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Nvidia

Amazon Weighs Selling Its AI Chips as In‑House Silicon Surges

The signal highlights a push to lower AWS costs by gaining more control over scarce AI compute.

Nvidia Maps $1 Trillion AI Chip Runway as Markets Hesitate

U.S. Charges Three Tied to Supermicro in Alleged $2.5 Billion AI Server Diversion to China

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

Micron Posts Record Quarter, Lifts Outlook as Shares Fall on Higher Capex

Nvidia Lifts AI Order Outlook to $1 Trillion Through 2027 With Groq‑Powered Inference Push

Samsung and SK Hynix Said to Clinch HBM4 for Nvidia’s Vera Rubin as Analysts Lift Micron Targets

Nvidia’s Feb. 25 Earnings Will Set the Tone for the AI Infrastructure Boom

Big Tech Maps $650 Billion AI Buildout for 2026 as Investor Focus Shifts to Suppliers

AI Jitters Recast Tech as Software Slumps and Chips Rally

Intel Confirms AI Data-Center GPU Plan, Names Eric Demmers Chief Architect

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

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

Nvidia Says It Will Make a 'Huge' OpenAI Investment as Talks Shift From $100 Billion Plan

Nvidia Tightens Grip on AI Supply Chain as TSMC’s Top Customer, Backlog Grows

China Signals Opening for Nvidia H200 Orders as Jensen Huang Plans Beijing Trip

U.S. AI-Chip Tariffs Take Effect as Intel Rallies and Nvidia’s Lead Draws Fresh Endorsements

Nvidia’s AI Lead Faces Fresh Tests as Rubin Enters Production and Wall Street Stays Bullish

AI Spending Surges Into 2026 as Nvidia Signals Relentless Demand

Nvidia Closes $5 Billion Intel Stake, Seals CPU–GPU Partnership