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Nvidia

  • Wednesday, 4 February, 2026
    Semiconductors
    Nvidia AI chip sales to China stalled by US security review

    The state department has pushed for close scrutiny before approving export licences

    Jensen Huang speaks at a podium with the presidential seal as Donald Trump stands beside him, with flags and equipment in the background
  • Monday, 26 January, 2026
    Semiconductors
    Nvidia invests $2bn in CoreWeave in new data centre push

    Deal tightens ties with fast-growing ‘neocloud’ group as competition in AI infrastructure intensifies

    The CoreWeave company logo displayed on a large screen during its IPO at Nasdaq Market.
  • Sunday, 25 January, 2026
    Technology sector
    Memory stocks soar as investors hunt for new AI winners

    ‘Insatiable’ demand and supply bottlenecks drive rally in once-unglamorous sector

    A row of AI chips in protective trays, with two black air blowers resting on top.
  • Tuesday, 20 January, 2026
    FT Tech for Growth Forum
    Physical AI: robotics are poised to revolutionise business

    Multi-tasking robots equipped with artificial intelligence will change the world. Mankind has to be ready to get the best out of them. How this is done will be decided in boardrooms and tech labs

  • Saturday, 17 January, 2026
    Semiconductors
    Nvidia suppliers halt H200 output after China blocks chip shipments

    Parts makers concerned about whether Beijing will allow imports of AI processors

    Nvidia logo displayed on a screen with the Chinese flag blurred in the background.
  • Thursday, 15 January, 2026
    Trump tariffs
    White House sets tariffs to take 25% cut of Nvidia and AMD sales in China

    Levies designed to enact deal Donald Trump cut with chipmakers to allow shipments of AI processors

    Donald Trump listens as Jensen Huang speaks during an event at the White House.
  • Monday, 12 January, 2026
    Genomics
    Nvidia and Microsoft back AI breakthrough for gene therapies

    UK’s Basecamp Research uses species genomic sequence database to tackle cancers and superbugs

    Two people in orange jackets conduct fieldwork in tall grass, with one examining a sample and the other preparing equipment.
  • Saturday, 10 January, 2026
    Simon Edelsten
    How do you value a company like Nvidia?

    It’s the poster child for AI, but surely its shares are too expensive now

    Jensen Huang gestures on stage during his keynote, with a digital illustration of circuitry in a human shape projected behind him.
  • Thursday, 8 January, 2026
    Business InsightRichard Waters
    The future of PCs in the age of AI

    Processing of the technology is starting to migrate from data centres to ‘the edge’ — devices like personal computers

    Attendees walk past a large CES sign; one person is taking a photo with a phone.
  • Thursday, 8 January, 2026
    John Thornhill
    For now, autonomous vehicles still need humans

    AI must learn to reckon with a world much messier than any computer simulation

    A Waymo Chrysler Pacifica autonomous minivan is parked with its sliding door open, showing the empty passenger seat.
  • Thursday, 8 January, 2026
    #techAsia
    Nvidia on China and Asia’s data centre financing

    The inside story on the Asia tech trends that matter, from Nikkei Asia and the Financial Times

    Premium content
    The Sharpa North robot holds a paddle and plays table tennis against a person at a booth during CES 2026
  • Wednesday, 7 January, 2026
    Technology sector
    That’s NumberHuang!

    About those efficient markets…

  • Tuesday, 6 January, 2026
    Nvidia steps up H200 chip production for Chinese market, Huang says

    Company confident ‘last details’ of deal with White House to resume AI chip exports will be finalised soon

    Jensen Huang gestures while speaking, seated on stage with computer hardware components displayed nearby.
  • Wednesday, 24 December, 2025
    Nvidia to poach top staff from AI chip start-up Groq in licensing deal

    World’s most valuable company will gain engineer who helped develop Google’s Tensor Processing Unit chip programme

    Jonathan Ross stands on stage speaking and gesturing with one hand raised at the GenAI Summit, with a microphone and podium nearby.
  • Sunday, 21 December, 2025
    Artificial intelligence
    Inside Tencent’s deal to use Nvidia’s best AI chips in Japan

    Contracts with Chinese tech giant have rapidly turned Datasection into one of Asia’s biggest ‘neoclouds’

    Nvidia B200 chip with overlapping logos for a database, Nvidia and Tencent on a blue digital background.
  • Sunday, 14 December, 2025
    News in-depth
    ‘Game recognises game’: How Jensen Huang won over Donald Trump

    Nvidia chief scores huge victory with the decision to allow AI chip exports to China

    Jensen Huang raises his hand and smiles while wearing a black jacket, standing under blue lighting at the AI Summit.
  • Saturday, 13 December, 2025
    US lawmakers question basis for allowing sale of Nvidia H200 chips to China

    Committee chair warns the decision risks undermining Washington’s strategic advantage over Beijing in cutting-edge AI

    NVIDIA logo displayed on a smartphone screen, with the device resting on a laptop keyboard in a blue-lit setting.
  • Friday, 12 December, 2025
    FT Person of the Year: Jensen Huang

    The Nvidia chief executive has been the driving force behind the massive AI boom that has the capacity to reshape the global economy

    Illustration of a framed portrait of Nvidia CEO Jensen Huang on a computer chip background
  • Thursday, 11 December, 2025
    Cisco Systems Inc
    Cisco finally did it

    🥳🥳🥳🥳🥳

  • Wednesday, 10 December, 2025
    Behind the Money podcast30 min listen
    Business Book of the Year: Author Stephen Witt on Nvidia’s rise

    Hear from the winner of the FT and Schroders Business Book of the Year

  • Tuesday, 9 December, 2025
    China set to limit access to Nvidia’s H200 chips despite Trump export approval

    Discussions among regulators come as Beijing seeks to achieve self-sufficiency in semiconductor production

    An illustration showing the Nvidia logo displayed on a smartphone resting on a laptop keyboard.
  • Tuesday, 9 December, 2025
    Nvidia can sell H200 AI chips to China, Trump says

    President says other chipmakers can also resume exports and ‘25% will be paid’ to the US

    Jensen Huang appears at an event in Las Vegas, and Donald Trump is shown in the Oval Office, both facing the camera
  • Tuesday, 9 December, 2025
    White House Watch
    Trump decides to let Nvidia export powerful H200 chips to China

    Also in today’s newsletter, the US warns the EU to be ‘very careful’ after it fined Elon Musk’s X

    Donald Trump listens as Nvidia chief Jensen Huang speaks at the White House in April this year.
  • Friday, 5 December, 2025
    FT & Standard Chartered Business Book of the Year 2026
    In future ‘books could respond’ says winning author Stephen Witt

    Writer of ‘The Thinking Machine’ about Nvidia’s rise believes in the vast potential of AI

    Stephen Witt sits in a chair looking to the side, wearing a light blue shirt and grey trousers.
  • Friday, 5 December, 2025
    Investment trusts 2025
    AI investing looks beyond the Magnificent Seven

    Many investment trusts opt for less obvious routes into the boom

    A person walks through a futuristic data centre corridor with liquid-cooled servers and glowing turquoise circuit-like light designs on the walls and ceiling.
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