NVIDIA Financial News

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Subscribe to enjoy similar stories. THIS SPRING McKinsey made what seemed to be an extraordinarily bullish forecast of capital spending on the chips, data centres and energy to produce artificial intelligence (AI): $5.2trn worldwide in the next five years. Less than six months on, the consultancy is considering upping that estimate.

Subscribe to enjoy similar stories. The stock of high-end computing solutions provider Netweb Technologies India has soared 80% in the past six months. In September the company bagged two orders for servers and artificial intelligence (AI) systems worth ₹2,184 crore.

It was a far better thing that Google did than it had ever done. So might future historians write of the moment this tech behemoth, long criticized for a lack of singular focus, quietly ignited two existential contests to reshape the tech landscape in 2026 and beyond.These are the Two Races of 2026, officially declared not by proclamation, but by two ‘firebombs’ thrown by Google. They target two tech giants that appeared almost unassailable till recently: the king of frontier AI models and the monarch of AI hardware.

As we approach the end of 2025, there seems to be some light at the end of the tunnel on India-US relations, which started on a strong note amid the promise of Trump 2.0 but gave way to strained ties over claims of US mediating between India and Pakistan, Washington’s sudden fondness for India’s neighbour and its newly minted Field Marshall Asim Munir, and punitive levies on India for buying discounted oil from Russia.Trump, who has given himself the title of the ‘Peace President’, has been the major disruptor in 2025 – whether in geopolitics or geo-economics -- wielding tariffs against countries for allegedly short-changing the US, and as leverage to broker peace.If he’s been labelled unreliable or unpredictable, it’s with good reason. How else can you explain Trump’s decision to sell Nvidia’s H200 chips to China?To be fair, Trump had given the world a warning in October that he would allow Nvidia to export chips to China after his meeting with Chinese President Xi Jinping in South Korea.

Subscribe to enjoy similar stories. Beijing’s bid for AI supremacy has been hobbled by a reliance on imported semiconductors. To fix that, it is tapping homegrown startups as it looks for the DeepSeek of chip making.

Subscribe to enjoy similar stories. ULANQAB, China—The U.S. invented the most powerful artificial-intelligence models and controls access to the most advanced computer chips, but China has an ace to play in the global AI contest.

Subscribe to enjoy similar stories. The artificial-intelligence chips that Nvidia is allowed to ship to China will undergo a special security review in the U.S. before they are exported, according to administration officials.

Subscribe to enjoy similar stories. WASHINGTON—The Trump administration plans to let Nvidia export its H200 chip to China, the latest twist in the artificial-intelligence chip designer’s efforts to maintain access to the world’s second-largest economy, according to people familiar with the matter. The Commerce Department plans to approve licenses to China letting Nvidia sell its H200.

Subscribe to enjoy similar stories. A debate is raging over the accounting treatment of Nvidia chips and other equipment that tech companies are splurging on. This time, some of the AI companies’ critics may be overreaching.

Subscribe to enjoy similar stories. Are the big AI companies giving up their status as the highest caliber stocks in the market? The question is at the heart of a debate about “quality" companies that has left two popular ETFs with wildly different performance after one ditched Nvidia and most of the rest of Big Tech. The $48 billion iShares MSCI USA Quality Factor (ticker: QUAL) and Invesco’s $15 billion S&P 500 Quality (SPHQ) specialize in what the investment industry has dubbed quality companies.

Subscribe to enjoy similar stories. For a decade, one company has maintained a near-total stranglehold on the business of selling the advanced computer chips that power machine learning and artificial intelligence: Nvidia. Armed with the most advanced blueprints for graphics processing units, or GPUs, and helped by the rapid pace of innovation at Taiwan Semiconductor Manufacturing, the contract fabricator that makes 90% of the world’s advanced AI chips, Nvidia has become synonymous with AI processors.

Subscribe to enjoy similar stories. OpenAI Chief Executive Sam Altman has explored putting together funds to either acquire or partner with a rocket company, a move that would position him to compete against Elon Musk’s SpaceX. Altman reached out to at least one rocket maker, Stoke Space, in the summer, and the discussions picked up in the fall, according to people familiar with the talks.

Subscribe to enjoy similar stories. Nvidia Corp. just wrote a $2 billion check to Synopsys.

Subscribe to enjoy similar stories. The AI revolution has created a unique and high-quality problem for Nvidia: The chip maker makes too much money. Nvidia has fallen under scrutiny over the past month as investors have come to worry about the sustainability of blowout artificial-intelligence spending.

The question I am asked most often these days is whether there is an artificial intelligence (AI) bubble forming in global markets. Rather than offering my opinion, let me tell you some facts.Yes, I do have concerns. Especially if one looks at the US market.

Nvidia processor, but many details remain under wraps. The company released minimal technical information about its product, although Nvidia released explanations for how its technology drives the hybrid console-operation device.

Following Trump’s announcement, Nvidia stock fell over 5%, while its competitor Advanced Micro Devices (AMD) dropped about 4%. Broadcom (AVGO) saw a steep 7% decline, and Micron Technology (MU), a key memory chip supplier for Nvidia’s GPUs, also lost 7% in value. TSMC, the Taiwanese giant responsible for manufacturing advanced semiconductors for companies like Nvidia and Apple (AAPL), also sank approximately 5%. This reaction in the stock market reflects growing fear

Subscribe to enjoy similar stories. The stock market was slumping after President Donald Trump made his tariff announcement. To state the obvious, it was worse than investors feared and now they need to figure out what it means for stocks over the rest of 2025.

Treasury Secretary Scott Bessent said Wednesday the sell-off in the stock market is due more to a sharp pullback in the biggest technology stocks instead of the protectionist policies coming from the Trump administration.

Nvidia co-founder Jensen Huang and Dell Technologies founder Michael Dell saw their net worths drop below the $100 billion threshold after a brutal first quarter for global stocks, as a broad market sell-off wiped out billions from the fortunes of some of the world’s wealthiest individuals. The number of centi-billionaires has shrunk from 16 to 13 this year, according to the Bloomberg Billionaires Index, as aggressive U.S. tariff policies have heightened market volatility.