Snowflake has signed a new, enormous five-year deal with Amazon to secure chips for AI usage. Nvidia is once again being put on notice.

Despite investor fears of an AI bubble, Nvidia's latest conference shows that most in the industry aren't concerned by that possibility.

Behind Nvidia's strong quarterlyu results are ASICs gaining ground in key Nvidia segments, challenging their growth in the quarters to come.

The company’s first-generation chips were fabricated in the U.S. using Intel facilities, with final server assembly and integration.

Nvidia plans to release a chip that is retrofitted from an existing Blackwell processor that was modified to meet chip export rules.