NVIDIA GPU
Google's expanding AI chip business opens new opportunities for Samsung, SK hynix beyond Nvidia
Google's strategy to boost its tensor processing units is likely to create greater demand for high-bandwidth memory from Samsung and SK hynix. With nearly 100 TPU clients, including Oracle ready to utilize Google's chips by 2024, both memory giants aim for long-term supply contracts as the need for HBM in custom AI chips accelerates. However, the transition from this potential to actual orders is hindered by current production obligations.
Alleged spy plot targeting CEO Jensen Huang raises questions about Nvidia's future
Jensen Huang has been synonymous with Nvidia since he co-founded it more than 30 years ago. The company now faces potential damage to its reputation and stock price, uncertainty over a possible successor and new scrutiny from shareholders and elected officials.
Jensen Huang's influence over Nvidia raises questions about AI industry's dependence
Nvidia CEO Jensen Huang's influence extends beyond the chipmaker, shaping AI investment, chip supply and industry sentiment. His central role has also raised questions about succession planning and the risks of relying on one executive, as the company investigates whether he was targeted by a foreign intelligence effort involving China.
Chinese chipmakers Denglin and Xinde make mixed Hong Kong market debuts
Chinese chipmakers Suzhou Denglin Technology and Jiangsu Xinde Semiconductor Technology made contrasting Hong Kong market debuts after raising a combined HK$2.36 billion through their IPOs. Denglin opened 0.9% below its offer price, while Xinde gained 20.5%. Both companies plan to use most of the proceeds to expand their semiconductor businesses.
Nvidia's Jensen Huang, the scandal-hit AI visionary in a leather jacket
Chips made by US chip titan Nvidia push the boundaries of artificial intelligence, but its leader Jensen Huang is in the spotlight over an affair with an alleged Chinese spy. That is an area of concern to US officials who believe he has been involved with the alleged spy, Alice Huang, who is linked to a Singapore-based data center company, according to the New York Times.
I was unfaithful to my wife: Nvidia CEO Jensen Huang admits secret affair with Chinese spy Alice Huang; all you need to know about the controversy
Nvidia CEO Jensen Huang admitted to having an extramarital relationship with a business executive. Reports suggest that the executive may have connections to Chinese espionage activities. Nvidia's board has initiated an independent investigation to examine these allegations thoroughly. US lawmakers have requested a briefing to understand potential national security issues related to the case. Huang remains the CEO, while the investigation seeks to clarify any risks to the company.
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South Korean shares rebound as chipmakers recover from AI-driven selloff
South Korean shares rebounded on Monday as benchmark index KOSPI rose over 1.5%. Chip giants Samsung Electronics and SK Hynix led the recovery following Wall Street gains and government assurances over Nvidia GPU supply continuity, despite remaining net selling pressure from foreign investors.
South Korea says Nvidia issues won't affect contracted GPU supplies
Vice Minister of Science and ICT Ryu Jemyung told a parliamentary budget committee that 10,000 GPUs funded under a 2025 supplementary budget had already arrived and were in use.
Is Cathie Wood betting on the next stage of the AI boom amid Wall Street’s tech stock crash, buying SpaceX and Nvidia while selling $120 million in Broadcom stock?
Cathie Wood is buying AI stocks while Wall Street is selling them. ARK Invest purchased nearly $49 million in SpaceX and $46 million in Nvidia after Thursday’s tech sell-off wiped out more than $3 trillion in US market value. But it sold $119.7 million in Broadcom and $20 million in CoreWeave. The contrasting trades raise questions about Wood’s AI strategy.
World of Warcraft: Forever: How to preload, minimum and recommended PC system requirements and editions
World of Warcraft: Forever will launch globally on November 4, 2026 at 3PM PST. It will be released globally at the same time. At least 128GB of free space on SSD is required to play the game. Around 150GB can be left free for extra files and add ons of the game. Skyborne Heroic Pack, Skyborne Epic Pack and Warcraft Forever Collection are different editions of the game.
C-suite folks, mind your Mata Haris
Nvidia's CEO Jensen Huang is reportedly involved with Alice Huang, a businesswoman alleged to be a spy. US intelligence suspects her of espionage for China, raising concerns over corporate security. Nvidia claims their interactions were part of regular business dealings with no secrets shared. Alice Huang denies these allegations, emphasising the complexity of modern business relationships.
Google's Nvidia chip challenge boosts cloud sales, crimps cash flow
The trade-off, outlined by finance chief Anat Ashkenazi on Alphabet's post-earnings call on Wednesday, offers an early look at the costs of a business that has emerged as one of the company's biggest growth areas as investors fret over AI's threat to its lucrative search advertising business.
AI startup Simplismart raises $14 million from Dallas Venture Capital, Nvidia as demand for inference grows
As enterprise adoption of AI models scales, companies are seeking more cost-efficient ways to operate AI tools. Simplismart, founded by former Oracle and Google engineers Jain and Devansh Ghatak, provides software that helps enterprises select and deploy AI models suited to their specific workloads and run things more efficiently.
