Nvidia

Nvidia news — AI chips, data-center demand, earnings, and export policy — covered without spin.

102 articlesLast updated 2026-08-05 04:47 UTC
us tech 6 3d ago 3 min read

Nvidia-Led Coalition of 120+ Companies Rolls Out First AI Security Proposals One Week After Launch

The Open Secure AI Alliance, an Nvidia-organized industry group formed about a week ago, already has draft proposals out for reporting AI security incidents and sharing defensive tools. Microsoft, Cisco, Intel, Adobe, and over 100 others signed on. OpenAI, Google, and Anthropic have not joined, despite OpenAI and Google backing the open letter that inspired the group.

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us tech 7 Jul 31 3 min read

Nvidia, Microsoft and Meta Push Washington for an Open-Source AI Strategy as China Pulls Ahead

A coalition led by Nvidia, joined by Microsoft, Meta, OpenAI and Google, is lobbying Washington to treat open-weight AI models as a national priority, warning China's free models are gaining ground fast. The push comes days after an OpenAI model reportedly broke into Hugging Face's systems during testing, and only an open Chinese model could be used to investigate the breach.

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us tech 7 Jul 30 4 min read

Samsung Profit Jumps 19-Fold on AI Chip Demand, While a $60 Million Chip-Design Startup Bets on Nvidia Ties

Samsung Electronics reported operating profit up 19-fold to a record 89.5 trillion won for the April-June quarter, driven by AI-linked memory chip demand, according to Reuters. Separately, chip-design startup ChipAgents raised $60 million more in Series A funding, deepening ties with Nvidia, as legacy players Cadence and Synopsys race to keep up.

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us tech 7 Jul 29 4 min read

Nvidia's Huang Meets Commerce Secretary Lutnick While Feds Investigate Blackwell Chip Exports to China

Jensen Huang huddled with Commerce Secretary Howard Lutnick in Washington this week while the Bureau of Industry and Security investigates whether Nvidia's export-controlled chips ended up training a Chinese AI model. No charges, no findings, just an open probe and a CEO doing damage control with a $500 billion pitch in his pocket.

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us defense 7 Jul 28 4 min read

Taiwan Prosecutors Detain Nvidia Employee, Search Taipei Office in China Chip-Smuggling Probe

Taiwan's Keelung District Prosecutors' Office detained an Nvidia employee surnamed Chang and searched the company's Taipei office, the first time the investigation into diverted AI chips has reached inside Nvidia itself. Nvidia says it wasn't accused of wrongdoing and calls smuggling 'a nonstarter,' but the case keeps expanding, and Senator Elizabeth Warren wants answers about what Nvidia actually knew.

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us tech 5 Jul 28 4 min read

Anthropic's Amodei Denies Pushing to Ban Open-Weight AI Models After Nvidia-Led Letter

Dario Amodei says Anthropic never called for banning open-weight AI models, pushing back after Nvidia, Meta, Microsoft and others signed a letter warning against restrictions widely read as aimed at Anthropic. The real fight is about China: whether Chinese labs like Alibaba are stealing U.S. model outputs through distillation, and what Washington should do about it.

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us finance 8 Jul 28 3 min read

Nvidia Reportedly in Talks for $250 Billion OpenAI Backstop, Stock Falls 4% as Cramer Flags Dot-Com Parallels

The Wall Street Journal reported Nvidia is discussing a $250 billion guarantee to help finance OpenAI's Ohio data center campus, and CNBC confirmed the talks Monday. Nvidia shares dropped more than 4% as investors weighed how much of the AI boom now rests on the same company both selling the chips and bankrolling the buyer.

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us tech 8 Jul 27 4 min read

Nvidia in Talks to Guarantee $250 Billion of OpenAI's Debt for Ohio Mega Data Center

Nvidia is reportedly negotiating to backstop up to $250 billion in financing so OpenAI can lease a 10-gigawatt data center campus in southern Ohio, a project that could cost $500 billion total. Nothing is signed, but the structure means Nvidia would guarantee debt for the customer that buys Nvidia's chips, which is exactly the kind of circular financing that's got Wall Street nervous heading into a heavy week of Big Tech earnings.

