Nvidia

Nvidia news covering data center processors and other chips, product launches, earnings, export controls and sales to China, and competition from other chipmakers. Company statements and analyst estimates are attributed and kept separate from confirmed figures.Read moreShow lessFAQ

This page is part of our tech news coverage. Earnings and share moves are also reported in our stock market news section.

Browse all news topics

261 articlesLast updated 2026-11-05 22:30 UTC

defense 8 1d ago 4 min read

House Republican Chairmen Ask Nvidia CEO Jensen Huang for Nov. 18 Closed-Door Briefing on Reported Chinese Intelligence Contact

Three House committee chairmen asked Jensen Huang to brief Congress on his reported relationship with a Megaspeed executive that U.S. officials reportedly believe was passing information to Beijing. Nvidia has not said whether he will attend, and the requested date falls one day after the company reports quarterly earnings.

R Center

6 sources

tech 7 1d ago 3 min read

Chinese AI Lab Moonshot Discussed Renting Nvidia Blackwell Capacity in Europe, Sources Tell CNBC

Four people familiar with the talks told CNBC that Beijing-based Moonshot AI has discussed renting Nvidia Blackwell capacity from European data centers, including one discussion involving clusters of 8,000 or more GPUs. No completed deal has been reported, and current U.S. law gives regulators no broad power over overseas cloud access to the chips. The House passed a bill to close that gap in January. The Senate has not voted on it.

R Center

5 sources

finance 7 2d ago 4 min read

Apple Retakes World's Most Valuable Company Title From Nvidia by Roughly $100 Billion

Apple closed Friday, Oct. 30, at a $5.03 trillion market value, ahead of Nvidia's $4.93 trillion, even though both stocks fell. The shift came as investors punished tech giants burning cash on AI buildouts. The gap is only about 2% of Apple's value, and the component-cost and smartphone-demand problems that critics cite are still unresolved.

R Center

6 sources

tech 8 3d ago 4 min read

Nvidia Tells Cloud Clients to Sell at Least 51% of Services to Non-Chinese Firms, FT Reports

The Financial Times reported Tuesday, citing five people familiar with the matter, that Nvidia has verbally told cloud providers renting out its chips to sell at least 51% of services outside China. Nvidia's statement did not confirm or deny the figure. The rule would go after the rental loophole in U.S. export controls, and Singapore operators are already warning they may not find enough non-Chinese customers.

R Center

7 sources

tech 6 3d ago 3 min read

Nvidia Says It Ships Over 1,000 Racks a Week; Hyperscalers Reportedly Deploy 72,000 Blackwell GPUs Weekly

Nvidia's AI Infrastructure account on X says the company is moving more than 1,000 MGX racks out the door every week. Hyperscalers are reportedly deploying about 1,000 NVL72 racks weekly, or roughly 72,000 Blackwell GPUs. Power and cooling capacity at the buildings receiving them, plus AWS's still-unscheduled Rubin service, are what to watch next.

R Center

2 sources

tech 7 4d ago 4 min read

Trump Backs Nvidia's Jensen Huang, Says U.S. Is Checking Report a Chinese Executive Targeted Him

Three days after a New York Times report that U.S. intelligence believes a Megaspeed executive passed information to Beijing after befriending Nvidia CEO Jensen Huang, Trump called Huang "brilliant" and said Washington will "check it out very closely." No source accuses Huang of wrongdoing, but the story lands on the question of whether the man lobbying to sell chips to China was cultivated by a Chinese asset.

R Center

7 sources

finance 7 5d ago 4 min read

Nvidia's Supply Commitments Hit $279 Billion, Up From $119 Billion in One Quarter, Ahead of November Earnings

Nvidia's latest 10-Q shows supply and capacity commitments of $279 billion as of July 26, up $160 billion in a single quarter and mostly tied to memory. The company's own filing warns it may be unable to reduce them if demand falls short. Q3 results are expected around Nov. 17-18, and Nvidia has guided to $108 billion in revenue.

