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Nvidia says its Blackwell GPUs remain a generation ahead of rivals as Google’s TPUs gain traction with major AI customers.
Michael Burry warns Nvidia’s surge resembles Cisco’s dot-com bubble peak, citing risks of an 80%-style correction.
A trader earned about $4 million in one day after Nvidia call options jumped 40% ahead of the company’s earnings.
Nvidia’s Q3 report is emerging as a key test of whether the AI hardware boom can maintain momentum.
Musk says xAI will build a 500-megawatt Saudi AI project using Nvidia tech and predicts humanoid robots will become the biggest product in history.
Rising memory prices push AMD and NVIDIA to consider ending production of budget gaming graphics cards.
Microsoft, Nvidia and Anthropic form a strategic AI partnership to scale Claude models and expand enterprise AI capabilities.
Nvidia CEO Jensen Huang announced an order backlog of roughly $500 billion tied to new AI-chip generations, setting intense focus on the company’s upcoming Q3 earnings and growth outlook.
Billionaire Peter Thiel has exited his full position in Nvidia, citing fears of an artificial-intelligence-driven tech bubble that may already be peaking.
Popular U.S. growth and tech names drop between 4% and 10% in a broad risk-off move across equities.
Shares of SoftBank Group fell by as much as 10% after the conglomerate sold its entire stake in NVIDIA Corporation for $5.8 billion, highlighting mounting funding pressures from its ambitious AI investments.
Nvidia urges TSMC to raise 3nm wafer output by 50% to 160,000 per month to meet soaring Blackwell AI chip demand.
SoftBank sells its entire stake in Nvidia for $5.8 billion as it reallocates capital toward new AI and semiconductor ambitions.
Nvidia accounts for 8.5% of the S&P 500 with a $5.1 trillion valuation, surpassing multiple national markets and entire index sectors.
NVIDIA signs a potential $2 billion memorandum with Kazakhstan to supply AI chips and accelerate the country’s digital transformation.