Nvidia

Technology Oct 17

Nvidia Insider-Turned-VC Says Robotics Still Lacks Its ChatGPT Moment

A former Nvidia executive now investing in robotics says the field has not yet reached the general-purpose breakthrough that made ChatGPT a mass-market product, pushing back on claims that a foundation-model "ChatGPT moment" is imminent.

2 min read TechCrunch

Technology Oct 15

Micron, Nvidia Lead Chip Stock Slide as Anthropic Financials Reignite AI Spending Fears

Chip stocks fell Tuesday as newly reported details about Anthropic's financial progress deepened investor worries about the economics underpinning the AI boom.

2 min read MarketWatch

Technology Oct 10

Nvidia Credit Default Swaps Hold Steady as Broadcom, Oracle Spreads Widen on AI Debt Fears

Nvidia's credit default swaps and valuation have held firm while Broadcom and Oracle face widening spreads and contracting price-to-earnings ratios amid an AI credit scare.

2 min read MarketWatch

Technology Oct 8

SpaceX Weighs $40 Billion Debt Raise to Buy Nvidia Chips for AI Push

SpaceX is reportedly considering raising $40 billion in debt to buy advanced Nvidia GPUs, a bet that would tie the rocket company's finances to the volatile AI hardware market.

2 min read MarketWatch

Technology Oct 5

US Charges Tech CEO With Smuggling $300 Million in Nvidia Chips to China

Greg Lui, 38, is accused of using falsified documents to ship $300 million worth of AI servers containing restricted Nvidia chips to China, the Justice Department announced Thursday.

2 min read Ars Technica

Business Oct 1

Micron Revenue Nearly Quadruples to $XX Billion as Data Center Demand Drives Blowout Quarter

Micron reported fiscal fourth-quarter revenue that nearly quadrupled year-over-year and issued guidance far above analyst expectations, powered by an 11-fold surge in data center revenue.

2 min read CNBC Top

Technology Sep 30

OpenAI Skips Nvidia's 100-Company Alliance Against Rogue AI Agents

OpenAI declined to join Nvidia's new consortium of more than 100 companies working to stop rogue AI agents, though the company says it supports the effort.

2 min read TechCrunch

Technology Sep 29

AMD Buys World Labs in AI Push Against Nvidia

AMD has acquired AI startup World Labs, a move that intensifies its challenge to Nvidia's dominance in the artificial intelligence chip market.

2 min read Ars Technica

Technology Sep 29

Nvidia Expands Buyback to $235 Billion as Alphabet and Meta Halt Repurchases

Nvidia adds $235 billion to its buyback program while Alphabet and Meta stop repurchasing shares to fund AI spending.

2 min read MarketWatch

Technology Sep 29

Nvidia's China AI Chip Sales and Trump Influence Draw Scrutiny From Experts

Tech policy experts warn that Nvidia's dominant position in AI chips and its dealings with China could give the company outsized sway over the Trump administration's trade and export decisions.

2 min read Ars Technica