Nvidia

A collection of 47 posts

Tech

Nvidia’s Jensen Huang says TSMC must "work very hard" as AI demand gobbles memory

Nvidia CEO Jensen Huang told reporters in Taipei this weekend that "TSMC needs to work very hard this year because I need a lot of wafers," speaking outside a so-called "trillion-dollar dinner" for top tech manufacturers, Reuters reported. Huang said the chipmaker will scale up substantially,

Business

Broad U.S. index funds now breach legal diversification thresholds, NYT columnist says

The U.S. stock market has become so concentrated that even broad index funds are no longer diversified, The New York Times columnist Jeff Sommer wrote on Jan. 30, 2026. Sommer said a handful of companies — including Nvidia, Microsoft, Alphabet and Apple, as well as Amazon, Broadcom, Meta and Tesla

Business

Erik Gordon warns of 'planet-sized' AI bubble; Microsoft slump a warning

Erik Gordon, an entrepreneurship professor at the University of Michigan’s Ross School of Business, said AI is a "planet-sized" bubble that will pummel investors and called Microsoft’s recent post-earnings slump a "warning of the burst to come," in a Wednesday email to Business Insider.

Tech

Meta to double AI spend to $135B as deals with OpenAI, Nvidia and Amazon near $200B

A report says money approaching a total of $200 billion is being pumped into AI, with Meta, OpenAI, Nvidia, Microsoft and Amazon all linked to major deals — and Meta planning to double its AI spending this year to $135 billion. The article highlights the $135 billion figure as extraordinary, noting

Tech

OpenAI in talks to raise as much as $100 billion, could be valued at $750 billion

OpenAI is in talks with tech giants and Middle Eastern sovereign wealth funds to raise as much as $100 billion in a new funding round that could value the company at $750 billion or more, the New York Times reported on Jan. 29, 2026. The discussions, which the Times said

Tech

Amazon and Google make dents in Nvidia’s A.I. chip dominance

The New York Times reported on Jan. 29, 2026, that Amazon and Google have begun to carve out meaningful business in the market for artificial intelligence chips by supplying their own processors to major customers, notably Anthropic, challenging Nvidia’s long-standing dominance. Amazon has installed thousands of its Trainium chips

Tech

A.I. demand is driving up memory prices and could raise PC costs

A.I. companies are buying up memory chips, causing prices for components used in laptops and smartphones to soar, the New York Times reported on Jan. 29, 2026. The crunch has affected businesses such as Falcon Northwest, a custom PC builder in Medford, Ore., and is pushing up prices for

Crypto

Meta, Microsoft ramp AI spending; bitcoin miners pivot to host AI workloads

Meta and Microsoft — in fourth-quarter results and 2026 outlooks released Wednesday evening — signaled continued heavy AI investment, with Meta forecasting 2026 capital spending of $115–$135 billion, well above consensus, and Microsoft CEO Satya Nadella saying, “We are only at the beginning phases of AI diffusion.” Shares of bitcoin mining

Tech

China approves import of high-end Nvidia AI chips after weeks of uncertainty

China has approved imports of high-end Nvidia AI chips after weeks of uncertainty, with the latest approvals coming during Nvidia CEO Jensen Huang’s visit to China this week, according to sources who spoke with Reuters. Other Chinese firms are waiting for approvals in future rounds, and Beijing is attaching

Tech

Nvidia signs Intel Foundry to make parts of its Feynman AI chips, report says

According to Digitimes, citing supply-chain sources, Nvidia has signed with Intel Foundry to manufacture some parts of its forthcoming Feynman AI chips. Intel has struggled to attract foundry customers, with many preferring TSMC, and the company has been cautious about ramping up its 14A process. On an earnings call last

Crypto

ARK Invest sees Bitcoin near $800,000 by 2030 and warns of rising Nvidia competition

Beincrypto reports ARK Invest’s Big Ideas 2026 report predicts the Bitcoin market cap could rise from about $2 trillion to $16 trillion by 2030—implying roughly $800,000 per BTC—and warns that Nvidia may face growing competition in AI hardware. ARK says Bitcoin’s behavior changed meaningfully in

Business

Internal OpenAI documents forecast $14 billion loss in 2026

Pcgamer reports that internal OpenAI documents seen by The Information forecast a $14 billion loss for 2026 as part of a set of financial projections for the company. The documents say OpenAI could continue to record losses totalling about $44 billion through 2029 before turning a profit and generating "

