The agreement between the chipmakers and the U.S. government will allow Nvidia and AMD to obtain export licenses to resume ...

Trump’s side deal is best viewed as inappropriate state intervention in the U.S. economy. Word has gone out that CEOs can ...

The move could open the door to China securing more advanced computing power from the U.S. even as the two countries battled ...

AMD and Intel are winning share at the margins but can't break Nvidia's CUDA ecosystem and supply chain advantages by 2028.

In a highly unusual arrangement with President Trump, the companies are expected to kick 15 percent of what they make in ...

Outside of the U.S., China remains one of the most important markets fueling demand for high-performance chipsets, ...

The US government will use its 15% sales tax on NVIDIA and AMD chips sold to China to pay down US debt, in a new strategic ...

Nvidia can sell its AI chips in China, and hyperscalers are spending more heavily on data center infrastructure than Wall ...

Nvidia and AMD have agreed to pay 15% of revenue from chip sales to China to the U.S. government. That has sparked a debate ...

Is the good news fully priced in? Explore key insights on demand, stockpiling, and margins. Read why NVDA is a Hold.

Revenue-sharing deal between Nvidia, AMD and U.S. government covers AI chip sales to China, a key market worth billions for ...

The U.S. government’s recent agreements with tech giants NVIDIA and AMD have sparked constitutional concerns, according to ...