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Nvidia

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.

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// recent coverage 3430 mentions

15:16
2026-07-24
theaiopportunities.com
ai-policy

America is so back

Nearly 200 Silicon Valley companies, including Y Combinator and Proton, warned the Trump administration on July 22 that banning Chinese open-weight models like Moonshot AI and Alibaba's Qwen would cau…

15:03
2026-07-24
a16z.news
ai-chips

Charts of the Week: Are Semis Cheap?

Semiconductor stocks are trading near their 10-year average forward P/E of around 19.5x despite nearly 50% of S&P 500 earnings growth coming from the sector, according to a16z. Analysts expect earning…

14:06
2026-07-24
xcancel.com
artificial-intelligence

Jensen Huang on why open models matter

Nvidia CEO Jensen Huang and more than 20 companies and organizations, including Meta, Microsoft, IBM, Hugging Face, Mistral, Mozilla, Palantir, Dell, a16z, and Y Combinator, signed an open letter titl…

14:03
2026-07-24
transformernews.ai
ai-policy

DeepSeek’s boss made the case for export controls

DeepSeek CEO Liang Wenfeng told investors that a lack of access to AI chips is the primary factor holding China back, arguing that he needs 200,000 Huawei 950 chips to train a frontier model but Huawe…

13:31
2026-07-24
letsdatascience.com
ai-policy

Nvidia and 24 Groups Sign Open-Weight AI Policy Letter

Nvidia joined Microsoft, Meta, IBM, Mozilla and 20 other signatories in a July 24 letter urging U.S. policymakers to preserve access to open-weight AI models and avoid premature restrictions. The coal…

11:13
2026-07-24
insideai.news
artificial-intelligence

Intel Shares Rise 6% as AI-Fueled Forecasts Signal Turnaround

Intel shares rose 6% in premarket trading after the company issued third-quarter revenue guidance above Wall Street expectations and raised its annual capital expenditure forecast to $20 billion from …

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