Micron Technology announced Thursday it will invest $10 billion in Micron Research Labs, a Boise-based hub focused on advanced memory technologies, memory and compute architectures, advanced packaging…
Mark Cuban posted on X on Aug. 15, 2026, that "Chips as an asset class will be the new crypto," a cryptic statement that drew over 1.2 million views and was widely covered by financial media. Commenta…
At the World Robot Conference in Beijing on Wednesday, more than 300 mostly domestic companies exhibited over 2,000 products and launched 150 new items, signaling a shift from staged demos to real com…
Virginia, which spent twenty years courting data centers with tax breaks and fast-tracked zoning, became the first U.S. state to tax the electricity those centers use, a reversal that Techstrong's spe…
Nvidia Corp.'s aggressive share buyback program is yielding a negative spread of five percentage points against its 8.5% weighted average cost of capital, with the implied earnings yield at roughly 3.…
Michael Burry, the investor known from 'The Big Short,' warned in a Substack post on Tuesday that Nvidia faces 'serious competition' from AI startup Etched, which has raised $700 million at a $21 bill…
Nvidia CEO Jensen Huang's net worth has risen by $27.5 billion this year to $182 billion, making him the world's eighth-richest person, according to Bloomberg. The increase is driven by Nvidia's stock…
A new analysis argues that most self-improving AI loops fail because they lack a strong verifier, and the real craft lies in 'verifier engineering'—knowing where ground truth comes from and what it co…
Nvidia CEO Jensen Huang said in a CNBC interview that "nobody uses AI better than Meta," endorsing Meta's AI strategy as the company plans capital expenditures of $125 billion to $145 billion for 2026…
Nvidia Corp. is providing up to $105 billion in residual-value guarantees for OpenAI's planned Ohio data center campus, covering an initial 4.25 GW of IT capacity at SB Energy's PORTS-Pike Technology …
Nvidia and Wall Street firms including Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs, and KKR are working to raise $500 billion to turn compute into an investable asset class, according to …
Bank of America analyst Vivek Arya said Nvidia's stock is trading at a 40%-50% discount to AI compute peers and a 31%-36% discount to the S&P 500 on an enterprise value-to-free cash flow basis, creati…
Nvidia CEO Jensen Huang has joined X and is using the platform to explain AI concepts while advocating for open AI models, a stance that benefits Nvidia's chip business. His teacher-like posts, which …
Nvidia Corp. has finalized a deal to guarantee up to $105 billion for OpenAI's planned data center campus in Pike County, Ohio, $145 billion lower than the roughly $250 billion guarantee it had consid…
Nvidia Corp. aims to dominate every aspect of AI by securing chip supply, land, power, and shell, according to BofA Securities analyst Vivek Arya after meeting with Nvidia senior management. The compa…
A developer who spent six months building a governance layer for a coffee e-commerce system found that merely having AI harness components is not enough; they must actually be used. The developer disc…
Madison Huang, a senior director at Nvidia and daughter of CEO Jensen Huang, visited LG Electronics' robotics hub in Korea on Tuesday to discuss expanding their partnership in AI infrastructure and ro…
LG Electronics is accelerating its robotics partnership with Nvidia, targeting 100,000 hours of humanoid robot training data by the end of this year at its Yangjae data factory in Seoul. Madison Huang…
Nvidia will provide up to $105 billion in financing toward a massive AI data center in Ohio's Pike County that OpenAI will lease for 20 years, with the site expected to deliver about eight gigawatts o…
Nvidia, OpenAI, and SB Energy are partnering to build an 8-gigawatt data center campus in Ohio, with Nvidia providing over $105 billion in financing and making a $1.5 billion investment in SB Energy. …