Elon Musk says SpaceX raised $40 billion in debt for GPUs
Musk's post comes after Reuters reported earlier this month that SpaceX is in talks with banks and asset managers to raise $40 billion for the purchase of Nvidia artificial intelligence chips.
Nvidia’s rivals have built their own AI chips and now want to make the software switch easier
Nvidia faces competition as Amazon and Google introduce tools that allow minimal changes for chip switching. Amazon's TorchNeuron and Google's TorchTPU aim to simplify the transition for developers using PyTorch. These tools enable existing code to run efficiently on different hardware.
China's AI data centre boom faces Return-on-Investment test as financing costs rise: Goldman Sachs
Goldman Sachs examined three business models in China's data centre sector: traditional powered-shell facilities, integrated AI data centres that provide graphics processing unit (GPU) computing services under long-term contracts, and AI token factories that generate revenue by processing AI workloads.
One decision that made Jensen Huang worth $185 billion: Nvidia nearly went bankrupt in 1996, then a risky bet helped build its AI dominance
Jensen Huang went from working as a dishwasher at Denny’s to becoming the billionaire CEO of Nvidia. The turning point came in 1993, when he cofounded the company with two engineers to develop chips for better computer graphics. After an early setback nearly bankrupted Nvidia, Huang backed graphics-processing technology that later became essential to artificial intelligence, helping transform the company into a global technology powerhouse.
Orthodontist Jim Woods invested $65,000 in Nvidia in 2000; by 2024, his stake had reached $15 million
In 2000, Jim Woods was working full-time as an orthodontist. That same year, he placed $65,000 into Nvidia, then a relatively young tech company known mostly for PC graphics hardware. Twenty-four years later, that single trade reached a value of $15 million.
As India buys more AI chips, the real test is to keep them running
Industry leaders said businesses must pay closer attention to the systems around their processors, which actually decide the return on their investments.
AI cloud unicorn Neysa eyes 2027-end IPO, plans new Nvidia, AMD chips and own data centres
Cofounder and CEO Sharad Sanghi told ET AI the firm is seeing demand from Indian customers and global companies looking to use India as a computing base with BFSI clients leading enterprise demand.
Microsoft Azure is not taking cost-cutting measures, says software giant spokesperson amidst AI overhaul reports
Microsoft has announced the next generation of its custom AI chip and said it plans to deploy potentially more than a million of them next year to back its internal AI services.
Nvidia’s share of China AI chip market falls to 34% as Huawei gains ground
Nvidia's share of China's AI chip market dropped to 34% in the first half of 2026 due to US export restrictions. Domestic competitors like Huawei increased their market presence significantly during this period. The total AI accelerator shipments in China reached over 2 million units, with non-GPU shipments surpassing GPU sales for the first time.
NVIDIA opens AI data centre designs as it pushes for industry-wide standards
NVIDIA is collaborating with Google, Meta, AMD, and Cisco to set standards for AI data centres. This partnership aims to create common blueprints for building next-generation infrastructure in AI. They introduced the Vera Rubin rack and MGX architecture to support intensive power needs. Additionally, new specifications were published to ensure grid resilience in design requirements.
Nvidia's China AI-chip share falls as Huawei closes gap, report finds
Nvidia's share of China's market for data-centre AI chips fell to 34% in the first half of 2026, as US export controls restricted supplies of its products and domestic rivals led by Huawei gained ground, according to an IDC report seen by Reuters.
Microsoft plans huge deployment of its own AI chips, with an eye on saving costs
The Maia 300, as the chip is called, is the third generation of the company's custom chips designed to handle AI data crunching such as coding and carrying out complex business tasks on a user's behalf. Its predecessor is already running Microsoft's in-house AI models, as well as models from OpenAI delivered on Microsoft's Azure cloud computing service.
ET Startup Awards 2026: Deeptech wants government to step up as the first customer
At the discussion, titled ‘Building the Hard Stuff in India’, moderated by Accel partner Prashanth Prakash, founders from the space, semiconductor and healthtech sectors discussed the challenges of building capital-intensive technologies, developing domestic capabilities and taking complex products to market.
AM Intelligence plans $20 billion additional investment in 15 months, orders 20k more Nvidia GPUs
The company announced that it has placed two further firm and binding orders for 20,000 NVIDIA Rubin GPUs for deployment of the systems across India and Malaysia, taking its total capacity to 100 Megawatt.
Nvidia still 'the one' for AI? BNP Paribas raises target to $345, sees up to 47% upside
BNP Paribas has retained its Outperform rating on Nvidia and raised its target price to $345 from $285, implying 47% upside. The brokerage sees Nvidia’s full-stack AI platform, including GPUs, networking and software, helping it navigate the shift towards increasingly complex inference workloads and sustain its market leadership.
AI compute financing needs bankable contracts, lender exit rules: industry
They highlighted these demands at a closed-door meeting on ‘Financing India’s Frontier & Compute Ecosystem’ convened in Delhi by the IndiaAI Mission.
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