News

Where Nvidia and AMD make their money: revenue by country

See where Nvidia and AMD earn their revenue, broken down by country, and why geographic exposure matters for chip investors amid U.S.-China tensions.

Nvidia, AMD See 'Special Treatment' From Trump As Chip Supply Chain Faces New Disruptions

In a move that could potentially disrupt the global semiconductor supply chain, President Trump has allowed Nvidia and AMD ...

Nvidia’s GeForce Now adds killer upgrades: RTX 5080, DIY game installs

Nvidia's GeForce Now service is receiving a major upgrade, as Ultimate subscribers can now games with RTX 5080 "Blackwell" ...

Nvidia, Palantir, and AMD Have a Nearly $13 Billion Warning for Wall Street -- but Are You Paying Attention?

While their respective share price appreciation indicates everything is going great for Nvidia, Palantir, and AMD, all three ...

Trump Says Tariff Rate on Semiconductors Could Reach 300%. Nvidia and AMD Stocks Fall.

Trump Says Tariff Rate on Semiconductors Could Reach 300%. Nvidia and AMD Stocks Fall.

Nvidia and AMD’s ‘special treatment’ from Trump is shaking up an already tangled global chip supply chain

If Nvidia and AMD are given special treatment…why shouldn't other companies be doing the same?” says one expert.

Here's Why Nvidia Outperforms Out to 2028

AMD and Intel are winning share at the margins but can't break Nvidia's CUDA ecosystem and supply chain advantages by 2028.

Nvidia Stock Wavers, AMD Gains. What’s Driving the AI Chip Players.

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