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Key Facts

Founded1993

Key PeopleJensen Huang

HeadquartersSanta Clara, USA

ProductsH100, B200, CUDA

Top News

Supermicro co-founder pleads not guilty to $2.5 billion China chip smuggling charges

Supermicro co-founder Yih-Shyan Wally Liaw entered a not guilty plea to charges of illegally diverting billions in Nvidia AI-powered servers to China. Released on $5 million bond, Liaw faces trial in November alongside two co-defendants in what prosecutors call the highest-profile crackdown on restricted AI technology smuggling. The charges wiped over $6 billion from Supermicro's market value.

Policy5 sources

Supermicro co-founder pleads not guilty to $2.5 billion China chip smuggling charges

Policy5 sources

Nvidia China market share plummets to 55% as Chinese chipmakers capture 41% with 1.65 million AI GPUs

Nvidia's dominance in China has eroded dramatically, with its market share falling from 95% to just 55% as Chinese chipmakers shipped 1.65 million AI GPUs in 2025. Huawei leads domestic vendors with 812,000 units, while U.S. export controls accelerate Beijing's push for self-reliance in semiconductors. The shift marks a critical turning point in the global AI chip race.

Business4 sources

Nvidia China market share plummets to 55% as Chinese chipmakers capture 41% with 1.65 million AI GPUs

Business4 sources

Iran threatens US tech companies as AI data centers become targets in escalating conflict

Iran's Islamic Revolutionary Guard Corps has issued direct threats against major US tech companies operating in the Middle East, warning of imminent attacks on AI data centers including the $30 billion Stargate facility in Abu Dhabi. The escalation follows earlier strikes on Amazon Web Services infrastructure and marks a dangerous shift toward targeting billions in commercial tech assets.

Technology12 sources

Iran threatens US tech companies as AI data centers become targets in escalating conflict

Technology12 sources

Oracle cuts thousands of jobs to fund AI data centers as stock rises amid restructuring push

Oracle has begun mass layoffs affecting an estimated 10,000 employees across multiple divisions as it redirects resources toward AI investments and data center infrastructure. The company's stock rose 2.6% in premarket trading following the announcement, even as affected workers received termination notices. The cuts are part of a broader restructuring plan valued at $2.1 billion.

Business23 sources

Oracle cuts thousands of jobs to fund AI data centers as stock rises amid restructuring push

Business23 sources

AI factories turn to grid flexibility as power demand outpaces infrastructure buildout

NVIDIA and Emerald AI unveiled a power-flexible AI factory architecture that treats data centers as intelligent grid assets rather than static loads. The collaboration aims to unlock up to 100 gigawatts of extra capacity from existing U.S. infrastructure while Europe struggles with high energy costs that threaten its AI competitiveness. Major power producers including AES, Constellation, and Vistra are backing the approach.

Technology5 sources

AI factories turn to grid flexibility as power demand outpaces infrastructure buildout

Technology5 sources

Nvidia DLSS 4.5 launches with 6x frame generation and dynamic mode for RTX 50 series GPUs

Nvidia has officially rolled out DLSS 4.5 through a beta update for the Nvidia App, bringing 6x Multi Frame Generation and Dynamic Multi Frame Generation exclusively to RTX 50 series GPUs. The update generates up to five additional frames for every natively rendered frame while automatically adjusting multipliers to match your monitor's refresh rate, promising smoother 4K 240Hz gaming with minimal latency impact.

Technology12 sources

Nvidia DLSS 4.5 launches with 6x frame generation and dynamic mode for RTX 50 series GPUs

Technology12 sources

Nvidia's $2 billion Marvell investment turns competitor into ecosystem partner via NVLink Fusion

Nvidia has invested $2 billion in Marvell Technology, pulling one of the largest custom AI chip designers into its NVLink Fusion ecosystem. The deal ensures that Marvell's custom accelerators for hyperscalers like Amazon, Google, and Microsoft remain dependent on Nvidia's infrastructure, effectively turning potential competition into a revenue stream through mandatory platform components.