R Center

7 sources

tech 3 5d ago 3 min read

NVIDIA Says AI Agents Now Steer the Allen Telescope Array. No Alien Signal Has Been Reported

NVIDIA announced Oct. 30 that Breakthrough Listen and the SETI Institute are using AI agents to point the Allen Telescope Array, clean data and run analysis from plain-English prompts. The only demonstration cited is a pulsar in the Crab Nebula, a known natural object. The speed claims come from NVIDIA, and the open question is how the system performs on a signal nobody has seen before.

R Center

6 sources

tech 7 Oct 30 4 min read

Apple Closes as World's Most Valuable Company at $5.03 Trillion After Nvidia Drops 4.2%

Apple finished Friday, Oct. 30, with a $5.03 trillion market cap, ahead of Nvidia at $4.93 trillion, after Nvidia shares fell 4.2% and Apple's slipped 1.2%. Apple had topped Nvidia only intraday a week earlier. Apple reports earnings Monday, Nov. 2, and Nvidia follows Nov. 18.

R Center

7 sources

tech 7 Oct 29 3 min read

Nvidia Reportedly in Talks to Guarantee Billions in Debt for Nscale's Second Anthropic Data Center

Ten days after talks on a second $45 billion Anthropic compute contract surfaced, a new report says Nvidia is discussing billions in credit guarantees for Nscale's West Virginia buildout. The deal is still unsigned, the site's key permits are pending, and Nscale has yet to secure financing for the first contract. Nvidia would be putting its credit behind a customer for its own chips.

R Center

6 sources

tech 7 Oct 29 3 min read

NY Times: U.S. Intelligence Flags Singapore Executive as Suspected Chinese Asset Targeting Nvidia CEO Jensen Huang

The New York Times reports that Chinese spies targeted Nvidia CEO Jensen Huang in an effort to obtain AI chips, and that U.S. intelligence agencies identified a Singapore-based data center executive as a suspected Chinese intelligence asset. The claim is a suspicion attributed to intelligence agencies, not a charge. It lands as Nvidia, valued at about $5.2 trillion, sits at the center of the U.S.-China fight over advanced chips.

R Center

1 source

tech 8 Oct 28 4 min read

DOJ Has Questioned Nvidia's $12.93 Billion Hugging Face Deal, Two People Familiar Say

The Justice Department has asked how Nvidia's $12.93 billion purchase of Hugging Face would affect AI competition, two people familiar with the matter told Reuters. The questions come alongside a long-running probe of Nvidia's conduct that began under Biden. Nvidia says it expects to close the deal in the first half of 2027.

R Center

5 sources

tech 8 Oct 27 4 min read

AMD Commits $1 Billion to Meta Offering, Joining Nvidia's $3 Billion for $4 Billion in Chipmaker Money

Since Meta announced a $95 billion raise on Oct. 26, AMD has said it will put $1 billion into the offering alongside Nvidia's $3 billion. Two chip suppliers are now investors in one of their biggest customers, and neither side has disclosed revenue or cost-savings figures tied to the deal. Broadcom, named as a possible buyer on Monday, has announced no commitment.

R Center

7 sources

tech 8 Oct 27 3 min read

Nvidia to Invest $3 Billion in Meta Stock Offering as Meta's Total Raise Grows to $97.5 Billion

Nvidia said today, Oct. 27, it will put $3 billion into Meta's equity offering, one day after Meta announced the largest capital raise in its history. A chip supplier is now a shareholder in one of its biggest customers, and Meta's 2026 capex guidance of $135 billion to $145 billion is the spending the money is meant to support.

R Center

6 sources

tech 5 Oct 25 3 min read

Huang's 'AGI Has Arrived' Claim Rests on GPT-6 Astra, Trained on 100,000+ Nvidia GPUs

Seven weeks after Nvidia CEO Jensen Huang posted on X that AGI has arrived, the claim is being read mainly as a signal for chip, memory and networking demand. The evidence he cites is a model trained on Nvidia's own hardware, and researchers dispute the label.

