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A single customer made up 19% of Nvidia's revenue last year. UBS thinks it's Microsoft.
Nvidia has a handful of unnamed customers that are making up a massive chunk of its revenue base, a…
Matthew Fox
Investors should worry that almost half of Nvidia's revenue in the second quarter came from just 4 customers, according to a tech analyst
Nearly half of Nvidia's Q2 revenue came from just four customers. That's "highly unusual" and inves…
Lloyd Lee
Microsoft plans special reward for employees, to give cash award along with annual bonus
Microsoft announced a special one-time cash reward for employees to acknowledge their contributions…
Microsoft's timeline for its massive AI bet is testing everyone's patience
Investors will need to hold their nerve as monetization from Microsoft's AI investments looks set t…
Hasan Chowdhury
Palantir soars on deal with Microsoft to sell AI tools to US defense and intelligence agencies
Palantir soared over 11% after announcing a deal with Microsoft to sell a combined AI, cloud-based …
Kelly Cloonan
Microsoft has investors really freaking out about Big Tech's AI spending
Microsoft's shares dropped in late trading after its Azure revenue growth disappointed even as the …
Ana Altchek
Nvidia jumps past Microsoft to become the world's most valuable company
Nvidia stock jumped Tuesday amid continued bullishness for the chipmaker even after its 173% rally …
Matthew Fox
How Satya Nadella created a 'learn-it-all' culture at Microsoft to help it become a $3 trillion powerhouse
Under CEO Satya Nadella, Microsoft pivoted to cloud computing and open-source software, among other…
Jyoti Mann
Alphabet's new dividend is helping reassure Meta-spooked tech investors
Alphabet is issuing its first-ever dividend. The news, plus an earnings beat and a new buyback plan…
Sarah Jackson
Microsoft's net income surges 27%, revenue up 13% amid AI push
Riding on the AI wave, Microsoft reported $56.5 billion in revenue (up 13%) and a net income of $22…
Nvidia is no household name — but may soon overtake Microsoft and Apple
Nvidia's valuation is now less than $400 billion behind Microsoft, meaning the chipmaker could soon…
Theron Mohamed
Microsoft's focus on monetizing its AI investments is a sign of tech's shifting strategy
Microsoft is considering a pricing overhaul of its suite of software tools in a bid to get a return…
Dan DeFrancesco
I work at Microsoft and didn't realize how evil tech can be until I had kids. Here's how I limit their screen use to 1 hour a day.
A Big Tech employee said even he's worried about how technology is impacting his children. Here's h…
Charissa Cheong
Microsoft's going to keep spending big as AI continues to boom
The company shelled out nearly $11 billion for property and equipment in the third quarter — …
Shubhangi Goel
Microsoft is reportedly telling hundreds of AI and cloud staff to consider leaving China
Microsoft is offering workers the chance to relocate to countries like the US, Ireland, and Austral…
Beatrice Nolan
Microsoft is about to show off its next move in AI. Here's what to expect.
Microsoft's Build developer conference is going to be a "showstopper," Wedbush analyst Dan Ives tol…
Ana Altchek
Microsoft and Alphabet prove the AI boom has more room to run
Microsoft and Google's parent company both beat Wall Street's Q1 expectations. Their CEOs say that'…
Lloyd Lee
Amazon, Microsoft, and Alphabet are doubling down on AI for the cloud and it seems to be paying off
Amazon, Microsoft, and Alphabet have buckled down on their AI strategies, and it's paying off for t…
Aaron Mok
Startups in 2024: Innovation can't override a profitable bottom line
In 1999, amidst the dot-com frenzy, Warren Buffett's prophetic words at the Allen-Sunny Valley Conf…
Apple, Zuck, Elon, and the lesson of Microsoft Windows
Apple's EV and goggles. Meta's investment in AI and the metaverse. Tesla's price cuts. These are al…