#Nvidia

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Nvidia's $1 Trillion AI Chip Market Draws Rivals and Partners

August 24, 2026 (33 days ago)

Nvidia's trillion-dollar AI accelerator market is drawing direct rivals from AMD to hyperscaler custom ASICs, while foundry and supply partners capture incremental…

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Nvidia Earnings, Warsh Remarks Test Mid-Rotation Stock Market

August 24, 2026 (33 days ago)

Nvidia's upcoming earnings and Kevin Warsh's public statements will test a US stock market in mid-rotation, as traders reassess megacap tech valuations…

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Nvidia Notifies Customers of AI Chip Price Hikes Above 15%

August 22, 2026 (34 days ago)

Nvidia customers were notified about AI-related price hikes above 15%, a signal of strong demand that may boost the chipmaker's revenue and…

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Nvidia Agrees to $6 Billion License Payment to AI Startup Poolside

August 21, 2026 (35 days ago)

Nvidia (NVDA) agrees to pay AI startup Poolside $6 billion for a license, highlighting the chipmaker's AI software ambitions and likely driving…

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Jackson Hole Looms Larger Than Nvidia for Allspring's Miletti

August 21, 2026 (35 days ago)

Allspring's Miletti warns Jackson Hole is a bigger risk than Nvidia, arguing Fed policy signals from the August 21 symposium will outweigh…

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Nvidia in Talks to Acquire South Korea AI Chip Startup Rebellions

August 21, 2026 (36 days ago)

Nvidia is reportedly in talks to acquire South Korean AI chip startup Rebellions to strengthen its AI accelerator lineup and competitive edge…

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KKR Data Center Chief Vaults to Prominence After Nvidia Pact

August 20, 2026 (37 days ago)

KKR's data center chief vaults to prominence after the firm signs a pact with Nvidia, underscoring the private equity giant's expanding AI…

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Nvidia Unveils Next-Gen AI Push to Extend Boom Beyond Current Cycle

August 19, 2026 (37 days ago)

Nvidia's latest AI roadmap aims to extend the boom into new markets, with investors focused on whether product launches and enterprise adoption…

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Cerebras Claims New AI Computer Beats Nvidia on Speed

August 19, 2026 (38 days ago)

Cerebras (CBRS) announced a new computer it says boosts AI speed over Nvidia (NVDA), intensifying competition in AI chips and putting both…

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BofA: Nvidia Trades at Up to 50% Discount on AI Risk Concerns

August 18, 2026 (39 days ago)

Bank of America sees Nvidia trading at up to 50% discount on AI risks, signaling an undervalued AI chip leader with potential…

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Nvidia Pledges Up to $105 Billion for OpenAI's Ohio Data Center

August 17, 2026 (40 days ago)

Nvidia's $105 billion investment in OpenAI's Ohio data center deepens its AI infrastructure footprint, securing long-term GPU demand and positioning the chipmaker…

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Nvidia Deal Lifts Groq to $3.5 Billion Valuation in New Funding Round

August 17, 2026 (40 days ago)

Groq's $3.5 billion funding round following an Nvidia partnership highlights surging investor appetite for AI chip startups, signals continued momentum in AI…

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