The ban on the China-only Blackwell card landed during the Trump delegation’s state visit, on which the Nvidia CEO was a late addition. Chinese AI buyers had been using the 5090D V2 as a workaround for the H200 procurement vacuum. China stopped grantin…
Q1 revenue $81.6bn (+85% YoY), data centre $75.2bn, net income $58.3bn. The quarterly dividend moves from a penny to 25 cents per share. The buyback is the second $80bn authorisation in three quarters. Nvidia reported first-quarter revenue of $81.6bn o…
The next big thing for Nvidia will be CPUs for AI agents, $200 billion worth, CEO Jensen Huang predicts.
Nvidia announced another record revenue figure after market close on Wednesday, but forecasted that revenue growth would slow in the following quarter.
A new forecast says Nvidia’s Rubin AI platform could consume over 6 billion GB of LPDDR memory in 2027, tightening gadget supply chains.
Washington has approved Alibaba, Tencent, ByteDance, JD.com, and six others to buy Nvidia’s H200, with each licence good for up to 75,000 units. Beijing has told its tech sector to wait, and Jensen Huang has now been added to Trump’s Beijing trip to tr…
A ransomware group has claimed responsibility for hacking the electronics manufacturing giant Foxconn, and is attempting to extort the company.
NVIDIA’s CEO delivered the keynote at CMU’s 128th commencement on Sunday and received an honorary doctorate. The address framed AI as a reindustrialisation moment for the US, and pressed both engineers and policymakers to advance capability and safety …
$30bn went to OpenAI; the rest is spread across CoreWeave, IREN, Corning, Nebius, and roughly two dozen private rounds. The pattern is closer to vertical integration than to venture investing, and is starting to draw the inevitable circular-deal questi…
NVIDIA will invest up to $2.1bn in IREN as part of a deal that pairs the chipmaker’s reference architecture with the data-centre operator’s 5-gigawatt infrastructure pipeline. The two companies announced the partnership on Thursday. The structure is un…