Google TPUs garner attention as AI chip alternative, but are only a minor threat to Nvidia's dominance — Alphabet's biggest challenge is widespread adoption

tomshardware - Nvidia has broken its silence following reports that Meta is in discussions to spend billions of dollars on Google’s custom Tensor Processing Units. While this appears to be a strong move for Google, challenges regarding adoption remain.

Back to Top / Wednesday, November 26, 2025, 7:21 am / permalink 16317 / 6 stories in 3 months

Fintech Revolut valued at $75 billion following fundraising share sale

Sofia Elizabella Wyciślik-Wilson / betanews - Revolut, the London-based fintech, has completed a fundraising process which values the company at $75 billion. The fundraising involved a share sale which saw NVentures, NVIDIA’s venture capital arm, investing in the company. Employees of Revolut were ab…

Back to Top / Monday, November 24, 2025, 4:20 am / permalink 16235 / 9 stories in 3 months

Tech company CTO and others indicted for exporting Nvidia chips to China

Jon Brodkin / arstechnica - Four arrested and charged with illegal exports, smuggling, and money laundering.

Back to Top / Friday, November 21, 2025, 3:21 pm / permalink 16185 / 5 stories in 3 months

Nvidia's $57 billion quarter shows the AI boom isn't slowing down, for now

techspot - Nvidia's data center segment accounted for $51.2 billion, an extraordinary 66 percent increase year-over-year and a 25 percent sequential rise.Read Entire Article

Back to Top / Thursday, November 20, 2025, 10:22 am / permalink 16142 / 9 stories in 3 months

Nvidia CEO Jensen Huang surprised investors with a 'half a trillion' forecast. It'll come up at earnings

cnbc - "This is how much business is on the books. Half a trillion dollars worth so far," Huang said at the company's GTC conference in Washington last month.

Back to Top / Monday, November 17, 2025, 7:21 am / permalink 16031 / 3 stories in 3 months

SoftBank's Nvidia Exit Reveals the Paper Billionaire's Paradox at AI's Peak

Robert Brown / implicator - SoftBank just posted record profits driven by OpenAI's soaring valuation. So why is Masayoshi Son selling $15 billion in assets, expanding margin loans, and converting paper gains into cash? The answer reveals uncomfortable truths about AI's peak.

Back to Top / Tuesday, November 11, 2025, 8:20 pm / permalink 15879 / 6 stories in 3 months

Trump says Nvidia can't sell its most powerful AI chips to China

Alex Daniel / qz - The president's comments are a change from several months ago, when his administration released a plan for expanding AI exports to U.S. allies

Back to Top / Monday, November 3, 2025, 9:20 am / permalink 15615 / 4 stories in 4 months

Microsoft Inks $9.7 Billion AI Infrastructure Deal With IREN in New Outsourcing Push

Markus Kasanmascheff / winbuzzer - Microsoft continues its AI infrastructure outsourcing strategy, signing a $9.7 billion, five-year deal with IREN for NVIDIA GB300 GPU cloud capacity.The post Microsoft Inks $9.7 Billion AI Infrastructure Deal With IREN in New Outsourcing Push appeared fir…

Back to Top / Monday, November 3, 2025, 7:20 am / permalink 15608 / 7 stories in 4 months

Microsoft gets a rare U.S. export license for UAE AI chips

Robert Brown / implicator - Microsoft won the first Trump-era export license to ship advanced Nvidia chips to the UAE, clearing a path for billions in data center spending. The trade: chip access for binding oversight that converts private infrastructure into alliance architecture.

Back to Top / Monday, November 3, 2025, 7:20 am / permalink 15607 / 5 stories in 4 months

Nvidia to invest up to $1B in French AI startup Poolside as its valuation soars to $12B 

Abhinaya Prabhu / techfundingnews - Nvidia is preparing to invest up to $1 billion in Poolside, whose valuation is set to leap to…

Back to Top / Friday, October 31, 2025, 8:20 am / permalink 15565 / 3 stories in 4 months

Samsung Electronics, Nvidia to Build AI Factory in New Chip Deal

Kimberley Kao / wsj - Samsung Electronics will deploy more than 50,000 Nvidia graphics processing units, embedding artificial intelligence throughout the semiconductor manufacturing flow.

Back to Top / Friday, October 31, 2025, 2:20 am / permalink 15564 / 10 stories in 4 months

Here’s how chipmaker Nvidia became the world’s first $5T company

Abhinaya Prabhu / techfundingnews - Nvidia has made history as the first company ever to surpass a $5 trillion market capitalisation, closing at…

Back to Top / Thursday, October 30, 2025, 9:21 am / permalink 15540 / 3 stories in 4 months

Nvidia, Oracle to build 7 supercomputers for Department of Energy, including its largest ever

Brandon Vigliarolo / theregister - 100,000 Blackwell GPUs and 2,200 exaFLOPs make for a big system The US Department of Energy is partnering with Nvidia and Oracle to build seven new AI supercomputers to accelerate scientific research and develop agentic AI for discovery. Two of these syst…

Back to Top / Tuesday, October 28, 2025, 7:21 pm / permalink 15504 / 5 stories in 4 months

NVIDIA's next move in autonomous driving is a partnership with Uber, Stellantis, Lucid and Mercedes-Benz

engadget - NVIDIA has entered a partnership with Uber to equip more of the rideshare company's vehicles with its autonomous driving infrastructure. The deal centers on NVIDIA's Drive AGX Hyperion 10 autonomous vehicle development platform, a computer and sensor syst…

Back to Top / Tuesday, October 28, 2025, 3:21 pm / permalink 15498 / 8 stories in 4 months

Nvidia to Invest $1 Billion in Nokia in AI Pact

Jack Morphet / wsj - The chip maker will have a 2.9% ownership stake in the Finnish telecommunications company.

Back to Top / Tuesday, October 28, 2025, 12:21 pm / permalink 15492 / 9 stories in 4 months

Watch: Jensen Huang delivers keynote speech for Nvidia GTC

cnbc - Nvidia CEO Jensen Huang delivers keynote address in Washington, DC.

Back to Top / Tuesday, October 28, 2025, 11:21 am / permalink 15488 / 11 stories in 4 months