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

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

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

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 ...

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

Indirect Pressure – Cloud Giants Slow AI Infrastructure Spending The impact of tariffs extends ... closely to gauge the accurate demand trajectory for Nvidia’s products. For Nvidia, its ...

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 ...

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 ...

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 ...