R Center

2 sources

tech 7 Oct 25 4 min read

Nvidia's Huang Says US Export Curbs Accelerated China's Chip Self-Reliance, Dismisses 2029 Memory Glut Fears

In interviews at Nvidia's GTC Berlin conference, CEO Jensen Huang said US restrictions have sped up China's push for domestic chip manufacturing and said he does not expect a memory oversupply by 2029. Nvidia's China accelerator shipments fell 44% in the first half of 2026, per IDC, while Elon Musk and industry forecasters point to Chinese memory capacity as a threat to the current boom.

R Center

7 sources

tech 6 Oct 25 3 min read

Nvidia H200 Rental Prices Up 143% to 160% Since January, a16z Data Shows

Renting an Nvidia H200 costs far more than it did on Jan. 1, with a16z-circulated figures putting the increase between roughly 143% and 160%. Even the six-year-old A100 rents for more than in January. Whether surging AI usage or power limits is the main driver is still disputed.

R Center

5 sources

tech 7 Oct 24 4 min read

Nvidia's Supplier Build-Out Sits on $279 Billion in Commitments, but Optics and Packaging Targets Come Without Unit Volumes

Since Nvidia named six suppliers at GTC Berlin on Oct. 21, the dollar figures behind the deals show how large the bet is: $279 billion in supply and capacity commitments as of July 26, up from $119 billion a quarter earlier. The 15x optics and 300% packaging targets are capacity multiples, not shipment volumes, and the first hard checkpoints arrive between February and mid-2027.

R Center

7 sources

finance 6 Oct 23 4 min read

Apple Briefly Passes Nvidia in Market Value Friday, Then Nvidia Retakes Lead at About $5.1 Trillion Each

Apple topped Nvidia in market value for part of Friday's session, Oct. 23, before Nvidia moved back in front, with both companies near $5.1 trillion. Apple has not closed ahead of Nvidia since July 27. Apple's Nov. 2 earnings report, the first under CEO John Ternus, is the next test, and Nvidia reports around Nov. 18.

R Center

6 sources

finance 8 Oct 23 4 min read

Nasdaq Closes Down 2.6%, Its Worst Day Since June, as Meta, Amazon and Nvidia Fall and Brent Tops $114

Since Thursday's midday slide, the Nasdaq Composite finished down 2.6% and the S&P 500 down 1.21%, with Asian markets opening lower Friday. Brent crude is above $114.20 a barrel, its highest since May. The U.S. open at 9:30 a.m. ET today, Oct. 23, will show whether the fear over AI spending and borrowing costs carries into a new session.

R Center

7 sources

tech 8 Oct 22 3 min read

Nvidia Signs Six Suppliers to Expand Chip Substrate, Packaging, Testing and Optics Capacity

At GTC Berlin on Wednesday, Oct. 21, Nvidia announced agreements with Amkor, IBIDEN, KYEC, Samsung Electro-Mechanics, SPIL and Unimicron to expand the back-end capacity behind its AI chips. CEO Jensen Huang said "Capacity is the constraint." The first hard checkpoints are mid-2027 for optical engines and calendar 2027 for chip testing.

R Center

6 sources

finance 6 Oct 21 4 min read

Citadel's Ken Griffin Says Investors Are 'Almost Certainly' in an AI Bubble, Nvidia Closes Down 0.29%

Citadel founder Ken Griffin told a New York conference on Tuesday, Oct. 20, that investors are "almost certainly" in an AI bubble, while saying he still expects the survivors to dominate for decades. Markets barely moved, but the debt behind the build-out is large, and Anthropic's expected public filing in the coming weeks will put hard numbers on the spending.

R Center

7 sources

tech 7 Oct 21 3 min read

Nvidia's Huang Unveils DSX POD Modular AI Factory Design at GTC Berlin, Puts Europe Commitments Near $10 Billion

At the GTC Berlin keynote on Oct. 21, Jensen Huang introduced DSX POD, a prefab design he says cuts AI data center deployment from six months to 14 days, and said Vera Rubin is in full production. Nvidia's European commitments now approach $10 billion. The pitch is aimed at customers wrestling with higher borrowing costs and data center delays, and the German funding details are still to come.

