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The NVIDIA Reckoning
(
dailyreckoning.com
)
17 hours ago
Nvidia
An investigation traces how Shanghai-based AI startup INF Tech accessed advanced Nvidia chips at an Indosat data center in Jakarta, despite US export controls
(
www.wsj.com
)
1 day ago
Startup
AI
Nvidia
Shanghai
An investigation traces how Shanghai-based AI company INF Tech accessed advanced Nvidia chips at an Indonesian data center despite US export controls
(
www.wsj.com
)
1 day ago
AI
Indonesia
Nvidia
Shanghai
SoftBank sold its entire Nvidia stake, or ~32M shares, in October for $5.8B and part of its T-Mobile stake for $9.2B, boosting Q2 profit to $16.2B, above est.
(
www.ft.com
)
3 days ago
Mobile
Nvidia
Data Centers in Nvidia's Hometown Stand Empty Awaiting Power
(
hardware.slashdot.org
)
4 days ago
Nvidia
NVIDIA Connects AI GPUs to Early Quantum Processors
(
hardware.slashdot.org
)
4 days ago
AI
Nvidia
Quantum
Microsoft, Meta, and sources say, Google will not publish diversity reports and data this year; Amazon, Apple, and Nvidia released diversity data this year
(
www.wired.com
)
7 days ago
Google
Amazon
Microsoft
Apple
Nvidia
Sources: the White House has told others in the government it won't allow Nvidia to sell its scaled-down AI chip B30A to China, despite Trump's hints he might
(
www.theinformation.com
)
7 days ago
Trump
China
AI
Nvidia
NVIDIA CEO: ‘China is Going to Win'
(
dailyreckoning.com
)
7 days ago
China
Nvidia
Nvidia's Jensen Huang Says China 'Will Win' AI Race With US
(
slashdot.org
)
8 days ago
China
AI
Nvidia
Qualcomm Ventures and six Indian VC firms join India Deep Tech Alliance with an additional $850M+ in commitments; Nvidia joins as a strategic technical adviser
(
techcrunch.com
)
9 days ago
India
Nvidia
Sources: China offers to cut data center power bills by up to 50% to Alibaba and others, if they use local chips like Huawei's over foreign ones like Nvidia's
(
t.co
)
10 days ago
China
Alibaba
Nvidia
Sources: Trump decided not to discuss Nvidia's AI chip exports to China during his October 30 meeting with Xi Jinping following opposition from his top advisers
(
www.wsj.com
)
10 days ago
Trump
China
AI
Nvidia
Lambda announces a multibillion-dollar agreement with Microsoft for AI infrastructure powered by Nvidia chips; the specific deal value was not disclosed
(
www.cnbc.com
)
11 days ago
Microsoft
AI
Nvidia
As part of the AWS deal, OpenAI says it will immediately begin running workloads on AWS infrastructure, tapping hundreds of thousands of Nvidia GPUs in the US
(
www.cnbc.com
)
11 days ago
Nvidia
Microsoft says the US has let it ship the latest Nvidia chips to the UAE for the first time; President Trump agreed to a deal with UAE President MBZ in May
(
www.ft.com
)
11 days ago
Trump
Microsoft
Nvidia
Microsoft signs a five-year, ~$9.7B deal to buy AI cloud capacity from Sydney-based IREN, giving Microsoft access to Nvidia's GB300 in IREN's Texas facility
(
www.bloomberg.com
)
11 days ago
Microsoft
AI
Nvidia
Sydney
Texas
Trump says Nvidia's Blackwell chips would not be available to “other people”; Trump suggested in August he might allow sales of a scaled-down version to China
(
www.reuters.com
)
11 days ago
Trump
China
Nvidia
Samsung Building Facility With 50,000 Nvidia GPUs To Automate Chip Manufacturing
(
hardware.slashdot.org
)
13 days ago
Samsung
Manufacturing
Nvidia
Nvidia says it will supply 260K+ of its most advanced AI chips to the South Korean government and major companies, including Samsung, Naver, and SK Group
(
www.reuters.com
)
13 days ago
Korea
Samsung
AI
Nvidia
Nvidia CEO Jensen Huang says he still hopes to sell the company's Blackwell chips to China “someday”, but points out the decision is up to President Trump
(
www.reuters.com
)
14 days ago
Trump
China
Nvidia
Samsung says it's partnering with Nvidia to build an “AI Megafactory” and deploy over 50K of Nvidia's most advanced GPUs to embed AI in its chipmaking process
(
siliconangle.com
)
14 days ago
Samsung
AI
Nvidia
Sources: Nvidia plans to invest $500M to $1B in AI coding startup Poolside, which is in discussions to raise $2B at a $12B valuation
(
www.bloomberg.com
)
14 days ago
Startup
AI
Nvidia
President Trump says he and Xi Jinping discussed Nvidia and other chipmakers' access to China, and that they didn't discuss approving sales of Blackwell chips
(
www.bloomberg.com
)
15 days ago
Trump
China
Nvidia
Nvidia Takes $1 Billion Stake In Nokia
(
hardware.slashdot.org
)
15 days ago
Nvidia
Nokia
US Needs 'Finesse' to Stay Ahead of China, Nvidia Boss Says
(
news.slashdot.org
)
15 days ago
China
Nvidia
Nvidia Becomes World's First $5 Trillion Company
(
news.slashdot.org
)
16 days ago
Nvidia
Nvidia opens at a $5T market cap, becoming the first company to hit the milestone, climbing 5% in early trading; NVDA is up 50% in 2025 and 1,275% since 2022
(
www.ft.com
)
16 days ago
Nvidia
PitchBook: Nvidia invested in 59 AI startups in 2025 so far, including 10 in the past two months, surpassing 55 investments in 2024 and 12 investments in 2022
(
www.bloomberg.com
)
16 days ago
Startup
AI
Nvidia
Jensen Huang says the US needs “finesse” to maintain its AI lead over China and Nvidia is an “awkward place” as President Trump meets Xi Jinping later this week
(
www.bloomberg.com
)
16 days ago
Trump
China
AI
Nvidia
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