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NVIDIA to sell Meta millions of chips

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Overview
 · 1d
Meta expands Nvidia deal to use millions of AI chips in data center build-out, including standalone CPUs
Meta will use millions of Nvidia chips in its artificial intelligence data centers, including Nvidia's new standalone CPUs and next-generation Vera Rubin systems, in a sweeping new deal announced Tues...

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 · 1d
Nvidia to sell Meta millions of chips in multiyear deal
 · 1d
Nvidia Wins Meta Deal. Its Gain Is Broadcom’s Loss.
 · 17h
Wall Street ends higher, lifted by Nvidia and other AI stocks
Wall Street ended higher on Wednesday, lifted by gains in Nvidia, Amazon and other technology-related heavyweights following recent jitters about artificial intelligence.

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 · 17h
Nvidia leads the US stock market higher
 · 1d
Nvidia Earnings on Feb. 25: What History Tells Us About Nvidia Stock's Post-Earnings-Release Moves
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1mon

Nvidia looks to ramp up production of the H200 chip. Here's why that might not necessarily send the stock soaring.

The U.S. government announced last year that it would allow the sale of Nvidia's H200 chips to China. In the past, however, the Chinese government advised companies not to buy Nvidia chips. China's focus on homegrown chip development raises questions as to ...
13don MSN

Nvidia won't release new gaming GPU for 'first year in three decades' due to RAM shortage — and it's also slashing RTX 50 production

A new report claims that Nvidia will not produce new GPUs for the first year in three decades due to the RAM crisis. This is bad news for gamers.
The Information
14d

Nvidia to Delay New Gaming Chip Due to Memory Chip Shortage

Nvidia won’t release a new graphics chip for gamers this year due to a deepening global shortage of memory chips, prompted by the AI boom, according to two people with direct knowledge of the matter.
2d

AI giants are hoarding memory chips, pushing prices to hyperinflation levels

A growing procession of tech industry leaders, including Elon Musk and Tim Coo,k are warning about a global crisis in the making: A shortage of memory chips is beginning to hammer profits, derail corporate plans and inflate price tags on everything from laptops and smartphones to automobiles
6d

Prediction: This Artificial Intelligence (AI) Stock Will Outperform Nvidia in 2026

Nvidia (NASDAQ: NVDA) has played a pioneering role in artificial intelligence (AI) technology for more than three years now, which is not surprising as its chips have helped train popular large language models (LLMs) and move those models into production.
9h

Speed over scale: Samsung pulls ahead with Nvidia’s HBM4

Nvidia is considering a dual-track adoption strategy for high bandwidth memory in its upcoming Vera Rubin AI accelerators, a move that could further cement Sams
Mathrubhumi English
11d

Samsung to pioneer HBM4 chip mass production, fueling next-gen AI

Samsung begins mass production of HBM4 chips this month, supplying Nvidia for AI GPUs. Get ready for the next generation of AI technology.
AOL
29d

Better AI Chip Stock: Nvidia vs. Navitas Semiconductor

Nvidia’s AI-driven business is firing on all cylinders. Navitas’s big power chip deal with Nvidia could drive its long-term growth. One of these stocks is trading at inflated valuations. Over the past 12 months, Nvidia's stock rose nearly 30% as ...
6d

OpenAI sidesteps Nvidia with unusually fast coding model on plate-sized chips

OpenAI has spent the past year systematically reducing its dependence on Nvidia. The company signed a massive multi-year deal with AMD in October 2025, struck a $38 billion cloud computing agreement with Amazon in November, and has been designing its own custom AI chip for eventual fabrication by TSMC.
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