The National Science Foundation and NVIDIA are investing $152 million in an open-source AI initiative led by Ai2, delivering reproducible AI models to accelerate scientific discovery and reshape enterprise IT strategies.

Nvidia is set to beat expectations, with strong revenue forecast of $48b for Q2 and expected growth through 2026, driven by demand for AI and new Blackwell architecture.

Samsung reportedly offered NVIDIA its 12-layer HBM3E memory at 20-30% cheaper than SK hynix for use on its made-for-China H20 AI GPU.

The agreement between the chipmakers and the U.S. government will allow Nvidia and AMD to obtain export licenses to resume sales to China.

In the second quarter, Appaloosa dumped 100% of its Broadcom stake, even after robust results and corresponding stock price gains. Despite holding dozens of stocks, Nvidia is now Tepper's seventh largest stock holding.

The US bans Nvidia, the world’s dominant supplier of AI chips, from selling its most powerful processors in China. Following Huang’s warmly received trip, Nvidia received enough interest from Chinese clients for it to tell chipmaking partner TSMC to ...