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Key Facts

Founded1993

Key PeopleJensen Huang

HeadquartersSanta Clara, USA

ProductsH100, B200, CUDA

Top News

BlackRock bets on 'picks and shovels' as AI spending boom shows no signs of slowing

BlackRock's chief investment strategist says the AI infrastructure spending wave is far from peaking, with chipmakers, energy producers, and copper-wire manufacturers positioned as the clearest winners. Tech giants are only beginning to tap credit markets for the next wave of AI growth, with global AI capex projected to reach $5 trillion to $8 trillion by 2030.

Business2 sources

BlackRock bets on 'picks and shovels' as AI spending boom shows no signs of slowing

Business2 sources

Nvidia CEO warns China's AI infrastructure advantage could reshape the global AI race

Nvidia CEO Jensen Huang highlights China's striking advantages in the AI race, from building data centers at unprecedented speeds to commanding twice the energy capacity of the US. Meanwhile, China AI models have surged from 1% to 30% of global AI usage in just one year, signaling a competitive battle for AI dominance.

Business3 sources

Nvidia CEO warns China's AI infrastructure advantage could reshape the global AI race

Business3 sources

Moore Threads surges over 500% in blockbuster Shanghai IPO as China accelerates chip independence

Moore Threads, dubbed 'China's Nvidia,' skyrocketed over 500% in its Shanghai trading debut after raising $1.1 billion. Founded by ex-Nvidia executive James Zhang, the Chinese chipmaker's explosive market entry reflects Beijing's aggressive push for semiconductor independence amid tightening US export controls on advanced AI chips.

Business6 sources

Moore Threads surges over 500% in blockbuster Shanghai IPO as China accelerates chip independence

Business6 sources

Senators Push SAFE Chips Act to Block Advanced AI Chips Sales to China for 30 Months

A bipartisan group of U.S. senators has introduced the SAFE Chips Act to lock in export controls on AI chips from Nvidia and AMD to China for 30 months. The bill would prevent the Trump administration from loosening restrictions, limiting sales to older H20 and MI308 models while China advances its own semiconductor capabilities.

Policy6 sources

Senators Push SAFE Chips Act to Block Advanced AI Chips Sales to China for 30 Months

Policy6 sources

Palantir launches Chain Reaction with Nvidia to solve AI's energy crisis and power crunch

Palantir unveiled Chain Reaction, an AI-powered software platform designed to eliminate energy bottlenecks threatening AI growth. Partnering with Nvidia and CenterPoint Energy, the company aims to modernize power generation, stabilize electric grids, and accelerate AI data center construction as demand for compute power outpaces energy infrastructure capacity.

Technology5 sources

Palantir launches Chain Reaction with Nvidia to solve AI's energy crisis and power crunch

Technology5 sources

Cambricon Technologies plans to triple AI chip production to fill Nvidia void in China

Chinese chipmaker Cambricon Technologies aims to produce 500,000 AI accelerator chips in 2026, tripling its output to fill the gap left by Nvidia's retreat from China. The ambitious plan faces significant hurdles including a 20% yield rate for its flagship chips and intense competition with Huawei for fabrication resources.

Technology3 sources

Cambricon Technologies plans to triple AI chip production to fill Nvidia void in China

Technology3 sources

RBC targets up to C$1 billion in enterprise value from AI by 2027 as deployment accelerates

Royal Bank of Canada is on track to generate between C$700 million and C$1 billion in incremental enterprise value from AI by 2027. The bank has deployed AI across multiple functions, from its proprietary ATOM foundation model for credit adjudication to RBC Assist reaching over 30,000 employees, positioning itself among global banking leaders in AI research.

Business2 sources

RBC targets up to C$1 billion in enterprise value from AI by 2027 as deployment accelerates

Business2 sources

NVIDIA AI Servers Achieve 10x Performance Boost for Mixture of Experts Models from DeepSeek and Moonshot

NVIDIA has shattered performance records with its GB200 Blackwell NVL72 servers, delivering a tenfold efficiency boost for mixture-of-expert AI models including those from China's DeepSeek and Moonshot AI. The breakthrough addresses a critical computing bottleneck in scaling MoE models, using 72 chips with high-bandwidth links and 30TB of fast shared memory to enable expert parallelism at unprecedented levels.

