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

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

Nvidia’s annual software developer conference, GTC, is in full swing. With its latest announcements, the company is doing all it can to assure investors of its dominance in the rapidly evolving ...

NVIDIA and Microsoft announced a partnership to bring RTX Neural Shaders to a DirectX preview in April. Here's what you need to know.

NVIDIA might have clinched the world-first $4 trillion crown, but Microsoft could be hot on its heels.

The alliance between the two companies is slowly disintegrating. Here's a look at what's happened and what will be the likely ...

Nvidia became the first publicly traded company to reach a market cap of $4 trillion last week, as investors remain bullish ...

Both Nvidia and Microsoft currently have market caps around $3.5 trillion ... its Azure cloud computing platform over the last few years, thanks, in part, to its partnership with OpenAI. The company ...

Shares in gallium nitride (GaN) and silicon carbide (SiC) semiconductor company Navitas Semiconductor ( NVTS 1.74%) soared by 28.4% in June, according to data from S&P Global Market Intelligence. The ...

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

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

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.