Nvidia
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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.
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Michael Burry Increases Short Position on Nvidia, Adds Call Options as Hedge
Investor Michael Burry has increased his short bets against Nvidia while adding call options to hedge against potential volatility ahead of the company’s earnings.
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Jensen Huang Defends Nvidia’s Massive AI Financing Strategy Amid ‘Circular’ Revenue Concerns
Nvidia CEO Jensen Huang argues that company-backed AI investments are essential for capital-intensive startups, dismissing risks of circular financing.
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Nvidia Earnings Set to Test Resilience of AI Market Momentum
Nvidia reports Q2 earnings today, with analysts watching for a 96% revenue jump and signs that the massive AI investment trend remains sustainable.
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Nvidia Investors Eye Q2 Earnings as Forward Valuation Metrics Improve
Nvidia prepares for its Q2 earnings report with analysts projecting 97.2% revenue growth and an increasingly attractive forward price-to-earnings valuation.
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Inside Xiaomi’s $3 Billion Silicon Strategy: Custom Xring Chips Challenge Nvidia and Mobile Rivals
Xiaomi has introduced three custom Xring chips for smartphones, AI, and driving, committing over $3B to silicon despite quarterly profit drops.