Technology14 sources

Nvidia's $2 billion Marvell investment turns competitor into ecosystem partner via NVLink Fusion

Technology14 sources

TSMC's chip capacity booked through 2028 as AI demand opens door for Samsung Electronics

TSMC's advanced manufacturing capacity is completely reserved through 2028, with major clients like Nvidia and Apple securing all 2-nanometer slots. The supply crunch driven by AI workloads has created a rare opening for Samsung Electronics, the only other chipmaker with 2nm capabilities, to capture market share in the intensifying chip race.

Business3 sources

TSMC's chip capacity booked through 2028 as AI demand opens door for Samsung Electronics

Business3 sources

Starcloud raises $170 million to build AI data centers in space, reaching unicorn status

Starcloud has raised $170 million at a $1.1 billion valuation to build orbital data centers powered by solar energy. The startup already launched the first Nvidia H100 chip in space and demonstrated AI model training in orbit. But the business model depends on unproven technology and SpaceX's Starship rocket, which isn't flying commercially yet.

Startups10 sources

Starcloud raises $170 million to build AI data centers in space, reaching unicorn status

Startups10 sources

Mistral AI raises $830M in debt financing to build Nvidia-powered data center near Paris

French AI startup Mistral AI secured $830 million in debt financing to construct a new data center near Paris powered by 13,800 Nvidia chips. The facility, expected to be operational by Q2 2026, marks Europe's push for AI autonomy as demand surges from governments and enterprises seeking alternatives to US hyperscalers.

Business17 sources

Mistral AI raises $830M in debt financing to build Nvidia-powered data center near Paris

Business17 sources

Eli Lilly strikes $2.75 billion deal with Insilico Medicine to accelerate AI drug development

Eli Lilly has signed a major partnership with Hong Kong-based Insilico Medicine worth up to $2.75 billion to develop AI-powered drugs. The deal includes $115 million upfront and gives Lilly exclusive global rights to commercialize therapeutics designed by artificial intelligence. Insilico has already developed 28 drugs using generative AI, with nearly half in clinical stages.

Business13 sources

Eli Lilly strikes $2.75 billion deal with Insilico Medicine to accelerate AI drug development

Business13 sources

Chinese universities with military ties acquired Super Micro servers with sanctioned Nvidia AI chips

Four Chinese universities, including two linked to the People's Liberation Army, purchased Super Micro servers equipped with restricted Nvidia A100 chips over the past year despite US export controls. The acquisitions come amid a $2.5 billion smuggling case involving Super Micro's co-founder, prompting US senators to call for stricter export license controls on advanced AI hardware to China.

Policy4 sources

Chinese universities with military ties acquired Super Micro servers with sanctioned Nvidia AI chips

Policy4 sources

Huawei's new AI chip wins over ByteDance and Alibaba with CUDA compatibility breakthrough

Huawei's Ascend 950PR AI chip has successfully completed customer testing, with ByteDance and Alibaba planning to place orders. The breakthrough comes from improved CUDA software system compatibility through CANN Next, making it easier for Chinese tech companies to migrate from Nvidia. Huawei plans to ship 750,000 chips this year as demand for domestic alternatives grows.

Technology4 sources

Huawei's new AI chip wins over ByteDance and Alibaba with CUDA compatibility breakthrough

Technology4 sources

Meta skyrockets El Paso data center investment to $10 billion as AI infrastructure race intensifies

Meta Platforms Inc. has increased its investment in an El Paso, Texas AI data center from $1.5 billion to $10 billion, marking a more than sixfold jump. The facility aims to reach one gigawatt capacity by 2028 and will create 300 permanent jobs. This massive escalation reflects the intense competition among tech giants to build infrastructure for artificial intelligence amid soaring demand for computing power.

Business4 sources

Meta skyrockets El Paso data center investment to $10 billion as AI infrastructure race intensifies

Business4 sources

Nvidia CEO Jensen Huang says the future of AI is both open and proprietary, not one or the other

Nvidia CEO Jensen Huang declared that the future isn't about choosing between open versus proprietary AI models—it's about using both together. At GTC, industry leaders discussed how AI orchestration systems will blend open-source AI and proprietary models to create specialized solutions across industries, with Nvidia launching the Nemotron Coalition to advance this vision.

Technology2 sources

Nvidia CEO Jensen Huang says the future of AI is both open and proprietary, not one or the other

Technology2 sources

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