Almost half a million Hopper GPUs went to Microsoft in 2024. Chinese companies are also at the forefront.

See the 10 stocks » But over the last two years, there's no question that semiconductor colossus Nvidia (NASDAQ: NVDA) has ...

Microsoft bought more than twice as many of Nvidia's flagship chip than any of its biggest rivals like Meta and Google.

Optimism surrounding Wall Street's hottest artificial intelligence (AI) stock doesn't match the actions of its board of ...

Advanced Micro Devices' current position in AI-GPU market closely mirrors Nvidia’s development path from 1.5 years ago. See ...

Coatue Management's chief has been persistently selling shares of AI colossus Nvidia in favor of a market-leading business ...

SC24 also saw Nvidia announce the general availability of its H200 NVL PCIe form factor. The company says it is “ideal for data centers with lower power, air-cooled enterprise rack designs” and comes ...

Nvidia is the latest chess piece in the US and China's ongoing chip war. And it could end in a split industry.

Its predecessor, the H100 NVL, has been available for a few weeks from around 30,000 euros. Nvidia is also delivering the first versions of the Hopper successor Blackwell. The Grace Hopper ...

"We expect strong demand for Nvidia's Hopper-based GPUs (i.e. H100 and particularly the H200) and Spectrum-X (i.e. Ethernet-based Networking product) to drive strong double-digit (%) Data Center ...

GPUs built on Nvidia's Hopper architecture -- like the H100 and H200 -- have been the go-to choice for AI development so far. Data center operators like Microsoft and Amazon buy tens of thousands ...