Business ❯ Technology ❯ Artificial Intelligence ❯ Data Centers

Nvidia

Nvidia Defends Its Lead as Reported Meta–Google TPU Talks Hit the Stock

Investors reassess Nvidia after reports that Meta is exploring Google TPUs raise credible competition risk.

Banks Lift AI Chip Revenue Outlook as U.S. Blackwell Output Starts and Multiyear Deals Expand

Alibaba Ups AI Spend and Adopts Nvidia’s Physical-AI Stack as Compute Alliances Accelerate

Nvidia Tops Q2 Estimates and Lifts Outlook as Shares Ease on China Uncertainty