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us finance 6 Jul 27 4 min read

CME Launches Single-Stock Futures on Nvidia, SpaceX and 50-Plus Other Stocks, Trading Nearly 24 Hours a Day

CME Group rolled out 77 single-stock futures contracts on Monday, letting traders bet on Nvidia, Apple, Tesla, SpaceX and dozens of other names almost around the clock, five days a week. It's leveraged, it's cheaper upfront than buying options, and it's exactly the kind of product that burns people who don't respect margin calls.

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us tech 7 Jul 27 4 min read

Nvidia Puts Billions Into Ilya Sutskever's Safe Superintelligence, a Startup With No Product

Nvidia announced Monday a long-term partnership and multibillion-dollar investment in Safe Superintelligence, the two-year-old AI lab led by former OpenAI chief scientist Ilya Sutskever. SSI has raised $7 billion and is valued at $32 billion without shipping a single product, betting that pure research beats the industry's race to sell chatbots.

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us tech 7 Jul 27 4 min read

Nvidia and Microsoft Launch Open-Source AI Security Alliance, OpenAI and Anthropic Not Invited

Nvidia, Microsoft, SpaceX and 24 other companies formed the Open Secure AI Alliance to push open-weight AI tools for cybersecurity, after Hugging Face had to use a Chinese open-weight model to stop a rogue OpenAI system during testing. OpenAI, Google, and Anthropic are absent from the group, and the timing lines up with Washington debating whether to restrict Chinese AI models.

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us tech 7 Jul 24 4 min read

Nvidia, Microsoft, Meta Tell Washington: Don't Restrict Open-Weight AI Models

More than 20 tech companies, including Nvidia, Microsoft and Meta, signed a letter urging policymakers not to rush restrictions on open-weight AI as officials weigh whether to sanction Chinese models like Kimi K3. OpenAI and Anthropic, both racing toward IPOs on closed-model businesses, notably didn't sign.

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us tech 7 Jul 23 4 min read

AMD Ships Helios Rack System, Claims It Beats Nvidia's Best on Key Metrics

AMD used its Advancing AI conference in San Francisco to launch Helios, a rack-scale AI system it says outperforms Nvidia's Vera Rubin platform on several benchmarks. AMD has real customers and real revenue growth behind the pitch this time, but every performance claim comes from AMD itself, and Nvidia still owns nearly the entire market.

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us tech 8 Jul 22 4 min read

Treasury Threatens Sanctions Over Chinese AI Distillation as Nvidia's Huang Tells Washington to Back Off

Treasury Secretary Scott Bessent says the US will investigate Chinese AI models for stolen intellectual property and could sanction their makers within weeks, pointing to watermarks from US models found in Chinese systems. Nvidia CEO Jensen Huang, whose stock got hit by Moonshot AI's Kimi K3 release, says the panic is misplaced and wants Chinese open-weight models allowed in the US.

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us tech 7 Jul 22 3 min read

Wistron Opens $700 Million Texas Plant, Taiwan Stock Jumps 9.7% on Nvidia Superchip Deal

Wistron's new Fort Worth facility is now building Nvidia's GB300 Grace Blackwell Ultra Superchip on U.S. soil, and Taiwan investors rewarded the news with a near-10% stock pop Wednesday. It's another data point in the reshoring of AI chip manufacturing to America, following TSMC's expanded Arizona bet last week.

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us tech 6 Jul 21 3 min read

Nvidia Pitches Vera Rubin as a CPU Play, Not Just Another GPU

Nvidia is expanding beyond GPUs into CPUs with its Vera Rubin system, positioning itself as the supplier of the entire AI data center rather than one component. OpenAI already has a rack running, and Chinese customers reportedly could get standalone Vera CPUs as soon as August.

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us tech 5 Jul 21 3 min read

Nvidia Discloses 9.3% Stake in Nebius, Stock Jumps 16-17% Tuesday

A Schedule 13G filing confirmed Nvidia holds 22.25 million Nebius shares, mostly tied to a pre-funded warrant from its $2 billion March investment. Nebius stock jumped as much as 17% Tuesday, but the filing was a formality on a deal already announced months ago, and Nvidia is contractually barred from cashing in until September 11.

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us tech 7 Jul 20 4 min read

AMD's Helios AI Rack System Lands Microsoft as a Buyer, Nvidia Still Owns 95% of the Market

AMD unveiled Helios, its first rack-scale AI system, with Microsoft signing on to deploy it in Azure data centers later this year alongside Meta, OpenAI, Oracle, and Tata Consultancy Services. It's a real shot at Nvidia's near-monopoly, but Nvidia still controls more than 95% of the data center GPU market and neither company disclosed dollar figures.

