NVIDIA
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techNvidia Targets $200 Billion CPU Market, Eyes China in Long-Term Forecast
Jensen Huang announced a $200B CPU TAM, including China, as Nvidia launches Vera architecture. The company expects $20B in CPU revenue by 2026.
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techNvidia CEO Jensen Huang Arrives in Taiwan for Key GTC Taipei Address
Jensen Huang arrives in Taiwan to keynote GTC Taipei 2026, highlighting Nvidia's ties to the semiconductor supply chain.
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cryptoNEAR Protocol Surges 50% in a Week, Leads AI Token Rally
NEAR token hits six-month high on network upgrades and Nvidia’s bullish revenue forecast, with analysts eyeing $5.75.
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financeNvidia Invests $18.6B in AI Startups, Reshaping Venture Landscape
Nvidia deployed $18.6B into venture investments in Q1 2026, signaling a strategic shift from hardware supplier to AI ecosystem financier.
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techIREN Co-Founder: AI's Biggest Bottleneck Is Infrastructure, Not Chips
IREN co-founder Dan Roberts outlines a vertically integrated AI strategy, arguing power, land, and data centers are the new critical constraints.
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techNvidia CEO Admits Huawei Dominates China's AI Chip Market
Jensen Huang says Nvidia has largely conceded China's AI chip market to Huawei due to US export restrictions.
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financeMagnificent Seven AI Earnings Surge Amid Growing Market Pressures
Apple, Microsoft, Nvidia and others report 21-22% EPS growth driven by AI, but capital expenditure risks and performance dispersion raise concerns.
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techNvidia Posts Record $81.6B Revenue, Bank of America Boosts Target
Nvidia reports record $81.6B quarterly revenue, with Bank of America raising its price target to $350. AI-driven data center growth dominates.