Nvidia: Latest News and Analysis

ARPU
Nvidia's AI Boom Collides with US-China Tensions

Nvidia, the leading manufacturer of artificial intelligence chips, is facing a potential roadblock to its global expansion as the Biden administration prepares to implement new restrictions on AI chip sales, reports The New York Times.

The proposed framework would tighten control over AI chip exports, turning them into a diplomatic

ARPU
Nvidia's Runai Acquisition Wins EU Approval

Nvidia Corp.'s proposed acquisition of Israeli AI software startup Run:ai has been unconditionally approved by the European Union, reports Bloomberg. The European Commission, in a statement on Friday, determined that the takeover does not pose any competition concerns within the 27-member bloc, despite Nvidia's dominant

CRN
Nvidia’s Run:ai Acquisition Gets Approved By EU Regulator
The European Commission on Friday said it has “unconditionally” approved Nvidia’s acquisition of GPU orchestration software startup Run:ai, which the company plans to use to boost its DGX Cloud ...
CRN
Equinix Makes Dell AI Factory With Nvidia Available Through Partners
Equinix is making it easy to stand up rack-scale AI deployments, as well as providing the advanced storage, and networking required of the most demanding data tasks in the enterprise with its new ...
Reuters
US prompts Nvidia probe into how chips ended up in China, The Information reports
The U.S. Department of Commerce has recently asked Nvidia to look into how the company's products ended up in China over the past year, The Information reported on Thursday, citing a person close to ...
ARPU
US Probes Nvidia Over Chips in China, Amidst Smuggling Concerns

The US Department of Commerce is investigating how Nvidia, a leading chip manufacturer, has allowed its products to reach China over the past year, reports Reuters, citing The Information. The probe, reportedly triggered by concerns over potential violations of export controls, has prompted Nvidia to engage in spot checks of

TechCrunch
Microsoft bought nearly 500K Nvidia Hopper chips this year
Microsoft bought more than twice as many of Nvidia's flagship chip than any of its biggest rivals like Meta and Google.
ARPU
Microsoft Outspends Rivals on Massive Nvidia Chip Purchase

Microsoft has significantly outpaced its tech rivals in its acquisition of Nvidia's advanced AI chips, highlighting the company's substantial investment in artificial intelligence infrastructure, reports the Financial Times.

Analysts at Omdia estimate that Microsoft purchased 485,000 of Nvidia's "Hopper" chips this

Reuters
US asks Nvidia to investigate how its chips ended up in China, The Information reports
The U.S. Department of Commerce has recently asked Nvidia to look into how the company's products ended up in China over the past year, The Information reported on Thursday, citing a person close to ...
Fortune
Microsoft is the biggest of the mystery whales buying up Nvidia chips
Microsoft bought 485,000 of Nvidia's Hopper chips in 2024, according to a report from research firm Omdia. © 2024 Fortune Media IP Limited. All Rights Reserved. Use ...
The Verge
Nvidia’s $249 dev kit promises cheap, small AI power
Nvidia announced the latest in its Jetson Orin Nano AI computer line, the Jetson Orin Nano Super Developer Kit. Sort of like a Raspberry Pi but for powerful AI processing, the tiny $249 computer packs ...
CNBC
Nvidia CEO scrubbed floors to pay for table tennis tournaments in high school—now he's worth $115 billion
Years before he became a tech billionaire, Nvidia CEO Jensen Huang was reportedly a teenager scrubbing floors to earn money for table tennis tournaments.
VentureBeat
Nvidia and DataStax just made generative AI smarter and leaner — here’s how
Nvidia and DataStax launch new AI tool that reduces enterprise data storage costs by 35x while enabling multilingual retrieval, transforming how companies like Wikimedia process and access massive ...
SiliconANGLE
Nvidia debuts NeMo Retriever microservices for multilingual generative AI
To make data retrieval for generative AI across languages more accurate, Nvidia introduced multilingual capabilities using Nvidia NeMo Retriever via the company’s application programming interface ...
Fortune
Meet Time CEO of the year Lisa Su, who grew AMD’s share price by 50x and is related to Nvidia CEO Jensen Huang
The billionaire chipmaker CEO had never met Huang, her competitor and cousin, until she was 'well into' her career.
ARPU
Nvidia's AI Chip Momentum May Be Cooling, Microsoft CEO Hints

