AI cloud company CoreWeave said demand is “insatiable” for servers containing Nvidia hardware but analysts say the next generation could face a delay.

The global AI chip race narrative used to be about U.S. national security, but apparently now it's about tariffs: Nvidia and AMD have agreed to pay the U.S. government 15% of the revenue they make from sales of high-end AI chips to China in exchange for licenses to sell those chips in the country,

Wedbush said the U.S. deal to allow Nvidia (NVDA) and AMD (AMD) to secure export licenses to sell their AI chips in China "takes down a key barrier of growth in the AI Revolution."