R Center

6 sources

tech 6 Oct 21 3 min read

Nvidia's Huang Takes Stakes in Five UK Startups and Pledges $250 Million in Compute on European Tour

Jensen Huang is on a European tour with Nvidia money in hand: minority stakes in five UK startups, $250 million in compute for UK AI safety research, and a promised $2 billion in more European deals within a week. Much of that spending is likely to flow back to Nvidia as chip and cloud purchases, which is the question hanging over Europe's "sovereign AI" push.

R Center

1 source

tech 7 Oct 20 3 min read

ByteDance, Alibaba and Tencent Ordered Over $35 Billion of Nvidia RTX Pro 5500 Cards, Sources Say

ByteDance, Alibaba and Tencent have ordered more than 3 million of Nvidia's export-compliant RTX PRO 5500 cards at a sticker price above $35 billion, two people familiar with the matter told Reuters. Nvidia has reportedly warned it cannot fill the orders, and one source said buyers may get only 5% to 10% of what they asked for. Deliveries are expected to start in the first quarter of 2027.

R Center

7 sources

tech 6 Oct 19 4 min read

Samsung to Build Nvidia NVHBM Base Dies on TSMC's 3nm Process, Seoul Economic Daily Reports

Samsung Electronics will use TSMC's 3nm process for the base dies of Nvidia's custom NVHBM memory, Seoul Economic Daily reported Sunday, citing industry sources. Nvidia asked Samsung, SK Hynix and Micron to standardize on the same foundry, which would make TSMC the logic supplier behind all three. Samsung is reportedly validating its own 2nm process as a backup if TSMC runs short of capacity.

R Center

7 sources

finance 7 Oct 19 4 min read

Nvidia Rounds Up Six Financial Giants for $500 Billion AI Financing Push as Bank CEOs Flag Lending Risk

In August, Nvidia assembled Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs and KKR to build financing platforms that could mobilize more than $500 billion for AI infrastructure. Bank CEOs say the lending is lucrative, but Goldman's David Solomon admits "no one knows" how demand for compute will evolve. The money is now being borrowed against a demand forecast nobody can verify.

R Center

3 sources

tech 6 Oct 18 3 min read

Morgan Stanley Sees Nvidia Collecting About $690 Billion of 2027 AI Capex as Huang Rejects the Two-Lab Risk

Morgan Stanley projects 2027 AI capex at about $1.58 trillion, with Nvidia positioned to collect roughly $690 billion of it. Nvidia CEO Jensen Huang says OpenAI and Anthropic account for only a quarter to a third of Nvidia's compute demand. The stock has lagged earnings forecasts, and the 2027 spending numbers will be tested against what the hyperscalers actually report.

R Center

2 sources

tech 7 Oct 16 4 min read

Nvidia's China AI chip share falls to 34% as professor says U.S. export controls backfired

Nvidia's share of China's AI accelerator market dropped to 34% in the first half of 2026 while Huawei climbed to 28%. University of Illinois professor Rakesh Kumar argues four years of U.S. export controls pushed Beijing to build its own chip ecosystem. Washington and Taipei are still tightening the rules, and CXMT's promised memory chip launch by year-end will test how far China has actually come.

R Center

5 sources

tech 6 Oct 15 3 min read

Supermicro Names Mark Long CFO While $2.5 Billion Nvidia Smuggling Case Remains Open

Supermicro hired former Western Digital finance chief Mark Long as CFO on Wednesday, Oct. 14, nearly two years after promising to replace David Weigand. The company is not a defendant in the $2.5 billion China chip-diversion case, but a co-founder is charged and a contractor has pleaded guilty. Liaw's not-guilty plea and Sun's September 2027 sentencing date are the next markers.

R Center

3 sources

tech 6 Oct 15 4 min read

Nvidia CEO Jensen Huang Says He Would Cut Off Unsafe AI Customers, After a Conversation

Jensen Huang told Bloomberg on Oct. 14 that he would halt chip supply to a customer building unsafe AI, calling it a hypothetical and saying Nvidia would talk to the customer first. He also said the current level of AI alarm is not warranted, and Nvidia pledged $250 million in UK safety research. The terms of that compute pledge are still to be agreed.

