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Elon Musk said his upcoming AI chip could outperform Nvidia’s products while costing a fraction of the price.
Michael Burry criticized the financing structure behind Nvidia GPU purchases used by xAI, arguing that complex off-balance-sheet arrangements obscure risk while shifting exposure to investors through private credit markets.
Nvidia CEO Jensen Huang described the recent technology selloff as a buying opportunity, arguing that AI-related stocks remain attractively valued as the global AI infrastructure buildout is still in its early stages.
Google will pay SpaceX $920 million per month for access to approximately 110,000 Nvidia GPUs and AI infrastructure.
Marvell shares surged after Nvidia CEO Jensen Huang described the company as the next potential trillion-dollar business, highlighting its growing role in AI infrastructure and networking.
Investors now view Nvidia as a safer borrower than the U.S. government, with the company’s five-year credit default swap trading below U.S. sovereign CDS levels.
Nvidia unveiled its Vera CPU for AI agents alongside new AI models, robotics platforms, and AI PC technologies, outlining a broader vision for agentic and physical AI.
Nvidia shares gained after the company unveiled its new RTX Spark processor for Windows laptops, marking a major push into the PC market traditionally dominated by Intel and AMD.
Microsoft is preparing to launch the Surface Laptop Ultra, its most powerful laptop yet, featuring Nvidia’s RTX Spark chip and positioning the device as a direct competitor to Apple’s MacBook Pro.
Nvidia’s annual spending in Taiwan exceeded $100 billion as AI demand drives semiconductor investment.
SoftBank’s former Nvidia stake would be worth about $253 billion today after the chipmaker’s AI-driven surge.
The Nasdaq 100 closed above 30,000 for the first time in history after surging 31% in just 56 days, fueling comparisons between today’s AI boom and the late-1990s dot-com rally.
South Korea became the second country after the United States to have more than one public company valued above $1 trillion, led by Samsung and SK Hynix.
SK Hynix officially joined the $1 trillion market cap club after shares surged 11%, fueled by record earnings and booming demand for AI memory chips used in Nvidia systems.
Micron became a $1 trillion company for the first time after shares surged 18% in a single session, driven by explosive demand for AI memory chips and tightening global supply.