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

Nvidia and AMD will give 15% of China chip sales to the U.S. government under a new export license deal. Here’s how shares are reacting.

U.S.-China trade tensions and new revenue-sharing rules impact Nvidia Corporation & Advanced Micro Devices, Inc.'s AI chip exports. Click for more on AMD and NVDA.