NVIDIA is a semiconductor company best known for its GPUs, which are the primary compute hardware for training and running AI models. Its H100 and A100 chips power the majority of AI data centers worldwide.
A new analysis warns that AI-driven efficiency gains could increase global carbon emissions, citing Jevons Paradox: as AI lowers production costs, demand rises, potentially leading to more energy cons…
OpenAI's audited financials, reported by the Financial Times, show 2025 spending of roughly $34 billion against $13 billion in revenue, with a net loss of $38.5 billion including a one-time restructur…
Nvidia disclosed a nearly $21 billion stake in SpaceX as of June 30, alongside an Intel position worth about $30 billion, according to the Financial Times. The SpaceX holding stems from xAI's acquisit…
Nvidia has reduced its planned financial guarantee for an OpenAI data center from $250 billion to under $120 billion, according to a Wall Street Journal report citing people familiar with the matter. …
Nvidia has scaled back its funding guarantee for a proposed OpenAI data center project in Ohio to less than $120 billion, down from the previously discussed $250 billion, the Wall Street Journal repor…
Nvidia has reduced its proposed financial guarantee for OpenAI's 10-gigawatt Ohio data center project from roughly $250 billion to below $120 billion, according to a report from Crypto Briefing. The r…
The semiconductor sector lost more than $1 trillion in market value on June 6, a roughly 14% decline from its $1.4 trillion valuation, but by June 8 traders bought the dip, sending chip stocks and AI-…
Fireworks AI raised $1.5 billion at a $17.5 billion valuation, signaling a shift in AI investment toward inference optimization. The company, which serves over 40 trillion tokens daily and generates $…
Nvidia disclosed in an SEC filing that it holds approximately 122.8 million SpaceX Class A shares valued at about $21 billion as of June 30, 2026, making it one of the largest known corporate cross-in…
Nvidia has secured commitments from Apollo, Blackstone, BlackRock, Brookfield, Goldman Sachs, and KKR to raise more than $500 billion in third-party capital for financing purchases of its GPUs, formal…
Nvidia Corp. disclosed a $21 billion stake in SpaceX at the end of the second quarter, held through an investment in xAI. The stake, revealed in a regulatory filing, underscores Nvidia's growing finan…
Nvidia's stock is overvalued as the AI industry mistakes pattern recognition for reasoning, and scaling models yields diminishing returns, according to a commentary arguing the AI bubble will burst wh…
Citadel Advisors, the hedge fund led by Ken Griffin, disclosed new Q2 2026 stakes in SpaceX, Cerebras Systems, and Quantinuum, while its 13F equity portfolio grew 41.5% to $875.1 billion from $618.5 b…
Altimeter Capital Management added a new position in Cerebras Systems worth approximately $2 billion and cut its Meta Platforms stake by 31%, shedding around 20,000 shares in early 2026, according to …
Bridgewater Associates, the macro hedge fund managing an estimated $150B to $170B in assets, disclosed a US equity portfolio worth approximately $22.4B in its Q1 2026 13F filing, with top positions in…
Nvidia has reportedly disclosed ownership of 122.8 million Class A shares in SpaceX, a stake worth roughly $16.6 billion at SpaceX's June 12, 2026 IPO price of $135 per share. The reported holding fol…
Soros Fund Management increased its Nvidia stake by approximately 407,530 shares in Q1 2026, bringing total holdings to about 1.07 million shares, a 61.2% jump from the prior quarter. The position now…
Ukraine's Defence Intelligence said on August 12 that investigators found an Nvidia Jetson Orin computer module inside Russia's S-71M Monochrome cruise missile, indicating possible use of artificial i…
Ukraine's military intelligence (HUR) identified an Nvidia Jetson Orin computer module inside Russia's new S-71 Monochrome air-launched cruise missile, indicating possible use of artificial intelligen…
River AI, a two-month-old startup founded by former xAI engineer Igor Babuschkin, raised $1.1 billion on August 11, 2026, in one of the largest early-stage funding rounds in AI history, led by General…