Nvidia

Marvell, a fitting name for the latest AI darling

A look at the day ahead in European and global markets from Tom Westbrook Notwithstanding fresh hostilities in the Middle East, AI shares drove equity markets in Asia to new records on Wednesday.

Wall St ends modestly higher as AI zeal overcomes Middle East jitters

The S&P 500 and the Dow closed modestly higher on Tuesday as risk appetite driven by AI fervor was counterbalanced by tensions arising from

How a nudge from Nvidia propelled frugal Micron into the AI boom and a $1 trillion market cap

Micron Technology's march toward a $1 trillion valuation is nothing if not dramatic: a year ago it was a little over $100 billion.

Arm Holdings CEO says US would have difficulty banning AI CPU chip exports to China

By Max A.

Marvell shares touch record high after Nvidia's Huang calls it 'next trillion-dollar company'

Marvell Technology's shares surged more than 25% on Tuesday after Nvidia's CEO Jensen Huang called the chipmaker the next "trillion-dollar company."

Nvidia chief to Asia: 'We're still supply constrained'

A look at the day ahead in European and global markets from Gregor Stuart Hunter Nvidia CEO Jensen Huang says the company has enough supply for "very, very robust growth" linked to the AI boom.

Trading Day: Talks + tech = boom!

Conflicting headlines on the U.S.-Iran ceasefire dominated world markets on Monday, with the big three U.S. stock indices eventually joining

Stocks steady at record highs as AI optimism trumps Iran tensions

Global stocks clung to record highs on Monday as strong corporate results, fueled in part by artificial intelligence optimism, outweighed investor

Nvidia launches new chip to bring AI directly to personal computers

By Max A.

What are AI PCs that Nvidia's Jensen Huang is betting on?

Nvidia has turned the spotlight on AI PCs after CEO Jensen Huang launched a new chip that would put artificial intelligence capabilities directly into laptops and desktop computers,

Wall St opens near record highs as AI optimism counters US-Iran war worries

Wall Street's main indexes opened near record highs on Monday as investors weighed Nvidia's latest artificial intelligence push against growing doubts over a deal to end the three-

First Windows PC powered by Nvidia chips to debut next week, Axios reports

AI chip firm Nvidia and Microsoft are expected next week to debut the first Windows PCs that use Nvidia's chips as the main processor, Axios reported on Saturday, citing sources.

In China, AMD CEO Lisa Su is understated while Nvidia's Huang is more razzmatazz

When AMD CEO Lisa Su

At Computex, Nvidia and Taiwan's expanding role in AI infrastructure set to take centre stage

At Taiwan's annual Computex trade show next week, the spotlight is likely to be dominated, as usual, by Nvidia and its products, but also by the island's

Dell lifts forecasts as AI data center buildout fuels demand, shares soar

Dell boosted its annual revenue and profit expectations on Thursday, showing data center expansion by clients is fueling demand for its AI-optimized servers that

ByteDance developing custom CPU chips to support AI rollout, sources say

Chinese technology giant ByteDance is developing its own central processing units (CPUs) to support its growing AI infrastructure needs,

Nvidia to spend $150 billion a year in Taiwan, 'epicentre' of AI revolution, says CEO

Nvidia's chief executive said on Wednesday the chip company plans to invest around $150 billion a year in Taiwan, terming it the "epicentre" of the AI

Micron joins $1 trillion club as AI race powers memory chip boom

Micron Technology briefly topped $1 trillion in market value for the first time on Tuesday, crowning a dizzying rally that has cemented the U.S

Nvidia says its forecast for $200 billion CPU market includes China

Nvidia CEO Jensen Huang said on Saturday that his forecast of a $200 billion market for CPUs includes China, signalling Nvidia still sees

Wall Street rises, Dow hits record high as Middle East hopes lift sentiment

U.S. stocks rose on Friday, with the Dow reaching a record closing high, as investors cheered signs of progress in talks

Wall St indexes end slightly higher as investors focus on Mideast peace hopes 

Wall Street's three main indexes closed slightly higher after Thursday's choppy session as oil prices lost ground, with some officials citing

Oil falls, stocks climb as investors hope for progress in Iran war talks

Oil prices fell and stocks rose on Thursday as investors were optimistic about possible progress in peace talks over

Kawasaki Heavy, Nvidia plan Silicon Valley robotics center, Nikkei reports

Japan's Kawasaki Heavy Industries will partner with Nvidia to develop solutions integrating robotics with physical artificial intelligence, and will set up a joint development

Shrug for Nvidia but IPOs excite

What matters in U.S. and global markets today By Mike Dolan, Editor-at-Large, Finance and Markets Nvidia appeared to ring all the bells once again in its latest

Samsung's deal with union hailed as a victory as bonuses less generous than SK Hynix's

The pay deal reached between Samsung Electronics and its union is being hailed as a win for the company which gained key concessions and

Taiwan investigates three for alleged illegal export of high-end AI servers

Taiwanese prosecutors said on Thursday they were investigating three people suspected of illegally exporting high-end AI servers made by Super Micro and containing Nvidia

Nvidia bets on new data center chips for growth as sales outlook tops estimates

By Stephen Nellis, Max A.

