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Nvidia

SpaceX Recasts Itself as an AI‑Compute Provider With Major Google and Anthropic GPU Leases

Selling large, long‑term GPU capacity to cloud customers, SpaceX is pitching a $26.5 trillion AI opportunity to investors as it prepares to list.

AI Competition Shifts to Chips and Power as Anthropic Nears $1 Trillion and Dell Posts Blockbuster Quarter

Nvidia Posts Record $81.6 Billion Quarter, Guides to $91 Billion and OKs $80 Billion Buyback

Nvidia Pushes Into CPUs With Vera and Forecasts $200 Billion Market

Nvidia Guides Well Above Estimates and Approves $80 Billion Share Buyback

Nvidia Denies Talk of Buying a Major PC Maker After Rumor Jolts Dell and HP Shares

SiFive Raises $400 Million at $3.65 Billion Valuation as Nvidia Backs RISC‑V Push Into AI Data Centers

Nvidia Invests $2 Billion in Marvell to Expand Its AI Data‑Center Stack

AI Buildout Consolidates as Oracle Raises Outlook and Palantir–Nvidia Launch Sovereign Data‑Center Stack

Global Software Selloff Deepens After Anthropic’s Enterprise AI Tools Jolt Markets

Alphabet Tops $4 Trillion as Apple Taps Gemini to Power Next‑Gen Siri

Nvidia Unveils Rubin at CES as Analysts Hold About $253 Target Despite Growing Risks

AI Trade Rebounds After Oracle Funding Jitters Trigger Tech Selloff

Nvidia’s Earnings Loom as AI Rally Faces a Market Test

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

Nvidia’s $100 Billion OpenAI Deal Lifts Market Value Past $4.5 Trillion

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

Broadcom Secures $10 Billion AI-Chip Order From New Customer

Two Unnamed Customers Drove 39% of Nvidia’s Record Quarter

Nvidia Shares Hit Fresh Record, Market Cap Exceeds $3.77 Trillion