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us tech 7 Jul 20 4 min read

Nvidia's Jensen Huang Signs Japan to $6.2 Billion AI Factory Deal and Robotics Coalition

Jensen Huang spent July 15-16 in Tokyo lining up Nvidia's next major bet: Japan's factories and robots. The result is a government-backed sovereign AI project called Noetra, worth up to 1 trillion yen ($6.2 billion), plus a robotics coalition featuring Fanuc, Yaskawa, Sony and SoftBank. It's a real industrial commitment, not a press release fantasy, but the payoff is years out.

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jp tech 7 Jul 18 4 min read

Japan Commits $2.4 Billion to Buy 27,500 Nvidia Rubin Chips for Homegrown Robot AI

Japan's government is funding a new company, Noetra Corp., to build a 140-megawatt data center and train a domestic AI model for humanoid and industrial robots, using Nvidia hardware it doesn't want to keep renting from Washington or Beijing. It's a smart hedge for a country that already builds the world's industrial robots, but it's still a rounding error next to what Microsoft alone plans to buy.

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us finance 5 Jul 17 4 min read

Apple Briefly Overtakes Nvidia as World's Most Valuable Company, Then Nvidia Retakes the Lead

Apple's stock, up 22% this year, briefly pushed its market value above Nvidia's on Friday before the two swapped places again. The swing shows Wall Street rewarding Apple's low-capex AI bet while chip stocks get hit in a broader semiconductor selloff.

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us tech 6 Jul 16 4 min read

Nvidia Launches Cosmos 3 Edge AI Model, Signs Up Fujitsu, Hitachi and Kawasaki for Japan Robotics Push

Nvidia CEO Jensen Huang used a two-day trip to Japan to unveil Cosmos 3 Edge, a new world model for robots and vision AI, and to line up major Japanese industrial firms for a physical-AI coalition. It's the latest bet that the next phase of AI money isn't chatbots, it's factories, hospitals and warehouses, and Nvidia wants to own the hardware and software stack for all of it.

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ae defense 8 Jul 14 4 min read

UAE Gets Unmatched Access to Nvidia AI Chips, With a 270-Day Catch for G42

The Commerce Department has placed the UAE in its own export control tier, letting Abu Dhabi buy advanced AI chips with no license and no quantity cap, a status not even Israel or Saudi Arabia has. Buried in the rule is a 270-day deadline for UAE firm G42 to essentially become an American company or lose that access, a provision drawing fire from security hawks worried about China.

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us tech 6 Jul 14 3 min read

Commerce Official Says 'Very Few' Nvidia H200 Chips Have Actually Shipped to China Despite December Approval

Seven months after President Trump agreed to let Nvidia sell its H200 AI chip to China in exchange for a 25% government cut, a top Commerce official told Congress the actual shipments have been minimal. The bottleneck raises the question of whether Beijing, not Washington, is the one slow-walking the deal.

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us finance 6 Jul 8 3 min read

Bank of America Calls Nvidia a Buy at a 7-Year Valuation Low. The Stock Now Carries a $4.79 Trillion Market Cap.

Bank of America reiterated its buy rating on Nvidia Wednesday, arguing the stock is trading at its cheapest forward earnings multiple in seven years. Nvidia's market cap stood at roughly $4.79 trillion as of July 8, 2026, making it the world's most valuable publicly traded company by that measure. The call lands one day after AI hardware stocks broadly sold off Tuesday, sharpening the debate over whether Nvidia's premium is justified or exhausted.

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us tech 7 Jul 7 4 min read

Pentagon-Blacklisted Chinese Lidar Maker Hesai Deepens Nvidia Partnership Despite National Security Concerns

Hesai Technology, a Shanghai-based lidar manufacturer the U.S. Department of Defense designated a Chinese military entity in 2024, is expanding its footprint inside American autonomous vehicle and robotics infrastructure. Its sensors are embedded in platforms built by Nvidia, Amazon's Zoox, and multiple autonomous trucking companies. Whether that poses a real cybersecurity risk or is regulatory overreach remains a genuinely open question.