Nvidia Q1 results surpass Wall Street expectations thanks to massive AI chip demand

Artificial intelligence chipmaker Nvidia’s quarterly results blew past Wall Street’s expectations once again, fueled by massive demand for its high-end AI chips

S&P 500, Nasdaq open higher as chip stocks gain ahead of Nvidia results

The S&P 500 and the Nasdaq opened higher on Wednesday, lifted by a rebound in chip stocks ahead of Nvidia's quarterly earnings, which investors view as a crucial test of AI demand

Lambda wins cloud deal with Hudson River Trading to supply access to Nvidia chips

Artificial intelligence cloud computing startup Lambda on Wednesday said it has won a cloud contract with

Alibaba unveils new AI chip in push for domestic alternatives

Alibaba Group on Wednesday unveiled a new AI chip, the Zhenwu M890, as the Chinese technology giant intensifies efforts to build domestic alternatives to Nvidia

Wall Street ends higher on tech rally; investors eye Beijing talks

U.S. stocks advanced on Thursday, lifted by a rally in tech stocks as investors absorbed generally solid economic data and watched for

Foxconn reports forecast-beating 19% jump in Q1 profit on AI demand

Taiwan's Foxconn, the world's largest contract electronics maker, reported on Thursday a 19% rise in first-quarter profit versus

US clears H200 chip sales to 10 China firms as Nvidia CEO looks for breakthrough

The U.S. has cleared around 10 Chinese firms to buy Nvidia's second-most powerful AI chip, the H200, but not a single delivery has been made so far, three people familiar with the

Nvidia CEO hopes Trump and Xi will improve two-way ties, CCTV says

Nvidia CEO Jensen Huang told state broadcaster CCTV on Thursday that he hoped U.S.

Nvidia CEO's foundation buys $108 million of AI computing from CoreWeave, donates it to researchers

By Max A.

Samsung Elec union threatens to walk out of pay talks if no mediation proposal

Samsung Electronics' labour union in South Korea said on Tuesday it would walk out of ongoing pay negotiations if no mediation proposal was offered within two hours.

Nvidia funds construction of Corning plants, in addition to equity investment

Nvidia has paid several billion dollars to help fund new factories for glassmaker Corning in addition to taking an equity stake of up to $3.2 billion

Japan's SoftBank explores homegrown AI servers with Nvidia, Foxconn, Nikkei reports

SoftBank Corp has begun discussions with U.S. chip giant Nvidia and Taiwanese contract manufacturer Foxconn as it weighs plans to build "made-in-Japan" artificial

Alphabet closes in on Nvidia's spot as world's biggest company

Alphabet is on the cusp of overtaking Nvidia as the world's most valuable company, riding on a record stock rally fueled by its artificial intelligence efforts

Prices of Nvidia's B300 server at $1 million in China on US curbs, sources say

Strong demand for AI computing equipment in China has nearly doubled prices for Nvidia's B300 servers to about 7 million yuan ($1

Cadence lifts annual revenue forecast on sustained AI chip-design boom

Cadence Design Systems raised its full-year revenue forecast on Monday, betting that sustained, heavy investment in specialized artificial intelligence processors will continue to

Intel soars on signs AI boom for CPUs is here

Demand for Intel's central processors from firms offering AI services was so strong in the first quarter that it sold even chips it had originally

Chinese EV maker NIO bets on in-house chips to cut reliance on Nvidia

NIO is betting that in-house chip development will sharpen its technological edge and improve profitability, Chief Executive William Li said on Friday, as the Chinese

SpaceX targets in-house GPUs as it warns investors of chip supply, costs 

By Echo Wang, Jeffrey Dastin and Max A.

SK Hynix sets record as quarterly profit jumps five-fold, says AI chip demand exceeds capacity

South Korea's SK Hynix on Thursday set a record for quarterly profit with a five-fold jump in earnings and forecast AI chip demand would

TSMC shows smaller, faster chips without a pricey new tool from ASML 

By Stephen Nellis and Max A.

TSMC plans to open chip packaging plant in Arizona by 2029, executive says 

By Stephen Nellis and Max A.

Nvidia has not yet sold its H200 AI chips to China, Lutnick says

Nvidia's powerful H200 AI chips have not yet been sold to Chinese companies, Commerce Department Secretary Howard Lutnick said on Wednesday, citing

In the AI era, Apple's strengths may become its constraints

Apple built its empire on control.

