According to analysts at TD Cowen, Microsoft has canceled data center leases amounting to several hundred megawatts. Moreover, over a gigawatt of agreements have been allowed to expire. The company ...

Chinese companies are ramping up orders for Nvidia's H20 artificial intelligence (AI) chip due to booming demand for DeepSeek's low-cost AI models, six people familiar with the matter said.

Nvidia is all set to announce its fourth-quarter earnings on Wednesday, February 26, post-market hours. Silicon Valley's ...

Nvidia’s H20 chips are in high demand in China—indicating that DeepSeek's more efficient AI doesn’t mean lower chip demand.

Despite losing $600 billion in value on January 27, Nvidia stock remains popular among individual investors. But there are ...

DeepSeek has reopened access to its core programming interface after nearly a three-week suspension caused by capacity ...

What happens with Nvidia matters for the entire U.S. stock market. The chip company has grown into the second-largest company ...

Rivals are still digesting the implications of R1, which was built with less-powerful Nvidia chips but is competitive with ...

Some of Europe's most popular AI-linked stocks fell for a second day on Tuesday, after an analyst note late last week that ...

The report raised fears about the sustainability of AI infrastructure growth. That could mean less demand for Nvidia's chips.

Tech companies are also currently seeking alternatives to Nvidia, and many startups are positioning themselves as competitors ...