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Nvidia is exploring higher H200 chip output as Chinese demand exceeds current production capacity.
Nvidia is preparing to scale back production of its GeForce RTX 50 graphics cards as surging memory and storage prices dampen consumer upgrade demand, particularly in key Asian markets.
Nvidia launched its open Nemotron 3 AI model family and announced Super and Ultra versions coming in 2026, sending shares up 1.7%.
Hardware makers plan to lower base memory in laptops and smartphones, pushing higher RAM configurations into premium segments without cutting prices.
Micron exits the consumer memory market to focus solely on AI data-center products, tightening an already constrained retail supply.
The U.S. plans to invest up to $150 million in xLight to develop energy-efficient chip-making lasers and reduce reliance on foreign lithography tools.
Nvidia revenue has surged twelvefold since ChatGPT’s release, reaching $57 billion in Q3 2025.
Baidu strengthens its position as China’s leading AI chip supplier as domestic demand rises and access to Nvidia hardware remains limited.
Nvidia shares fell after reports that Meta is considering buying Google’s AI chips, raising concerns that the industry’s largest GPU buyer may diversify away from Nvidia.
Nvidia’s Q3 report is emerging as a key test of whether the AI hardware boom can maintain momentum.
OpenAI drafts a five-year path to fund $1T+ of data centers, chips, and energy to deliver its promised AI compute.
SoftBank sells its entire stake in Nvidia for $5.8 billion as it reallocates capital toward new AI and semiconductor ambitions.
Nvidia has officially become the first company in history to reach a $5 trillion market capitalization, cementing its dominance in the AI era and setting a new benchmark for global technology valuation.