Nvidia CEO Jensen Huang said he is uncertain whether China would permit its companies to buy Nvidia’s H200 AI chips even if the U.S. eases export restrictions
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Nvidia CFO Colette Kress said the company’s deal with OpenAI is not yet finalized.
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Chinese tech companies, including Alibaba and ByteDance, are training AI models overseas to access Nvidia chips, the Financial Times reported, citing sources
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Nvidia reported strong results for the period ending Oct. 26, earning $1.30 per share (beating by $0.04) with revenue up 62.5% YoY to $57.01B, surpassing estimates by $1.91B
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Dell Technologies announced deeper integration of Nvidia technology to boost enterprise AI and high-performance computing.
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The U.S. government has reportedly blocked Nvidia from selling its latest scaled-down AI chip, the B30A, to China, according to The Information
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NVIDIA confirmed a collaboration with Uber to enhance its autonomous driving models using Uber’s extensive real-world driving data
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Nvidia and Taiwan Semiconductor Manufacturing Company (TSMC) have completed the production of the very first made-in-the-USA Blackwell chip wafer at TSMC's Arizona facility
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Nvidia has joined forces with Australian startup Firmus Technologies to develop a $2.9 billion AI data center network powered by renewable energy.
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Nvidia GPU Demand Surging 10-to-1 Amid “AI Revolution”: Wedbush
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China has intensified customs checks on semiconductor imports, including Nvidia’s AI chips, according to the Financial Times.
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Cantor Fitzgerald raised its Nvidia price target to a record $300 from $240, the highest on Wall Street, reaffirming its “Top Pick” Overweight rating.
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The U.S. has approved billions of dollars in Nvidia AI chip exports to the United Arab Emirates as part of a major bilateral artificial intelligence agreement, Bloomberg reported.
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Elon Musk’s AI startup xAI is securing $20 billion in funding through an innovative mix of equity and debt tied directly to Nvidia GPUs.
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Nvidia remains Cantor Fitzgerald’s top semiconductor pick and could eventually reach a $10 trillion market cap, following its expanding role in powering AI infrastructure — now reinforced by a new deal with OpenAI.
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Nvidia plans to invest up to $100 billion in OpenAI over time to build advanced AI data centers.
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The Cyberspace Administration of China (CAC) has ordered top tech firms to stop buying Nvidia’s AI chips, the Financial Times reported.
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Nvidia confirmed it has received licenses to sell H20 chips to several key Chinese customers but cautioned that geopolitical tensions remain.
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Nvidia Denies Rumors on GPU Shortage, Calls It ‘Categorically False’
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Nvidia continues to post record AI-driven growth, even amid uncertainty around China.
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Nvidia CFO Colette Kress said the company is still waiting for the Trump administration to formalize its proposed 15% commission on AI chip sales to China.
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Nvidia announced that its Blackwell-powered Jetson AGX Thor developer kit and production modules are now generally available, marking a push into robotics as a growth driver.
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Nvidia CEO Jensen Huang visited Taipei to meet with executives at Taiwan Semiconductor Manufacturing Company (TSMC), Nvidia’s key chip partner.
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The suspension affects Amkor Technology (advanced packaging), Samsung Electronics (high-bandwidth memory), and Foxconn (backend processing).
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Nvidia is reportedly developing a new AI chip for China, tentatively named the B30A, which is designed to outperform the H20.
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Nvidia announced that its Blackwell GPUs will be integrated into the GeForce Now cloud gaming service, bringing GeForce RTX 5080-class GPUs and DLSS 4 Multi-Frame Generation to stream at up to 5K resolution.
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Nvidia announced that over 2 million developers are using its robotics stack, highlighting rapid adoption since the launch of the Jetson platform in 2014.
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Sources in the AI server supply chain said these devices are often concealed in packaging, though it’s unclear who installs them or at what point in transit.
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China’s Cyberspace Administration has ordered major tech firms — including ByteDance, Alibaba, and Tencent — to suspend imports of Nvidia’s H20 GPUs while it investigates potential security risks.
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Chinese authorities have recently urged companies to avoid using Nvidia’s less-advanced H20 chips, issuing strong guidance against their use in any government or national security-related projects, Bloomberg reported.
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