Market context
Follow the story. See which markets it affects. Explore the context.
Nvidia shares rally despite U.S. lawmakers considering stricter AI chip export controls to China and Southeast Asia, raising short-term growth concerns amid strong global AI demand.
Nvidia projects $1 trillion revenue for two chip families by 2027, exceeding Wall Street estimates, but faces investor skepticism over sustained AI spending and rising competition in AI inferencing f…
Nvidia partners with Eli Lilly to invest $1 billion over five years in an AI lab focused on drug discovery, while investors remain focused on its core AI chip business and potential growth from the C…
Nvidia benefits from AI-driven demand, securing major deals in South Korea while SK Hynix shares tumble after regulatory warnings of overheating.
Nvidia's CEO will address U.S.-China chip trade policies amid planned Trump-Xi meetings, while Nvidia seeks $50 billion in Chinese sales and partners with Intel to expand in CPU markets.