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Goldman strategist Jeffrey Currie predicts a decade of rising metals prices driven by investor hoarding and global capex, with Nvidia potentially benefiting as demand shifts from asset-light tech to …
Samsung plans to begin HBM4 memory production soon for Nvidia, introducing competition to Micron and potentially impacting pricing and supply negotiation dynamics in Nvidia's AI hardware ecosystem.
Geopolitical risks from a potential Taiwan conflict threaten semiconductor supply chains critical to Apple and Nvidia, risking massive market disruptions and earnings declines despite low invasion pr…
SK Hynix reported record quarterly profits and strong revenue growth driven by AI demand, aligning with forecasts and preparing to expand shipments of advanced HBM4 memory next year, benefiting Nvidi…
Redwood Materials secured $350 million in Series E funding led by Eclipse Ventures, signaling strong growth potential in the battery recycling sector related to NVIDIA's market.
Karrie International Holdings Ltd was added to NVIDIA's approved vendor list, a modest positive for NVIDIA's supply chain resilience and procurement flexibility.
OpenAI expanded its CoreWeave deal by up to $6.5B, lifting total CoreWeave agreements to $22.4B; Nvidia pledged up to $100B to OpenAI and benefits from large CoreWeave hardware orders, underscoring r…