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NVIDIA to sell Meta millions of chips

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Top News
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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Stocktwits on MSN · 1d
Meta deepens Nvidia partnership to deploy 'millions' of chips to boost AI goals
 · 1d
Nvidia to sell Meta millions of chips in multiyear deal
 · 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
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.
Seeking Alpha
2mon

Nvidia considering expanded H200 chip production to meet demand- Reuters

Nvidia (NVDA) has informed Chinese customers that it is considering expanding production of its high-performance H200 AI chips after demand surpassed current supply, Reuters reported, citing two sources. Earlier this week U.S. President Donald Trump said ...
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.
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.
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
Digi Times
2mon

Nvidia reportedly considers expanding H200 AI chip production amid potential surge in Chinese demand

Following the Trump administration's recent easing of export restrictions on Nvidia's H200 artificial intelligence (AI) chips to China, several Chinese technology firms, such as Alibaba and ByteDance, have reportedly expressed significant interest in..
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.
Morningstar
2mon

America doesn't need Nvidia chip deals with China - it needs to get tough on technology

Chip-import dependence is a national-security threat. A 'chip-for-chip' tariff could be a $230 billion revenue windfall and spur U.S. semiconductor production. Nvidia CEO Jensen Huang (right) and U.S. President Donald Trump at the White House in April 2025.
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