Thiel Macro, a hedge fund led by Palantir co-founder Peter Thiel, has a significant percentage of its portfolio invested in Apple and Microsoft.

Nvidia purchased CoreWeave Class A common stock at $87.20 per share.

Beijing reportedly approved the sale of hundreds of thousands of Nvidia H200 chips to Chinese AI companies—the culmination of a dramatic shift in US tech policy.

Advanced Micro Devices is swiftly becoming a major source of parallel processing power for hyperscalers.

Multiple class action lawsuits have been filed against CoreWeave (NasdaqGS:CRWV) over allegations that the company misled investors about its AI infrastructure capacity and revenue guidance. In parallel,

Microsoft says its own chip leapfrogs those made by other cloud providers like Amazon and Google. But it needs more.

After tremendous gains, do Nvidia's revenue and stock price have room to run?

Nvidia has agreed to invest up to $100 billion in OpenAI, which is planning an initial public offering as soon as this year.

The companies said they would build AI factories on Nvidia’s computing-platform technology.

China approves Alibaba, Tencent, and ByteDance to order NVIDIA H200 chips after initial ban, balancing AI competition needs with semiconductor independence goals.

Nvidia ( NVDA 0.72%) has become a cash-generating machine. As demand for its GPUs soars amid the AI boom, its free cash flow has climbed to $77 billion over the last 12 months. It recently put $2 billion of that cash to work, adding to its investment in CoreWeave ( CRWV 6.37%). The chipmaker now owns 11.5% of the company.