Nebius Group N.V.'s Q1 results highlight AI infrastructure growth, with European expansion, robust financials, and a $9B ...

In our opinion, the data reminds investors and practitioners that AI hype does not equal budget immunity. While earlier data documented robust intent to invest, the C-suite view presented above ...

Bloomberg estimates that Microsoft spends roughly 47% of its capital expenditures directly on Nvidia’s chips and accounts for ...

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

CoreWeave Inc.’s rally is running so hot it’s leaving analysts’ stock predictions in the dust. Citi Research more than ...

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 ...