Nvidia's stock is facing growing headwinds as Microsoft CEO Satya Nadella suggested that the frenzied demand for AI chips may be easing, reports Business Insider. The comments, made in an interview with Bill Gurley and Brad Gerstner of the B2 podcast, have intensified a sell-off in Nvidia shares,

Morningstar
Broadcom and Marvell are a growing threat to Nvidia as AI-chip needs evolve
Nvidia Corp. could start seeing some competition for its graphics processors for AI from custom chips over the next few years, as cloud companies and others start finding lower-cost solutions to the ...
Financial Times
FirstFT: Microsoft buys twice as many Nvidia AI chips as its rivals in 2024
Also in today’s newsletter, top Russian general killed in bomb blast, and Taiwan in discussions with Amazon’s Kuiper on satellite communications ...
CNBC
Nvidia falls into correction territory, down more than 10% from its record close
Nvidia shares slumped on Monday, putting the AI chip darling officially in correction territory even as the rest of the Nasdaq Composite rose to a record.The chipmaker and de facto artificial ...
Bloomberg
Broadcom’s ‘Nvidia Moment’ Has Arrived. Now It Needs to Deliver
Broadcom Inc.’s massive rally after last week’s earnings report is reminiscent of when Nvidia Corp. shares first started to take off back in 2023. The chipmaker now needs to prove it can follow ...
Wall Street Journal
Broadcom’s AI success won’t all come at Nvidia’s expense
There’s a new trillion-dollar AI chip maker in town. The old one is still going to do just fine.
Morningstar
Nvidia stock is in a correction. Microsoft's CEO may have just said something very worrying.
Microsoft is believed to be one of Nvidia's biggest tech-giant customers. Nvidia reported in a Securities and Exchange Commission filing this summer that sales to a single unnamed customer represented ...
SiliconANGLE
Nvidia launches Jetson Orin Nano Super, a powerful AI brain for robotics and edge
Nvidia Corp. today launched a new compact generative artificial intelligence developer kit with the Jetson Orin Nano Super, which fits into the palm of a hand and provides commercial AI developers, ...
Wall Street Journal
‘The Nvidia Way’ Review: The Hard Work of Tech Mastery
The origin story of Nvidia has yet to attain the status of technology myth. It isn’t Hewlett and Packard in their garage in Palo Alto, Calif., or Gates and Allen raising hell with the Lakeside School ...
Inc
Against a Wall: How Jensen Huang Saved Nvidia in the 1990s
The Nvidia founder's bold playbook shows how great leaders perform consistently in both good times and in bad.
Wall Street Journal
The Score: General Motors, Nvidia, UnitedHealth and More Stocks That Defined the Week
GM shares fell 1.3% Wednesday, while Uber and Lyft shares fell 5.8% and 4.8% respectively. Nvidia is the target of an antitrust probe by China’s competition regulator. In the latest development of the ...
The Verge
Nvidia will host its first full LAN party in over a decade, and you’re invited
It’s been 13 years since Nvidia hosted its last LAN party, inviting hundreds of people to physically haul their gaming PCs onto a decommissioned aircraft carrier and jack them in for networked gaming ...
VentureBeat
Protected: Nvidia unveils next-gen AI and industrial digitalization capabilities at Microsoft Ignite
Together, Nvidia and Microsoft are helping businesses unleash the full potential of AI, driving more efficiencies and transformation.
Reuters
Broadcom rallies on forecast for booming AI chip demand
Shares of Broadcom soared 14% on Friday, with the chipmaker moving closer to $1 trillion in market value after it forecast that demand for its custom AI chips would keep rising in the coming years.
CRN
The 10 Biggest AI News Stories Of 2024: Nvidia, GenAI And Security
Big AI news and GenAI stories of 2024 include Nvidia, Microsoft Copilot, Cisco, HPE Private Cloud AI, AI agent technology, PCs, cybersecurity threats and innovation.
Fortune
Three chip leaders on what drives them to compete against $3 trillion Nvidia — and where the opportunity is
AMD, Cerebras Systems, and Altera executives explain the importance of competition in the chips world at Fortune’s Brainstorm AI in San Francisco on Tuesday.
VentureBeat
Google’s new Trillium AI chip delivers 4X speed and powers Gemini 2.0
Google unveils Trillium, its breakthrough AI chip powering Gemini 2.0, delivering 4x performance boost and reshaping AI economics with unprecedented 100,000-chip network deployment.
Reuters
Nvidia denies rumours it will cut supplies to China
Nvidia said recent social media posts alleging the company would cut supplies to China were false, according to a company post on Chinese social media.
