Nvidia

CNBC
Nvidia's Groq deal, S&P's winning week, leather tariffs and more in Morning Squawk
Here are five key things investors need to know to start the trading day.
Nvidia's Groq deal, S&P's winning week, leather tariffs and more in Morning Squawk
CNBC
Oracle shares on pace for worst quarter since 2001 as new CEOs face concerns about AI buildout
Investors want to know if Oracle, under new CEOs Clay Magouyrk and Mike Sicilia, can pay for and deliver data centers packed with Nvidia chips for OpenAI.
Oracle shares on pace for worst quarter since 2001 as new CEOs face concerns about AI buildout
CNBC
Nvidia buying AI chip startup Groq's assets for about $20 billion in its largest deal on record
Nvidia is making its largest purchase ever, acquiring assets from nine-year-old chip startup Groq for about $20 billion.
Nvidia buying AI chip startup Groq's assets for about $20 billion in its largest deal on record
CNBC
Exclusive: Nvidia buying AI chip startup Groq's assets for about $20 billion in largest deal on record
Nvidia is making its largest purchase ever, acquiring assets from nine-year-old chip startup Groq for about $20 billion.
Exclusive: Nvidia buying AI chip startup Groq's assets for about $20 billion in largest deal on record
CNBC
Nvidia buying AI chip startup Groq for about $20 billion, biggest deal - CNBC
Exclusive: Nvidia buying AI chip startup Groq for about $20 ... Global Business and Financial News, Stock Quotes, and Market Data and Analysis.
Nvidia buying AI chip startup Groq for about $20 billion, biggest deal - CNBC
Reuters
Nvidia to buy AI chip startup Groq for $20 billion, CNBC reports | Reuters
Get a daily digest of breaking business news straight to your inbox with the Reuters Business newsletter. Sign up here. Groq is a chip startup founded...
Nvidia to buy AI chip startup Groq for $20 billion, CNBC reports | Reuters
Bloomberg
Nvidia Reaches Technology Licensing Deal With Startup Groq
Nvidia Corp. agreed to a licensing deal with artificial intelligence startup Groq, furthering its investments in companies connected to the AI boom and gaining the right to add a new type of technology to its products.
Nvidia Reaches Technology Licensing Deal With Startup Groq
Bloomberg
Intel Shares Fall on Reports Nvidia to Halt Chipmaking Tests | Bloomberg Tech 12/24/2025
Bloomberg’s Katie Greifeld examines Intel as shares fall after reports emerge that Nvidia may be hitting pause on testing Intel’s chip production process. Plus, the Trump administration gets the go-ahead to move forward with a $100,000 fee on new H-1B visa applications. And Tesla faces renewed scrutiny over car doors, with the company confronting a new probe by the NHTSA. (Source: Bloomberg)
Intel Shares Fall on Reports Nvidia to Halt Chipmaking Tests | Bloomberg Tech 12/24/2025
Bloomberg
Nvidia Stops Test Using Intel's Chip Production Process
Intel Corp. shares fell after a report said Nvidia stopped a test using Intel's production process to make advanced chips. The report from from Reuters. Norah Mulinda reports. (Source: Bloomberg)
Nvidia Stops Test Using Intel's Chip Production Process
CNBC
These 5 infrastructure stocks have more than tripled this year on the AI trade
While Nvidia has been the biggest infrastructure winner during the AI boom, other data center stocks have performed better this year.
These 5 infrastructure stocks have more than tripled this year on the AI trade
Bloomberg
Intel Shares Fall on Report Nvidia Halts Production Test
Intel Corp. shares fell Wednesday after a report said that Nvidia Corp. halted a test to use Intel’s production process to make advanced chips.
Intel Shares Fall on Report Nvidia Halts Production Test
Bloomberg
Nvidia Buyer Megaspeed Faces Smuggling Probe | Bloomberg Tech 12/23/2025
Bloomberg’s Caroline Hyde discusses ServiceNow’s plan to buy cybersecurity startup Armis for $7.75 billion, its largest acquisition to date. Plus, Nvidia's biggest buyer in Southeast Asia, Megaspeed, faces a chip-smuggling probe. And it was supposed to be crypto’s big year, but some of the sector's billionaires have been hit hard by recent price drops. (Source: Bloomberg)
Nvidia Buyer Megaspeed Faces Smuggling Probe | Bloomberg Tech 12/23/2025
Bloomberg
Big Nvidia Buyer Faces Smuggling Probe
The US government is investigating whether Nvidia's biggest buyer in Southeast Asia has smuggled chips into China. Bloomberg’s Ian King discusses the details with Caroline Hyde on "Bloomberg Tech." (Source: Bloomberg)
Big Nvidia Buyer Faces Smuggling Probe
CNBC
Why we put Alphabet back in the Bullpen — plus, Cramer's case for Nvidia in 2026
The Investing Club holds its "Morning Meeting" every weekday at 10:20 a.m. ET.
Why we put Alphabet back in the Bullpen — plus, Cramer's case for Nvidia in 2026
SCMP
Nvidia aims to start H200 AI chip shipments to China by mid-February, sources say
Nvidia has told Chinese clients it aims to start shipping its H200 artificial intelligence chips to China before the Lunar New Year holiday in mid-February, according to three people familiar with the matter. The US chip designer plans to fulfil initial orders from existing stock, with shipments expected to total 5,000 to 10,000 chip modules – equivalent to about 40,000 to 80,000 H200 AI chips, the ⁠first and second sources said. Nvidia has also told Chinese clients that it plans to add new...
Nvidia aims to start H200 AI chip shipments to China by mid-February, sources say
Bloomberg
Nvidia’s Biggest Southeast Asian Partner Dogged by China Chip Smuggling Questions
Singapore-based Megaspeed has imported tens of thousands more chips than Nvidia saw when checking its data centers. 
