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OpenAI’s Sora platform is driving $15 million in daily costs and intensifying shortages in PC hardware as AI demand accelerates.
AMD and Nvidia are preparing to raise graphics card prices in early 2026 as soaring memory costs squeeze margins and disrupt long-standing pricing strategies.
Nvidia is negotiating a $2–$3 billion acquisition of AI21 Labs as it expands deeper into generative AI software.
Intel sells 214.8 million shares to Nvidia for $5 billion, giving Nvidia an estimated 4% stake.
Nvidia has agreed to acquire AI chip startup Groq for about $20 billion, marking the largest acquisition in its history as it accelerates its push to dominate next-generation AI hardware.
Nvidia aims to start shipping H200 AI chips to China by mid-February amid strong demand.
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.