Technology
Nvidia Hits $4 Trillion, Cementing the AI Hardware Gold Rush
No company has ever been worth this much. Nvidia's climb past a four trillion dollar valuation shows how completely AI now drives the stock market.
Jul 14, 2025
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26 stories for“Nvidia”
Technology
Nvidia Opens Its Vera Rubin Rack Designs to the Open Compute Project and Pushes Racks Up to 250 Kilowatts
At the Open Compute Project summit in San Jose, Nvidia contributed rack and tray blueprints, new liquid-cooling specs and open software, while Meta and Cisco signed on to new networking.
Oct 13, 2026
Technology
Nvidia Is Buying Hugging Face for 12.93 Billion Dollars, Putting the Chipmaker in Charge of Where Everyone's Models Live
The company that sells the hardware now owns the repository: three million models, half a million datasets, eighteen million developers. Jensen Huang promises it stays open and that Nvidia compute will not be required. What changes and what to watch.
Sep 8, 2026
Technology
Nvidia Launched an Open Agent Safety Platform to Stop AI Agents Escaping Their Boundaries in Milliseconds
OpenShell software and the Sentry hardware monitor, backed by more than 100 companies including Anthropic, Microsoft and SpaceX, pair a software boundary with an independent chip-level watchdog after a run of AI agents breaking out of their sandboxes.
Sep 29, 2026
Technology
Elon Musk Said xAI's Colossus 2 Supercomputer Could More Than Double Its Nvidia Chip Count by the End of the Year
The Memphis area cluster currently runs 110,000 GB200 and 440,000 GB300 chips, with Musk laying out a schedule that would add another 660,000 GB300s in stages through December.
Sep 27, 2026
Technology
Nvidia Is Putting AI Server Prices Up by More Than Fifteen Per Cent, and the Chips Are Not the Reason
Bloomberg reports that customers have been warned of rises above fifteen per cent on Vera Rubin and Grace Blackwell systems shipping early next year. The cause is memory, and three companies control the supply of it.
Aug 25, 2026
Technology
The DeepSeek Moment: How One Cheap Model Rattled Wall Street
A Chinese startup's R1 model wiped nearly $600 billion off Nvidia's value in a single day, exposing how fragile the AI spending story had become.
Jan 29, 2025
Technology
Microsoft Unveils the Surface Laptop Ultra at $2,599 and Pitches Windows as the Safest Place for AI Agents
At its San Francisco event, Microsoft and Nvidia priced their RTX Spark flagship, promised local AI models and agent containment in Windows, and lined up four rival laptops for the same Friday.
Oct 7, 2026
Business
Wall Street Fell as the Ten-Year Treasury Hit Its Highest Yield Since 2007 on Fresh Inflation Worry
The Dow and S&P 500 slipped 0.7 and 0.8 per cent and the Nasdaq fell 1.1 on Wednesday as the ten-year yield climbed to about 5.11 per cent. Nvidia dropped 1.5, Broadcom 2.6 and Micron 2.2 as investors took profit after the prior week's chip rally.
Sep 24, 2026
Business
Samsung's 107 Trillion Won Quarter Outearned Nvidia, and Its Shares Fell 2.4 Per Cent Anyway
Preliminary operating profit nearly nine times last year's could not lift Seoul's chip stocks, with US yields at 24-year highs and foreign investors selling Samsung for an eighth session.
Oct 8, 2026
Technology
Inside the Gulf's Multi-Billion-Dollar Bet on Sovereign AI
The UAE and Saudi Arabia signed major AI infrastructure deals this month, staking their post-oil economies on becoming AI powers in their own right.
May 27, 2025
Business
The Ten-Year Touched Five Per Cent, Brent Held Near 107, and Chip Stocks Fell on a Warning From the People Who Sell Them
The Fed decides Wednesday with a rise at ninety per cent, the Bank of Japan is expected to follow on Friday, German Bunds are at a 2009 high and gold sits near 4,300. Nvidia lost two per cent after Anthropic and OpenAI asked the industry to slow down.
Sep 15, 2026
Technology
Zuckerberg Said No to the Slowdown, Huang Called It a False Choice, and Amodei Told Dreamforce to Look at Its Own Record
A week after Anthropic's chief asked rivals to pace the frontier, Meta's answer is market forces and liability: labs that ship misaligned agents lose users. Meta says it held its Muse agent for months on its own. Nvidia says the industry needs no new laws.
Sep 17, 2026
Technology
Wall Street Has Started Lending Against the Chips Themselves
Nvidia and six financial institutions are mobilising more than 500 billion dollars for AI infrastructure, with the graphics processors as collateral. The question nobody has answered is what a used GPU is worth in 2031.
