Nvidia

CNBC
Nvidia shares are down after a report that its OpenAI investment stalled. Here's what's happening
Nvidia's Jensen Huang criticized OpenAI's business strategy as the chip giant plans to invest up to $100 billion into the AI startup, per reports.
Nvidia shares are down after a report that its OpenAI investment stalled. Here's what's happening
CNBC
Nvidia shares are down 2% after a report that its OpenAI investment stalled. Here's what's happening
Nvidia's Jensen Huang criticized OpenAI's business strategy as the chip giant plans to invest up to $100 billion into the AI startup, per reports.
Nvidia shares are down 2% after a report that its OpenAI investment stalled. Here's what's happening
SCMP
Nvidia’s Jensen Huang urges TSMC to expand capacity amid AI chip crunch
Taiwan Semiconductor Manufacturing Company (TSMC) needs to “work very hard” to meet growing demand from leading US chip designer Nvidia, which alone could require TSMC to more than double its capacity in the next decade, Nvidia CEO Jensen Huang has said. Huang’s remarks followed a high-profile banquet on Saturday evening with executives of key supply chain partners in Taiwan, including TSMC chairman and CEO C C Wei and Foxconn chairman Young Liu, as the Nvidia founder sought to shore up supply...
Nvidia’s Jensen Huang urges TSMC to expand capacity amid AI chip crunch
CNBC
Buzz about Broadcom’s custom chips is testing, but not breaking Nvidia's dominance
As custom chips gain favor, the Street weighs what it really means for Nvidia.
Buzz about Broadcom’s custom chips is testing, but not breaking Nvidia's dominance
SCMP
China tech giants ByteDance and Alibaba to ramp up AI infrastructure efforts
ByteDance and Alibaba Group Holding are poised to ratchet up their artificial intelligence infrastructure initiatives, as the global AI arms race continues to intensify. The two companies’ latest moves lend weight to Nvidia CEO Jensen Huang’s recent remarks at the World Economic Forum in Davos, Switzerland, that the world was witnessing the biggest infrastructure buildout in history and that trillions of dollars of infrastructure still had to be built. Beijing-based ByteDance, operator of TikTok...
China tech giants ByteDance and Alibaba to ramp up AI infrastructure efforts
SCMP
Alibaba AI chip push hits 100,000 mark, beating local rival Cambricon: sources
Alibaba Group Holding has delivered more than 100,000 units of its most advanced artificial intelligence chip, the Zhenwu 810E, whose performance is said to be comparable to Nvidia’s H20, according to people familiar with the matter – a milestone that highlights the company’s growing role in China’s race to build domestic alternatives to US processors. The shipments, handled by Alibaba’s semiconductor arm T-Head, have already surpassed those of domestic rival Cambricon Technologies, the sources...
Alibaba AI chip push hits 100,000 mark, beating local rival Cambricon: sources
SCMP
Alibaba’s T-Head unit unveils details of AI chip designed to rival Nvidia’s GPUs
Alibaba Group Holding’s semiconductor design arm, T-Head, on Thursday unveiled details of its advanced artificial intelligence chip with capabilities said to be on par with Nvidia’s H20, days after the unit was reportedly being prepared for a potential spin-off and public listing. According to information on T-Head’s website, the Zhenwu 810E was a “fully self-developed” parallel processing unit (PPU), an application-specific integrated circuit designed for both AI training and inference. Alibaba...
Alibaba’s T-Head unit unveils details of AI chip designed to rival Nvidia’s GPUs
SCMP
Nvidia wins approval for Taiwan headquarters to secure AI chip supply
The Taiwan government has cleared Nvidia to establish a NT$3.3 billion (US$105 million) headquarters on the island that produces most of the world’s advanced semiconductors, which the Silicon Valley chip designer will need to feed the red-hot global artificial intelligence sector. Nvidia would use the Taipei site for a “commercial office” building and the acquisition of land for a “comprehensive business park”, the island’s Ministry of Economic Affairs announced on Wednesday. The approval came a...
Nvidia wins approval for Taiwan headquarters to secure AI chip supply
SCMP
Iluvatar CoreX targets Nvidia’s Rubin with GPU road map amid China chip push
Chinese chip designer Shanghai Iluvatar CoreX Semiconductor has unveiled a multi-year graphics processing unit (GPU) architecture road map, aiming to surpass Nvidia’s next-generation Rubin platform within two years, amid the country’s push for semiconductor self-reliance. The company said its Tianshu architecture had outperformed Nvidia’s Hopper platform last year, while a second architecture, Tianxuan, would be built to benchmark against the US firm’s Blackwell platform. A third, Tianji, was...
