Palantir is an AI-powered data analytics company serving both government and commercial customers, and its growth – which was already powerful – accelerated in the quarter. It's an Nvidia partner and incorporates Nvidia's graphics processing units (GPUs) and other tech into its AI-driven platform.

Nvidia’s sales of H200 AI chips to China are still awaiting final approval from Washington nearly two months after Donald Trump greenlit exports, as the US government conducts a national security review before granting licences to Chinese customers.

Nvidia Corp. Chief Executive Officer Jensen Huang said that the massive build-out of artificial intelligence capacity, which is currently straining the power grid in many locations, will eventually lead to cheaper energy costs.

Oracle is raising more debt and Nvidia is walking back its OpenAI investment target. Both are signs that the AI trade could be on shaky ground, according to one analyst.

Feb 4 (Reuters) - Nvidia CEO Jensen Huang dismissed fears that artificial intelligence will replace software and related tools, calling the idea "illogical", after a significant selloff in global software stocks on Tuesday.

NVIDIA stock price remains under pressure this week, even as American equities soared to a record high. What next for the NVDA shares?

The investment comes from backers including the Qatar Investment Authority as demand for chips beyond Nvidia soars and as Qatar aims to build out its AI infrastructure.

By Arsheeya Bajwa and Stephen Nellis Feb 3 (Reuters) - Advanced Micro Devices on Tuesday forecast a slight decline in quarterly revenue, raising concerns about whether it can effectively challenge Nvidia in the booming AI market and sending its shares tumbling 8% in after-hours trade.