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Nvidia

  • Monday, 3 November, 2025
    Microsoft Corp
    US allows Microsoft to ship Nvidia AI chips to use in UAE for first time

    Commerce department approval paves way for huge new investment in AI and cloud infrastructure in Middle East

  • Wednesday, 29 October, 2025
    Nvidia becomes world’s first $5tn company

    US chip giant’s stock propelled by strong sales of AI systems and prospect of access to China

    Jensen Huang holds up a large computer chip during his keynote address at the Nvidia AI summit.
  • Tuesday, 28 October, 2025
    Apple Inc
    Apple joins Microsoft and Nvidia in elite $4tn valuation club

    iPhone maker’s share price is up 28% over the past six months

    Several people closely examine and hold various new iPhone 17 series models at a display table in a retail setting.
  • Tuesday, 28 October, 2025
    Nvidia to invest $1bn in Nokia as chip giant extends deal spree

    Finnish group’s shares surge by a fifth on tie-up that will see US company become one of its largest shareholders

    Attendees walk past a brightly lit Nokia sign and colourful displays at the Nokia Oyj pavilion during the MWC25 tech show.
  • Monday, 27 October, 2025
    Technology sector
    Qualcomm shares jump as it launches new AI chip to rival Nvidia

    San Diego-based tech company strikes deal to sell new data centre processor to Saudi group Humain

    A smartphone displaying the Qualcomm logo is partially obscured by a computer circuit board.
  • Friday, 10 October, 2025
    Semiconductors
    China launches customs crackdown on Nvidia AI chips

    Stringent border checks come after Beijing orders tech companies to stop ordering US processors

    Nvidia RTX Pro 600D graphics card and Nvidia H20 chip overlaid on a background with the Chinese flag stars and Nvidia logo
  • Tuesday, 7 October, 2025
    Artificial intelligence
    OpenAI’s computing deals top $1tn

    Partners including Nvidia, AMD and Oracle have signed up to Sam Altman’s huge bet on the future of artificial intelligence

    The logos of AMD, Nvidia and OpenAI in a circular pattern
  • Thursday, 2 October, 2025
    Semiconductors
    SK Hynix and Samsung shares leap after OpenAI deal

    The companies signed a letter of intent with Sam Altman to supply chips to Stargate

    Visitors walk and stand in front of the SK Hynix booth featuring large digital displays and server racks at the SEDEX exhibition.
  • Wednesday, 1 October, 2025
    James Anderson
    James Anderson warns Nvidia’s $100bn OpenAI bet echoes dotcom bubble

    Former Baillie Gifford tech investor says recent jump in AI valuations is ‘disconcerting’

    James Anderson stands by an open window, looking out with a thoughtful expression and sunlight on his face.
  • Wednesday, 1 October, 2025
    The Big Read
    How long can Nvidia stay ahead of Chinese competition?

    The country has been a critical market for the AI chipmaker but the company is entangled in geopolitical tensions and is watching the rise of new rivals

    Montage image of Jensen Huang, a circuit board, chart lines and the Chinese flag
  • Tuesday, 30 September, 2025
    Artificial intelligence
    Nvidia challenger Cerebras raises $1.1bn ahead of IPO

    Start-up bets on bigger chips to take on world’s largest company’s dominance of AI computing

    A close-up of an Nvidia server rack with fans and components visible, used for AI applications
  • Tuesday, 30 September, 2025
    The Big Read
    ‘Thank you so much Jensen’: How Nvidia’s showman boss is selling AI to governments

    Chipmaker’s chief is urging countries to build their own AI ecosystems — but using its tech

    A montage showing Jensen Huang against a black and green background featuring the Nvidia logo and a dotted map of the Americas
  • Friday, 26 September, 2025
    Stuart Kirk
    Shareholders should have more say over the AI rush

    Mega-deals, such as Nvidia’s plan to invest $100bn in OpenAI, need more scrutiny

    Sam Altman and Jensen Huang standing together and smiling.
  • Thursday, 25 September, 2025
    Artificial intelligence
    AI coding start-ups reap $7.5bn wave of investment

    Sequoia, NEA and Nvidia invest $50mn in Factory in bet software engineering will be critical application for the tech

    The illuminated Factory AI logo on a wall, with people working at desks in a modern office space in the background.
  • Thursday, 25 September, 2025
    Artificial intelligence
    Nvidia-backed Nscale raises $1.1bn in investor frenzy over AI infrastructure

    UK-based data centre group announces one of the largest ever investments for a European tech company

    A modern data centre building with surrounding roads, set against a backdrop of forested hills, a lake, and snow-capped mountains.
  • Thursday, 25 September, 2025
    Due Diligence
    The twin crises roiling credit markets

    Plus, Nvidia’s $100bn OpenAI deal and Sanjeev Gupta’s Dubai mansion sale

    Premium content
    An illustration shows a robotic hand above the Nvidia and OpenAI logos.
  • Wednesday, 24 September, 2025
    Semiconductors
    Start-up Modular raises $250mn to challenge Nvidia’s software dominance

    Three-year-old company has developed alternative to Cuda to break chip giant’s stranglehold on AI market

    Chris Lattner speaks on stage, wearing a blue plaid shirt and headset microphone, with a background of pink neon lines
  • Wednesday, 24 September, 2025
    News in-depth
    Nvidia’s $100bn bet on ‘gigantic AI factories’ to power ChatGPT

    Jensen Huang seeks to ensure US chipmaker stays at the heart of new tech

    Jensen Huang and Sam Altman are shown with the Nvidia and OpenAI logos on a blue background.
  • Tuesday, 23 September, 2025
    Technology sector
    Nvidia’s $100bn deal with OpenAI: an Alphaville FAQ

    All your questions answered, to the best of our abilities

  • Tuesday, 23 September, 2025
    LexTechnology sector
    Nvidia and OpenAI are mostly performing for the algorithm

    If Monday’s deal seems performative, perhaps that’s the point

    Premium content
    An illustration showing a robotic hand above the Nvidia and ChatGPT logos on a light background.
  • Monday, 22 September, 2025
    Artificial intelligence
    Nvidia to invest up to $100bn in OpenAI

    Partnership will support huge build-out of data centres for artificial intelligence

    An Nvidia logo on the exterior of the company’s headquarters building, with a cloudy sky in the background
  • Sunday, 21 September, 2025
    News in-depthArtificial intelligence
    ‘Stargate of China’ plan emerges to challenge US as AI superpower

    Beijing increases oversight of its data centres to make better use of limited computing resources

    Montage showing Chinese flag, Nvidia’s Blackwell chip, Huawei site (top right), China Telecom and China Unicom site.
  • Friday, 19 September, 2025
    Artificial intelligence
    Is the ‘British firm’ at the heart of Britain’s AI plans actually British?

    We don’t hugely care but feel compelled to ask

  • Friday, 19 September, 2025
    Lex
    Nvidia’s $5bn Intel stake turns bad finance into good money

    Symbolic investment is aimed at showing the two companies are aligned — and is so small shareholders won’t care

    Premium content
    The rise in Intel shares in response to the Nvidia partnership has already spawned a 29% on-paper profit
  • Friday, 19 September, 2025
    Nvidia in talks for $500mn investment in UK self-driving start-up Wayve

    AI chipmaker’s chief tells London audience that UK’s first trillion-dollar company will be an AI business 

    Jensen Huang smiles in front of a backdrop reading "Tech Prosperity Deal” with UK and US flags.
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