AI has propelled the two companies toward an exclusive club, but Microsoft’s path forward is more complicated.

Microsoft will be one of the first to have Azure adopt the NVIDIA Grace Blackwell Superchip, accelerating customer and first-party AI offerings.

Jensen Huang’s company is benefiting from the ongoing surge in demand for artificial intelligence technologies.

Both Nvidia and Microsoft currently have market caps around $3.5 trillion, while Apple has seen its stock fall to about $3 ...

Microsoft (MSFT) and Advanced Micro Devices (AMD) announced a partnership between Xbox and AMD. Yahoo Finance Tech Editor Dan Howley outlines what investors and gamers need to know. To watch more ...

The AI arms race drove NVIDIA to become a $4 trillion company. NVIDIA was briefly worth $4 trillion this week. The tech giant ...

Nvidia Corporation shines as a Strong Buy with rising AI demand, 92% GPU share, and upcoming Blackwell chips poised to hit ...

Nvidia has rebounded about 74% from its lows in April, when global markets were jolted from U.S. President Donald Trump's ...

Shares in gallium nitride (GaN) and silicon carbide (SiC) semiconductor company Navitas Semiconductor ( NVTS 1.74%) soared by ...

Microsoft and Nvidia race to $4T, but Microsoft's AI strategy faces huge risks from its OpenAI feud, chip delays, and rising ...

Microsoft partners with OpenAI, Nvidia, and xAI to boost Azure AI offerings, showcasing new tools at Build conference. Analysts call Microsoft the AI ringleader as it integrates top models into ...

As a result, it looks like either Nvidia or Microsoft will reach the $4 trillion valuation threshold first. And despite strong operating results from Nvidia, Microsoft looks to have the edge.