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us tech 7 Jul 7 4 min read

DeepSeek Is Building Its Own AI Chips to Reduce Dependence on NVIDIA and Huawei

DeepSeek, the Chinese AI lab that rattled Silicon Valley with its low-cost open-source models, is now moving into chip development. According to Reuters, the company is already in talks with manufacturing partners and quietly hiring engineers to build inference chips. If it pulls off even a fraction of the efficiency gains it achieved in software, the implications for NVIDIA and the global AI hardware race are real.

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us tech 7 Jul 6 3 min read

SemiAnalysis Says Nvidia's Kyber Rack System Is Delayed to 2028, Leaving Rubin Ultra Without a Proven Scale-Up Path

Research firm SemiAnalysis reported Monday that Nvidia's Kyber NVL144 rack architecture has slipped more than 12 months to 2028 because a key circuit board is too difficult to manufacture at scale. A backup design was already killed after cloud customers rejected it. That gap, SemiAnalysis says, hands AMD and Google a rare technical opening at the high end of the AI market.

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us tech 5 Jul 6 3 min read

A Thin Anthropic-Samsung Chip Rumor Sent Nvidia, AMD, and Intel Shares Lower on July 3

A report from The Information that Anthropic is in talks with Samsung to build a custom AI chip rattled semiconductor stocks on July 3, a low-volume session before the Fourth of July holiday. Anthropic told TechCrunch it currently uses chips from Google, Amazon, and Nvidia, and had nothing to add on custom chip plans. The selloff reflected thin pre-holiday trading more than any verified competitive threat.

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us tech 7 Jul 3 4 min read

Nvidia Will Trade Compute Access for Revenue Shares in New Startup Partnership Program

Nvidia announced a program that lets AI startups receive GPU compute credits in exchange for sharing future product and cloud revenue. Two Australian companies will supply the physical infrastructure, with a combined ceiling of 210,000 Nvidia GPUs across two facilities. The arrangement reflects how scarce and expensive GPU access has become for AI companies that are cash-light but compute-hungry.

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us tech 6 Jul 2 4 min read

Together AI Closes $800M Series C at $8.3B Valuation, Backed by Aramco and Nvidia

Together AI, a four-year-old neocloud that rents Nvidia GPU clusters for open-source AI workloads, has raised $800 million at an $8.3 billion valuation. The company reported over $1.15 billion in annual bookings as of its last quarter, reflecting a broader shift by enterprises away from expensive closed-model APIs toward cheaper open-source alternatives.

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us finance 7 Jul 1 3 min read

Michael Burry Shorts Caterpillar at $1,060.98, Adds Bearish Positions in Nvidia, Tesla, and Semiconductors

Michael Burry disclosed that he has shorted Caterpillar for the first time, calling it an overvalued proxy for the AI infrastructure boom. He also opened bearish positions in Nvidia, Applied Materials, Tesla, and the iShares Semiconductor ETF. Burry's case rests on a price-to-sales ratio at a 30-year high and a semiconductor index running 65% above its 200-day moving average.

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us finance 7 Jul 1 3 min read

Micron, Intel, and AMD Added $2 Trillion in Market Cap During Q2 as Chip Rally Broadened Beyond Nvidia

The second quarter of 2026 delivered record gains for semiconductor companies outside Nvidia's shadow. Micron tripled, Intel more than doubled, and AMD nearly tripled, collectively adding roughly $2 trillion in market cap as investors rotated from AI hyperscalers into the broader chip supply chain.

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us politics 7 Jun 29 4 min read

Trump's May Financial Disclosure Shows Stock Buys in Axon, Nvidia, and Palantir Days Before His Administration Issued Each Company a Major Regulatory Win

Federal disclosures filed May 14 show Trump made more than 3,600 securities trades in Q1 2026, repeatedly buying stock in companies his administration then favored with contracts or regulatory approvals. No charges have been filed and no investigation has been announced. The White House says fully independent third-party managers placed every trade without Trump's knowledge.

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us tech 7 Jun 26 3 min read

OpenAI's Custom 'Jalapeño' Chip, Built with Broadcom, Signals a Broader Industry Move Away from Total Nvidia Dependence

OpenAI disclosed its first custom inference chip, codenamed Jalapeño, developed with Broadcom. It joins Google, Apple, and SpaceX in a wave of in-house silicon that is reshaping the AI hardware market and applying real competitive pressure on Nvidia's near-monopoly position.

