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AI advancements, including a powerful model from Anthropic, highlight growing cybersecurity risks and fuel demand for AI-capable chips. Nvidia's investments position it strongly to benefit as busines…
Nvidia's CEO projects AI chips Blackwell and Rubin will unlock over $1 trillion revenue opportunity by 2027, emphasizing strong growth potential for its flagship artificial intelligence processors.
Nvidia's rapid networking segment growth, driven by its Mellanox acquisition and NVLink technology, is boosting data-center revenues despite investor concerns over AI spending sustainability and over…
Stifel reaffirmed a bullish stance on Nvidia due to its expanded multi-year AI partnership with Meta, covering hardware and software integration to support long-term AI growth and infrastructure inno…
Nvidia's AI chip efficiencies, notably Blackwell's up to 50x throughput gain, plus analyst optimism, support a positive outlook ahead of Feb 25 earnings, despite recent stock dips and a challenging m…
Nvidia is negotiating U.S. conditions on H200 AI chip exports to China, resisting strict KYC rules amid security concerns, risking delayed shipments and potential market loss to foreign competitors.
Alibaba plans to restructure its chip unit amid growing interest in China's AI semiconductor market, filling a gap left by Nvidia's limited presence due to US-China tensions.
Nvidia invests $150 million in AI inference start-up Baseten and acquires Groq for $20 billion to strengthen its AI inference technology amid growing market importance.
Chinese tech firms ordered over 2 million Nvidia H200 chips for 2026, exceeding current stock, with production ramp-up planned by TSMC starting Q2 2026, signaling strong demand growth in China despit…
Trump approved Nvidia's export of H200 AI chips to China, enabling legal bulk sales to tech giants, universities, and military, triggering strong demand and expanding China's AI infrastructure signif…
Nvidia is poised to benefit from a U.S. plan allowing AI chip exports to China, potentially adding $5-10 billion quarterly in sales, despite export hurdles and pending Chinese approval.
Nvidia maintains a performance lead in AI chips over Chinese competitors despite growing local investments and U.S. export restrictions, with domestic chips expected to improve competitiveness in the…
Google surges on AI advances and a record market valuation, while Apple benefits from strong iPhone demand. Nvidia faces a sharp correction amid AI competition fears, and Meta struggles with increase…
AMD beats revenue estimates boosted by AI chip demand, with strong data center and PC sales. Microsoft records high AI-related capital expenditure, while Nvidia maintains GPU dominance despite AMD's …
MediaTek aims for strong revenue growth from AI data center chips by 2027, leveraging its partnership with Nvidia, despite Nvidia's investment in Intel. MediaTek’s chip revenue and partnerships posit…
Intel's Q3 results highlight significant investments from Nvidia, SoftBank, and the U.S. government, providing a cash lifeline amid ongoing challenges. Intel's PC and data center units show growth, b…