AI cloud company CoreWeave said demand is “insatiable” for servers containing Nvidia hardware but analysts say the next generation could face a delay.

Treasury Secretary Scott Bessent said the recent deal to allow Nvidia Corp. and Advanced Micro Devices Inc. to resume lower-end AI chip sales to China, on the condition they give the U.S.

In an unusual move, two of the world’s largest chipmakers have reportedly agreed to hand over some of their revenues to secure export licenses. In a historically unusual move, two of the world’s largest chipmakers,