Nvidia

An analysis of Google TPU v6e vs AMD MI300X vs Nvidia H100/B200: Nvidia achieves a ~5x tokens-per-dollar advantage over TPU v6e and 2x advantage over MI300X (x.com)
2025-11-29 Google Nvidia AMD

Sources: Alibaba and ByteDance are among the top Chinese companies training their latest LLMs in Southeast Asian data centers to access Nvidia's AI chips (www.ft.com)
2025-11-27 China Alibaba AI Nvidia Southeast Asia

Sources: ByteDance bought more Nvidia chips than any other Chinese company in 2025, but Chinese regulators now block it from using the chips in new data centers (www.theinformation.com)
2025-11-26 China Nvidia

Nvidia says it is “delighted by Google's success” but “Nvidia is a generation ahead”, after a report that Meta could use Google's TPUs in its data centers (www.cnbc.com)
2025-11-26 Google Nvidia

Nvidia Claims 'Generation Ahead' Advantage After $200 Billion Sell-off on Google Fears (slashdot.org)
2025-11-26 Google Nvidia

Nvidia says it is “delighted by Google's success” and it has “made great advances in AI and we continue to supply to Google”, but “Nvidia is a generation ahead” (x.com)
2025-11-26 Google AI Nvidia

Nvidia refuted accounting questions in a memo to analysts, saying “Unlike Enron, NVIDIA does not use Special Purpose Entities to hide debt and inflate revenue” (www.barrons.com)
2025-11-25 Nvidia

Sources: Trump's team recently discussed letting Nvidia sell H200 chips to China, a major departure from the administration's earlier public stances (www.bloomberg.com)
2025-11-24 Trump China Nvidia

A look at AMD's pivot to AI chips in 2022 under CEO Lisa Su, increasing AMD's market value from $90B to $335B+ in three years, as the chipmaker takes on Nvidia (www.wsj.com)
2025-11-24 AI Nvidia AMD

Nvidia confirms October Windows updates cause gaming issues (www.bleepingcomputer.com)
2025-11-24 Nvidia

Nvidia Brings Ad-free Cloud Gaming To New Chromebooks (games.slashdot.org)
2025-11-21 Nvidia

Nvidia and Google launch the GeForce Now Fast Pass to let Chromebook owners stream over 2,000 games directly from an existing PC game library without ads (www.theverge.com)
2025-11-21 Google Nvidia

The US DOE accelerates its approach to equipping national labs with AI supercomputers by working with Nvidia, AMD, and Oracle, which will pay some of the costs (www.nytimes.com)
2025-11-20 AI Oracle Nvidia AMD

An overview of macro tech trends for 2026, as “AI eats the world”: bubbles, the AI platform shift, Big Tech FOMO, capex, Nvidia, US power backlogs, and more (www.ben-evans.com)
2025-11-20 AI Nvidia

Filing: Nvidia says it plans to rent $26B worth of servers over the next six years, doubling the cloud spending commitments it disclosed three months ago (www.theinformation.com)
2025-11-20 Nvidia

Sources: the US Commerce Department plans to approve the sale of up to 35K of Nvidia's GB300 servers or their equivalents to G42 and Humain each (www.wsj.com)
2025-11-20 Nvidia

Nvidia Beats Earnings Expectations, Even As Bubble Concerns Mount (slashdot.org)
2025-11-20 Nvidia

Nvidia reports Q3 revenue up 62% YoY to $57.01B, vs. $54.92B est., Data Center revenue up 66% to $51.2B, and net income up 65% to $31.9B (www.cnbc.com)
2025-11-20 Nvidia

Elon Musk says xAI plans to develop a 500 megawatt data center in Saudi Arabia with state-backed AI startup Humain; the data center will rely on Nvidia chips (www.bloomberg.com)
2025-11-20 Startup AI Arabia Elon Musk Nvidia Saudi Arabia

Brookfield Asset Management is targeting $10B for its new AI infrastructure fund and has already raised $5B from its balance sheet, Nvidia, and other investors (www.wsj.com)
2025-11-19 AI Nvidia Asset

Source: Microsoft's and Nvidia's investments in Anthropic push its valuation to the range of $350B, up from its $183B valuation after raising $13B in September (www.cnbc.com)
2025-11-19 Microsoft Nvidia

Microsoft, Nvidia Commit Up To $15 Billion Investment in Anthropic as Claude Scales on Azure (slashdot.org)
2025-11-19 Microsoft Nvidia

Anthropic commits to buy $30B in Azure capacity in a new deal with Microsoft and Nvidia, which commit to invest up to $5B and $10B, respectively, in Anthropic (blogs.microsoft.com)
2025-11-19 Microsoft Nvidia

Arm and Nvidia announce that Arm-based Neoverse CPUs will be able to integrate with AI accelerators using Nvidia's NVLink Fusion tech (www.cnbc.com)
2025-11-18 AI Nvidia

US filing: Peter Thiel's Thiel Macro sold 537,742 Nvidia shares, worth ~$100M as of September 30, during Q3, amid rising concerns about an AI investment bubble (www.bloomberg.com)
2025-11-17 AI Nvidia

The NVIDIA Reckoning (dailyreckoning.com)
2025-11-14 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)
2025-11-14 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)
2025-11-13 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)
2025-11-11 Mobile Nvidia

Data Centers in Nvidia's Hometown Stand Empty Awaiting Power (hardware.slashdot.org)
2025-11-11 Nvidia

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