Nvidia Corporation

Artificial Intelligence

Nvidia CEO targets more India growth through fresh partnerships

AI pioneer joins Ambani’s Reliance to bet on India growth. Reliance’s major data center to run new Nvidia Blackwell chips.

Semiconductor

TSMC cuts off client after discovering chips sent to Huawei

TSMC halted shipments immediately after discovery this month. The company has notified Taipei, Washington as it investigates.

Artificial Intelligence

US weighs capping exports of AI chips from Nvidia and AMD to some countries

Nvidia shares fell more than 1% in premarket trading Tuesday, after the stock’s record close on Monday.

US stocks

Nvidia says it has ‘not been subpoenaed’ by the DOJ in probe

In its response to the story, Nvidia said that its edge in the AI computing market stems from the superiority of its products.

US stocks

Nvidia gets DOJ subpoena in escalating antitrust probe

Nvidia shares, which suffered a record-setting US$279 billion ($364.56 billion) rout on Tuesday, fell further in late trading.

Data centres

Sustainable Metal Cloud can help data centres achieve up to 40% of cost savings through its cooling technology

The company’s hypercube boasts a PUE of 1.03, and costs about US$4 mil per MW to build.
Nvidia gets rare downgrade on valuation concerns after rally - THE EDGE SINGAPORE

US stocks

Nvidia gets rare downgrade on valuation concerns after rally

New Street Research analyst Pierre Ferragu downgraded the AI-focused chipmaker to neutral from buy.

Tech

Nvidia, market surge and a bubble burst?

Is the bull market intact, or is the Wall Street AI-powered tech bubble about to pop?

Semiconductor

Nvidia tops US$3 trillion in market value, leapfrogging Apple

The shares of the Santa Clara, California-based firm have rallied roughly 147% this year, adding about US$1.8 trillion.

Broker's Calls

Nvidia’s new AI superchips 'Blackwell' has DBS and Morningstar analysts raising TPs

DBS has a new price of US$1,006.40, while Morningstar has a new fair value estimate of US$910.
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