NVIDIA is paying $6 billion to investors in Poolside for a licensing deal to access its open model 'factory', while offering jobs to 109 employees but excluding the founders, who will raise $1 billion…
Microsoft Corp. and NVIDIA Corp. reported the two most consequential AI earnings of the year, with Microsoft's Azure surpassing $100 billion in annual revenue and Microsoft 365 Copilot exceeding 30 mi…
Billionaire investor Chamath Palihapitiya said on August 20 that for the Global 2000, earnings growth has "literally zero" to do with AI, six days before NVIDIA reports fiscal Q3 earnings on August 26…
A Jensen Huang twice-signed Nvidia RTX Pro 6000 Blackwell Workstation Edition GPU sold for $57,450 at RR Auction's 'Steve Jobs & the Computer Revolution' auction, nearly 10 times its initial estimate.…
AMD reported record revenue of $11.54 billion for Q2 2026, with Data Center revenue of $6.72 billion up 107% year over year, while NVIDIA reported $82 billion in quarterly revenue with Data Center rev…
NVIDIA Corporation (NASDAQ:NVDA) reports fiscal second-quarter results on Wednesday, August 26, 2026, with management guiding revenue to $91 billion, plus or minus 2%, nearly double the $46.74 billion…
Billionaire venture investor Chamath Palihapitiya said on Aug. 20 that earnings growth at the world's largest companies has "literally zero" to do with AI, a claim that clashes with Nvidia's 945% five…
Nvidia Corp. needs a new narrative beyond earnings and product roadmaps to unlock a higher stock valuation, according to HSBC analyst Frank Lee, who said the company's push into open-source AI and sma…
NVIDIA reported Q1 FY27 revenue of $82 billion, up 85% year-over-year, with data center revenue at $75 billion, and guided Q2 revenue to $91 billion, while Micron Technology reported fiscal Q3 revenue…
NVIDIA Corp. (NASDAQ:NVDA) heads into its Aug. 26 fiscal Q2 2027 earnings report with a conservative revenue guide of $91 billion plus or minus 2%, a non-GAAP gross margin of 75%, and a 0.953 implied …
Nvidia Corp. reports fiscal second-quarter 2027 earnings on August 26, with shares up just 12% year-to-date despite record revenue of $81.6 billion, an 85% jump year-over-year. Analysts are focused on…
Nvidia Corporation CEO Jensen Huang's eldest daughter, Madison Huang, a senior executive at the company, has sparked succession rumors after appearing with her father at the 2026 World Robot Conferenc…
Nvidia Corp. is in early talks with Korean AI chip designer Rebellions about a potential technical partnership, investment, or acquisition, according to people familiar with the matter. Nvidia CEO Jen…
NVIDIA has hired 109 employees from AI startup Poolside in a $12 billion deal that the founders describe as 'not an acquisition and not an acquihire,' with founders staying for $1 billion and employee…
Unitree Robotics CEO Wang Xingxing said at the 2026 World Robot Conference in Beijing that a humanoid robot breakthrough—where robots can perform 80% of tasks in unfamiliar environments via voice comm…
Marvell Technology signed a commercial agreement with Google on July 29, 2026, to develop custom silicon for data center and AI workloads, a deal structured around warrants and up to $120 billion in c…
Nvidia on Thursday denied a report that it was developing a China-specific LPU for shipment by year-end, stating it has no such product on its roadmap and no LPU sales in China. The reported chip woul…
Nvidia Corp. on Thursday (Aug 20) denied a report by The Information that it plans to begin shipping a language processing unit (LPU) tailored for Chinese customers by year-end, saying it has no China…
Nvidia CEO Jensen Huang told customers on August 13, 2026, that A100 GPUs will remain effective through 2029, while the company simultaneously pushes its Blackwell, Hopper, and upcoming Rubin architec…
Goldman Sachs projects annual AI-related capital expenditure will rise from $765 billion in 2026 to $1.64 trillion by 2031, totaling $7.6 trillion over six years, with compute hardware absorbing about…