Iluvatar CoreX targets Nvidia’s Rubin with GPU road map amid China chip push
Reuters
Microsoft rolls out next generation of its AI chips, takes aim at Nvidia's software | Reuters
It is the second generation of an AI chip called Maia that Microsoft introduced in 2023. Get a daily digest of breaking business news straight to your...
Microsoft rolls out next generation of its AI chips, takes aim at Nvidia's software | Reuters
Bloomberg.com
Microsoft Unveils Latest AI Chip to Reduce Reliance on Nvidia - Bloomberg.com
... AI models, cloud and AI chief Scott Guthrie said in a blog post. ... Matt Day is a reporter for Bloomberg News in Seattle primarily covering Amazon and...
Microsoft Unveils Latest AI Chip to Reduce Reliance on Nvidia - Bloomberg.com
CNBC
CoreWeave stock jumps 10% as Nvidia invests $2 billion to expand AI data center capacity
"Together, we're racing to meet extraordinary demand for NVIDIA AI factories—the foundation of the AI industrial revolution. ... Got a confidential news...
CoreWeave stock jumps 10% as Nvidia invests $2 billion to expand AI data center capacity
Bloomberg.com
Samsung Nears Nvidia's Approval for Key HBM4 AI Memory Chips - Bloomberg
Samsung Electronics Co. is getting close to securing certification from Nvidia Corp. for the latest version of its AI ... Provide news feedback or...
Samsung Nears Nvidia's Approval for Key HBM4 AI Memory Chips - Bloomberg
SCMP
Jensen Huang celebrates Lunar New Year with Nvidia employees in Shanghai
Jensen Huang marked the coming Lunar New Year with Nvidia employees in Shanghai on Saturday, as the CEO of the world’s most valuable company made his first trip to China in 2026 amid uncertainties around its H200 graphics processing unit (GPU). Huang received a rock-star welcome when he joined Nvidia’s annual Lunar New Year celebration, according to two employees who asked not to be named as they were not authorised to speak to the media. Huang gave a speech and handed out tangerines that he...
Jensen Huang celebrates Lunar New Year with Nvidia employees in Shanghai
SCMP
Alibaba, Baidu’s IPO plans for AI chip design units heighten China’s self-reliance drive
The plans of Alibaba Group Holding and Baidu to list their semiconductor design units could intensify competition with other domestic artificial intelligence chip developers to unseat Nvidia as the country’s top supplier of high-performance AI processors, according to analysts. The two Chinese internet peers’ initiatives reflected the strong investor appetite for AI chip firms and growing demand for alternative computing resources in the domestic AI sector, as Beijing pushed for greater...
Alibaba, Baidu’s IPO plans for AI chip design units heighten China’s self-reliance drive
CNBC
U.S. lawmakers push back on Trump plan to allow Nvidia AI chip exports to China - CNBC
If passed, the AI Overwatch Act would revoke existing licenses for such AI ... Global Business and Financial News, Stock Quotes, and Market Data and...
U.S. lawmakers push back on Trump plan to allow Nvidia AI chip exports to China - CNBC
SCMP
Chinese AI chipmaker Moore Threads sees tripling of revenue amid self-sufficiency push
Moore Threads, one of China’s artificial intelligence chip champions, expects to report a tripling of revenue for 2025, reflecting how local semiconductor firms are expanding rapidly amid Beijing’s push for self-sufficiency. The company, founded in 2020 by Nvidia’s former China head Zhang Jianzhong, said it expected revenue to land between 1.45 billion yuan (US$208 million) and 1.52 billion yuan after surging between 231 per cent and 247 per cent compared with 2024, according to a stock exchange...
Chinese AI chipmaker Moore Threads sees tripling of revenue amid self-sufficiency push
SCMP
China tech’s GPU dilemma: pay more for black-market H200s, or use slower local AI chips
Chinese AI companies wanting high-performance artificial intelligence chips from Nvidia are facing a dilemma: source them from the black market at much higher prices, or accept lower performance domestic alternatives from the likes of Huawei Technologies. That is because Chinese customs officials are currently holding Nvidia’s H200 chips at the border, despite Washington granting approval for the US company to ship its second most advanced graphics processing unit (GPU) to China, according to...
China tech’s GPU dilemma: pay more for black-market H200s, or use slower local AI chips
Bloomberg.com
Nvidia CEO Says AI Will Create Jobs For Electricians and Plumbers - Bloomberg.com
... AI, but will be able to ship older-generation H200 AI chips. China ... News reported. Some of the country's most prominent tech firms...
