NVIDIA
NVIDIA designs the GPUs that train and run virtually every major AI model, from the H100 to the Blackwell generation. Its CUDA software stack and data-center chips made it one of the most valuable companies on Earth and the bottleneck of the AI boom. All our NVIDIA coverage: chips, earnings and ecosystem news.

Samsung posts record profit as chip revenue rises nearly 50-fold
Samsung posted record quarterly profit thanks to surging revenue from memory chips for AI and warned that the global chip shortage could drag on until 2027.

Mastercard created a tabular foundation model to combat payment fraud
Mastercard trained a large tabular model on billions of card transactions to detect fraud more accurately, reduce false positives, and expand payment protection.

Nvidia receives orders from China: Huang calls OpenClaw the next ChatGPT
Nvidia resumes H200 shipments to China despite restrictions. Jensen Huang called the Chinese AI product OpenClaw “the next ChatGPT” — shares of Chinese AI companies…

Mike Pepi in the Guardian proposed a 1% tax on AI-slop to protect creative labor

Roblox prepares the Reality platform with AI rendering and a push for photorealistic graphics

Nvidia CEO Jensen Huang urged AI companies not to scare people with apocalyptic rhetoric

Nvidia explained the principle behind DLSS 5: the system only needs a 2D frame and motion vectors

Alibaba shipped nearly 500,000 AI chips, but admitted it lags behind Nvidia
China's Alibaba said it has shipped 470,000 of its own T-Head AI chips, but openly acknowledged that they trail Nvidia in performance, and is now betting on a…

Super Micro co-founder accused in scheme to divert AI servers with Nvidia chips to China
US authorities charged Super Micro's co-founder and two other defendants in a case over the illegal shipment of servers with Nvidia chips to China in circumvention…

Huawei unveils Atlas 350 and claims it outperforms Nvidia H20 in AI inference

Perplexity turned AI search into an agent that builds Excel files and checks data on its own

Huawei unveils Ascend 950PR: new AI chip claimed to be faster than Nvidia H20 in China

NVIDIA and PNY promote RTX PRO 6000 Blackwell for data analytics and AI development

Nvidia B300 servers in China surge to $1 million amid supply shortage and grey market imports
Nvidia B300 servers in China have nearly doubled in price, now reaching $1 million on the grey market: US export restrictions and crackdowns on smuggling have…

Qualcomm Finds First Major Customer for AI Chips, Enters Data Center Market
Qualcomm announced it will begin shipping a custom AI chip to a major hyperscaler in 2026, doubling down on the data center market beyond its smartphone business.









