Microsoft’s AI chip project shows revival signs, plans Maia 300 release
Microsoft's AI chip advancements could disrupt Nvidia's market dominance, enhancing Azure's competitiveness in AI workloads and cost efficiency. The p...
Aug 10open_in_new
NVIDIA (NVIDIA) — News
763 articles · updated every 3 minutes
Mark Cuban compares Nvidia to dot-com IPO machine, warning of AI sector fragility
Cuban's warning highlights potential instability in AI investments, urging caution as financial practices reminiscent of the dot-com era resurface. Th...
Aug 10open_in_new
Ark Invest boosts stakes in Nvidia, Taiwan Semiconductor after Meta’s earnings miss
ARK Invest's strategic shift towards semiconductors amid tech volatility highlights a long-term bet on AI infrastructure's growth potential. The post ...
Aug 9open_in_new
Alphabet CEO Sundar Pichai signals increased AI infrastructure spending, with ripple effects for Nvidia and Broadcom
Alphabet's massive AI infrastructure investment could significantly boost tech innovation, impacting market dynamics and competitive landscapes. The p...
Aug 8open_in_new
Alphabet boosts 2026 capex to $195B-$205B, benefiting Nvidia, Broadcom
Alphabet's increased capex signals a strategic shift towards AI, potentially boosting Nvidia and Broadcom's market positions significantly. The post A...
Aug 8open_in_new
SpaceX to use Nvidia AI systems exclusively, boosting Nvidia shares 4%
SpaceX's Nvidia partnership may drive increased AI chip demand, impacting market dynamics and intensifying competition among tech giants. The post Spa...
Aug 8open_in_new
SpaceX’s Nvidia deal may disadvantage neoclouds like CoreWeave and Nebius
SpaceX's Nvidia deal could strain GPU supply chains, challenging neoclouds' growth and potentially reshaping the AI infrastructure landscape. The post...
Aug 8open_in_new
Nvidia partners with Armenia and Kazakhstan to build AI infrastructure worth billions
Nvidia's expansion into Armenia and Kazakhstan could shift global AI power dynamics, reducing reliance on traditional tech hubs. The post Nvidia partn...
Aug 8open_in_new
Nvidia could boost Lancium stake to 30% with $1B investment
Nvidia's investment in Lancium highlights the strategic importance of securing energy infrastructure to support AI growth, reshaping tech capital allo...
Aug 8open_in_new
Strategy CEO Phong Le compares company to Nvidia in digital assets
Strategy's dominance in Bitcoin could reshape digital asset markets, positioning it as a pivotal player akin to JPMorgan in finance. The post Strategy...
Aug 7open_in_new
Nvidia stock surges on endorsements and strong customer spending
Nvidia's stock surge highlights the pivotal role of AI infrastructure investments in reshaping tech market dynamics and investor expectations. The pos...
Aug 7open_in_new
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Bybit Uses Tokenised Equities as Underlyings for Structured Yield
Bybit is expanding the role of tokenised equities on its platform by using more xStocks as underlyings for its Dual Asset structured product, allowing...
Aug 7open_in_new
Nvidia considers reducing memory in next-gen Rubin Ultra GPU
Nvidia's potential memory reduction in Rubin Ultra GPUs could drive increased hardware costs and strategic shifts in the AI chip market. The post Nvid...
Aug 7open_in_new
US agency reviews Chinese AI firms’ access to Nvidia chips through overseas channels
The review could reshape global AI dynamics, impacting Nvidia's market strategy and prompting stricter international tech regulations. The post US age...
Aug 7open_in_new
Nvidia, Micron, Sandisk stocks soar over 1,000% since AI boom began
The AI boom's impact on semiconductor stocks highlights the sector's pivotal role in future tech infrastructure and economic growth. The post Nvidia, ...
Aug 6open_in_new
SpaceX earnings boost SPCQ 21%, NVDL 6% as Musk goes all-in on Nvidia AI chips
SpaceX's Nvidia commitment highlights AI's growing influence on tech markets, impacting GPU supply chains and decentralized compute networks. The post...
Aug 5open_in_new
Nvidia poised to become largest company by market cap amid AI earnings boom
Nvidia's rise highlights AI's transformative impact on market dynamics, potentially reshaping corporate hierarchies and investment strategies. The pos...
Aug 5open_in_new
Nvidia’s Blackwell B200 systems sell out amid strong demand, and crypto compute networks are paying attention
Nvidia's GPU scarcity highlights the growing demand for AI infrastructure, potentially accelerating decentralized compute solutions in crypto. The pos...
Aug 5open_in_new
Nvidia shares hit two-month high, up 4% amid market confidence
Nvidia's stock surge underscores its pivotal role in AI and semiconductor markets, potentially reshaping tech sector leadership dynamics. The post Nvi...
Aug 5open_in_new
Nvidia claims 3.67x speed lead with Vera CPU in storage tasks
Nvidia's Vera CPU advancements could redefine AI-native storage efficiency, potentially influencing future data center architectures and strategies. T...
Aug 5open_in_new
Nvidia stock rises as SpaceX plans AI infrastructure with Nvidia chips
Nvidia's strengthened market position through its SpaceX partnership could accelerate its ascent in global market cap rankings. The post Nvidia stock ...
Aug 5open_in_new
Foxconn sales hit record high on strong AI demand from Nvidia
Foxconn's sales surge highlights the growing importance of AI infrastructure, potentially boosting Nvidia's market dominance and valuation. The post F...
Aug 5open_in_new
SpaceX to use Nvidia Vera Rubin for AI data centers, plans 10 GW by 2027
SpaceX's AI expansion with NVIDIA could significantly boost NVIDIA's market influence and reshape tech industry dynamics by 2027. The post SpaceX to u...
Aug 5open_in_new
Elon Musk says SpaceX will build exclusively on NVIDIA
SpaceX's exclusive use of NVIDIA tech could bolster NVIDIA's market dominance and influence AI infrastructure trends significantly. The post Elon Musk...
Aug 4open_in_new
SpaceX and Nvidia are building a data center in orbit
The collaboration could revolutionize AI processing by leveraging space-based infrastructure, potentially transforming global data capabilities. The p...
Aug 4open_in_new
Nvidia releases Alpamayo 2 Super for commercial robotaxi development
Nvidia releases Alpamayo 2 Super for commercial use, giving autonomous vehicle developers an open model for reasoning, planning and training. The post...
Aug 4open_in_new
DDN and Nvidia team up to let GPUs grab their own data, targeting AI’s biggest bottleneck
This collaboration enhances AI efficiency by reducing latency and costs, potentially transforming AI infrastructure and scaling capabilities. The post...
Aug 4open_in_new
Anthropic strikes $10 billion compute deal with Nvidia backed Volta and Bitdeer
The deal underscores the escalating demand for AI infrastructure, highlighting potential shifts in energy markets and investment strategies. The post ...
Aug 4open_in_new
Nvidia, Cisco and CrowdStrike are each building their own AI safety playbooks
The independent AI safety initiatives by Nvidia, Cisco, and CrowdStrike highlight the fragmented approach to AI security, potentially slowing unified ...
Aug 4open_in_new
Nvidia CEO jensen huang forecasts $7.9 trillion semiconductor industry to support AI growth
The projected semiconductor industry growth underscores the critical role of AI in shaping future tech economies and market dynamics. The post Nvidia ...
Aug 4open_in_new