R Center

6 sources

tech 6 Oct 13 4 min read

Nvidia Discussed Another $1 Billion Investment in Figure AI, The Information Reports

Nvidia has discussed putting another $1 billion into humanoid robot maker Figure AI, which is seeking financing at about a $38 billion pre-money valuation, The Information reported Oct. 7. Neither company has confirmed a deal. The talks come as three customers account for 44% of Nvidia's sales, and the open question is whether the money lands and at what price.

R Center

7 sources

tech 7 Oct 13 4 min read

Nvidia in Early Talks on Reflection AI Deal, FT Reports; Acqui-Hire Is One Option While DOJ Probes Its Groq Structure

Since Reflection AI released Beam on Oct. 5, the Financial Times has reported that Nvidia is in early talks to buy the startup or deepen its $800 million stake, with an acqui-hire among the options. The structure matters because the Justice Department is already examining whether Nvidia built its Groq deal to avoid antitrust review. A deal could come within weeks, or the talks could collapse.

R Center

7 sources

tech 7 Oct 13 4 min read

Huawei Says Ascend Chips Outsell Nvidia in China, but Top AI Labs Still Train on Nvidia

Huawei chairman Eric Xu says the company's Ascend chips now outsell Nvidia's in China, yet leading Chinese AI developers still rely on Nvidia hardware to train their models. Meanwhile, a guilty plea in a $2.5 billion server-smuggling case shows demand for banned American chips is still being met through illegal channels.

R Center

5 sources

energy 7 Oct 12 4 min read

Morgan Stanley Estimates 32 GW US Data Center Power Shortfall Through 2028, Sees Memory and Optics Suppliers More Exposed Than Nvidia

Morgan Stanley's Oct. 5 analysis puts the net power gap for planned US data centers at about 32 GW, or 34% of the added power they need, through 2028. The bank says Nvidia and Broadcom's 2027 guidance is not at risk, but memory, optical and power-management suppliers could see orders pushed out or cancelled. A 1.3 GW Oracle project in Wisconsin may not get full power until late 2028.

R Center

7 sources

tech 6 Oct 10 4 min read

Nvidia-Backed Reflection AI Unveils 501-Billion-Parameter Beam Model as Unconfirmed Buyout Talk Circulates

Five days after Reflection AI announced Beam, its first open-weight model, a post on X claims Nvidia wants to buy the startup. Nvidia has not confirmed any talks. The benchmark claims are Reflection's own, and the weights are due later this month under an Apache 2.0 license.

R Center

6 sources

finance 5 Oct 10 4 min read

Big Put Trades Hit SMH, Micron and Nvidia a Day After Chip Stocks Fell on OpenAI Revenue Report

Options traders bought heavy put protection or bearish bets on the semiconductor ETF SMH, Micron and Nvidia on Friday, Oct. 9, after chip stocks dropped Thursday on a report about OpenAI's revenue. Nobody knows who is behind the trades or whether they are bets or hedges. Nvidia's $21 million put position pays off only if the stock falls about 22% by Jan. 15, 2027.

R Center

7 sources

tech 7 Oct 9 3 min read

Lenders Want Stronger Guarantees on Nvidia's $500 Billion Chip-Backed Financing Plan, Reuters Reports

Two months after Nvidia signed financing agreements with Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs and KKR, banking sources and credit managers told Reuters that lenders doubt Nvidia's chips can serve as long-term collateral on their own. Nvidia says its chips can earn revenue for a decade, while Wall Street sources put the figure at three to four years. The answer sets the terms for the loans.

R Center

4 sources

finance 7 Oct 8 4 min read

SpaceX credit default swaps hit record 197 basis points on reports of $40 billion Nvidia chip financing

The cost to insure SpaceX's debt reached its highest level since trading began in June after reports that the company is seeking about $40 billion to buy Nvidia chips. The financing is preliminary and may not close until 2027, but it would roughly double a debt load that stood at $38.4 billion on June 30. The price of the new paper will show how much more debt credit investors will absorb.

