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

Wedbush said the U.S. deal to allow Nvidia (NVDA) and AMD (AMD) to secure export licenses to sell their AI chips in China "takes down a key barrier of growth in the AI Revolution."

Nvidia (NASDAQ:NVDA) and Advanced Micro Devices (NASDAQ:AMD) have been at the center of the contentious debate over AI chip export licensing to