Tech

Anthropic CEO criticizes US approval of Nvidia chip sales to China at Davos

At the World Economic Forum in Davos on Tuesday, Anthropic CEO Dario Amodei sharply criticized the U.S. administration and chipmakers over last week’s decision to approve sales of Nvidia’s H200 chips and a chip line by AMD to approved Chinese customers. The chips, while not necessarily the

Tech

Yuval Noah Harari says AI will spark identity and immigration crises

Businessinsider reports that Yuval Noah Harari told the World Economic Forum in Davos that artificial intelligence is about to create two crises for every country: an identity crisis and an immigration crisis. Harari said the identity crisis stems from how much value humans place on our ability to think, and

World

Davos 2026 opens in Switzerland as global leaders and CEOs gather

Businessinsider reports the World Economic Forum annual meeting has opened in Davos, Switzerland, running January 19–23, 2026, with an inaugural concert at 6 p.m. local time featuring Jon Batiste, violinist Renaud Capuçon, and the Mahler Chamber Orchestra and an opening panel titled "Which 2050 do we want?

Business

White House moves reshape U.S. stock market at start of 2026

President Trump’s administration is having a big influence on the stock market at the start of 2026, driving large moves in specific sectors from oil to credit-card lenders and technology. The U.S. attack on Venezuela sent the value of some oil stocks surging, a social media post by

Tech

Nvidia overtakes Apple as TSMC's top wafer customer, report says

Pcgamer reports that, according to Taiwan-based technology reporter Tim Culpan, Nvidia has overtaken Apple as the primary recipient of TSMC wafers as demand for AI chips has surged. Culpan notes the meteoric rise in AI demand, backed by "hundreds of billions of dollars," has shifted wafer orders toward

Tech

Asus and MSI say RTX 5070 Ti has not been marked end-of-life

Pcgamer: Asus has rushed to clarify reports from Hardware Unboxed that it had listed its line of Nvidia GeForce RTX 5070 Ti GPUs as end-of-life, saying the outlet "may have received incomplete information from an Asus PR representative regarding these products." Asus' EMEA team told the outlet

Tech

EndeavorOS Ganymede automatically installs NVIDIA drivers during setup

EndeavorOS has released Ganymede, an Arch-based distribution that during installation now detects the system GPU and installs the appropriate NVIDIA driver automatically. The release includes kernel 6.17 and KDE Plasma 6.5.3, replaces the Maliit virtual keyboard with the Qt 6 virtual keyboard for KDE Plasma, and ships

Business

TSMC's record quarterly profit lifts chip stocks and renews AI optimism

Businessinsider reported that Taiwan Semiconductor Manufacturing Company posted fourth-quarter results and a record quarterly profit, sending chip stocks higher as traders cheered fresh signs of AI strength. TSMC blew past analyst estimates on multiple metrics, reporting a record 35% quarterly profit. Revenue rose 20% year over year, while both net

Tech

Retailers say RTX 5070 Ti supply is dead amid memory shortage

Pcgamer reports that a Hardware Unboxed video claims Nvidia's RTX 5070 Ti is effectively end of life, citing conversations with retailers and AIBs after CES who say current retail cards are all that remain. The piece links the situation to a memory crisis driven by AI infrastructure demand

Tech

OpenAI to use Cerebras chips for inference; deal would consume 750 megawatts

OpenAI said on Wednesday that it would begin using chips from Cerebras, a start-up in Sunnyvale, Calif., and that the number of Cerebras chips it eventually used would consume 750 megawatts of electricity, an amount the company said could power tens of thousands of households. The Cerebras chips will be

Business

Trump imposes 25% tariff on select foreign A.I. semiconductors

President Trump signed a proclamation on Wednesday to impose a 25 percent tariff on a narrow list of foreign semiconductors, a White House document said, and the tariff would take effect Thursday. The document said the 25 percent duty applies to A.I. chips made by companies like Nvidia and

Tech

Physical AI takes center stage at CES as wearables and robots converge

Physical AI emerged as a major theme at the Consumer Electronics Show, with companies including Nvidia and Qualcomm showcasing hardware and models aimed at letting machines perceive, reason and act in the real world. During Nvidia's keynote, CEO Jensen Huang said, "The ChatGPT moment for physical AI

Tech

Nvidia’s Rubin chips could make Bittensor’s decentralized AI market viable

Beincrypto reports that Nvidia’s Rubin chips turn AI into low-cost, large-scale infrastructure, a shift that could increase demand for open intelligence markets such as Bittensor. Nvidia used CES 2026 to introduce Rubin, a rack-scale data-center platform that combines new GPUs, high-bandwidth HBM4 memory, custom CPUs and ultra-fast interconnects into