Nvidia

16 stories in the last two weeks

Qianer Liu / The Information ·

China plans to let some of its biggest AI companies buy a small number of Nvidia's H200 chips to offset a domestic computing shortage in recent months

China plans to allow some of the country's biggest AI companies to buy a small number of Nvidia's H200 chips, according to two people with direct knowledge of the matter.

Bloomberg ·

Nvidia lost ~$1T in market value in less than two months, dropping 16% from its May all-time-high, trading at 18x forward earnings, its lowest level since 2019

After losing roughly $1 trillion in market value in less than two months, Nvidia Corp.'s stock is the cheapest it's been since …

Nikkei Asia ·

The global AI boom has thrust CPUs back into the spotlight as Nvidia, Qualcomm, MediaTek, and others challenge Intel and AMD in the AI data center CPU market

TAIPEI/PALO ALTO, California

Phoebe Liu / The Information ·

Nvidia and AI chip startup d-Matrix are combining their hardware in a new system to power AI models, the latest example of Nvidia partnering with rivals

Nvidia has a plan to deal with the growing list of AI server chip competitors: partner with them.

Reuters ·

DeepSeek is at an early stage of developing its own AI chip designed for inference, in a push that could reduce its reliance on Nvidia and Huawei chips

Chinese startup DeepSeek is developing its own AI chip, according to three people familiar with the matter …

Gao Yuan / Bloomberg ·

Survey: Chinese companies plan to allocate 46% of their AI accelerator budget to domestic products in the next 12 months, up from 30% today, a shift from Nvidia

Chinese companies are ditching Nvidia Corp.'s advanced accelerators in favor of domestic silicon, underscoring how tensions …

Anniek Bao / CNBC ·

SemiAnalysis: Nvidia delays its next-gen AI rack system Kyber NVL144 by 12+ months to 2028 due to PCB manufacturing issues, and cancels its NVL72x2 architecture

NVIDIA's next marquee product

John Keilman / Wall Street Journal ·

How companies like Nvidia and Neura Robotics are building safety systems for humanoid robots to minimize risks like a bipedal robot losing stability

Companies say electronics, sensors and engineering will allow the robots to work alongside people

Lauren Forristal / TechCrunch ·

Travel app Hopper agrees to a $35M FTC settlement over allegations the company misled users by imposing hidden fees and misrepresenting the total costs

Hopper, the travel app known for its AI-driven flight and hotel price predictions, has agreed to a $35 million settlement following …

New York Times ·

Filings: Trump purchased up to $5M each in Broadcom, Meta, Amazon, Apple, Microsoft, and Nvidia stocks on July 23, the same day he unveiled his AI action plan

President Trump and his family reaped vast financial rewards from a memecoin that generated losses for hundreds of thousands of investors.

Phoebe Liu / The Information ·

Nvidia promises to financially backstop young cloud providers like Firmus that rent out its AI chips, in exchange for a revenue share through a new program

Nvidia is using its powerful balance sheet to help more companies buy its expensive AI chips, and possibly make some money back too.

Ty Roush / Forbes ·

Alex Karp calls US reliance on AI labs for military tech "effing insane", pans AI fees for businesses, and touts Palantir's Nvidia Nemotron deal for US agencies

Topline

Bloomberg ·

Taiwanese authorities detain two Super Micro staff and an Albatron manager after a raid of Super Micro's local offices this week over Nvidia shipments to China

Taiwanese prosecutors detained two Super Micro Computer Inc. employees following a raid of the US company's local offices earlier …

Debby Wu / Bloomberg ·

Taiwanese authorities raided Super Micro's Taiwan office as part of a probe into the alleged smuggling of Nvidia chips to China; SMCI closed down 8.1%

Taiwan government agencies raided the offices of Super Micro Computer Inc. and several of its local affiliates …

Bloomberg ·

Australia-based Firmus partners with Nvidia to build its first data center in Batam, Indonesia; the 360 MW Nvidia DSX AI factory campus is developed with DayOne

Firmus Technologies Pty Ltd. will build its first data center project in Indonesia as part of a partnership with US chip giant Nvidia Corp. …

Catherine Perloff / The Information ·

AWS hikes prices for Nvidia GPUs in its EC2 Capacity Blocks service, which let businesses rent AI compute in advance, by 20%; Trainium chip pricing is unchanged

Amazon Web Services is raising the price for its AI workload rental service by 20%, the company said on Friday.

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Nvidia

China plans to let some of its biggest AI companies buy a small number of Nvidia's H200 chips to offset a domestic computing shortage in recent months

Nvidia lost ~$1T in market value in less than two months, dropping 16% from its May all-time-high, trading at 18x forward earnings, its lowest level since 2019

The global AI boom has thrust CPUs back into the spotlight as Nvidia, Qualcomm, MediaTek, and others challenge Intel and AMD in the AI data center CPU market

Nvidia and AI chip startup d-Matrix are combining their hardware in a new system to power AI models, the latest example of Nvidia partnering with rivals

DeepSeek is at an early stage of developing its own AI chip designed for inference, in a push that could reduce its reliance on Nvidia and Huawei chips

Survey: Chinese companies plan to allocate 46% of their AI accelerator budget to domestic products in the next 12 months, up from 30% today, a shift from Nvidia

SemiAnalysis: Nvidia delays its next-gen AI rack system Kyber NVL144 by 12+ months to 2028 due to PCB manufacturing issues, and cancels its NVL72x2 architecture

How companies like Nvidia and Neura Robotics are building safety systems for humanoid robots to minimize risks like a bipedal robot losing stability

Travel app Hopper agrees to a $35M FTC settlement over allegations the company misled users by imposing hidden fees and misrepresenting the total costs

Filings: Trump purchased up to $5M each in Broadcom, Meta, Amazon, Apple, Microsoft, and Nvidia stocks on July 23, the same day he unveiled his AI action plan

Nvidia promises to financially backstop young cloud providers like Firmus that rent out its AI chips, in exchange for a revenue share through a new program

Alex Karp calls US reliance on AI labs for military tech "effing insane", pans AI fees for businesses, and touts Palantir's Nvidia Nemotron deal for US agencies

Taiwanese authorities detain two Super Micro staff and an Albatron manager after a raid of Super Micro's local offices this week over Nvidia shipments to China

Taiwanese authorities raided Super Micro's Taiwan office as part of a probe into the alleged smuggling of Nvidia chips to China; SMCI closed down 8.1%

Australia-based Firmus partners with Nvidia to build its first data center in Batam, Indonesia; the 360 MW Nvidia DSX AI factory campus is developed with DayOne

AWS hikes prices for Nvidia GPUs in its EC2 Capacity Blocks service, which let businesses rent AI compute in advance, by 20%; Trainium chip pricing is unchanged

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