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

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

Nvidia and AMD agreed to share 15% of their revenues from chip sales to China with the U.S. government, President Donald ...

The agreement between the chipmakers and the U.S. government will allow Nvidia and AMD to obtain export licenses to resume ...

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

Why Nvidia’s and AMD’s China deal with Trump could backfire. The companies making the most money from the AI boom are the ...

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

The arrangement crafted by the Trump administration is “unusual,” analysts told CNBC, but underscores the president's ...

Nvidia and AMD agreed to pay the U.S. government 15% of its revenue from the sale of a certain chips to China. Is that legal?

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.

Facebook's $725M settlement payouts, a U.S. revenue-sharing deal with Nvidia and AMD, Intel stake talks, an AI ...