Nvidia Corp. NVDA CEO Jensen Huang said Wednesday that the company’s older AI chips can remain economically useful for nearly a decade, pushing back against concerns that rapid advances in AI could ...

CoreWeave reported $2.58 billion in quarterly revenue, up 112% year over year.

CoreWeave's bear case rests on GPUs aging out fast. But the company just signed a multi-year contract for Nvidia's 2020-era ...

CEO Mike Intrator explained on a CNBC Squawk on the Street interview on Wednesday, August 12, that the AI infrastructure market is sending a powerful message about demand: even older NVIDIA GPUs that ...

In our last Breaking Analysis, we argued that AI can be technologically transformative and still produce a capital bubble.

Nvidia could make more M&A deals than ever this year despite antitrust focus from US regulators.

The AI infrastructure shortage is allowing old chips to remain valuable and pushing customers to pay premiums for near-term capacity.

Nvidia's Inception program is tracking more than 7,000 AI startups, up 25% in a year. That's a lot of growth for AI companies in a very tough year. Nvidia business development VP Jeff Herbst said in a ...

CoreWeave signed a contract for Nvidia A100 GPUs that runs into 2029, nine years after the Ampere-based SKU debuted, CEO Mike Intrator disclosed on the company's second-quarter earnings call on Monday ...