NewsNvidia is reportedly planning a robotaxi project to challenge Tesla, WaymoThe initiative may build on Cosmos, Nvidia’s world foundation model. 4 mins read
The move grants Nvidia a stake in OpenAI’s future, raising new questions about Microsoft’s role as lead partner. NewsNvidia to invest in OpenAI, tying GPUs to equity in landmark deal4 mins read
A reported production pause of the H20 chip is boosting confidence in China’s domestic players. NewsNvidia’s H20 pause sparks rally in China’s GPU stocks4 mins read
Fears of more US restrictions are pushing companies to develop in-house solutions. InsightsChina’s automakers speed up efforts to replace Nvidia chips6 mins read
Once the go-to for in-vehicle chips, Nvidia is facing defections from Chinese carmakers amid delays, performance setbacks, and cultural disconnect. InsightsFrom dominance to doubt: How Nvidia fumbled its shot at powering China’s cars11 mins read
Trump export controls are expected to slash USD 8 billion from H20 chip revenue in Q2. NewsUS wins if DeepSeek runs on American AI chips, Nvidia CEO says3 mins read
Nvidia’s data center revenue surged 73%, but new export restrictions triggered a USD 4.5 billion writedown. NewsBlackwell rollout lifts Nvidia in Q1, but China loss stings3 mins read
The Chinese internet giants aimed to snap up one million H20 chips before the latest US curbs. NewsByteDance, Alibaba, and Tencent stockpile billions worth of Nvidia chips4 mins read
Advantest’s tools are in demand as AI pushes the limits of chipmaking. NewsThis rising Japanese chip stock has a close correlation with Nvidia3 mins read