If Nvidia and AMD are given special treatment…why shouldn't other companies be doing the same?” says one expert.

AMD and Intel are winning share at the margins but can't break Nvidia's CUDA ecosystem and supply chain advantages by 2028.

The arrangement crafted by the Trump administration is “unusual,” analysts told CNBC, but underscores the president's ...

AI cloud company CoreWeave said demand is “insatiable” for servers containing Nvidia hardware but analysts say the next ...

Nvidia and AMD agreed to share 15% of their revenues from chip sales to China with the U.S. government, President Donald ...

The agreement between the chipmakers and the U.S. government will allow Nvidia and AMD to obtain export licenses to resume ...

Facebook's $725M settlement payouts, a U.S. revenue-sharing deal with Nvidia and AMD, Intel stake talks, an AI ...

See where Nvidia and AMD earn their revenue, broken down by country, and why geographic exposure matters for chip investors amid U.S.-China tensions.

While their respective share price appreciation indicates everything is going great for Nvidia, Palantir, and AMD, all three ...

Nvidia and AMD will give 15% of China chip sales to the U.S. government under a new export license deal. Here’s how shares ...

Chipmakers Nvidia and AMD have agreed to pay the U.S. government 15 percent of artificial intelligence (AI) chip sales to ...

Treasury Secretary Scott Bessent said the recent deal to allow Nvidia Corp. and Advanced Micro Devices Inc. to resume ...