Nvidia struck a surprising deal after convincing the president that H20 chips aren’t a national security risk. But whether ...

Lambda Inc., a cloud infrastructure firm which counts Nvidia Corp. among its backers, is in talks with investors about a ...

Stacy Rasgon, Bernstein semiconductor analyst, joins 'Closing Bell' to discuss how to think about the chip equipment names, ...

The company is pushing the idea that AI-generated graphics will be a key to improved productivity in factories and warehouses ...

Coatue’s Philippe Laffont rotates into platforms, cloud capacity, and long-term AI demand drivers with bold bets.

For years, the US has restricted the sale of powerful AI chips to China. But Trump is letting sales of less-advanced chips ...

The three main public cloud providers all reiterated that demand exceeds computing capacity, which means they will continue ...

Authorities have summoned domestic companies like Tencent and ByteDance over their purchases of Nvidia's H20 chips, asking ...

The latest move risks creating a pay-for-play framework for the sale of sensitive technologies to U.S. adversaries, according ...

Trump got Nvidia and AMD to fork over a portion of their sales of chips to China. Here's why that's unconstitutional and ...

President Donald Trump’s move to extract a 15% sales tax from Nvidia Corp. on certain semiconductors sold in China did ...

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