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

In an unusual move, two of the world's largest chipmakers have reportedly agreed to hand over some of their revenues to secure export licenses.

President Trump’s reversal on previously blocked chip sales to China has sparked cries that the White House is selling out America’s security concerns in a bid to raise revenue. Trump on Monday agreed to allow tech giants Nvidia and AMD to secure export licenses to sell their advanced artificial intelligence (AI) chips in China