48 articles
Nvidia's latest earnings were positioned as a critical test for the broader AI trade. The results delivered renewed clarity for sentiment across the sector.
The U.S. stock market has jumped 72 percent since late 2022, with tech giants driving a historic split from global markets. Other developed and emerging economies are struggling to keep pace.
Brookfield Asset Management has launched a $10 billion AI infrastructure fund backed by Nvidia and the Kuwait Investment Authority, with plans to scale it to $100 billion as global AI infrastructure demand accelerates.
Nvidia launched Nemotron Parse, an AI vision model that interprets complex document layouts with precision, transforming unstructured documents into structured data for enterprise use.
GMI Cloud is investing $500 million into a new Nvidia-powered AI data center in Taiwan, scheduled to go live by March 2026. The project includes 7,000 Blackwell GPUs and a contract value projected to reach $1 billion.
Traders are pulling back before Nvidia's Wednesday earnings and Thursday's delayed jobs report. Meanwhile, escalating AI infrastructure spending plans are fueling fresh questions about whether massive investments will actually pay off. A near-even split among hedge funds reflects the uncertainty surrounding NVDA's future.
U.S. index futures opened higher, with tech leading the gains, as traders focus on Nvidia's AI-driven earnings report that could determine the market's direction.
Nvidia ($NVDA) has reportedly asked TSMC to ramp up 3nm wafer production for Blackwell chips by as much as 50%—from around 100k–110k wafers per month to roughly 160k. The company says demand is growing "month by month," and all three HBM suppliers are ready to support the push.
AI pioneer Fei-Fei Li warns that language models remain "extremely limited" in understanding the real world, even as Nvidia's explosive growth in AI infrastructure shows how quickly the industry is evolving. Her caution raises questions about whether we're building bigger systems without addressing fundamental limitations.
Recent breakthroughs NVIDIA demonstrate that distributed AI training across continental distances is now feasible, potentially reshaping the future of artificial intelligence infrastructure.
NVIDIA just released Nemotron-VLM Dataset v2 on Hugging Face—a free, commercially-usable collection with 8+ million samples for training vision-language AI models, complete with OCR tools and multilingual support.
Nvidia introduces the BlueField-4 DPU, a 64-core processor that offloads networking, storage, and security tasks to boost AI data center performance by up to 6x.
Nvidia's $1 billion investment in Nokia marks a strategic push into AI-driven telecom infrastructure, combining the chipmaker's AI expertise with Nokia's network technology to develop next-generation 5G and 6G systems.
Qualcomm just dropped two new AI accelerator chips (AI200 and AI250) aimed squarely at the data center market, challenging NVIDIA and AMD's dominance in AI hardware.
JPMorgan just extended a $38 billion loan to Oracle—weeks after warning that the company's debt levels were dangerously high. The contradiction reveals how Wall Street is betting big on AI infrastructure, even as the risks mount.
Recent research by shows how Nvidia's unprecedented growth is transforming global capital flows and industrial infrastructure, with implications that could reshape the world economy over the next 15 years.
Alibaba Cloud's new GPU pooling system cuts Nvidia chip usage by 82%, revealing a stark divide between China's efficiency-first AI strategy and America's hardware spending spree.
NVIDIA's RTX Pro 6000 (Blackwell) delivers up to 7× faster inference than the DGX Spark (GB10) while costing only 1.8× more.
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Saad Ullah
Marina Lyubimova
Peter Smith
Usman Salis
Eseandre Mordi