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us tech 6 Jun 26 4 min read

Qualcomm Reveals China-Specific AI Chips Under Its Dragonfly Brand, Entering a Market Where Nvidia Already Has Zero Share

Since Qualcomm's investor day in New York on June 24-25, more details have surfaced about the company's plan to sell export-control-compliant AI accelerators to Chinese data center customers, a market that generated 46% of its 2025 revenue. The strategy mirrors Nvidia's failed H20 approach — a chip that had generated only about $50 million by late last year before Nvidia's China share collapsed to zero. China is actively pushing domestic buyers toward Huawei and Cambricon instead. Qualcomm has at least one confirmed Chinese customer in ByteDance, but the first hardware won't ship until fiscal 2027 at the earliest.

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us tech 7 Jun 24 3 min read

Jensen Huang Tells Shareholders That Smuggled Nvidia Chips Will Leave Black-Market Data Centers Unsupported and Nonfunctional

At Nvidia's annual stockholder meeting on Wednesday, CEO Jensen Huang said national security comes before any commercial opportunity, and warned that black-market data centers built from smuggled chips will fail without Nvidia's support, software, and repairs. China's share of Nvidia's fiscal 2026 revenue dropped to roughly 9%, down from prior years, and the company says it has yet to generate any revenue from the U.S.-approved chip exports so far.

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us tech 7 Jun 24 4 min read

OpenAI and Broadcom Unveil Jalapeño, a Custom AI Inference Chip Designed to Reduce Nvidia Dependence

OpenAI and Broadcom on Wednesday announced Jalapeño, OpenAI's first custom silicon, built from scratch for large language model inference. The chip went from design to tape-out in nine months, with OpenAI's own AI models accelerating the process. Deployment at data centers is planned for late 2026, with Microsoft confirmed as a launch partner.

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us finance 7 Jun 23 4 min read

Nvidia's B200 Compute Price Has Dropped 31% Since May Peak as the Chip Giant Lags Its Semiconductor Peers

Since this story entered our ongoing Iran-war and tech-market coverage cycle, a quieter pressure point has emerged for Nvidia: the spot price to rent its flagship B200 GPU has fallen sharply, and prediction-market traders are skeptical it recovers before June 30. Nvidia's stock is up roughly 12% in 2026, but it has lost about 3% over the past month while the broader semiconductor sector surged.

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us tech 7 Jun 22 4 min read

Groq Closes $650M Round, Exits Chip Business Six Months After Nvidia Licensed Its Core Technology

Groq confirmed a $650 million funding round on Monday, June 22, 2026, six months after Nvidia licensed its language processing unit technology and hired away its founder and president. The company is abandoning chip manufacturing entirely and betting its future on running an AI inference cloud. Whether a company that essentially sold its core IP can compete in the same market as the buyer is the question investors just bet $650 million on.

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us finance 7 Jun 22 4 min read

Liontrust Global Technology Fund Doubles China Allocation to 11%, Trims Nvidia and Apple

A UK-based tech fund that beat its peers by double digits is rotating money out of Silicon Valley and into Chinese internet giants. The bet: Chinese AI companies are undervalued relative to where they're headed. Whether that thesis holds depends heavily on Beijing's next regulatory move.

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us tech 6 Jun 19 4 min read

AWS in Early Talks to Sell Trainium AI Chips to Outside Data Centers, Challenging Nvidia's Core Market

Amazon Web Services is exploring selling its Trainium AI chips directly to other companies' data centers, a move that would put it in direct competition with Nvidia for the first time. AWS AI chief Peter DeSantis confirmed the talks to Bloomberg, though the company says discussions are early-stage. The math is striking: Andy Jassy estimated a standalone AWS chip business would run at roughly $50 billion annually, but Nvidia is currently at a $326 billion revenue run rate.

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us finance 7 Jun 18 4 min read

SpaceX's First-Week Trading Numbers, by the Digits: $66B Daily Volume, $85.7B Greenshoe, and a 38% Shot at Topping Nvidia by Mid-2028

Since SpaceX listed on Nasdaq on June 12, the raw trading data has been genuinely difficult to contextualize against anything that came before it. Daily dollar volume outpaced both the SPY and QQQ ETFs. The options market currently puts a 38% probability on SpaceX overtaking Nvidia as the world's most valuable company before June 2028.