Technology3 sources

NVIDIA AI Servers Achieve 10x Performance Boost for Mixture of Experts Models from DeepSeek and Moonshot

Technology3 sources

Trump approves Nvidia H200 exports to China with 25% revenue cut, sparking national security debate

The US government has approved Nvidia's sale of H200 AI chips to China, with the US taking a 25% cut of sales. The decision reverses previous AI chip export curbs and has sparked intense debate among experts and lawmakers who warn it could help China close the gap in the AI race, while supporters argue controlled access maintains US technological superiority.

Policy96 sources

Trump approves Nvidia H200 exports to China with 25% revenue cut, sparking national security debate

Policy96 sources

AWS unveils AI Factories to deploy full-stack systems inside customer data centers

AWS introduced AI Factories at its re:Invent conference, bringing complete AI infrastructure directly into customer facilities. The service deploys AWS-managed racks with Trainium3 accelerators or Nvidia Blackwell GPUs alongside Nova Forge for custom model training. This shift addresses data sovereignty and regulatory requirements while AWS also announced multi-cloud partnerships with Google Cloud and Microsoft Azure.

Technology3 sources

AWS unveils AI Factories to deploy full-stack systems inside customer data centers

Technology3 sources

Nebius leverages Microsoft, Meta contracts to fuel AI expansion across Europe and US markets

Netherlands-based data center operator Nebius is capitalizing on multi-billion dollar contracts with Microsoft and Meta to accelerate its AI infrastructure business. The $17 billion Microsoft deal and $3 billion Meta tie-up have driven the company's stock up 248% this year, pushing its market capitalization past $25 billion as it positions itself as Europe's biggest neocloud provider.

Business2 sources

Nebius leverages Microsoft, Meta contracts to fuel AI expansion across Europe and US markets

Business2 sources

Nvidia caught between U.S. export controls and China's pushback as AI chip war intensifies

The U.S. approved exports of Nvidia's H200 AI chips to China, reversing restrictive policies, but Beijing is limiting access to favor domestic alternatives. A new Senate bill could halt shipments for 30 months, while evidence shows the People's Liberation Army uses Nvidia hardware for military applications. The escalating tensions highlight the complex geopolitical frictions reshaping the global semiconductor supply chain.

Policy8 sources

Nvidia caught between U.S. export controls and China's pushback as AI chip war intensifies

Policy8 sources

HPE raises networking forecast by $11B as Juniper integration accelerates AI-native portfolio

Five months after acquiring Juniper Networks for $13.4 billion, HPE has increased its networking revenue forecast by $11 billion to mid-single digit growth. The company unveiled a combined Aruba-Juniper portfolio at HPE Discover Barcelona, introducing new AI-native switches and routers while unifying management platforms. Partners say they're ready to challenge Cisco's market leadership.

Technology5 sources

HPE raises networking forecast by $11B as Juniper integration accelerates AI-native portfolio

Technology5 sources

AI Demand Triggers Component Shortage as Dell and Lenovo Plan 15% Price Increases for Servers

Major PC and server manufacturers are implementing steep price increases as AI demand creates severe component shortages. Dell and Lenovo plan 15% server price hikes, with Dell potentially raising prices as early as mid-December. Memory chip prices have surged up to 60%, forcing manufacturers across the industry to reconsider production roadmaps and warn customers of sustained supply chain turbulence.

Business11 sources

AI Demand Triggers Component Shortage as Dell and Lenovo Plan 15% Price Increases for Servers

Business11 sources

Google emerges from AI laggard status to lead the race against OpenAI and Nvidia

Once dismissed as an AI laggard, Google has surged ahead in the artificial intelligence competition. The stock market signals a dramatic shift as Alphabet shares rally 66% this year following Gemini 3's release, while OpenAI proxies Nvidia and Microsoft underperform. Google's custom chips now threaten to disrupt the semiconductor landscape.

Business2 sources

Google emerges from AI laggard status to lead the race against OpenAI and Nvidia

Business2 sources

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