Nvidia CEO Jensen Huang had said in May its latest Blackwell series of AI chips was set to ship in the second quarter. Supply for in-demand AI chips has remained constrained as manufacturers such ...

The impact of DeepSeek should not be ... Chinese companies are increasing their orders for Nvidia’s H20 AI chip because of growing demand for DeepSeek’s low-cost AI models, citing six sources.

Nvidia (NVDA, Financials) provided new clarity on key investor concerns during a private investor dinner hosted by Bank of ...

TSMC's CEO, CC Wei, said demand for AI chips has outpaced supply.

The Nvidia CEO’s statement indicates a potential increase in demand for the company’s products, which are integral to the computing infrastructure required by complex AI models.

Nvidia's overall revenue climbed 69% to $44.1 billion, surpassing the $43 billion guidance it issued in February. Adjusted earnings per share (EPS), excluding its H20 write-off, grew 33% to $0.96 and ...

TSMC shares surged over 3% as May revenue jumped 40% driven by strong AI chip demand. The company maintained its mid 20% ...

underscoring the growing demand for regionally tailored AI services. As part of the broader rollout, Nvidia also confirmed that its AI Lepton service, which connects developers to essential ...

Indirect Pressure – Cloud Giants Slow AI Infrastructure Spending The impact of tariffs extends ... closely to gauge the accurate demand trajectory for Nvidia’s products. For Nvidia, its ...

As the marketplace for semiconductors grows beyond Nvidia, Broadcom—a major competitor—should see its stock price grow ...

U.S. tariffs are having some impact but demand for artificial intelligence (AI) remains strong and continues to outpace ...

According to the CEO of Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM), US tariffs are having a noticeable ...