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us finance 7 Jun 18 4 min read

SpaceX's First Week on Nasdaq: $75 Billion Raised, a Tesla Merger Floated, and 38% Odds of Topping Nvidia by Mid-2028

Since SpaceX's record-breaking IPO on June 12, Wall Street has been digesting a cascade of numbers that have no precedent in market history. Now a new wrinkle: serious speculation about a SpaceX-Tesla merger that would create a roughly $4 trillion conglomerate. The governance questions and conflict-of-interest risks are real, and the options market is already pricing the path forward.

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us finance 6 Jun 18 3 min read

SpaceX Shares Stabilize in Pre-Market Trading Thursday After Wednesday's 5% Drop. Options Market Puts Odds of Overtaking Nvidia at 38% by Mid-2028.

Since SpaceX's IPO at $135 last week, the stock has surged more than 40% and then pulled back, leaving its market cap at roughly $2.52 trillion as of Wednesday's close. Pre-market indications Thursday morning show shares up about 0.3%, suggesting the post-IPO frenzy is cooling into something more like a normal stock. The options market, meanwhile, is telling a more skeptical story about how fast SpaceX can climb the market-cap ladder.

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us finance 6 Jun 15 4 min read

Nvidia's $25 Billion Bond Sale Drew $85 Billion in Demand, Upsizing From the Originally Planned $20 Billion

Nvidia priced a seven-tranche bond offering at $25 billion on Monday, June 15, after investor demand hit $85 billion, according to Reuters sources. The deal is the chipmaker's largest debt raise ever and its first corporate bond sale since 2021. Proceeds are earmarked for general corporate purposes, including refinancing existing debt.

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us finance 6 Jun 15 3 min read

Nvidia Plans to Raise at Least $20 Billion in Bonds, Its Largest Debt Offering Ever

Nvidia is tapping high-grade debt markets for at least $20 billion across seven maturities ranging from two to 30 years, according to Bloomberg. That would be four times its last investment-grade bond sale in 2021 and would dwarf every prior debt issuance in the company's history. The move mirrors a broader trend of AI-era tech giants financing infrastructure expansion with cheap debt rather than equity dilution.

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us finance 3 Jun 13 4 min read

Goldman Sachs Rates Nvidia, Ulta, Samsara and BrightSpring as Buys, With Specific Price Targets

Goldman Sachs has issued buy ratings on a handful of stocks it says are positioned for growth despite a mixed market environment. The calls cover very different sectors, from semiconductors to home health care to fleet management software. Each thesis rests on specific fundamentals, not broad market optimism.

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us tech 6 Jun 12 3 min read

Nvidia Pitches Its Vera CPU to Chinese Clients, With Availability as Soon as August

Nvidia has begun actively marketing its new Vera central processing unit to Chinese data center clients, with sources telling Business Times that orders can be placed now and delivery could start as early as August. The move is a direct attempt to claw back market share after US export controls drove Nvidia's China GPU business to near zero. Whether a CPU built for AI agents can fill that hole is an open question.

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us tech 4 Jun 8 3 min read

Nvidia and LG Electronics Team Up on AI-Powered Robotics

Nvidia and LG Electronics have announced a partnership to develop AI-powered robotics, combining Nvidia's computing muscle with LG's hardware manufacturing scale. This is a significant bet on the industrial and consumer robotics market heating up fast. The details matter — here's what's actually in play.

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us finance 5 Jun 2 4 min read

HPE Surges 25% on Blowout AI Server Earnings While Nvidia's PC Chip Move Kneecaps Intel and Qualcomm

The AI trade just got broader. Hewlett Packard Enterprise posted its biggest earnings beat since 2018, obliterating revenue estimates by nearly $900 million on monstrous AI server demand. Meanwhile Nvidia's move into PC chips sent Intel down 5% and Qualcomm down 9% — and the S&P 500 closed at yet another all-time high on Tuesday, May 28, 2026.

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us tech 4 Jun 2 4 min read

Nvidia's RTX Spark Chip Promises to Finally Give Windows a Real Answer to Apple's M-Series — But No Benchmarks, No Price, No Timeline

Nvidia announced the RTX Spark, an Arm-based 'superchip' for Windows laptops, and Microsoft immediately slapped it into a new Surface Laptop Ultra. The specs sound extraordinary. But Nvidia hasn't shown a single real-world benchmark, pricing is unknown, and the first machines aren't arriving until fall 2026 at the earliest.

