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

In an unusual move, two of the world’s largest chipmakers have reportedly agreed to hand over some of their revenues to secure export licenses. In a historically unusual move, two of the world’s largest chipmakers,

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.