Nvidia
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Nvidia’s Fiscal Q2 Surge Highlights Data Center Dominance and Compressed Valuation
Nvidia reported a 106% revenue surge to $96.2 billion in fiscal Q2 2027, driven largely by its dominant Data Center segment amid compressed valuation multiples.
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U.S. Restrictions Fail to Stop Chinese Giants From Securing $35B in Nvidia Hardware
ByteDance, Alibaba, and Tencent ordered $35B in Nvidia chips despite U.S. export controls, exposing severe shortages and insatiable AI demand.
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Nvidia Modifies DLSS 5 Neural Rendering Ahead of Hogwarts Legacy Release
Nvidia scales back DLSS 5 facial transformations for its Hogwarts Legacy debut, while optimizing performance and reducing VRAM usage across hardware.
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Microsoft Unveils Surface Laptop Ultra with Nvidia RTX Spark Chip
Microsoft has launched the 15-inch Surface Laptop Ultra, a high-performance device featuring Nvidia’s RTX Spark chip and targeting the professional market.
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Nvidia Hits Record $5.7 Trillion Valuation as AI Infrastructure Spending Surges
Nvidia shares reached an all-time high, pushing the company’s market capitalization to $5.7 trillion, driven by AI agent demand and a massive buyback plan.
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Nvidia and AMD Lobby White House to Water Down China Chip Restrictions in Defense Bill
Nvidia and AMD are lobbying the Trump administration to ease China chip export rules in the defense bill, sparking a high-stakes clash with lawmakers.
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AI Leaders Clash Over Development Pace as Safety Concerns Mount
Anthropic CEO Dario Amodei and Nvidia CEO Jensen Huang offer opposing visions for AI’s future as industry concerns over safety and rapid proliferation intensify.
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Jensen Huang Unveils Koa, Defends AI Speed at Dreamforce
NVIDIA CEO Jensen Huang and Salesforce launched the Koa CRM model, while Huang argued that market pressures, not regulation, should drive AI safety.
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Surging AI Memory Demand Drives Consumer GPU Prices Well Above MSRP
A global shift in memory production toward AI data centers has pushed consumer graphics card prices up to 150% above suggested retail figures.
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Oracle’s Near-Full GPU Utilization Signals Enduring AI Chip Shortages
Oracle reported 97.9% utilization of its GPU fleet, signaling that demand for AI hardware continues to outpace supply despite record-breaking infrastructure expansion.
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OpenAI Secures Dedicated Compute Capacity in Malaysia via Firmus Deal
OpenAI has signed a multi-year deal with infrastructure firm Firmus to access dedicated AI compute capacity at new data centers in Malaysia.
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Nvidia Acquires AI Platform Hugging Face in $12.9 Billion Deal
Nvidia has acquired open-source AI hub Hugging Face for $12.9 billion, pledging to maintain the platform’s neutrality and accessibility for global developers.
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Nvidia Commits $3.5 Billion to MediaTek to Expand Custom Data Center AI Chips
Nvidia is investing $3.5 billion in MediaTek via convertible bonds to jointly develop custom AI data center silicon and expand NVLink integration.
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Leaked NVIDIA DLSS 5 Runtime Sparks Community Hackathon and Performance Debate
A leaked NVIDIA DLSS 5 runtime has enabled unofficial neural rendering across older GPUs, highlighting both advanced visual potential and massive performance costs.
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Nvidia to Acquire Hugging Face for $12.9 Billion, Reshaping AI Ecosystem
Nvidia is set to acquire open-source AI hub Hugging Face for $12.9 billion, a move that consolidates the chipmaker’s control over AI model distribution and compute.