Nvidia
Nvidia’s price-to-earnings ratio sinks to 7-year low as war and AI angst weigh
This suggests that its shares are a bargain, but is tied to uncertainty that has shaken investors’ confidence
Huawei’s new AI chip finds favour with ByteDance, Alibaba which plan to place orders: sources
The 950PR is more compatible with Nvidia’s software system and has better response speeds
Super Micro co-founder charged with sending AI tech to China
The news sent Super Micro’s shares plummeting more than 20% in pre-market trading
Nvidia to sell 1 million chips to Amazon by end of 2027 in cloud deal
The sale would start this year and extend through 2027
Nvidia gets Beijing’s nod for H200 chip sales, adapts Groq chip for China: sources
While the company dominates the market for training AI systems, it faces much more competition in the inference market
Nvidia CEO says company is firing up H200 production for China
The Asian nation, which used to make up a quarter of Nvidia’s revenue, now only accounts for a small fraction
Nvidia expects to make US$1 trillion from AI chips through 2027
The company has pushed beyond its hallmark of graphics processing units which are used to train and run AI software
China’s ByteDance gets access to top Nvidia AI chips, WSJ reports
The hardware involved could cost more than US$2.5 billion
Cambricon rides China AI boom to post its first annual profit
The company plans to more than triple its production of AI chips in 2026
Nvidia invests US$2 billion in Nebius in new data centre deal
[AMSTERDAM] Nvidia will invest US$2 billion in Nebius Group as part of a strategic partnership to develop and build artificial intelligence data centres, as the world’s most valuable firm continues to...
