Nvidia

A look at AMD CEO Lisa Su's and Nvidia CEO Jensen Huang's contrasting China playbooks, with Su keeping a lower profile; China accounts for ~20% of AMD's revenue (www.reuters.com)
2026-5-31 China Nvidia AMD

Sources: Microsoft and Nvidia will unveil the first Windows PCs powered by Nvidia SoCs, including devices from Surface and Dell, at Computex and Build 2026 (www.axios.com)
2026-5-31 Microsoft Nvidia

What to expect at Computex 2026: AI chips, budget PCs competing with the MacBook Neo, Nvidia entering laptop SoC market with the rumored N1X chip, and more (www.pcmag.com)
2026-5-30 AI MacBook Nvidia Budget

Source: Groq is raising ~$650M from existing investors; the AI chipmaker earlier signed a $20B Nvidia licensing deal that saw much of its senior team depart (www.axios.com)
2026-5-29 AI Nvidia

Nvidia To Spend $150 Billion a Year In Taiwan (slashdot.org)
2026-5-28 Taiwan Nvidia

Jensen Huang says Nvidia is spending $100B-$150B annually on its Taiwan supply chain, up from $10B-$15B four years ago, and will boost its Taiwan staff to 4,000 (asia.nikkei.com)
2026-5-27 Taiwan Nvidia

Sources: Taiwan suspects three people smuggled at least one Nvidia chip shipment to China after first exporting them to Japan; Taiwan detained them last week (www.bloomberg.com)
2026-5-27 China Japan Taiwan Nvidia

Initial benchmarks show Nvidia's Vera CPU, which features 88 in-house-designed Olympus cores, packs a heavy-hitting punch, beating Intel's and AMD's x86_64 CPUs (www.phoronix.com)
2026-5-27 Intel Nvidia AMD

Nvidia Retires Its GeForce Control Panel App After 20 Years (tech.slashdot.org)
2026-5-27 Nvidia

Nvidia officially retires its GeForce Control Panel app after 20 years, following the porting of all of its major features to the Nvidia app (www.theverge.com)
2026-5-27 Nvidia

Jensen Huang urged Super Micro to tighten up compliance after Taiwan detained three people for allegedly trying to export servers with Nvidia chips to China (www.bloomberg.com)
2026-5-24 China Taiwan Nvidia

Dell says it has 5,000 clients for its AI Factory, a product line of servers with Nvidia chips, software, and services, including 1,000 new clients last quarter (www.bloomberg.com)
2026-5-24 AI Nvidia

Taiwan is seeking to detain three people for forging documents to export Nvidia-powered Super Micro servers to China, Hong Kong, and Macau, breaking US rules (www.bloomberg.com)
2026-5-21 China Hong Kong Taiwan Nvidia

Jensen Huang said that Nvidia has “largely conceded” China's AI chip market to Huawei and should “expect nothing” regarding chip sale approvals to China (www.cnbc.com)
2026-5-21 China AI Nvidia

Nvidia reports Q1 net income up 211% YoY to $58.3B, beating analyst estimates of $42.9B, and raises Q2 revenue forecast to $91B (www.wsj.com)
2026-5-21 Nvidia

Nvidia reports Q1 revenue up 85% YoY to $81.6B, Data Center revenue up 92% to $75.2B, and announces an $80B additional share repurchase authorization (nvidianews.nvidia.com)
2026-5-21 Nvidia

Document and sources: China banned Nvidia's RTX 5090D V2 chip, aimed at gamers and animators, while Jensen Huang was visiting China with Donald Trump last week (www.ft.com)
2026-5-20 Trump China Nvidia

Sources: Nvidia's business development group, not its VC arm NVentures, has led much of its ~$90B dealmaking push across 145+ companies over the past 16 months (giftarticle.ft.com)
2026-5-20 Nvidia

The “Nvidia Killer” IPO (dailyreckoning.com)
2026-5-17 IPO Nvidia

Seoul-based WIRobotics, which develops wearable and humanoid robots and is collaborating with Nvidia and AWS, raised a ~$68M Series B led by JB Investment (www.thelec.net)
2026-5-16 Robot Nvidia

Semiconductor stocks fell globally on Friday after the Trump-Xi summit concluded without major chip deals; Nvidia closed down 4.42% and AMD closed down 5.69% (www.wsj.com)
2026-5-16 Trump Nvidia AMD

Nvidia's future in China remains unclear after the Trump-Xi Summit; Trump says China “chose not to” buy Nvidia chips as “they want to try to develop their own” (www.nytimes.com)
2026-5-15 Trump China Nvidia

Razer updates the Blade 18 with an Intel Core Ultra 9 290HX Plus chip, starting at $4000 with an Nvidia RTX 5070 Ti, up $500 from the comparable 2025 model (www.theverge.com)
2026-5-15 Intel Nvidia

Sources: the US cleared ~10 Chinese companies, including Alibaba, Tencent, ByteDance, and JD.com, to buy Nvidia H200 chips, but no deliveries have been made (www.reuters.com)
2026-5-14 China Alibaba Tencent Nvidia

Richard Socher's Recursive Superintelligence raised $650M+ from GV, Greycroft, Nvidia, AMD, and others at a $4B valuation to pursue “recursive self-improvement” (www.nytimes.com)
2026-5-13 Nvidia AMD

Nvidia says that Jensen Huang is joining President Trump on his China trip; source: the president asked Huang to join after seeing media coverage of his absence (www.cnbc.com)
2026-5-13 Trump China Nvidia

Sources: Jensen Huang was left out of President Trump's China trip to avoid unwanted scrutiny and awkward conversations about the sale of Nvidia chips to China (www.semafor.com)
2026-5-13 Trump China Nvidia

Sources: Jensen Huang was not invited to travel with President Trump on his China trip, a potential setback to Nvidia; Huang expressed his willingness to join (www.bloomberg.com)
2026-5-12 Trump China Nvidia

CUDA Proves Nvidia Is a Software Company (hardware.slashdot.org)
2026-5-12 Nvidia

Nvidia embraces its role as an AI investor in 2026, committing $40B+ to equity investments including a $30B stake in OpenAI, $3.2B in Corning, and $2.1B in IREN (www.cnbc.com)
2026-5-11 AI Nvidia Equity

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