NVIDIA Empire

Dell turns NVIDIA GPUs into complete AI factories for enterprises, delivering servers, AIFactory software, and orchestration that hyperscalers...

NVIDIA is actively assessing Intel as a potential supplier, signaling renewed confidence in its semiconductor revival.

• Intel's 18A and 14A nodes...

Industry experts at AI Infra Summit 5 spotlight the growing tension between rapid token generation demands and data center cost pressures amid rising...

NVIDIA delivered another blowout quarter with $81.6B revenue (up 85% YoY) and 75% gross margins, highlighting exceptional pricing power amid...

Nvidia sold over $7 billion worth of gaming GPUs in just 90 days, showing robust consumer market strength amid its broader AI push.

Upstream water constraints dwarf data center usage, representing 96% of AI's total footprint through chip fabs and power plants. With TSMC alone...

Nvidia's consumer GPU business in China faces fresh regulatory pressure as Beijing added the RTX 5090D V2 gaming chip to its banned products list...

Advanced 3D semiconductor packaging is unlocking compact, high-performance designs critical for AI accelerators and next-generation GPUs.

• Enables...

Gavin Baker calls Anthropic's recent growth the most extraordinary moment in capitalism's history while pinpointing watts and wafers as the core...

Alibaba is accelerating its domestic AI chip push to challenge NVIDIA's position amid U.S. curbs.

• Core Claims: Zhenwu M890 delivers 3x H20...

NVIDIA posted a stunning 65% revenue increase to $215.9 billion, powered by AI and data center demand. This places the company at the core of the AI...

NVIDIA is partnering on micro data centers to shift AI inference closer to end users, enabling faster latency-sensitive and agentic applications...

Compute-in-memory and neuromorphic processors are key emerging solutions for cutting the energy costs of scaling AI memory. Technology leaders should evaluate current hardware strategies and integrate low-power approaches to address these challenges.

Making data centers AI-ready requires critical infrastructure components alongside advanced cooling systems and substantial power requirements.

• AI demand for high-performance GPUs continues outstripping supply ahead of Q1 results.
• $95.2B supply commitments and gross margin pressure raise stakes if capex cools.
• Forward guidance will likely dictate Nasdaq direction and volatility post-close.

Nvidia CEO Jensen Huang delivered a keynote at CES, unveiling Automated Vehicle AI as a key part of the company's AI computing push.

Sakana AI and NVIDIA cracked the compute wall for LLMs by aligning software, data layout, and hardware.

• Software: ReLU plus L1 regularization...

Earnings Volatility Ahead

• 🔥 Historic Swing Priced In: Options data signals a potential $350 billion market value swing for Nvidia after...

Intel targets customer sampling of its Crescent Island Xe3P GPU for the second half of 2026, with recent PCB leaks highlighting the scale of this upcoming massive design.

China launches its first gaming GPU today with the Lisuan LX 7G100 on JD.com, marking a new entrant in the market.

• RTX 5090 D v2 imports blocked by...