Do Son NVIDIA is playing the long game in India. By partnering with the $75M Activate fund, they are locking in the next generation of AI giants before they even exist.
Jensen Huang
NVIDIA has fully divested its $156M stake in Arm. Is it a rift or a calculated move as Arm prepares to build its own chips? Discover the new "Grace" strategy.
Alphabet triggers a $32 billion debt offensive to fund a record $185 billion AI CapEx. Is the "Century Bond" a vote of confidence or a sign of an AI bubble?
NVIDIA has reportedly canceled all 2026 gaming GPU launches. Discover how the AI "memory supercycle" is delaying the RTX 50 Super and RTX 60 series indefinitely.
NVIDIA’s $100B infrastructure pact with OpenAI has reached a "deep freeze." CEO Jensen Huang cited business discipline concerns and rising rivals like Gemini.
Jensen Huang dismisses custom AI chips as "illogical," announcing a $45B R&D surge to ensure NVIDIA’s programmable GPUs outpace static ASIC competitors.
NVIDIA replaces Apple as TSMC's largest customer in Jan 2026. Discover how the $33B AI chip boom is rewriting the rules of the silicon industry.
NVIDIA doubles down on AI infrastructure with a $2B stake in CoreWeave. Together, they aim to build a massive 5GW "AI Factory" ecosystem by 2030.
NVIDIA folds DGX Cloud into its engineering arm to focus on internal R&D. Is the AI "arms dealer" quitting the cloud war to protect its chip monopoly?
NVIDIA pays $20B to license Groq's LPU tech and hires founder Jonathan Ross, neutralizing a top inference rival while dodging antitrust blocks.
NVIDIA's Q3 revenue hit a record $57B, up 62% YoY, as CEO Jensen Huang declares the AI boom is not a bubble but its "true ascent." Shares surge 5%.
NVIDIA CEO Jensen Huang unveiled the first Blackwell wafer produced at TSMC's Arizona fab. The move, a landmark for the US supply chain, signals volume production of the next-gen AI chip in America.
NVIDIA reported $44.1B Q1 revenue, a 69% YoY increase, driven by AI demand and Blackwell adoption, despite $4.5B impact from China export restrictions.