Designs graphics processing units and AI accelerators. The dominant supplier of compute hardware to the AI buildout.
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Nvidia disclosed a 9.3% equity stake in Amsterdam-based neocloud Nebius on Tuesday, lifting its shares 7% in premarket trading, while Mizuho argued Oracle's 38% year-to-date decline has created a rare buying opportunity in enterprise cloud infrastructure.
Jay Goldberg · 15 DAYS AGO
A top U.S. Commerce Department official confirmed Tuesday that "very few" Nvidia H200 AI chips have been shipped to China under licenses issued earlier this year, signaling a limited but notable reopening of a market Nvidia had told investors to discount entirely.
TechEchelon Staff · 22 DAYS AGO
AI company executives pushed back on concerns about slowing demand this week, even as chip stocks swung sharply and enterprises began scrutinizing the return on their AI investments more closely.
TechEchelon Staff · 24 DAYS AGO
Hesai Technology, a Shanghai-based lidar manufacturer blacklisted by the U.S. Defense Department as a Chinese military entity, is expanding its commercial reach in America through a partnership with Nvidia, raising alarms among security researchers about potential cyberthreats to critical infrastructure.
TechEchelon Staff · 29 DAYS AGO
Broadcom will extend its chip partnership with Apple through 2031, anchoring a broad semiconductor rebound Monday after the iShares Semiconductor ETF shed more than 12% across two sessions last week. Nvidia largely sat out the recovery amid reports of delays in its next-generation Kyber server system.
TechEchelon Staff · 30 DAYS AGO
Micron Technology reported a fiscal third-quarter gross margin of 84.9%, topping every major U.S. tech company including Nvidia and Meta, as a global memory shortage drives prices to record levels and AI demand shows no signs of easing.
Jay Goldberg · 41 DAYS AGO
Written for readers who already know the basics — markets, AI, and the policy decisions that shape both.