NVIDIA Posts Record $68B Quarter but Shares Fall 4%
NVIDIA hit record Q4 revenue of $68.1B and a $78B Q1 outlook, yet shares fell 4% on capital and competition fears.
Meta and AMD Strike Multi-Year 6GW AI Chip Deal
Meta and AMD sign a 6GW AI chip deal worth $100B, with AMD granting Meta warrants for a 10% stake.
Meta and NVIDIA Sign Multi-Year AI Infrastructure Deal
Meta and NVIDIA form a multi-year deal to power AI data centers with Blackwell, Rubin GPUs and Grace CPUs.
Baidu Files for Kunlunxin AI Chip Unit Hong Kong IPO
Baidu confidentially filed for Kunlunxin AI chip unit Hong Kong IPO valued at $3B as China pushes semiconductor independence.
Baidu Launches M100 and M300 AI Chips in China
Baidu unveils M100 and M300 AI chips plus Tianchi supernodes to reduce China's reliance on imported semiconductor technology.
Qualcomm Challenges Nvidia with New AI Data Center Chips
Qualcomm launches AI200 and AI250 chips for data centers, targeting Nvidia's dominance with efficient AI inference technology.
Samsung Apologizes Amid Crisis Over AI Chip Struggles
Samsung apologizes for missing profit expectations, acknowledging struggles with AI chip competitiveness and market challenges.
Nvidia Becomes World’s Most Valuable Public Company
Nvidia surpasses Microsoft to become the most valuable public company, driven by AI chip dominance and rapid stock gains.