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.

Nvidia Corp. and Advanced Micro Devices Inc. will give 15% of their chip revenue from sales in China to the U.S. government as a condition of receiving new export licenses, according to a report Sunday.