"The capex is at a trillion dollars, and it's growing toward the three to four [trillion-dollar mark]," said Nvidia CEO Jensen Huang.

A top analyst says NVIDIA earnings will test whether Jensen Huang can prove the AI supercycle still has years of growth ahead.

Chip giant Nvidia on Wednesday posted record quarterly revenue of $81.6 billion, blowing past Wall Street forecasts as insatiable demand for its artificial intelligence hardware…

AI chip giant aims to be world-leading CPU supplier with $200bn new market