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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 Kylie RobisonFebruary 21, 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 Will DanielFebruary 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 BloombergFebruary 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 Ryan HoggFebruary 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
By David MeyerFebruary 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 Chris MorrisFebruary 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 BloombergFebruary 14, 2024
Nvidia CEO Jensen Huang
Tech
Nvidia’s 46% stock surge just took it past Amazon
By Subrat Patnaik and BloombergFebruary 13, 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 Dylan SloanFebruary 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 BloombergFebruary 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 David MeyerFebruary 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
By Christiaan HetznerFebruary 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 Michal Lev-RamJanuary 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 BloombergJanuary 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 BloombergJanuary 22, 2024
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