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EXPLAINED: 62 - The Real Truth

Three mystery whales have each spent $10 billion-plus on Nvidia's AI chips so far this year

Jensen Huang’s company retains its absolute dominance in artificial intelligence microchips, but longer-term demand is eventually expected to prioritize inference over training.

Fortune

Nvidia CEO waves off Blackwell production concerns; CFO says demand is ‘staggering’

Huang brushed aside reported engineering snags with the new GPU offering and said the platform’s Q4 sales should exceed prior estimates.

Fortune

'Just like we generate electricity, we're now going to be generating AI': Nvidia CEO Jen-Hsun Huang sees AI as a commodity to be made in 'AI factories'

I mean, he's got a point. Or does he?

PC Gamer

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From Nvidia to Anthropic, meet the Fortune 50 AI Innovators

Fortune looked at companies of all sizes revolutionizing industries with AI.

Fortune

Nvidia almost doubles revenues as data center profits skyrocket

Data center revenue accounts for much of Nvidia’s entire revenue, there's no signs of slowdown.

TechRadar

Nvidia’s Jensen Huang pledges to ‘comply fully’ with Trump trade policies as uncertainty looms over chip industry

Despite Trump’s tough-on-China stance, previous comments casting doubt on America’s commitment to help Taiwan defend itself against a potential Chinese invasion have weighed on chip stocks.

Fortune

Nvidia crushes expectations, more than doubling its profit amid a 94% surge in revenue as AI demand booms

Nvidia topped analyst estimates across all metrics on its third quarter earnings call.

Fortune

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Wall Street avoids Nvidia selloff after blowout earnings call

Last quarter, a modest revenue and earnings beat was not enough to prevent a massive sell-the-news event, but that didn’t happen this time.

Fortune

Nvidia Crushes Earnings Expectations On AI Chip Demand

US chipmaking behemoth Nvidia said Wednesday it made a $19 billion profit on record high revenue last quarter as demand continued for its hardware to power artificial intelligence.

International Business Times

Nvidia analyst predicts 'jaw-dropper' Q3 earnings—others on Wall Street are not so sure

Multiple analysts said Wednesday’s call could prove to be a “sell the news” event, just like last quarter.

Fortune

Jensen Huang must answer 3 main questions when Nvidia reports earnings

The AI-chip darling will once again take center stage for Wall Street when it reports after the bell on Wednesday.

Fortune

Can Nvidia Stock Rally After Q3 Earnings This Week?

Valued at a market cap of $3.5 trillion, Nvidia is a big tech giant that continues to grow at an enviable pace, even as major earnings beats have become routine.

Barchart

“We’re running out of human knowledge,” to train AI. But billionaire Marc Andreessen thinks that will create a hiring boom

You needn’t worry about AI coming for your job—at least if you’re a software engineer, Marc Andreessen says

Fortune

Why Airbnb's CEO believes one-on-one meetings are 'flawed'

Airbnb CEO Brian Chesky finds the most productive meetings are smaller groups where everyone participates.

Fortune

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Tom’s Hardware

Softbank once offered Jensen Huang a loan to buy Nvidia entirely — Nvidia CEO regrets not taking the loan

Nvidia's Jensen Huang could have privatized Nvidia a decade ago and then merged it with Arm.

International Business Times

Nvidia, SoftBank Pilot World's First AI-powered 5G Telecom Network

Nvidia and Softback piloted the highly advanced AI and 5G telecom network.

Fortune

Jensen Huang says Softbank's Masayoshi Son once offered to help him buy Nvidia

Huang was speaking at Nvidia’s AI Summit in Tokyo where he also announced several AI collaborations with Softbank.

PC Gamer

Open AI co-founder reckons AI training has hit a wall, forcing AI labs to train their models smarter not just bigger

Seems the LLMs have run out of arguments on Reddit to scrape...

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Tom’s Hardware

TSMC founder once asked Nvidia CEO Jensen to be TSMC's CEO — upcoming Morris Chang biography shares the details

Morris Chang once asked Nvidia's Jensen Huang whether he was interested in becoming CEO of TSMC, but he was not, according to the new biography of TSMC founder.

Fortune

Warren Buffett and Jensen Huang stayed quiet on the election—and their fortunes have rallied more than $12 billion

The world's 10 richest people saw their daily wealth surge hit a record-breaking $64 billion after a second Trump administration was confirmed.

Tom’s Hardware

Nvidia becomes the world's most valuable company by market capitalization — Chipmaker dethrones Apple for the second time this year

Today, the stock market saw Nvidia overtake Apple - now standing as the world's largest company by market capitalization at $3.5 trillion.

Barchart

Valued at $3.43 Trillion, Is Nvidia Stock Really Undervalued?

SoftBank CEO Masayoshi Son has boldly claimed that Nvidia, already worth $3.4 trillion, is undervalued, citing the company's position at the heart of the artificial intelligence revolution.

TechRadar

Nvidia’s RTX 5000 series announcement could be closer than you think as reliable leaker suggests reveal is coming soon

It appears that the wait for Nvidia’s RTX 5000 series reveal could soon be over if this new leak holds true.

International Business Times

Nvidia's Jensen Huang Urges SK Hynix to Accelerate HBM4 Chip Delivery

Citing the growing demand for high-capacity, energy-efficient semiconductors, Nvidia CEO Jensen Huang asks SK Hynix to accelerate the delivery of the HBM4 chip by six months. This year, SK Hynix plans to provide 12-layer HBM3E samples, and by 2025, 18-layer HBM3E samples.

International Business Times

Nvidia Replaces Struggling Rival Intel On Dow Jones Industrial Average

The move is intended to 'ensure a more representative exposure to the semiconductors industry,' according to S&P Dow Jones Indices.

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