Apple's Ternus era hints at renewed hardware focus, AI growth push

Apple's appointment of longtime hardware chief John Ternus as CEO signals a renewed emphasis on its core strength in devices and focus

Nvidia bets $2 billion on Marvell as rising AI adoption fuels competition

Nvidia has invested $2 billion in Marvell Technology as part of efforts to make it easier for customers to use the custom artificial

Chinese chipmakers claim nearly half of local market as Nvidia's lead shrinks

(Corrects to clarify attribution) By Che Pan and Laurie Chen BEIJING, April 1 (Rtrs) - Chinese GPU and AI chip makers captured nearly 41% of China's AI accelerator server market last year, eroding

Nvidia acquisition of SchedMD sparks worry among AI specialists about software access

By Max A.

TSMC Q1 profit jumps 58% to record, beats expectations

TSMC, the world's largest contract chipmaker, posted a 58% jump in first-quarter net profit on Thursday, beating market forecasts and hitting a record, as it benefits from

Nasdaq sets record highs as investors return to tech stocks

The Nasdaq hit an intraday all-time high and closing record on Wednesday, its first since October, as investors returned to technology stocks, signaling a rebound in risk appetite

Jane Street signs $6 billion AI cloud deal with CoreWeave, boosts stake

Trading firm Jane Street has committed about $6 billion for CoreWeave's cloud services, marking the third major deal for the Nvidia-backed cloud company in a week and underscoring

Meta, CoreWeave deepen AI cloud partnership with fresh $21 billion deal

Meta Platforms is deepening its CoreWeave partnership with a fresh $21 billion deal for additional cloud computing capacity, as it rushes to catch up with rivals

SiFive raises $400 million from Atreides, Nvidia for data-center chip technology 

ASML investors bet on 'picks and shovels' of AI revolution

Investors in, Europe’s most valuable listed company, are betting the chip-equipment maker can raise financial forecasts when it

Nvidia delivers another quarter of stellar growth amid growing concern over AI economy

Artificial intelligence chipmaker Nvidia on Wednesday announced another quarter of astounding quarterly growth as investors try to decipher whether technology’s latest craze is overblown hyperbole or a springboard into a new era of prosperity and productivity

US stocks rise after getting a reminder of AI's potential upsides

The U.S. stock market rose after getting a reminder that the artificial-intelligence technology boom may also have an upside

US stocks slip as AI fears keep rumbling and oil prices climb

U.S. stocks fell, while oil prices climbed

OpenAI has deleted the word ‘safely’ from its mission – and its new structure is a test for whether AI serves society or shareholders

OpenAI’s restructuring may serve as a test case for how society oversees the work of organizations with the potential to both provide benefits and harm humanity.

How Nvidia became the first $5 trillion company, in 4 charts

How Nvidia became the first $5 trillion company, in 4 charts

Sales of a powerful Nvidia AI chip to China gets the greenlight, with conditions

The Trump administration placed new security requirements on Nividia’s semiconductor sales to China, but essentially greenlighted the export of its powerful H200 artificial intelligence chips to Chinese buyers

Fears of an AI bubble were nowhere to be found at the world’s biggest tech show

Fears of an AI bubble were nowhere to be found at the world’s biggest tech show

The coolest technology from Day 2 of CES 2026

Crowds flooded freshly opened showroom floors on Day 2 of CES, met by thousands of robots, AI companions, assistants, health longevity tech, wearables and more

The coolest technology from Day 1 of CES 2026

Nvidia, AMD and Intel all had important chip and AI platform announcements on the first day of CES 2026, but all audiences wanted to see more of was Star Wars and Jensen Huang’s little robot buddies

What to expect from CES 2026, the annual show of all things tech?

With the start of the New Year squarely behind us, it’s once again time for the annual CES trade show to shine a spotlight on the latest tech companies plan on offering in 2026

US stocks rise at the start of a holiday-shortened week

Stocks closed higher on Wall Street at the start of what’s expected to be a relatively calm holiday week

The big wrinkle in the multitrillion-dollar AI buildout

The big wrinkle in the multitrillion-dollar AI buildout

US stocks drift ahead of Tuesday's jobs report

Wall Street drifted through a quiet day of trading, ahead of economic reports this week that could drive where interest rates go

Time picked a rough day to announce its ‘Person of the Year’

Time picked a rough day to announce its ‘Person of the Year’

The Latest: Trump speaks on Americans’ economic worries and blames Democrats at Pennsylvania rally

President Donald Trump road-tested his claims that he’s tackling Americans’ affordability woes at a Tuesday rally in Mount Pocono, Pennsylvania

Trump approves sale of more advanced Nvidia computer chips used in AI to China

President Donald Trump says he will allow Nvidia to sell its H200 computer chip used in the development of artificial intelligence to “approved customers” in China

Salesforce CEO vies to overcome investors' AI skepticism while touting company's quarterly numbers

After riding the artificial intelligence craze to new heights, business software maker Salesforce has been pummeled by a wave of investor skepticism that’s intensified the pressure on its persuasive CEO Marc Benioff to reverse the tide

Trump praises Nvidia CEO Jensen Huang after discussion about export controls

U.S.

