Nvidia

The company's Gemini 3 and Ironwood AI chip are driving Wall Street's excitement behind Alphabet's AI comeback, but challenges remain.

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... AI spending as well as Nvidia's circular investments in startups ... Provide news feedback or report an error · Site feedback: Take our Survey.

Pressure has been building on Nvidia over the past month. It seemed like Nvidia felt the need to address some of those rumblings.

... AI startups raise capital predominantly from outside investors. ... Global Business and Financial News, Stock Quotes, and Market Data and Analysis.

Pressure has been building on Nvidia over the past month. It seemed like Nvidia felt the need to address some of those rumblings.

Dell is an important bellwether for the health of the AI infrastructure industry as one of the top vendors for systems based around Nvidia graphics processors.

It was in response to Wall Street's concern that Google's TPU chips could threaten Nvidia's dominance of the AI infrastructure industry on Tuesday.

Nvidia stock fell on Tuesday after The Information reported that Meta is considering using chips designed by Google.

"I think Nvidia has been slighted here," CNBC's Jim Cramer said Tuesday as shares of the chipmaker sank to near three-month lows.

For as long as Nvidia Corp. has dominated the market for artificial intelligence chips, customers have made clear they’d like to see more competition. It turns out one of the most formidable alternatives may have been hiding in plain sight.

Nvidia shares fell on Tuesday after The Information reported that Meta is considering using chips designed by Google.

A rally in Alphabet Inc. shares is poised to shake up the ranking of the world’s most valuable companies, amid signs the search giant is making headway in efforts to rival Nvidia Corp.’s bestselling AI accelerator.

Nvidia shares fell on Tuesday after The Information reported that Meta is considering using chips designed by Google.

Meta Platforms Inc. is in talks to spend billions on Google’s AI chips, the Information reported, adding to a monthslong share rally as the search giant has made the case it can rival Nvidia Corp. as a leader in artificial intelligence technology.

President Donald Trump is weighing whether to allow Nvidia Corp. to sell advanced artificial intelligence chips to China and will be the one to make a final decision on the matter, US Commerce Secretary Howard Lutnick said.

US Commerce Secretary Howard Lutnick discusses conditions for any steel and aluminum deal with the European Union, urging the EU to reduce tech regulations. Lutnick also talks about US affordability and prices, the possibility of selling Nvidia’s H200 chips to China, and the pending Supreme Court decision on the Trump Administration’s tariffs. He speaks on “Bloomberg Surveillance.” (Source: Bloomberg)

Commerce Secretary Howard Lutnick says the decision to authorize sales of Nvidia’s H200 artificial intelligence chips to China is on President Donald Trump’s desk. Lutnick also discusses the national security issues of selling chips to China on “Bloomberg Surveillance.” (Source: Bloomberg)

Wall Street thought blowout earnings from Nvidia Corp. would calm investors' nerves about a bubble forming in artificial intelligence stocks.

This week in AI: Brushing off new bubble warnings, Google's AI ... Global Business and Financial News, Stock Quotes, and Market Data and Analysis.

This week, volatility took hold of the AI trade as bubble fears continued and Nvidia’s blowout earnings failed to steady the market. Deirdre Bosa has the story.

Investors had looked to Nvidia's earnings report to settle fears that the AI bubble is on increasingly shaky ground.

US officials are having early discussions on whether to let Nvidia sell its H200 artificial intelligence chips to China, according to people familiar with the matter, a contentious potential move that would mark a major win for the world’s most valuable company. US President Donald Trump’s team had held internal talks about H200 chip shipments to the Asian country in recent days, said the people, who requested anonymity to discuss a highly sensitive matter. No final decision had been made, the...

Nvidia is king in AI chips, but custom ASICs are gaining ground with Google, Amazon, Meta, Microsoft and OpenAI now making their own.

... AI investments today would be profitable in the future. Stocks ... Provide news feedback or report an error · Site feedback: Take our Survey.

US officials are having early discussions on whether to let Nvidia Corp. sell its H200 artificial intelligence chips to China, according to people familiar with the matter, a contentious potential move that would mark a major win for the world’s most valuable company.

Investors had looked to Nvidia's earnings report to settle fears that the AI bubble is on increasingly shaky ground.

Nvidia is king in AI chips, but custom ASICs are gaining ground with Google, Amazon, Meta, Microsoft and OpenAI now making their own.

Huawei Technologies on Friday introduced open-source software that it claimed can significantly improve the utilisation rate of artificial intelligence chips, marking the latest effort by Chinese companies to achieve world-class AI training capabilities even without access to the latest Nvidia processors. Flex:ai, which pools and orchestrates processors to squeeze out more performance, came as part of Huawei’s effort to develop a self-sufficient compute ecosystem by overcoming China’s...