NVIDIA
NVIDIA designs the GPUs that train and run virtually every major AI model, from the H100 to the Blackwell generation. Its CUDA software stack and data-center chips made it one of the most valuable companies on Earth and the bottleneck of the AI boom. All our NVIDIA coverage: chips, earnings and ecosystem news.
Ibiden Bets 500 Billion Yen on the Foundation Beneath AI Chips
Japan's Ibiden is pouring money into capacity so NVIDIA and AMD don't run short of substrates. Why spend billions on what is essentially laminate?
Yuan vs. dollar: how 37 extra points hit Chinese AI
China's central bank has adjusted the yuan fix again. Here is why the slide is more than numbers: a hidden tax on imported GPUs for local labs.
Jensen Huang vs. Wall Street: The Panic Over Software Makes No Sense
Nvidia's CEO calls the selloff in software stocks "the most illogical thing in the world." While investors fear an AI apocalypse, Jensen sees only growth.
Satya Nadella defends Copilot: the billions aren't wasted (or so he says)
Positron Takes On Nvidia: $230 Million to Dethrone the King
The End of the SaaS Era: Why Asian Investors Have Started Dumping Software Stocks
Nvidia and OpenAI: a $20 billion alliance (and it may not stop there)
Anthropic opens its wallet: employees get to sell shares, but the valuation raises questions
Claude's maker is preparing an employee share buyback. Reports cite a $350 billion valuation. Is Dario Amodei now richer than Sam Altman, or is this lost in…
GPT-5.2: OpenAI Makes Its Model Run 40% Faster (No Steroids Required)
OpenAI engineers pulled off a small optimization miracle. GPT-5.2 and Codex are significantly faster with no change to the architecture. Here's how that's possible.
Super Micro: The AI Fever Continues (With No End in Sight)
Nvidia and OpenAI: Where Did the $100 Billion Go?
The AI rally shifts course: why JPMorgan says to look beyond Nvidia
Nvidia and OpenAI: a $20 billion marriage of convenience
Nvidia and OpenAI: A Billion-Dollar Friendship Without the Drama
Jensen Huang has dismissed rumors of a rift with OpenAI. Nvidia still plans to invest in the maker of ChatGPT, but the $100 billion figure turned out to be fiction.
The Butterfly Effect Under Threat: How Google and Nvidia Are Trying to Tame Weather Chaos
Meteorology has spent decades struggling to predict storms. Now tech giants are stepping in with neural networks. Can they outplay chaos, or is this just expensive…