Nvidia’s Biggest Southeast Asian Partner Dogged by China Chip Smuggling Questions
South China Morning Post
Moore Threads unveils new AI chips to challenge Nvidia | South China Morning Post
The Shanghai-listed chipmaker launched the Huashan chip for AI and the Lushan chip for gaming, promising superior performance for both ... News. Hong...
Moore Threads unveils new AI chips to challenge Nvidia | South China Morning Post
Bloomberg.com
Ex-Nvidia Billionaire Unveils New AI Chips After China IPO Debut - Bloomberg
Moore Threads Technology Co. introduced a new generation of chips aimed at reducing artificial-intelligence developers' dependence on Nvidia Corp.
Ex-Nvidia Billionaire Unveils New AI Chips After China IPO Debut - Bloomberg
Reuters
Exclusive: US launches review of advanced Nvidia AI chip sales to China, sources say
... AI chips, five sources said, making good on his ... The Reuters Daily Briefing newsletter provides all the news you need to start your day.
Exclusive: US launches review of advanced Nvidia AI chip sales to China, sources say
SCMP
China’s Sugon unveils new AI infrastructure to rival platforms from Nvidia and Huawei
Chinese supercomputer maker Sugon has launched an advanced artificial intelligence infrastructure for data centres that is expected to rival similar high-performance platforms from Nvidia and Huawei Technologies. Beijing-based Sugon, listed in Shanghai as Dawning Information Industry, on Thursday unveiled its scaleX platform at an event in Kunshan, a city in eastern Jiangsu province. The company claimed that it was China’s first 10,000-card AI supercluster, designed to deliver in excess of 5...
China’s Sugon unveils new AI infrastructure to rival platforms from Nvidia and Huawei
SCMP
US launches review of Nvidia’s H200 chip sales to China: sources
US President Donald Trump’s ‌administration has launched a review that could result in the first shipments to China of Nvidia’s H200 chips, five sources said, making good on his pledge to allow the controversial sales. Trump this month said he would allow sales of Nvidia’s H200 chips to China, with the US government collecting a 25 per cent fee, and that the sales would help keep US firms ahead by cutting demand for Chinese-developed chips. The move drew fire from China hawks across the US...
US launches review of Nvidia’s H200 chip sales to China: sources
CNBC
Nvidia and Alphabet VC arms back vibe coding startup Lovable at $6.6 billion valuation
The announcement confirms details reported by CNBC on Tuesday.
Nvidia and Alphabet VC arms back vibe coding startup Lovable at $6.6 billion valuation
CNBC
MetaX and Moore Threads' IPOs underscore Chinese chipmakers' growing challenge to Nvidia
New entrants like MetaX and Moore Threads join tech giants Huawei, Baidu and Alibaba in rushing to produce Nvidia alternatives.
MetaX and Moore Threads' IPOs underscore Chinese chipmakers' growing challenge to Nvidia
Bloomberg
Nvidia Settles Trade Secrets Case Over Engineer Who Stole Data
Nvidia Corp. settled a lawsuit involving a former engineer who had inadvertently revealed autonomous driving trade secrets that he stole from a previous employer.
Nvidia Settles Trade Secrets Case Over Engineer Who Stole Data
Bloomberg
AI Chip Startup Mythic Raises $125 Million in Bid to Take on Nvidia
Chip startup Mythic Inc. has raised $125 million in a new funding round, money that will help support its attempt to challenge Nvidia Corp. in the lucrative market for artificial intelligence processors.
AI Chip Startup Mythic Raises $125 Million in Bid to Take on Nvidia
Bloomberg
UK Inflation Drops, OpenAI in Talks to Raise $10B From Amazon | The Opening Trade 12/17
UK inflation slipped to its lowest level in eight months, a bigger-than-expected drop that traders saw as all but sealing an interest-rate cut at the Bank of England on Thursday. OpenAI is in initial discussions to raise at least $10 billion from Amazon and use its chips, a potential win for the online retailer’s effort to broaden its AI industry presence and compete with Nvidia. The Opening Trade has everything you need to know as markets open across Europe. With analysis you won't find anywhere else, we break down the biggest stories of the day and speak to top guests who have skin in the game. Hosted by Anna Edwards and Lizzy Burden. (Source: Bloomberg)
UK Inflation Drops, OpenAI in Talks to Raise $10B From Amazon | The Opening Trade 12/17
Reuters
Nvidia buys AI software provider SchedMD to expand open-source AI push | Reuters
Nvidia shares were up 1.35% after the news and an earlier announcement of new open-source AI models. SchedMD provides software that helps schedule...
Nvidia buys AI software provider SchedMD to expand open-source AI push | Reuters
TechCrunch
Nvidia bulks up open source offerings with an acquisition and new open AI models
Auble is the current CEO of SchedMD. Terms of the deal weren't disclosed. Nvidia declined to comment on the news beyond the company's blog post.
Nvidia bulks up open source offerings with an acquisition and new open AI models
Reuters
Nvidia unveils new open-source AI models amid boom in Chinese offerings | Reuters
... AI labs proliferate ... The Reuters Daily Briefing newsletter provides all the news you need to start your day.
Nvidia unveils new open-source AI models amid boom in Chinese offerings | Reuters
CNBC
Trump admin to hire 1,000 specialists for 'Tech Force' to build AI, finance projects
A slew of tech giants, including Amazon Web Services, Apple, Google Public Sector, Dell Technologies, Microsoft, Nvidia and OpenAI, are listed as partners.
Trump admin to hire 1,000 specialists for 'Tech Force' to build AI, finance projects