Nvidia CEO Says AI Will Create Jobs For Electricians and Plumbers - Bloomberg.com
PYMNTS.com
AI Inference Startup Baseten Raises $300 Million and Gains Backing From Nvidia
Nvidia reportedly invested $150 million in artificial intelligence (AI) inference startup Baseten. ... News, NVIDIA, PYMNTS News, What's Hot. 3 ✕ Here...
AI Inference Startup Baseten Raises $300 Million and Gains Backing From Nvidia
SCMP
Europe’s tech strength lies in deployment, not rivalry
Europe’s debate over its technological future is both timely and necessary. The centre of gravity for platform technologies, advanced semiconductors, hyperscale cloud infrastructure and artificial intelligence (AI) has undeniably shifted towards the United States and China. While the US boasts giants like Microsoft and Nvidia, and China has cultivated powerhouses like Huawei and Tencent, Europe has seen its share of the digital platform market shrink. However, viewing this shift as inevitable...
Europe’s tech strength lies in deployment, not rivalry
SCMP
Fighting back: Beijing builds its own ‘small yard, high fence’ to shut out US tech
“Small yard, high fence” was how Jake Sullivan, national security adviser under President Joe Biden, described US tech policy towards China. The approach, designed to fence off sensitive US technologies from China, was most commonly associated with export controls that, among others, restricted Chinese firms’ access to Nvidia’s advanced chips, the critical inputs for developing cutting-edge artificial intelligence systems. Beijing is now fighting back by taking a leaf out of that playbook. For...
Fighting back: Beijing builds its own ‘small yard, high fence’ to shut out US tech
CNBC
Nvidia shares are stuck. How the AI juggernaut can break its funk - CNBC
Wall Street isn't shying away from Nvidia despite its dull performance in recent months. Instead, its current valuation is making the chipmaker a...
Nvidia shares are stuck. How the AI juggernaut can break its funk - CNBC
SCMP
Chinese firms to incur higher costs for deploying advanced AI chips from US: analysts
Chinese companies are expected to shoulder higher costs for deploying advanced chips from the US, owing to a new 25 per cent tariff imposed by Washington on select high-performance semiconductors, according to analysts. The administration of US President Donald Trump on Wednesday said the new import duties on advanced artificial intelligence chips covered Nvidia’s H200 and Advanced Micro Devices’ MI325X graphics processing units, as well as their equivalent products and derivatives. According to...
Chinese firms to incur higher costs for deploying advanced AI chips from US: analysts
Reuters
Trump imposes 25% tariff on imports of some AI chips - Reuters
U.S. President Donald Trump on Wednesday imposed a 25% tariff on certain AI chips, such as the Nvidia H200 AI processor ​and a similar...
Trump imposes 25% tariff on imports of some AI chips - Reuters
Reuters
Trump's greenlight for Nvidia AI chips to China draws fire from lawmakers, former officials
... AI chips in China, arguing the move erodes America's ... The Reuters Daily Briefing newsletter provides all the news you need to start your day.
Trump's greenlight for Nvidia AI chips to China draws fire from lawmakers, former officials
Bloomberg.com
AI Chip Startup Etched Raises $500 Million to Take on Nvidia - Bloomberg.com
Nvidia is the leading maker of AI accelerators, the chips that help develop and run artificial intelligence models. ... Provide news feedback or report...
AI Chip Startup Etched Raises $500 Million to Take on Nvidia - Bloomberg.com
CNBC
Are we in an AI bubble? What 40 tech leaders and analysts are saying, in one chart - CNBC
Read more CNBC tech news ... Bubble talks ignited again at the end of last year after Nvidia CEO Jensen Huang dismissed fears of a possible AI bust...
Are we in an AI bubble? What 40 tech leaders and analysts are saying, in one chart - CNBC
TechCrunch
CES 2026: Everything revealed, from Nvidia's debuts to AMD's new chips to Razer's AI oddities
CES 2026 is in full swing in Las Vegas, with the show floor open to the public after a packed couple of days occupied by press conferences from...
CES 2026: Everything revealed, from Nvidia's debuts to AMD's new chips to Razer's AI oddities
TechCrunch
Ford has an AI assistant and new hands-free BlueCruise tech on the way | TechCrunch
And it wasn't made at a flashy keynote event; rather, Ford discussed the news ... “Physical AI is the next wave of AI,” Talla said. “Nvidia is...
Ford has an AI assistant and new hands-free BlueCruise tech on the way | TechCrunch