Nvidia servers speed up AI models from China's Moonshoot AI and others tenfold

Nvidia on Wednesday published new data showing that its latest artificial intelligence server can improve the performance of new models - including

Nvidia takes $2 billion stake in Synopsys as AI deal spree accelerates

Nvidia has invested $2 billion in chip design software maker Synopsys as part of an expanded multi-year tie-up to jointly develop new tools for

Nvidia releases open-source software for self-driving car development 

Nvidia on Monday released new open-source software aimed at speeding up the development of

Amazon to use Nvidia tech in AI chips, roll out new servers

Amazon.com's AWS cloud computing unit on Tuesday said it will adopt key Nvidia technology in future generations of its artificial

Nvidia CFO says chipmaker yet to finalize $100 billion OpenAI deal

Nvidia's agreement with ChatGPT parent OpenAI to invest up to $100 billion in the startup is still not finalized, the chipmaker's chief financial officer Colette Kress said on

Anthropic acquires developer tool startup Bun to scale AI coding

Artificial intelligence startup Anthropic said on Tuesday it has acquired Bun, which helps developers run and manage codes more effectively, as the Claude maker looks to boost the

China's tech giants move AI model training overseas to access Nvidia chips, FT reports

Top Chinese firms are training their artificial intelligence models abroad to access Nvidia's chips and avoid U.S. measures aimed at curbing their progress in advanced technology, Financial

Nvidia rebuts critics in memo to analysts amid pushback campaign 

Nvidia, the world's most valuable company, has gone on the defensive against skeptics of its $4.5 trillion valuation, down from a historic $5 trillion, by

Dell bets on rising AI server demand to forecast higher growth

Dell forecast fourth-quarter revenue and profit above Wall Street estimates on Tuesday, as increasing investments in data centers to support artificial intelligence boost

Stocks climb on hopes for lower interest rates as Dow rallies 660 points

Stocks climbed again on hopes for a coming cut to interest rates

The pAIn trade

By Anna Szymanski LONDON, November 21 (REUTERS) -Everything Mike Dolan and the ROI team are excited to read, watch and listen to over the weekend.       

Foxconn-Nvidia $1.4 billion Taiwan supercomputing cluster to be ready by H1 2026, Foxconn says

Foxconn said on Friday that a $1.4 billion supercomputing centre it is building with Nvidia will be ready by the first

Trading Day: Nvidia sparkle vanishes, Wall Street slammed

Wall Street experienced a wild rollercoaster ride on Thursday, opening sharply higher on another set of strong results from artificial intelligence giant

Wall Street indexes end lower after sharp reversal, tech leads drop

Wall Street stocks slid on Thursday in a sharp reversal from an early rally, as technology gains faded after a boost from Nvidia's earnings and U.S. jobs

Nvidia calms the horses, Fed bets evaporate

By Mike Dolan -        What matters in U.S. and global markets today By Mike Dolan, Editor-At-Large, Finance and Markets As has often been the case over the past two years, Nvidia's forecast-beating

FTSE 100 breaks losing streak after Nvidia forecast kindles global rally

London's FTSE 100 snapped a five-day losing streak on Thursday, as defence and energy shares led a recovery amid a global rally sparked by AI bellwether Nvidia's upbeat forecast.

Global tech shares surge as Nvidia's AI boom powers market rally

Global technology shares rallied on Thursday after Nvidia's blow-out quarterly results signaled that demand for artificial intelligence hardware remains strong

Global tech shares falter as Nvidia-led rally stalls

U.S. technology stocks failed to hold on their initial gains on Thursday, as a rally driven by Nvidia ran out of steam with concerns of lofty

Tipping point or bubble? Nvidia CEO sees AI transformation while skeptics count the risks

Nvidia CEO Jensen Huang says he does not see an AI bubble, but rather a tipping point.

Amkor shares rally in late trade, to work with Nvidia on packaging 

Shares in Amkor Technology rose more than 8% in after-the-bell trading on Wednesday during Nvidia's conference call after the AI chip leader's chief financial officer named Amkor among

Nvidia's strong forecast calms AI bubble jitters, for now

Nvidia CEO Jensen Huang on Wednesday shrugged off concerns about an AI bubble as the company surprised Wall Street with accelerating growth after