO Jensen Huang says.

Anthropic and Nvidia are at war, a war of words, over the merits - and demerits - of the upcoming US export restrictions on ...

Nvidia reportedly discussed US government concerns over AI chip exports and separately took aim at Anthropic over smuggling ...