NVIDIA Corp (NVDA)
China steps up customs crackdown on Nvidia AI chips, FT reports
China has stepped up the enforcement of its controls on chip imports, as Beijing seeks to wean the country's technology companies away from U.S. products such as Nvidia's artificial intelligence processors, the Financial Times reported on Friday.
Can Nvidia reach $7 trillion? One of Wall Street's biggest bulls now thinks so.
The AI infrastructure build-out is still in its early stages, Cantor analysts say, as they see hundreds of billions of dollars in demand still ahead and believe Nvidia's opportunity in the market has more to run.
Will NVIDIA's Data Center Business Unit Keep Beating Sales Records?
NVDA's data center business keeps smashing records as AI demand and Blackwell-powered systems drive explosive growth.
Nvidia: Investing Like A Private Equity Firm
Nvidia has engaged in several high-profile investments and partnerships, including with Intel, OpenAI, Wayve, and Figure, in the past month. It helps to look at these moves in the context of capital allocation decisions available to it. Nvidia's external investments come with a twist in that it is investing either in its customers or partners that help expand its TAM.
Nvidia Stock Jumps Again. What TSMC Has to Do With It.
CEO Jensen Huang said that demand for AI was growing exponentially.
AI Bubble? Jamie Dimon, Nvidia's Jensen Huang, Goldman Sachs Weigh In.
Fed members disagreed about further rate cuts, Kevin Warsh aims to remake the central bank, tech earnings are around the corner, and more news to start your day.
US Approves Some Nvidia Chip Sales to UAE
The US has approved several billion dollars worth of Nvidia chip exports to the United Arab Emirates. The Commerce Department's Bureau of Industry and Security recently issued the Nvidia export licenses under the terms of a bilateral AI agreement hashed out in May, according to people familiar with the matter.
US approves some Nvidia UAE sales, Bloomberg News reports
The United States has approved several billion dollars worth of Nvidia chip exports to the United Arab Emirates, Bloomberg News reported on Wednesday, citing people familiar with the matter.
Nvidia: It's Difficult To Be Bearish With Nvidia's Valuation
NVIDIA stands as the core of the AI infrastructure revolution, evolving far beyond a traditional chip company. NVDA's vertically integrated ecosystem, CUDA software, and strategic partnerships create a formidable moat and high switching costs for developers. Financially, NVDA boasts 56% YoY revenue growth, strong margins, and robust guidance, making bearish arguments difficult to sustain.
Musk's xAI Funding Round Gets Boost From Nvidia
Elon Musk's artificial intelligence startup xAI is raising more financing than initially planned, with a boost from partners including Nvidia. Bloomberg's Carmen Arroyo joins Caroline Hyde and Ed Ludlow on “Bloomberg Tech.
Nvidia's Jensen Huang Says AI Demand Is Up 'Substantially' This Year, and Still Growing
Demand for artificial intelligence is booming and only just getting started, according to Nvidia CEO Jensen Huang.
Nvidia's Jensen Huang seems to disagree with Trump on this big AI topic
The Nvidia CEO says he doesn't think the U.S. is far ahead of China in AI development, while President Donald Trump has suggested no other country poses a serious threat to the U.S.'s lead.
