U.S.-China trade tensions remain a key chokehold for Nvidia Corporation and Advanced Micro Devices, Inc., whose growth upside hinges on the fate of whether and when they'll resume AI chip exports to ...

In a significant challenge to Nvidia’s dominance, OpenAI announced Monday it would buy 6 gigawatts of computing power from data centers that will run exclusively on AMD chips. Nvidia (NVDA) has become ...

Nvidia's AI chips sold to China represent about 13% of its total revenue — roughly $17 billion. AMD's exposure is nearly double, with China accounting for 24% of its revenue, or about $6.2 billion. On ...

On Monday, during its earnings announcement, Oracle (NYSE:ORCL) delivered a striking revelation that surprised even the most optimistic analysts. The company’s remaining performance obligations (RPO) ...

Forbes contributors publish independent expert analyses and insights. Marco Chiappetta is a technologist who covers semiconductors and AI. Over the last few days, the U.S. Department of Energy (DOE) ...