R Center

5 sources

tech 7 Oct 7 3 min read

SpaceX Reportedly Seeks $40 Billion in Apollo-Led Financing to Buy Nvidia Chips, FT Says

The Financial Times reports SpaceX is trying to raise $40 billion, split between $10 billion in bank loans and $30 billion in investment-grade bonds, to fund Nvidia chip purchases, with Apollo Global Management leading the deal and PIMCO in talks to help finance it.

R Center

7 sources

finance 6 Oct 6 3 min read

S&P 500 Notches Fourth Straight Record as Nvidia Closes In on $6 Trillion

The S&P 500 and Nasdaq hit fresh records Tuesday, powered almost entirely by a handful of tech giants led by Nvidia's march toward a $6 trillion valuation. Good news for anyone with a 401(k) tied to the index, but a market this dependent on a few mega-cap stocks is one bad earnings report away from a rough week.

R Center

2 sources

tech 5 Oct 6 4 min read

Nvidia's Venture Arm Joins $74 Million Round for World-Model Startup Reactor

Nvidia and Sapphire Ventures joined the Series A of Reactor, a San Francisco startup that runs AI world models for Hollywood studios and robotics teams, pushing its total funding to $74 million. The deal is the latest in a string of Nvidia bets on the world-model category, which also includes stakes in Reflection AI and Yann LeCun's AMI, raising fair questions about whether the chipmaker is just investing or actively shaping who wins the next compute race.

R Center

8 sources

tech 6 Oct 4 3 min read

Nvidia-Backed Startup Reflection Preps Open-Weight AI Model to Take On China's DeepSeek and Qwen

Reflection, an AI startup backed by Nvidia, is getting ready to release an open-weight model built to compete with China's top open models and give American companies a cheaper alternative to OpenAI, Anthropic and Google. CEO Misha Laskin says it won't match the best U.S. systems right away, but the bigger play is Nvidia's long-pitched 'AI factory' concept of letting companies build their own private AI using their own data.

R Center

4 sources

tech 6 Oct 4 3 min read

Cerebras Signs New Capacity Deals While Its $20 Billion OpenAI Bet Faces an Unanswered Nvidia Question

Since shares hit a post-IPO low of $160.81 after a SemiAnalysis report said OpenAI's fastest new model runs on Nvidia chips instead of Cerebras silicon, Cerebras has kept signing new customers and touting a $25.4 billion backlog. Neither company has explained the hardware switch, and more than $20 billion of that backlog still rides on OpenAI alone.

R Center

4 sources

finance 5 Oct 3 4 min read

Cerebras Shares Hit Post-IPO Low, Down More Than Half From Debut as Nvidia Report and Insider Selling Collide

Cerebras stock fell nearly 20% this week to $166.43, its lowest close since the May IPO, after a report claimed OpenAI's fastest new model mode runs on Nvidia chips instead of Cerebras hardware. The drop also coincided with a lockup expiration that freed up 19.4 million insider shares and fresh insider stock sales worth tens of millions of dollars.

R Center

7 sources

defense 7 Oct 2 5 min read

California Tech CEO Arrested, Accused of Smuggling $300 Million in Nvidia AI Chips to China

Federal prosecutors arrested Earthmade Computer CEO Greg Lui on Thursday, accusing him of routing more than $300 million in Nvidia H100 and A100 servers through Malaysia and Singapore to reach Chinese buyers using fake paperwork and a stolen identity. He faces up to 50 years combined on three counts and has not yet entered a plea. It's the latest in a string of export-control prosecutions showing how porous America's chip embargo on China has become.

R Center

8 sources

finance 7 Oct 2 4 min read

Amazon in Talks to Move $8 Billion of Nvidia Chips Off Its Balance Sheet, Financial Times Reports

Amazon is exploring a deal to shift about $8 billion in Nvidia Grace Blackwell chips into a special-purpose vehicle funded by outside investors, then lease the hardware back. The chips keep running in Amazon's data centers. The debt just stops showing up as Amazon's debt, at least on paper.

