Nvidia launched an employee-funded political action committee as it expands Washington outreach amid AI regulation debates and plans for US-made AI supercomputers.
Hugging Face co-founder Thomas Wolf says the AI platform has long attracted buyers as Nvidia reportedly considers a deal valued near $13 billion.
Amazon will add 2 million Nvidia GPUs to AWS data centers in 2027 and 2028, extending a fast-growing partnership as demand for AI computing outpaces expectations.
Anthropic agreed to rent about $45 billion in AI computing capacity from Nscale, expanding its infrastructure commitments through Nvidia chips and a West Virginia data center.
Nvidia reported $96.2 billion in quarterly revenue and forecast roughly 70% growth for fiscal 2028, reinforcing AI infrastructure demand while testing investor expectations.
Taiwan indicted a senior Nvidia manager among nine defendants accused of routing more than 100 Blackwell GPU servers to China through a Supermicro-linked scheme.
Dan Ives says Nvidia’s Wednesday earnings can reset AI demand expectations as higher server prices, constrained supply and a possible $6 trillion valuation reinforce tech optimism.
Nvidia customers face AI server price increases above 15% on systems shipping next year, driven by surging memory costs and configurations tied to new chips.
OpenAI secured about 8 gigawatts of capacity at Ohio’s PORTS-Pike campus, linking its expansion to Nvidia, SB Energy and a major Southern Ohio jobs program.
Groq raised $350 million at a $3.5 billion valuation as it pivots toward Nvidia-powered inference cloud services after licensing technology and losing senior talent to Nvidia.
Nvidia is coordinating more than $500 billion in Wall Street financing for AI infrastructure as investors question debt, demand and the boom’s financial durability.
Nvidia disclosed a nearly $21 billion SpaceX stake and $30 billion in Intel shares, while Elon Musk’s rocket company committed to Nvidia chips.
The Trump administration is developing an AI-powered “detective border” after identifying more than 40 countries as elevated risks for China-linked tariff evasion.
Norway’s sovereign wealth fund posted record gains from technology stocks, but CEO Nicolai Tangen warned that concentrated valuations and a market collapse threaten future returns.
CoreWeave and Super Micro shares surged after stronger AI-driven forecasts, lifting Asian equities, U.S. stock futures and related semiconductor companies.
