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Nvidia

Meta Seals Multiyear Nvidia Pact for Millions of AI Chips and Standalone Grace CPUs

The pact locks in Nvidia supply for Meta’s energy‑efficient AI rollout using Grace CPUs, Spectrum‑X networking plus confidential computing.

Big Tech Maps $600–$650 Billion AI Capex for 2026, Splitting Markets

Nvidia Puts Vera Rubin Into Production and Launches Alpamayo to Advance Physical AI

Broadcom Nears $2 Trillion After Goldman Upgrade as Nvidia Seeks to Reassure With Memo

Microsoft Activates Fairwater AI Superfactory, Linking Atlanta and Wisconsin Into One Compute Fabric

OpenAI Signs Seven-Year, $38 Billion AWS Deal for Nvidia-Powered AI Compute

Nvidia Stays Out Front in AI Chips as OpenAI Lines Up AMD and U.S. Clears UAE Shipments

JP Morgan Downgrades IREN After Blistering AI-Cloud Rally

Nvidia Takes $5 Billion Stake in Intel, Announces Multi-Generation Chip Collaboration

Nvidia Secures U.S. Approval to Restart H20 AI Chip Exports to China

Nvidia Tops $4 Trillion Market Cap After Shares Close at Record High

US Stocks Rally After Court Invalidates Trump Tariffs and Nvidia Beats Expectations