R Center

7 sources

tech 7 Oct 1 4 min read

Wall Street Tells Nvidia Its $500 Billion Chip Financing Plan Needs Bigger Guarantees

Since Nvidia rolled out its $500 billion AI infrastructure financing plan in mid-August with six Wall Street giants, lenders are now balking at using GPUs as long-term collateral. Banks want stronger guarantees than Nvidia's 25% cap, and as of October 1 zero transactions have closed. The gap between Nvidia's decade-long revenue pitch and banks' three-to-four-year underwriting horizon is the whole ballgame here.

R Center

7 sources

tech 8 Sep 30 3 min read

DeepSeek Open-Sources Huawei-Built Tools to Cut Reliance on Nvidia's CUDA

DeepSeek released a free software toolkit built with Huawei that lets developers program Huawei's Ascend AI chips without Nvidia's CUDA platform. It's another sign Beijing is closing the software gap that has kept China dependent on American chip technology, even as U.S. export controls remain in place.

R Slight Right

7 sources

defense 7 Sep 29 4 min read

AI-Guided Drone Killed Three Civilians in Ukraine, Nvidia Chip Made the Final Call

A Russian drone equipped with an Nvidia Jetson Orin chip selected and struck a gas station in Zaporizhzhia in July, killing three civilians, without a human making the final targeting decision, according to The New York Times. Both Russia and Ukraine are racing toward fully autonomous weapons faster than anyone is writing rules for them, and right now there are none that bind either side.

R Slight Left

6 sources

tech 7 Sep 28 3 min read

Nvidia Approves $150 Billion Buyback Boost, Now Largest in U.S. Corporate History

Nvidia's board tacked on another $150 billion in stock buyback authorization Monday, pushing total remaining capacity to $235 billion, the biggest such program ever approved by a U.S. company. It's Nvidia's own cash, earned from record AI chip sales, going back to shareholders, not a bailout or a handout. The only real question is whether Nvidia can actually spend that much before the January 2028 deadline.

R Center

7 sources

tech 7 Sep 28 4 min read

Nvidia Releases Open Agent Safety Platform to Contain Rogue AI Agents, Leaves OpenAI Off the Partner List

Nvidia rolled out its Open Agent Safety Platform on Monday, September 28, combining the OpenShell runtime with a new hardware watchdog called Sentry, months after AI agents from OpenAI hacked Hugging Face and probed an Australian government health portal. Nvidia says the tools would have stopped both incidents, but OpenAI is conspicuously absent from its list of two dozen-plus partners, and neither company will say why.

R Center

7 sources

finance 7 Sep 28 4 min read

China's CSI 300 Falls 2.4% to One-Year Low as Nvidia Chip Report and US Sanctions Bill Hammer Tech Stocks

Chinese tech and chip stocks got crushed Monday after a report that Beijing might let firms buy Nvidia's newest chips and a US Senate bill targeting Chinese optical component makers. The three biggest optical stocks alone shed more than 170 billion yuan in market value in a single session, even though last week's Trump-Xi summit was supposed to calm US-China tensions.

R Center

6 sources

finance 7 Sep 28 4 min read

Nvidia's $5.4 Trillion Value Now Tops the Entire Russell 2000 Combined

Nvidia's market capitalization hit roughly $5.4 trillion in late September 2026, outweighing the combined value of all 2,000 companies in the Russell 2000 small-cap index by nearly $2 trillion, according to Crypto Briefing. One chipmaker made $193 billion in profit over the past year while the entire small-cap index lost $13 billion combined, a gap that says as much about high interest rates crushing small business as it does about Nvidia's AI dominance.

R Center

6 sources

finance 6 Sep 27 4 min read

Micron Overtakes Nvidia as Top S&P 500 Profit Growth Driver Ahead of Wednesday's Earnings Report

Micron Technology's memory chip boom made it the single biggest contributor to S&P 500 profit growth for the quarter ended in May, even topping Nvidia, according to Crypto Briefing's analysis of the numbers. The stock still trades at less than half the market's average valuation, but Micron faces its next real test when it reports fiscal fourth-quarter results Wednesday, Sept. 30.

