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Sands Capital's Q2 2026 letter highlights accelerating demand for AI infrastructure, chips, and compute capacity. The fund also reaffirmed a bullish long-term stance on Spotify, citing AI-driven prod…
Ambiq Micro beat Q2 estimates and issued stronger Q3 guidance, sending shares higher. The low-power AI chipmaker's results signal robust demand in the semiconductor sector.
Nvidia faces China export headwinds but remains strong as sovereign funds and a new UAE AI partnership drive global GPU demand, supporting continued revenue growth.
Nvidia will invest up to $100 billion in OpenAI and supply data-center chips, committing at least 10 gigawatts; hardware deliveries begin late 2026, boosting Nvidia’s AI infrastructure lead and lifti…
Nvidia is considering a possible $500 million investment in British autonomous driving startup Wayve, reinforcing its chip role in vehicle AI and backing a broader £2 billion U.K. startup pledge tied…
Nvidia signed a letter of intent to possibly invest $500M in autonomous driving startup Wayve, joined prior backers and pledged £2B to the UK AI startup ecosystem amid a UK‑US tech pact.
NVIDIA denied rumors that selling H20 reduced supply of H100/H200 or Blackwell, saying it has ample H100/H200 to fulfill every order without delay.
Nvidia is expected to report a blockbuster quarter driven by AI/data-center sales, while investors watch Blackwell GB200 shipment pace, China export risk and next-quarter revenue guidance for signs o…
Nvidia reports earnings Wednesday after the close; analysts forecast 54.6% revenue growth to $46.45B and $1.01 EPS. The company has a strong history of beating estimates and an analyst price-target a…