U.S. officials plan new export controls on advanced AI chips, requiring government approval for many international sales, potentially disrupting Nvidia's global business and impacting large data cent…
The U.S. may limit Chinese companies to 75,000 Nvidia H200 AI chip purchases, constraining large-scale AI expansion and pressuring Nvidia's China sales. AMD could also be affected under the same cap.
The U.S. imposes a 25% tariff on certain high-end semiconductors to protect domestic manufacturing, signaling potential further tariffs, impacting NVIDIA negatively due to increased costs and trade r…
Nvidia launched the Alpamayo autonomous driving models and confirmed production of its Vera Rubin computing platform, boosting AI and data center optimism after CES 2026 announcements.
Nvidia and AMD report strong growth and rising demand for AI computing, with Nvidia better positioned to capture market share in physical AI applications and robust PC/server demand expected in 2026.
Intel and Nvidia plan to release a joint laptop chip, Serpent Lake, combining Intel CPUs with Nvidia RTX graphics, targeting high-end laptops with enhanced graphics and memory bandwidth, launching in…
NVIDIA leads the AI hardware revolution with strong data center revenue growth, government-approved China sales, and key partnerships, outperforming AMD despite AMD's solid gains and deals in AI infr…