TSMC's CEO, CC Wei, said demand for AI chips has outpaced supply.

NVIDIA expands across Europe with major AI infrastructure deals, focusing on sovereign AI to offset China losses and boost ...

Nvidia's leadership in AI chip technology has propelled it past Microsoft, highlighting the broader AI boom reshaping the ...

Nvidia (NVDA, Financials) provided new clarity on key investor concerns during a private investor dinner hosted by Bank of ...

The impact of those export restrictions is ... “Everything should get better from here.” The surging demand for Nvidia’s AI data center processors presents a concrete rebuttal to the ...

expect to see tariffs impact demand for AI infrastructure – this may not impact Nvidia immediately, but could slow overall AI demand if uncertainty about product costs linger.” Given that AI ...

TSMC shares surged over 3% as May revenue jumped 40% driven by strong AI chip demand. The company maintained its mid 20% ...

Morgan Stanley named Nvidia its "top pick" among semiconductor stocks Tuesday, a day before the chipmaker's expected earnings ...

Nvidia's revenue and net income have grown impressively in the past three years, thanks to the increased demand for ... tariff impact over the longer term. And expected AI growth should help ...

That’s no small impact when the company ... to play catch-up in the AI chip world, whereas Nvidia remains the name to beat. So with what seems like endless demand for its top-line chips ...

Taiwan’s TSMC said U.S. tariffs are having some impact on the company, but demand for artificial intelligence (AI) chips ...