Nvidia continues to prove the AI doubters wrong by delivering quarter after quarter of breakneck earnings growth, maintaining its high margins, and generating substantial excess cash flow despite increased spending.

The Trump administration is considering greenlighting sales of Nvidia's H200 artificial intelligence chips to China, people familiar with the matter said, ​as a bilateral detente boosts prospects for exports of advanced U.

The chipmaker's record growth will allay investor concerns about an artificial intelligence bubble, analysts say.

An early stock-market rally gave way to broad-based selling on Thursday, as doubts about the artificial-intelligence trade re-emerged following the latest batch of earnings from Nvidia.

Over the last 12 months, Nvidia generated $72 billion in free cash flow. As the trends below illustrate, Nvidia's cash flow his been accelerating at an impressive rate throughout the AI revolution. The main catalyst behind this is the immense pricing power Nvidia is able to command for its GPUs.

The numbers couldn’t have come at a better time for Nvidia’s new infrastructure partners Brookfield and the Kuwait Investment Authority, which this week unveiled plans to amass a $100 billion portfolio of physical assets that underpin the delivery of AI, including AI factories, power stations and data centers.

The chipmaker at the center of the artificial intelligence boom reported blowout results. But that hasn’t resolved some key questions behind the tech rally.

Chip designers such as Nvidia, Advanced Micro Devices, and Broadcom remain some of the most popular semiconductor stocks.

Multi-trillion-dollar chipmaker Nvidia has grabbed its first office space in San Francisco, leasing 45,000 square feet at Mission Rock.

Intel fell 0.9%. CEO Lip-Bu Tan downplayed rumors that a recent hire from Taiwan Semiconductor Manufacturing had taken company data from the Taiwanese chip manufacturer. Local media reported this week that Taiwanese officials were investigating Wei-Jen Lo, who joined Intel in October. U.S.-listed shares of TSMC were down 3.1%.