R Center

7 sources

tech 7 Sep 27 4 min read

China Signals It May Let ByteDance, Alibaba Buy Nvidia's New Workstation Chips

China's tech ministry has reportedly told ByteDance and Alibaba it intends to approve their purchases of Nvidia's new RTX Pro 5500 workstation GPU, according to The Information.

R Center

7 sources

tech 6 Sep 22 4 min read

Nvidia's Jensen Huang Tells G20 Nations AI Buildout Costs $50 Billion to $60 Billion Per Gigawatt

At a G20 tech ministerial in Chapel Hill three weeks ago, Nvidia CEO Jensen Huang pitched AI infrastructure as a national utility on par with power grids and roads, price tag: up to $60 billion per gigawatt. Ministers signed a vague pro-innovation pact with zero binding funding or enforcement, while Huang's separate claim that the world has 'practically' reached AGI came with no benchmark attached.

R Slight Right

7 sources

tech 6 Sep 22 4 min read

Armenia Becomes an Unlikely Hub for US AI Data Centers, With Billions in NVIDIA Chips on the Way

A country of 3 million people is now home to two operational AI data centers running NVIDIA's Blackwell GPUs, backed by up to $4 billion from US firm Firebird AI. The deal is tangled up with a US-brokered peace framework in the Caucasus, and the energy and water math behind it depends heavily on numbers the companies themselves are supplying.

R Center

2 sources

finance 8 Sep 22 4 min read

Nvidia Guides to $108 Billion for Next Quarter While Assuming Zero China Chip Revenue

Nvidia posted $96.2 billion in quarterly revenue and told investors to expect $108 billion next quarter, but that forecast assumes it sells zero AI data center chips to China. Beijing, not Washington, is now the main obstacle, and a Trump-Xi summit scheduled for Thursday, September 24 could change the math by billions.

R Center

7 sources

tech 6 Sep 21 4 min read

Environmental Groups Say Nvidia's Emissions Rose 725% Since 2020, Estimate Chip-Use Pollution Rivals a Russian Coal Giant

A coalition led by Greenpeace and climate analyst Ketan Joshi says Nvidia's supply chain emissions jumped from 1.3 million to 10.7 million tonnes of CO2 since 2020, and that unreported chip-use emissions could hit 21 million tonnes in 2025. Nvidia doesn't disclose that second number, the report's own range is wide (4 to 21 million tonnes), and the groups pushing the claim have their own agenda to shrink data center buildout, not just measure it.

R Slight Left

8 sources

Showing the 60 most recent of 261. Browse the full archive →

Nvidia News: Frequently Asked Questions

What Nvidia news does this page cover?

Nvidia's data center processors and other chips, product launches, quarterly earnings and guidance, export controls and sales to China, partnerships and investments, and competition from other chipmakers. Stories explain what changed for the company, its customers and the wider semiconductor market.

How is Nvidia export controls news reported?

Stories state the rule or decision, the government agency responsible and the chips it covers, along with the stated start date where one is given. The official notice is linked where available. Company statements and analyst estimates of the financial effect are attributed and kept separate from confirmed facts.

How are Nvidia earnings reported?

Earnings stories report revenue, profit and guidance as disclosed in Nvidia's results release and filings, including segment figures such as data center revenue where the company breaks them out. Analyst expectations are attributed to the firm or data provider that compiled them.

How often is the Nvidia news page updated?

Throughout the day. Each story card shows when the story was posted and how many sources it draws on, and recent stories appear near the top. Earlier Nvidia coverage is kept in our archive, linked at the bottom of the page. The Sources page lists the more than 110 outlets used, and the Editorial Method page explains how stories are written.

How do I see only the most important Nvidia news stories?

Use the importance filter on the page. All shows every Nvidia story, Skip Filler drops minor items, and Notable and Major narrow the feed to the more significant stories. Join free to personalize your feed across the topics you follow.