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    NVIDIA CEO JENSEN HUANG

    Nvidia's web of AI bets: smart strategy or bubble risk?

    Nvidia's $3 billion investment in Meta's share sale, announced Tuesday, is the latest addition to a portfolio of stakes, loans and guarantees that has made the chip giant what some analysts describe as the central bank of the artificial intelligence boom. Nvidia also has around $36 billion in cloud backstops and a guarantee of up to $105 billion linked to an OpenAI data center, according to US media.

    Nvidia CEO Jensen Huang seen as target of China spy plot; Trump briefed but took no action: Report

    A Chinese businesswoman suspected of passing intelligence to Beijing developed a close relationship with Nvidia CEO Jensen Huang, according to a New York Times exclusive report. US President Donald Trump was briefed on the intelligence findings roughly a year ago but took no action, reportedly wary of disrupting Nvidia's chip sales and US-China trade relations.

    Jensen Huang lists three countries that may lead manufacturing and advanced technology, and neither US or India are in that list

    Nvidia CEO Jensen Huang has named Germany, Japan and China as three countries with strong positions in advanced manufacturing, citing China’s integration of computing and industrial production. He also said US export restrictions had accelerated China’s semiconductor ambitions, while maintaining that American technology companies were prepared to compete globally.

    US DOJ is inquiring about Nvidia's purchase of Hugging Face

    The Justice Department's recent questioning covers Nvidia's acquisitions, investments, sales practices, and whether the chip designer has exerted pressure on its customers, the two people said.

    Oracle expands chip supply deal with Nvidia, adds Google and Cerebras offerings

    Oracle and Nvidia said the cloud firm will expand to "multi-gigawatt scale" with Nvidia's newest generation of "Vera Rubin" AI servers. The companies did not disclose the value of the deal, though Nvidia CEO Jensen Huang has previously said that Vera Rubin systems can generate up to $40 billion in revenue per gigawatt for the chipmaker.

    AI bubble bursting or just letting out air? Neoclouds may offer clues

    Elon Musk has warned that over 200 neocloud companies may face significant challenges, including potential failures and consolidation. Despite high demand for AI computing capacity, rising credit costs impact the financial stability of these companies. Research firm Gartner anticipates that more than 80% of neocloud providers may cease independent operations by 2030. Tighter credit conditions could restrain excessive AI spending without affecting overall investment growth.

    The Economic Times
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