Nvidia Corporation's outlook turns bullish: hyperscaler capex boosts data center growth, with secured HBM4 and TSMC CoWoS capacity. Click for this NVDA stock update.

The agreement, announced after the market closed on Tuesday, pushed Nvidia shares up 2.3% to $191.40 on Wednesday. The ...

Nvidia signs a multiyear agreement to supply Meta with millions of AI chips, highlighting sustained hyperscaler demand for AI ...

Meta has expanded its partnership with chip manufacturer Nvidia, with plans to power its data centers with new stand-alone CPUs and next-generation GPUs, as well as privacy-centric data processing on ...

NVIDIA CEO Jensen Huang hints at revolutionary AI chips for GTC 2026 in San Jose, as Rubin and Feynman rumors intensify.

OpenAI launches GPT‑5.3‑Codex‑Spark, a Cerebras-powered, ultra-low-latency coding model that claims 15x faster generation speeds, signaling a major inference shift beyond Nvidia as the company faces ...

Meta is deepening its ties to Nvidia in a move that could further pressure Intel and AMD, even as AI demand remains strong.

More than a decade into Beijing’s push for self sufficiency, Chinese firms are producing fewer, lower-performing chips than their foreign competitors.

OpenAI launches GPT-5.3 Codex Spark powered by Cerebras chips, signaling a shift from Nvidia reliance and intensifying the AI infrastructure race.

Nvidia's stock has not moved much over the past six months, which is why good news is welcome, especially with earnings on the horizon.

Industry competition over the supply of cutting-edge high-bandwidth memory ‘HBM4’ is expected to unfold as a three-way race between Samsung Electronics, SK Hynix, and Micron. HBM4 is the ...

Nvidia won’t release a new graphics chip for gamers this year due to a deepening global shortage of memory chips, prompted by ...