Cisco breaks its biggest hardware rule to chase the AI boom with Nvidia
Cisco's entry into the AI compute market could reshape enterprise IT strategies, emphasizing integrated solutions over traditional networking. The pos...
Aug 26open_in_new
NVIDIA (NVIDIA) — News
763 articles · updated every 3 minutes
Nscale signs $45B deal to deploy Nvidia’s Vera Rubin chips for Anthropic’s AI needs
This massive deal underscores the escalating infrastructure arms race in AI, highlighting the growing demand for advanced computing power. The post Ns...
Aug 26open_in_new
US stocks edge lower as investors await Nvidia earnings
Investor uncertainty grows as inflation data and Nvidia's earnings influence rate hike expectations, impacting tech sector dynamics. The post US stock...
Aug 26open_in_new
US stocks drift as investors await Nvidia earnings and digest Fed inflation data
Investor uncertainty grows as inflation data and Nvidia's earnings influence rate hike expectations, impacting tech sector dynamics. The post US stock...
Aug 26open_in_new
Goldman Sachs analyst highlights notable tech de-risking ahead of Nvidia earnings
The tech de-risking trend could trigger a market reevaluation, impacting AI stocks broadly if Nvidia's earnings surprise investors. The post Goldman S...
Aug 26open_in_new
Nvidia forecasts first $100B quarter amid AI demand
Nvidia's unprecedented growth trajectory underscores the transformative impact of AI on the semiconductor industry, reshaping market expectations. The...
Aug 26open_in_new
Nvidia reports Q2 earnings as rising memory costs and AI demand collide
Nvidia's earnings highlight the AI sector's growth potential but rising memory costs could pressure margins, impacting the entire AI supply chain. The...
Aug 26open_in_new
Nvidia faces $200B AI-related credit exposure risk as Wall Street raises alarm over financing strategy
Nvidia's financing strategy could amplify systemic risks in AI markets, potentially destabilizing credit markets and impacting tech valuations. The po...
Aug 26open_in_new
Nvidia earnings reveal its fastest-growing business might not be chips
Nvidia's strategic pivot towards networking and AI investments could reshape tech industry dynamics, raising potential regulatory scrutiny. The post N...
Aug 26open_in_new
Nvidia’s Vera CPU outpaces AMD EPYC 9655P in Linux kernel compilation at Hot Chips 2026
Nvidia's advancements in agentic AI hardware could redefine competitive dynamics, challenging existing CPU leaders and expanding AI's reach. The post ...
Aug 25open_in_new
Franklin Templeton’s Sara Araghi urges Nvidia to clarify capital deployment plans
Nvidia's strategic capital deployment clarity is crucial for investor confidence, impacting its valuation and future AI infrastructure growth. The pos...
Aug 25open_in_new
Danny Moses identifies 10-year yield, Nvidia as key market assets
The interplay between high Treasury yields and Nvidia's AI-driven growth highlights shifting capital allocation dynamics, impacting investment strateg...
Aug 25open_in_new
Nvidia traders show 88.7% long positions ahead of earnings on Phantom
High leverage and continuous trading on platforms like Phantom could amplify market volatility, posing significant risks to traders. The post Nvidia t...
Aug 25open_in_new
Options traders anticipate muted Nvidia earnings reaction amid AI focus
Nvidia's earnings now serve as an economic indicator, reflecting AI infrastructure investment trends and market stabilization. The post Options trader...
Aug 25open_in_new
Nasdaq leads stocks higher as Nvidia earnings and inflation data approach
Upcoming Nvidia earnings and PCE data could significantly influence tech stocks and interest rate expectations, impacting market dynamics. The post Na...
Aug 25open_in_new
Aerodrome launches tokenized stocks for Nvidia, Meta, Apple, and Google on Base
Tokenized stocks on decentralized exchanges could revolutionize global trading by enhancing liquidity, accessibility, and financial innovation. The po...
Aug 25open_in_new
OpenAI’s custom Jalapeño chip matches Nvidia Blackwell with 50% cost advantage, Broadcom CEO claims
OpenAI's Jalapeo chip could disrupt the AI hardware market, intensifying competition and reducing reliance on Nvidia's GPUs. The post OpenAI’s custom ...
Aug 25open_in_new
Nvidia critiques skill evaluation methods in new ACES paper
Nvidia's ACES framework could revolutionize AI skill evaluation, emphasizing real-world performance over static checks, impacting AI development. The ...
Aug 25open_in_new
Google TPU volume could triple to 9 million by 2027, challenging NVIDIA’s AI dominance
Google's TPU expansion could reshape the AI hardware landscape, intensifying competition and potentially reducing NVIDIA's market dominance. The post ...
Aug 25open_in_new
Google TPU shipments forecast to reach 8.8 million by 2027
Google's TPU expansion could reshape the AI hardware landscape, intensifying competition and potentially reducing NVIDIA's market dominance. The post ...
Aug 25open_in_new
Aptiv accelerates physical AI production with Nvidia Jetson Orin Nano 2 support
Aptiv's enhanced AI collaboration with Nvidia could drive significant advancements in robotics and automotive sectors, impacting industry standards. T...
Aug 25open_in_new
Nvidia to address competitiveness concerns in upcoming earnings call
Nvidia's growth faces challenges from rising competition, geopolitical tensions, and evolving market dynamics, impacting future profitability. The pos...
Aug 25open_in_new
Perplexity launches Portable Computer for Pro and Max subscribers on NVIDIA DGX Spark
Perplexity's local AI processing enhances privacy and efficiency, potentially reshaping data handling norms and reducing cloud dependency. The post Pe...
Aug 25open_in_new
Nvidia launches Jetson Orin Nano Super, its $249 edge AI computer for robotics
Nvidia's affordable AI upgrade democratizes access to advanced robotics, fostering innovation in startups and academia without hefty costs. The post N...
Aug 25open_in_new
Cisco partners with Supermicro to bring NVIDIA-powered compute into its AI Factory stack
Cisco partners with Supermicro to integrate NVIDIA-based AI compute systems into its Secure AI Factory, with pre-validated systems available The post ...
Aug 25open_in_new
Coinbase Put Nvidia and Apple Stock Onchain: But Does Weekend Trading Create Liquidation Risk?
Coinbase's tokenized stocks bring four tech shares to Base, but Chainlink's 24/5 feeds create risks for DeFi collateral and trading. The post Coinbase...
Aug 25open_in_new
Bridgewater dumps 27% of its Nvidia stake and loads up on AMD in AI chip portfolio shuffle
Bridgewater's portfolio shift highlights the evolving competitive landscape in AI chips, emphasizing strategic diversification amid market dynamics. T...
Aug 25open_in_new
Nvidia’s fiscal Q2 earnings loom as the ultimate stress test for AI’s trillion-dollar thesis
Nvidia's earnings will either bolster confidence in AI's trillion-dollar potential or prompt a reevaluation of its growth trajectory. The post Nvidia’...
Aug 25open_in_new
AM Intelligence orders 9,000 Nvidia Vera Rubin systems for AI infrastructure
AM Intelligence's investment in AI infrastructure could accelerate India's tech autonomy, impacting global AI dynamics and data sovereignty. The post ...
Aug 25open_in_new
Nvidia shares poised for $280B price swing after earnings report
Nvidia's potential market value swing highlights the increasing predictability and investor focus on future growth amid macroeconomic pressures. The p...
Aug 25open_in_new