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Nvidia

AI Spending Boom Hits Crosswinds as Energy Risks Rise and Meta Faces Verdict Fallout

Energy shocks now threaten the AI build‑out’s pace after a legal hit to Meta.

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

Oracle Reaffirms 4.5GW AI Build as Abilene Expansion Lease Falls Through

Nvidia Earnings Land Today in Marketwide Test for the AI Trade

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

AI Capex Soars With Alphabet’s $175–$185 Billion Plan as Nvidia Shares Stall Before Feb. 25 Earnings

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

China Customs Hold Leaves Nvidia H200 Shipments in Limbo After U.S. Clearance

U.S. Approves Conditional Nvidia H200 Sales to China as Beijing Curbs Imports

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

Nvidia’s Vera Rubin Hot-Water Cooling Rattles Data-Center HVAC Stocks

Google Pursues 'TorchTPU' to Align TPUs With PyTorch in Reported Meta Collaboration

Nvidia Weighs Boosting H200 Output After U.S. Clears Conditional Sales to China

AWS Launches Trainium3 and Plans NVLink-Ready Trainium4, Tightening Its Grip on AI Compute

Alphabet Jumps as Meta Weighs Google TPUs, Pressuring Nvidia

Microsoft and Amazon Line Up Behind GAIN AI Act to Curb AI Chip Exports to China

Executive Remarks Recast AI Race: Huang’s China Warning, Nadella’s Power Bottleneck, OpenAI’s Funding Clarification

China Bars Foreign AI Chips From State-Funded Data Centers as U.S. Reserves Nvidia’s Blackwell for Domestic Use

Microsoft, G42 Unveil 200 MW UAE Data Center Expansion as U.S. Licenses Clear Nvidia Blackwell Shipments

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