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Nvidia

Nvidia’s AI Lead Persists as Markets Weigh Google TPUs and a Memory Squeeze

Prediction markets still see Nvidia holding the top market value through June.

Broadcom Seals 2031 Google TPU Deal as Anthropic Locks In 3.5 GW Starting 2027

Nvidia Invests $2 Billion in Marvell to Plug Custom Chips and Optics Into NVLink Fusion

Nvidia Now Trades at a Lower Forward P/E Than the S&P 500

Arm Debuts First In‑House AGI CPU With Meta as Lead Customer

Nvidia Pivots to Rack-Scale AI at GTC, Cites $1 Trillion in Blackwell–Rubin Orders Through 2027

Nvidia Reclaims Top Billing on Wall Street as Big Buyers and Backlogs Confront AI Spending Doubts

Nvidia Sets Record Sales and Lifts Outlook to $78 Billion, but Shares Slip on AI Spending Jitters

AI Deal Fuels Tech Rebound as Oil Jumps and Fed Minutes Expose Split

Oracle Plans Up to $50 Billion Raise to Finance AI Data‑Center Expansion

AMD Climbs as AI Bets Build, Even With Nvidia Set to Lead Data Centers

Nvidia Strikes $20 Billion Groq Deal as AI Demand Keeps Outrunning Supply

Nvidia’s AI Lead Faces Fresh Tests as Stock Pulls Back and Rivals Step Up

Nvidia’s Q3 Report Is the Market’s AI Stress Test

SoftBank Doubles Quarterly Profit on OpenAI Gains, Sells Entire Nvidia Stake to Fuel New AI Bets

Nvidia’s AI Lead Draws Fresh Upgrades as Big-Compute Financing Emerges and Bubble Warnings Intensify

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

OpenAI Taps Broadcom to Co-Develop Up to 10 GW of Custom AI Accelerators

AI Rally Sets New Market Highs as IMF and Bank of England Warn of Bubble Risks

Nvidia Ties Up to $100 Billion to OpenAI, Pledging 10GW of Systems From 2026