Nvidia's stock price has been fueled by Big Tech’s spending on its AI chips, with Microsoft spending roughly 47%.

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 nearly 19% of Nvidia’s revenue on an annualized basis.

Investors have been searching for the next breakout stock following the success of names like Palantir (PLTR) and Nvidia ...

"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 ...

At today’s $52B EV, CoreWeave trades at 22–29x forward EV/EBITDA, reflecting strong revenue visibility but limited multiple ...