Nvidia, which commands more than 80% of the AI chip market, stands in a unique position as both the largest enabler as well as beneficiary of surging AI development.

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.

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

Nvidia reported strong demand for its AI chips and solid first-quarter results on Wednesday, providing some relief to anxious investors who have come to see the world’s leading chip supplier as ...

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 ...

expect to see tariffs impact demand for AI infrastructure – this may not impact Nvidia immediately, but could slow overall AI demand if uncertainty about product costs linger.” Given that AI ...

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 ...

U.S. tariffs are having some impact but demand for artificial intelligence (AI) remains strong and continues to outpace supply, the chief executive of Taiwanese chipmaker TSMC said on Tuesday. U.S.