Bloomberg
Nvidia Steps Up Hiring in China to Focus on AI-Driven Cars
Nvidia Corp. has added hundreds of staff in China this year to enhance its research capabilities and focus on new autonomous driving technologies.
The Verge
Nvidia must face lawsuit alleging it downplayed crypto’s impact on its success
Nvidia must face an investor lawsuit claiming it misled shareholders about the impact of the cryptocurrency market on its sales after the Supreme Court dismissed the company’s appeal. The court said it had “improvidently granted” Nvidia’s petition,
Reuters
Will U.S. Supreme Court forgo investor class actions after Meta, Nvidia dismissals?
The justices dismissed a case in which chipmaker Nvidia (NVDA.O), opens new tab was challenging an appellate decision that revived an investor class action accusing the company of misrepresenting its ...
Reuters
US Supreme Court dismisses Nvidia's bid to avoid securities fraud suit
The U.S. Supreme Court dismissed on Wednesday an appeal by artificial intelligence chipmaker Nvidia seeking to avoid a securities fraud lawsuit by shareholders who accused the company of misleading ...
Reuters
Nvidia steps up hiring in China to focus on AI-driven cars, Bloomberg News reports
Nvidia has added about 200 people in China this year to enhance its research capabilities and focus on new autonomous driving technologies, Bloomberg News reported on Wednesday.
Bloomberg
Nvidia, AMD and Intel Invest in Startup Bringing Light to Chips
Ayar Labs Inc., which specializes in using light to transfer data between chips, scored investment from the three biggest US semiconductor designers as the industry pursues more efficient AI ...
Reuters
China targets Nvidia with antitrust probe, escalates US chip tensions
China said on Monday it has launched an investigation into Nvidia Corp over suspected violations of the country's anti-monopoly law, in a move widely seen as a retaliatory shot against Washington's latest curbs on the Chinese chip sector.
The Verge
China opens an antitrust investigation into Nvidia
China is investigating Nvidia over antitrust violations, reportedly over claims the chipmaker failed to follow conditions set during China’s approval for its $6.9 billion acquisition of Israeli ...
CNBC
Nvidia shares drop after China opens investigation over possible violation of antimonopoly law
Nvidia shares were under pressure Monday after a Chinese regulator said it was investigating the chipmaker over possible violations to the country's antimonopoly law. The State Administration for Market Regulation opened an investigation into the chipmaker in relation to acquisition of Mellanox,
Bloomberg
Nvidia-Backed Cohere to Invest in Mega Data Center in Canada
Artificial intelligence startup Cohere Inc. is partnering with CoreWeave Inc. to build a multibillion-dollar data center in Canada, with financial help from the Canadian government.
Reuters
Italian startup iGenius and Nvidia to build major AI system
Italian startup iGenius and Nvidia on Thursday said they are planning to bring online one of the world's biggest deployments of Nvidia's newest servers by the middle of next year in a data center in southern Italy.
Reuters
Nvidia's business practices in EU antitrust spotlight, sources say
EU antitrust regulators are asking Nvidia rivals and customers if the U.S. artificial intelligence chipmaker bundles its products that may give it an unfair advantage, people with direct knowledge of ...
Wall Street Journal
Nvidia Partner Ooredoo Eyes Data Center Acquisitions Amid AI Push, CEO Says
Qatari telecom group Ooredoo is on a hunt to acquire data centers because it can’t build them fast enough to house Nvidia’s latest-generation of artificial-intelligence chips, its chief executive said ...
CNBC
Nvidia tangos with an activist hedge fund: An excerpt from Tae Kim's new book on the tech giant
Starboard Value's Jeff Smith knows his firm sold its Nvidia stake way too soon, Tae Kim writes in "The Nvidia Way: Jensen Huang and the Making of a Tech Giant." ...
Reuters
Nvidia signs AI cooperation agreement with Vietnamese government
Nvidia and the Vietnamese government signed an agreement on Thursday to boost artificial intelligence development in the Southeast Asian country. Details of the agreement were not made public ...
Reuters
Exclusive: TSMC in talks with Nvidia for AI chip production in Arizona, sources say
Taiwan Semiconductor Manufacturing Co is in discussions with Nvidia Corp to produce its Blackwell artificial intelligence chips at the contract manufacturer's new plant in Arizona, three sources ...