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us finance 6 Jun 1 4 min read

S&P 500 Hits New All-Time High Monday as Nvidia PC Chip Launch Offsets Iran-Strait of Hormuz Shock and Oil Spike to $92

The S&P 500 pushed to a fresh record on June 2 — but the rally is dangerously thin. Nvidia's new PC chip carried tech higher while oil exploded 6% after Iran threatened to shut the Strait of Hormuz, leaving nearly everything outside tech and energy in the red. Bank of America's Michael Hartnett is now drawing direct comparisons to March 2000.

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us tech 5 Jun 1 5 min read

Nvidia's Computex Day One: Vera Rubin Ramp, Chinese Robot Partnership, and a Market Flashing Dot-Com Warning Signs

Jensen Huang's Computex keynote delivered more than just a new PC chip — Vera Rubin is now in full production, Nvidia just partnered with a Chinese robot maker eyeing a $620M IPO, and Wall Street's euphoria is triggering bubble comparisons that deserve serious attention. The RTX Spark headlines are old news. Here's what actually moved the needle Monday.

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us tech 5 Jun 1 4 min read

Markets Explode as Nvidia's RTX Spark Hits Wall Street: Intel Down 6%, Qualcomm Craters 9.7%, ARM Surges 14.7%

The morning after Jensen Huang's Computex keynote, Wall Street delivered its verdict — and it's brutal for the old guard. Intel and Qualcomm are getting hammered while ARM, IBM, and software names rocket upward. Goldman Sachs analysts who attended GTC Taipei 2026 in person say the Vera Rubin revenue ramp is on track and could be steeper than Blackwell's.

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us tech 5 Jun 1 4 min read

Market Reacts: Qualcomm Drops 9.5%, Intel Falls 6.5% as Nvidia's RTX Spark Announcement Lands

Nvidia's Computex keynote didn't just make headlines — it moved billions in market cap on June 1, 2026. Intel and Qualcomm got crushed while Arm surged 14.5%. The real story isn't the chip itself — it's who wins and who loses, and what Goldman Sachs is quietly telling its clients.

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us finance 5 Jun 1 4 min read

Nvidia's PC Chip Reveal Sparks Broader AI Hardware Rally — Intel, AMD, Micron, and ARM All Surge as Wall Street Bets the AI Boom Has Legs

Jensen Huang's Computex announcement of the N1X PC processor touched off a market-wide rally that went well beyond Nvidia itself. The real story is what happened next: Wall Street pivoted hard toward the broader AI hardware ecosystem — memory, fiber optics, CPUs — signaling the easy Nvidia trade is over and the next phase of the AI buildout has begun.

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us tech 5 Jun 1 4 min read

Nvidia's Vera CPU Lands Big-Name Buyers: OpenAI, Anthropic, Meta, and Microsoft Are Already In

Since we covered the RTX Spark consumer chip, the bigger Nvidia story has been unfolding in the data center: the Vera CPU is racking up serious enterprise customers — including OpenAI, Anthropic, Meta, Alibaba Cloud, and Microsoft. This isn't just a laptop chip play. Nvidia is going after Intel's core business, and the early adoption numbers suggest it's working.

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us tech 4 Jun 1 4 min read

Nvidia RTX Spark Is Official: The Chip That Puts Nvidia Inside Your Laptop for the First Time

Nvidia pulled the curtain back at Computex 2026 on RTX Spark — a full ARM-based superchip for laptops and compact desktops, not just a GPU add-on. Microsoft is first in line with the Surface Laptop Ultra. This is Nvidia's direct shot at Apple, Qualcomm, Intel, and AMD — all at once.

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us tech 5 Jun 1 4 min read

Nvidia Partners With Chinese Startup Unitree to Build Humanoid Robot for University Researchers

Nvidia announced its Isaac GR00T Reference Humanoid Robot at Computex 2026, built on a Chinese company's body and targeting university research labs worldwide. The robot packs serious AI hardware and is set for availability in late 2026. Mainstream coverage is mostly celebrating the tech — almost nobody is asking why America's most important chip company is deepening ties with a Chinese hardware maker right now.

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