The worldwide race for artificial intelligence is producing no lack of eye-popping figures. But Nvidia's (NVDA) latest may be one of the clearest signals yet that the AI revolution is facing a real hardware constraint.

NvidiaNVDA CEO Jensen Huang thinks the technology giant and the U.S. have a China problem. He lamented on the B2G podcast that the Asian country was only "nanoseconds behind" U.S. chipmakers when it comes to building hardware crucial to cashing in on the ...

Nvidia (NASDAQ: NVDA) once again reported an explosive quarter last week, with revenue and net income soaring in the double digits. Nvidia's stock price surged after the report, crossing the $1,000 mark, as the company pleased investors not only with its ...

Semiconductor stocks have been on a tear recently, driving Nvidia (NVDA 1.00%) to a new all-time high. Its market cap is over $5 trillion at the time of this writing (April 27), a