Nvidia

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Customer demand for Nvidia chips is so far above supply that CEO Jensen Huang had to discuss how ‘fairly’ the company decides who can buy them
Tech

Customer demand for Nvidia chips is so far above supply that CEO Jensen Huang had to discuss how ‘fairly’ the company decides who can buy them

By
February 22, 2024
Nvidia just crushed earnings again. Top analyst says it’s another ‘drop the mic’ moment that confirms the AI revolution
Finance

Nvidia just crushed earnings again. Top analyst says it’s another ‘drop the mic’ moment that confirms the AI revolution

By
February 21, 2024
‘The most important stock on planet earth’: Wall Street watches and waits for Nvidia’s bombshell as the AI pacemaker reports earnings
Finance

‘The most important stock on planet earth’: Wall Street watches and waits for Nvidia’s bombshell as the AI pacemaker reports earnings

By Carmen Reinicke and Bloomberg
February 21, 2024
Semiconductor giant ASML is one of Europe’s most ‘over-owned’ stocks, Morgan Stanley says—but it doesn’t necessarily signal the beginning of an AI bubble
Tech

Semiconductor giant ASML is one of Europe’s most ‘over-owned’ stocks, Morgan Stanley says—but it doesn’t necessarily signal the beginning of an AI bubble

By
February 21, 2024
Masayoshi Son, chairman and chief executive officer of SoftBank Group Corp., during the SoftBank World event in Tokyo, Japan, on Wednesday, Oct. 4, 2023.
Newsletters

SoftBank mulls $100 billion AI-chip play as big cash sloshes around the semiconductor sector

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February 19, 2024
Nvidia shoots past Alphabet to become the third most valuable U.S. company
Finance

Nvidia shoots past Alphabet to become the third most valuable U.S. company

By
February 15, 2024
Jensen Huang
Tech

Nvidia tried and failed to buy Arm for $40 billion in 2020, but it just reported a stake worth $147.3 million

By Nick Turner and Bloomberg
February 14, 2024
Nvidia CEO Jensen Huang
Tech

Nvidia’s 46% stock surge just took it past Amazon

By Subrat Patnaik and Bloomberg
February 14, 2024
Arm Holdings plc CEO Rene Haas at the Nasdaq.
Finance

Not everyone is buying the hype of AI darling Arm, which has suddenly become Wall Street’s favorite stock

By
February 13, 2024
Jensen Huang
Tech

$1.72 trillion AI chip giant Nvidia has rocketed in value so fast it’s about to pass Amazon as the 4th-most valuable U.S. company

By Ryan Vlastelica and Bloomberg
February 9, 2024
SoftBank Group CEO Masayoshi Son speaks during the SoftBank World 2023 on October 04, 2023 in Tokyo, Japan.
Newsletters

Arm lifts SoftBank—with AI’s helping hand

By
February 8, 2024
Tesla CEO Elon Musk
Tech

Tesla’s place in the ‘Magnificent Seven’ at risk after Elon Musk’s EV company drops out of the top 10 global megacaps as peers hit record highs

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February 6, 2024
The chip industry’s dirty little secret: It’s very dirty
Magazine

The chip industry’s dirty little secret: It’s very dirty

By
January 29, 2024
Jensen Huang
Tech

Nvidia billionaire Jensen Huang dines with TSMC execs in Taiwan to discuss the great AI chip shortage

By Jane Lanhee Lee and Bloomberg
January 25, 2024
Nvidia CEO Jensen Huang made a quiet Lunar New Year’s trip to China as the almost $1.5 trillion chipmaker tries to navigate Biden’s chip controls
Tech

Nvidia CEO Jensen Huang made a quiet Lunar New Year’s trip to China as the almost $1.5 trillion chipmaker tries to navigate Biden’s chip controls

By
January 22, 2024

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