Bloomberg estimates that Microsoft spends roughly 47% of its capital expenditures directly on Nvidia’s chips and accounts for nearly 19% of Nvidia’s revenue on an annualized basis.

"CoreWeave exists because Nvidia wants it to exist," said an analyst describing how the chipmaker aims to pressure cloud ...

Nvidia Corp. Chief Executive Officer Jensen Huang outlined plans to let customers deploy rivals’ chips in data centers built ...

While Nvidia remains the clear leader in the most advanced AI chips, competitors and partners alike are racing to develop ...

Nvidia is keen to shore up its place at the heart of the artificial intelligence boom, at a time investors and some ...

CoreWeave plans to spend up to $23B in 2025 to meet AI demand from clients like Microsoft and OpenAI, raising investor ...

CNBC’s Jim Cramer on Thursday said he was impressed with CoreWeave’s first quarter since its market debut, citing strong ...

CoreWeave stock rose as much as 2% after the market open Thursday after the company disclosed in a regulatory filing to the ...

As public cloud infrastructure players ramp up capital expenditures, data center infrastructure is emerging as a critical and underappreciated pillar of the AI economy. Click to read.

Alphabet-owned YouTube said podcasts earn more than one billion monthly active views. The platform is the most preferred ...

In its 10-Q filing today, CoreWeave (NASDAQ:CRWV) disclosed that in May 2025 it entered into an additional cloud computing agreement with OpenAI worth up to $4 billion. The commitment goes through ...