Legendary investor Michael Burry warns US is structurally disadvantaged in AI race due to reliance on Nvidia's power-hungry chips, while China surges ahead in electricity generation. Read his full analysis.
Bernstein analysis reveals Nvidia trades at a rare discount to the semiconductor index. Historically, buying at such valuations led to 150% average 1-year returns. Price target set at $275.
The US has started a formal review to potentially allow Nvidia to sell its H200 AI chips to China, marking a policy shift. Critics warn it could boost China's military AI.
Google and Meta are secretly collaborating on 'TorchTPU' software to break Nvidia's AI dominance. This move could slash Meta's costs and reshape the AI hardware market. Read the full story.
Despite leading the world's most valuable company, Nvidia CEO Jensen Huang operates in a constant 'state of anxiety' and works seven days a week. Discover the mindset behind the AI chip giant's success. Read more.
An old video of Nvidia CEO Jensen Huang from 2003 reveals his philosophy of changing the world over 50 years, not overnight. Discover the pinball analogy that guided the chipmaker's historic rise to a $5 trillion valuation.
OpenAI is in preliminary talks to raise over $10 billion from Amazon and adopt its Trainium AI chips, a move that could reshape the semiconductor market and challenge Nvidia. Read the full details.
Chen Weiliang's MetaX IPO creates a new billionaire, highlighting China's push for chip self-sufficiency amid intense competition and geopolitical risks. Discover the story behind the rise.
China's MetaX Integrated Circuits begins trading after a massively oversubscribed IPO, raising $585.8M. The AI GPU maker, seen as a potential rival to Nvidia, follows Moore Threads' stellar gains. Read more on China's booming semiconductor sector.
SoftBank CEO Masayoshi Son reveals emotional sale of $5.8B Nvidia stake to finance OpenAI and AI data centres. Details on the strategic shift and its market impact.
Nvidia's decade-long dominance in AI chips faces unprecedented challenges from Google, Amazon, AMD, and its own customers. Explore the shifting landscape of the trillion-dollar AI hardware market.
Former Pentagon official Michael Rubin labels Pakistan a terrorist state, demands arrest of its army chief in US, and says America owes India an apology. Sparks global debate.
Former Pentagon advisor Michael Rubin criticizes US policy, credits Donald Trump for warming India-Russia ties during Putin's Delhi visit. He highlights US hypocrisy on Russian energy.
A former Pentagon official argues the US has no strategic reason to back Pakistan and should designate it a state sponsor of terrorism. Read the full analysis.
A former Pentagon official credits Donald Trump for strengthening India-Russia relations, suggesting he deserves a Nobel Prize. Get the full analysis of this geopolitical twist.
AMD CEO Lisa Su confirms the company will pay a 15% US tax to resume shipping its MI308 AI chips to China, following a similar deal with Nvidia. Explore the impact on tech trade.
Moore Threads, dubbed China's Nvidia, skyrockets 468% in its Shanghai IPO, highlighting intense investor appetite for AI and semiconductor stocks in 2025. Read the full analysis.
A severe global memory chip shortage is disrupting tech. AI demand has slashed stockpiles, doubled prices, and threatens phones, PCs, and data centers. Read the full analysis.
Nvidia CEO Jensen Huang surprised by Donald Trump's listening skills & practical policy approach during high-stakes AI chip export talks. Read the full details.
Nvidia CEO Jensen Huang's lobbying pays off as US lawmakers exclude the GAIN AI Act from defense bill. The proposed law would have forced chipmakers to prioritise US customers over China. Read the full story.
Discover how Nvidia CEO Jensen Huang's childhood in a Kentucky reform school forged the resilience behind the world's most valuable chip company, now worth over $4.3 trillion. Read his incredible story.
Nvidia responds to reports Meta may use Google's custom AI chips, downplaying competitive threat. Details on the potential market shift and stock impact inside.
Nvidia invests $2 billion in Synopsys to jointly develop AI tools for chip and product design, aiming to speed up simulations from weeks to hours. Read more on this major AI industry deal.
Nvidia invests $2 billion in Synopsys stock, deepening a partnership to revolutionise chip design with AI. This move aims to accelerate the creation of next-gen intelligent systems. Read more.
Nvidia partners with Synopsys in a multi-year deal, investing $2 billion to merge AI hardware with chip design tools, aiming to transform engineering.
Google's custom TPU chips, used to train Gemini 3 AI model, threaten Nvidia's market dominance. Learn how this shift impacts AI industry and stock markets.
Meta Platforms is negotiating with Google to use its TPU chips for AI, potentially worth billions and challenging Nvidia's market dominance in artificial intelligence hardware.
Nvidia's market value drops 5% as Meta considers switching to Google's TPU chips. Discover how this move could reshape the AI chip market competition.
Nvidia CEO Jensen Huang reveals the AI chipmaker's 'no-win' situation amid AI bubble fears, despite posting a 65% surge in Q3 net income to $31.9 billion. Discover the full story.
Budget smartphones and laptops in India see 10% price hike as AI data centers cause memory chip shortage. Further price increases expected in 2026, impacting sales.