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Key Facts

Founded1993

Key PeopleJensen Huang

HeadquartersSanta Clara, USA

ProductsH100, B200, CUDA

Top News

Google TPUs Challenge Nvidia's AI Chip Dominance as Meta Explores Billion-Dollar Switch

Meta is reportedly in advanced talks to adopt Google's Tensor Processing Units (TPUs) for its AI infrastructure, marking a potential shift away from Nvidia's dominant GPU platform. The deal could involve billions in spending and represents growing competition in the AI chip market.

Business50 sources

Google TPUs Challenge Nvidia's AI Chip Dominance as Meta Explores Billion-Dollar Switch

Business50 sources

Zoom's AI-First Strategy Shows Early Promise as Q3 Results Beat Estimates

Zoom reported stronger-than-expected Q3 results with 4.4% revenue growth, driven by AI adoption and enterprise traction. The company's AI Companion usage grew 4x year-over-year, while new AI products are gaining momentum in major deals.

Business7 sources

Zoom's AI-First Strategy Shows Early Promise as Q3 Results Beat Estimates

Business7 sources

Michael Burry Launches Newsletter Warning of AI Bubble After Closing Hedge Fund

The 'Big Short' investor who predicted the 2008 housing crash has launched a Substack newsletter to share his bearish views on AI valuations. Burry draws parallels between today's AI boom and past market bubbles, comparing current Fed Chair Powell's dismissive stance to Alan Greenspan's pre-2008 housing bubble comments.

Business2 sources

Michael Burry Launches Newsletter Warning of AI Bubble After Closing Hedge Fund

Business2 sources

Disney Unveils AI-Powered Olaf Robot: Next-Generation Character Technology Transforms Theme Park Experiences

Disney's Imagineering division debuts an autonomous Olaf robot using advanced AI and reinforcement learning, marking a breakthrough in bringing animated characters to life in theme parks through partnerships with NVIDIA and Google DeepMind.

Entertainment4 sources

Disney Unveils AI-Powered Olaf Robot: Next-Generation Character Technology Transforms Theme Park Experiences

Entertainment4 sources

AWS Announces $50 Billion Investment in AI Infrastructure for U.S. Government

Amazon Web Services plans to invest up to $50 billion to build AI and high-performance computing infrastructure specifically for U.S. government agencies, adding 1.3 gigawatts of capacity starting in 2026.

Business11 sources

AWS Announces $50 Billion Investment in AI Infrastructure for U.S. Government

Business11 sources

Yale Expert Warns Stargate AI Project May Violate Century-Old Antitrust Laws

A Yale Law School researcher raises concerns that the $500 billion Stargate Project, involving OpenAI, Oracle, Nvidia and other AI giants, could violate antitrust laws by stifling competition and creating monopolistic practices in the AI sector.

Policy2 sources

Yale Expert Warns Stargate AI Project May Violate Century-Old Antitrust Laws

Policy2 sources

Trump Administration Considers Allowing Nvidia H200 AI Chip Sales to China Amid Trade Détente

The Trump administration is reviewing export restrictions on Nvidia's advanced H200 AI chips to China, signaling a potential shift in U.S.-China tech policy. This comes as bilateral relations show positive momentum following recent diplomatic agreements.

Policy16 sources

Trump Administration Considers Allowing Nvidia H200 AI Chip Sales to China Amid Trade Détente

Policy16 sources

Chinese Developer TiGames Defends Zoopunk Against AI Generation Allegations Following Xbox Showcase

TiGames clarifies that their upcoming rabbit action game Zoopunk was created by human artists, not AI, after suspicions arose from the game's connection to Nvidia's generative AI demonstrations and Xbox showcase appearance.

Technology2 sources

Chinese Developer TiGames Defends Zoopunk Against AI Generation Allegations Following Xbox Showcase

Technology2 sources

AI Bubble Fears Trigger Global Semiconductor Selloff as SoftBank Plunges 40%

Growing investor concerns about an AI investment bubble have sparked a major selloff in global semiconductor stocks, with SoftBank losing $50 billion in market cap amid questions about AI valuations and spending sustainability.

Business3 sources

AI Bubble Fears Trigger Global Semiconductor Selloff as SoftBank Plunges 40%

Business3 sources

Federal Prosecutors Charge Four in $3.9 Million Nvidia AI Chip Smuggling Operation to China

Four individuals, including two US citizens, have been charged with illegally smuggling hundreds of Nvidia AI chips and HPE supercomputers to China, bypassing US export controls through fake companies and falsified paperwork in a scheme worth nearly $4 million.

Policy12 sources

Federal Prosecutors Charge Four in $3.9 Million Nvidia AI Chip Smuggling Operation to China

Policy12 sources

Elon Musk Predicts Work Will Be Optional Within 20 Years as AI and Robotics Transform Labor

Tesla CEO Elon Musk forecasts that artificial intelligence and robotics will make traditional employment optional within 10-20 years, comparing future work to hobby gardening. His bold prediction sparks debate about automation's impact on jobs and the feasibility of a post-scarcity economy.

Entertainment4 sources

Elon Musk Predicts Work Will Be Optional Within 20 Years as AI and Robotics Transform Labor

Entertainment4 sources

BigBear.ai Partners with Malaysia to Develop Southeast Asia's First AI-Driven Aerospace Hub

BigBear.ai signs strategic MOU to integrate AI and security technologies into Malaysia's Pahang Aerospace City, marking the company's expansion into Southeast Asia's aerospace sector.

Business2 sources

BigBear.ai Partners with Malaysia to Develop Southeast Asia's First AI-Driven Aerospace Hub

Business2 sources

Super Micro Computer Stock Surges on Nvidia Partnership Momentum and New AMD-Powered AI Server Launch

Super Micro Computer's stock jumped following Nvidia's strong Q3 earnings and the company's announcement of a new AMD-powered AI server featuring Instinct MI355X GPUs, highlighting its position in the expanding AI infrastructure ecosystem.

Business3 sources

Super Micro Computer Stock Surges on Nvidia Partnership Momentum and New AMD-Powered AI Server Launch

Business3 sources

Nvidia Faces Growing Skepticism from Prominent Short Sellers Over AI Boom Sustainability

Nvidia defends itself against accusations from Michael Burry and other prominent investors who question the sustainability of AI spending and compare the company's practices to historical financial scandals like Enron.

Business9 sources

Nvidia Faces Growing Skepticism from Prominent Short Sellers Over AI Boom Sustainability

Business9 sources

Nokia Restructures Around AI Networks with $1 Billion Nvidia Partnership

Nokia announces major business restructuring to focus on AI-driven network infrastructure, splitting into two main divisions while targeting significant growth in the AI and data center markets through its partnership with Nvidia.

Business2 sources

Nokia Restructures Around AI Networks with $1 Billion Nvidia Partnership

Business2 sources

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