Nvidia

Nvidia investing up to $100 billion in OpenAI to help build out data centers ... featuring Nvidia chips. This is for a 10 gigawatt project containing between 4-5 million GPU units, which is about the total number of GPUs Nvidia will be able to ship this year. So Nvidia has $100 billion dollars, buys a stake in OpenAI, who then spends that money buying GPUs from Nvidia. So in essence Nvidia gets a stake in OpenAI in exchange for GPUs. https://www.cnbc.com/2025/09/22/nvidia-open...

Jenson spends $900,000,000 to hire a single person - the Enfabrica CEO, and a license to the startup's technology. Absurd amount of money being thrown around tech companies. https://www.cnbc.com/2025/09/18/nvidia-spen...

China is cracking down on Nvidia for breaking anti-monopoly laws. > Nvidia was found to have violated the terms of the regulator’s conditional approval of its acquisition of Israeli chip designer Mellanox Technologies, China’s State Administration for Market Regulation said in a statement, without providing further details. China approved the acquisition in 2020. https://www.cnn.com/2025/09/15/business/chi...

Looks like all that AI hype is going to bust.. A new MIT study confirms what many of us knew - most companies using AI are wasting money, with fewer than 10% of projects making any profit. So much for the AI revolution. Maybe a few more years of "AI" can finally solve that pesky problem of making money. https://www.interviewquery.com/p/mit-ai-isn...

Just two mystery companies make up a whopping 39% of Nvidia's Q2 revenue. The amount of risk here is absurd - if either one of these companies stops buying chips NVDA is going to drive the U.S. markets off a cliff. Good thing AI is hugely profitable and the only direction it can go is up. https://www.cnbc.com/2025/08/28/nvidias-top...

The GOAT keeps on pumping! Q2 earnings report today. - EPS up 54% YoY - Revenue up 56% YoY Literally nothing can stop NVDA.

Nvidia will finally be able to sell Artificial Intelligence chips to China again, due to a reversal in U.S. restrictions https://www.cnn.com/2025/07/15/business/nvi... CEO Jensen Huang met with President Donald Trump at the White House in the past week, and made the argument that restricting sales of American technology to China could inspire China to innovate and become the leader in AI technology. This would of course be bad for US businesses. As a result, the Department of Commerce that licenses exports of such things as AI chips says they will be moving forward with allowing these chips to be sold in China once again. Time to bust out the $4 trillion hats!

Nvidia hits all time high, becoming most valuable company once again! Next stop: $4 trillion dollars!

CEO Jensen Huang lets go of $15 million dollars worth of NVDA stock as of Monday, according to SEC filings - as the first sale of a $873 million dollar plan. Must be nice to casually sell nearly $1,000,000,000 worth of stock.

Nvidia will no longer include China in financial forecasts due to U.S. chip export controls https://www.cnn.com/2025/06/12/tech/nvidia-... Pretty sure this means revenue from China is going to $0.

CEO Jenson Huang claims quantum computing is reaching an "inflection point", making it clear where the next source of company hype is going to be coming from. To be clear there is no evidence quantum computing is ready to produce anything remotely useful. This is just yet another ruse to get investors excited about something. https://www.cnbc.com/2025/06/11/nvidia-ceo-...

In yesterday's trading day Nvidia's market cap rose to $3.444 trillion dollars, once again surpassing Microsoft at $3.441 trillion, shaking up the #1 spot for most valuable company once again. The demand for chips for enabling artificial intelligence has not yet waned. How much more demand can there be? There's only a finite number of buyers, right? At some point investors are going to be looking for a return on money going into artificial intelligence gambles, surely?

NVDA EARNINGS DAY https://nvidianews.nvidia.com/news/nvidia-a... - Record quarterly revenue of $39 billion - up 12% from Q3 and up 78% from one year ago - Record full-year revenue at $130.5 billion, up 114% from last year Big tech continues plowing money into Nvidia, news at 11.

https://www.wsj.com/articles/nvidia-pushes-... NVDA announces they are getting into the Cloud GPU Market. Seems kind of weird considering all of their current business is selling to existing cloud service providers like Amazon, Microsoft, Oracle, etc. This move directly positions Nvidia as a competitor to their primary customers. Hard to see how those cloud providers will be happy about this one.

NVDA expects $15 billion loss in revenue due to "deeply painful" bans on H20 chips. Last month, the [Trump] administration effectively banned Nvidia’s H20 chips to China by tightening chip export licensing requirements to the Asian country. At the time, Nvidia said it expected to take a $5.5 billion charge related to inventory and purchase commitments from the new restrictions for its fiscal first quarter. Believe it or not, calls!