NVIDIA Financial News

At close, the company added more than $7 billion to its market value.

According to LSEG data, the top 10 global companies saw a 13.2% decrease in their market value to $18.64 trillion at the end of Q1 2025, marking the biggest drop since June 2022.

Lightmatter, a startup valued at $4.4 billion, on Monday released two pieces of technology aimed at speeding up the connections between artificial intelligence chips. Instead of moving information between computer chips as electrical signals, Lightmatter's technology uses optical connections and what are known as silicon photonics to move the information using light. Mountain View, California-based Lightmatter has raised $850 million in venture funding to date as such optical technologies have kicked off a wave of investments in Silicon Valley amid a search for better ways to string together chips to power chatbots, image generators and other AI applications.

Subscribe to enjoy similar stories. Investors entered 2025 riding U.S. stocks to records.

Subscribe to enjoy similar stories. For the past few weeks, Chinese engineers have gathered in the factory of a luxury electric-vehicle brand to test a new technology the country’s leadership considers vital to its rivalry with the U.S. The engineers at a startup called UBTech are training humanlike robots to sort auto parts and move containers.

Artificial intelligence startup Scale AI is seeking a valuation as high as $25 billion in a potential tender offer as it looks to capitalize on the booming demand for the technology, Business Insider reported on Friday, citing multiple sources. Top tech companies are racing to build AI into their products and services. Startups catering to the surge in demand for AI chips and machine learning have been a bright spot in the private funding market. Terms of California-based Scale AI's tender offer, where investors and/or the company buy shares from existing shareholders, are being discussed and the final valuation could change, the report said.

Subscribe to enjoy similar stories. All emerging technology needs to deliver on its promise, sooner or later. For AI agents, that time is now.

The biggest blow came earlier this week when Microsoft reportedly halted new data center projects in the U.S. and Europe. The news sent ripples through the AI industry, fueling doubts about whether the billions poured into AI infrastructure over the last two years will generate the returns investors hoped for. With inflation pressures, sluggish consumer confidence, and a cooling IPO market adding to the mix, AI’s golden run seems to be slowing down.

artificial intelligence startup to go public, finished its first day of trading at $40.01 a share, one penny above the disappointing initial public offering price the company had set a day earlier. The company's share price, trading under the ticker symbol CRWV, signaled concern among Wall Street investors about the economy and CoreWeave's business model. The faltering day of trading came amid a slumping stock market and uncertainty around inflation and President Donald Trump's tariffs. The S&P 500 dropped 2% on Friday, one of its worst days since Trump's election.

Tech companies are now packing GPUs — which are ideal for running the calculations that power AI — as tightly as possible into specialized computers. The result is a new kind of supercomputer — a collection of up to 100,000 chips wired together in buildings known as data centres to hammer away at making powerful AI systems.

SK Hynix, the world's second-largest memory chipmaker, said on Thursday that some customers have brought forward orders in preparation for new U.S. tariffs on semiconductors. Speaking at the company's annual shareholder meeting, SK Hynix's Head of Global Sales and Marketing, Lee Sang-rak, said the «pull-in» effects, along with the reduction in customers' inventory, led to favourable market conditions recently. But he added it remains to be seen whether the trend will continue.

H3C, has flagged potential shortages of Nvidia's H20 chip, the most advanced AI processor legally available domestically under U.S. export controls, in a client notice seen by Reuters. The potential supply crunch could create obstacles for China's artificial intelligence ambitions at a time when its tech firms are aggressively expanding their investments in AI. «H20's international supply chain faces significant uncertainties,» the company said in Tuesday's notice, adding that current inventory was nearly depleted.

Trump administration on Tuesday added 80 companies and organizations to a list of companies that are barred from buying American technology and other exports because of national security concerns. The move, which targeted primarily Chinese firms, cracks down on companies that have been big buyers of American chips from Nvidia, Intel and AMD. It also closed loopholes that Trump administration officials have long criticized as allowing Chinese firms to continue to advance technologically despite US restrictions. One company added to the list, Nettrix Information Industry, was the focus of a 2024 investigation by The New York Times that showed how some Chinese executives had bypassed US restrictions aimed at cutting China off from advanced chips to make artificial intelligence.

Subscribe to enjoy similar stories. The notion of American economic exceptionalism hasn’t exactly panned out so far this year. The U.S.

Nvidia and Tesla following signs that the Trump administration might take a more measured approach on tariffs against U.S. trading partners. U.S. President Donald Trump said automobile tariffs are coming soon, and said he may give «a lot of countries» breaks on tariffs, but provided no details.

BEIJING — Alibaba-affiliate Ant Group is using both Chinese and U.S.-made semiconductors for building more efficient artificial intelligence models, according to a source familiar with the matter.

AI models that would cut costs by 20%, according to people familiar with the matter. Ant used domestic chips, including from affiliate Alibaba and Huawei Technologies, to train models using the so-called Mixture of Experts machine learning approach, the people said. It got results similar to those from Nvidia Corp. chips like the H800, they said, asking not to be named as the information isn’t public. Ant is still using Nvidia for AI development but is now relying mostly on alternatives including from Advanced Micro Devices Inc. and Chinese chips for its latest models, one of the people said. The models mark Ant’s entry into a race between Chinese and US companies that’s accelerated since DeepSeek demonstrated how capable models can be trained for far less than the billions invested by OpenAI and Alphabet Inc.’s Google. It underscores how Chinese companies are trying to use local alternatives to the most advanced Nvidia semiconductors. While not the most advanced, the H800 is a relatively powerful processor and currently barred by the US from China.

Last year, Nvidia CEO Jensen Huang added fuel to the fire when he stated that in the near future, kids may not need to learn how to code, as AI will do the task. However, Sridhar Vembu begs to differ.

Subscribe to enjoy similar stories. Nvidia just unveiled new AI chips that will be several times as powerful as anything on the market today, and use considerably more electricity. By 2027, a server rack stacked with its top-of-the-line chips will use five times the power of today’s machines, Nvidia CEO Jensen Huang told a jam-packed audience at a California conference this week.

Subscribe to enjoy similar stories. Nvidia is doing just fine. Lately, it has seemed harder to convince the world of that simple truth.