Aug 16, 2026
Business
Nasdaq Falls 1.25% as the FT Puts OpenAI's Annualized Revenue Near $50 Billion, Not $70 Billion
A report that OpenAI's run-rate sales are about $20 billion below the figure investors had been quoting pulled chip and cloud stocks down, while bond yields and oil stayed high.
Oct 9, 2026
Technology
Microsoft Unveils Maia 300 With 288GB of HBM4 and a 96-Chip Rack, Claiming Up to Seven Times Maia 200 Throughput
The third-generation in-house accelerator moves to a 2-nanometre-class process and liquid-cooled racks of 96 chips, but Microsoft compares it only with its own previous part, not with Nvidia.
Oct 13, 2026
Technology
Muse Is America's Most Downloaded App, Meta Rose 11 Per Cent, and AMD Passed a Trillion Because Agents Need CPUs
Launched on 8 September and top of the iOS chart in under a fortnight, ahead of ChatGPT. Wells Fargo raised its target to 796. Then the market drew the conclusion that agents run long sequential tasks, and bought Intel, Arm and AMD instead of Nvidia.
Sep 22, 2026
Technology
Mistral Raised Three Billion Euros and Doubled Its Value in a Year. The Bet Is That Europe Will Pay to Own Its AI
The largest equity round ever by a European technology company values the Paris lab at 21 billion euros, up from 11.7 billion last September. Samsung leads, the EU's Scaleup fund and PSG co-lead, and the money goes into a gigawatt of European compute by 2030.
Sep 12, 2026
Technology
Trump and AI Chiefs Sign a Voluntary "Accord on Super Intelligence" With No Penalties for Breaking It
Musk, Zuckerberg, Pichai, Huang, Amodei and Brockman put their names to a one-page pledge of internal controls, outside audits and board oversight, which Trump called "morally binding" though it carries no legal force.
Sep 30, 2026
Latest Trends
Xi Jinping Arrived at Joint Base Andrews for His First White House Visit in Eleven Years
Trump gave Xi a rare planeside welcome on Wednesday ahead of Thursday's formal arrival ceremony, the first state visit by a Chinese leader to Washington since Xi's 2015 trip. The two governments extended their trade truce to January and put AI on the agenda.
Sep 24, 2026
Business
SoftBank Borrowed Another 11.9 Billion Dollars to Keep Funding OpenAI, and Its Shares Fell 13 Per Cent the Same Day
Twenty banks lent Masayoshi Son more than he asked for: a two-year facility to pay off a 25.9 billion dollar bridge due today and carry a commitment that reaches 65 billion by October. Public investors were less generous.
Sep 15, 2026
Technology
Anthropic Released Claude Sonnet 5.5, a Faster Model It Says Costs Less to Run Than Its Predecessor
The new mid-tier model runs more than 30 percent faster while using significantly fewer tokens than Sonnet 5, keeps the same per-token pricing, and is the first Sonnet model to carry the cyber safeguards Anthropic had reserved for Opus.
Sep 29, 2026
Business
Oil Fell Below 102 and Stocks Had Their Best Day Since August on UN-Week Hopes, a Trillion-Dollar AMD and a Meta Rally
Brent settled at 101.20, an eleven-day low, as Trump said he would meet Pezeshkian in New York and Saudi crude found its way through Hormuz at 2.9 million barrels a day. The S&P 500 rose 1.5 per cent, Meta 11.4, and the ten-year slipped back under five.
Sep 22, 2026
Technology
AI Models Now Ship Like Software Patches, and That Is the Story
Nine dated model releases landed in the first week of August alone. When frontier systems arrive monthly rather than yearly, the thing that breaks is everything built on top of them.
Aug 8, 2026
Technology
OpenAI Is Buying Mac Minis by the Ten Thousand, Because Teaching a Model to Use a Computer Needs Computers
Training an agent to operate an operating system means running an operating system, watching the screen, taking an action and being scored, millions of times over. That work wants breadth across many machines rather than the largest possible GPU.
Sep 1, 2026
Technology
Anthropic, OpenAI and xAI Asked the Industry to Slow Down, the White House Said No, and Microsoft Wrote Rules
Dario Amodei wrote that a swarm of AI agents could take over the entire internet within a year and asked rivals to pace the frontier. Altman agreed. Musk wrote Dario is right. Trump said whoever wins AI wins. Microsoft wrote a code its models must obey.
Sep 15, 2026
