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Source: OpenAI expects to spend 20% to 30% less on AI chips co-developed with Broadcom than on chips from Nvidia, which is notoriously backlogged on GPU orders
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TSMC Breaks Records on AI Chip Orders from Nvidia, Apple
TSMC Hits Record Profit as AI Chip Boom Lifts Nvidia and Apple Demand
Yahoo Entertainment

6 AI startups Jensen Huang and Nvidia engineers have bet on: You will want to know what they are building
Nvidia CEO Jensen Huang is betting on six AI startups, including OpenAI, Harvey, Cursor, Replit, OpenEvidence, and Lovable, to shape the future of human-AI work. Nvidia engineers already use AI tools like Cursor to boost productivity. Experts say AI and human…
The Times of India

Alibaba's Ant Group Open-Sources dInfer, Claims AI Framework Outpaces Nvidia
Alibaba (NYSE:BABA) fintech affiliate Ant Group has open-sourced dInfer, an inference framework for diffusion language models, claiming it can make AI systems more efficient than Nvidia's (NASDAQ:NVDA) framework. BABA is showing upward bias. See what is drivi…
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Nvidia Stock Gains. Taiwan Semiconductor Gives the AI Boom Another Boost
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Gene Munster Calls $40 Billion Texas Data Center Involving Nvidia, xAI, Microsoft And BlackRock Proof That 'We're Still Early In AI'
On Wednesday, Deepwater Asset Management's managing partner Gene Munster said the $40 billion Texas-based data center project backed by Nvidia Corp. (NASDAQ:NVDA), Elon Musk's xAI, Microsoft Corp. (NASDAQ:MSFT) and BlackRock Inc. (NYSE:BLK) underscores the ma…
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SoftBank, NVIDIA Join OpenAI in 200 Trillion Yen AI Investment Surge
SoftBank is ramping up its ambitions in the artificial intelligence sector, committing vast sums of capital and striking major strategic deals as part of an aggressive bid to position itself at the center of the AI revolution. (News On Japan)
Newsonjapan.com

Stock Market Today: Dow, S&P 500, Nasdaq Set to Open Up; Nvidia, AMD, Tesla, More Movers; TSMC AI Boost; Trump, China Trade Fears
LIVE Dow Set to Open Up as AI Rally Surges on S&P 500 and Nasdaq futures are also rising in premarket trading. Last Updated: Oct. 16, 2025 at 4:10 AM ET Key Events Latest Updates Stocks looked set to rise on Thursday, as signs of robust demand for artificial …
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Nvidia partners with startup Firmus on Project Southgate, a $2.9B initial undertaking to build renewable energy-powered AI data centers across Australia
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Foxconn teams up with Nvidia on AI factory infrastructure development
Taiwan’s Foxconn is teaming up with US chipmaker Nvidia to build AI factory systems. At a tech event in California, Foxconn revealed plans to use Nvidia’s advanced power setup in its Kaohsiung data centre. This move highlights its push into AI servers, green …
The Times of India

Microsoft and Nvidia-backed AI consortium buys Aligned Data Centers for $40B
An artificial intelligence infrastructure consortium led by Microsoft Corp., Nvidia Corp. and BlackRock Inc. today announced it’s planning to buy Aligned Data Centers LLC in a deal valued at about $40 billion. It’s one of the largest-ever acquisitions of data…
SiliconANGLE News

Jensen Huang reveals 6 AI model names that all Nvidia employees use at work; here's the full list
In an interview with Citadel Securities published earlier this week, Huang said each of his employees use at least one of these models or the other during their day-to-day work.
Livemint
Navitas (NVTS) Soars to Fresh High on Nvidia Partnership, Support for Next-Gen AI
We recently published Monstrous Gains: 10 Stocks Leaving Wall Street in the Dust. Navitas Semiconductor Corp. (NASDAQ:NVTS) is one of the best performers on ...
Yahoo Entertainment

Agentic AI Unleashed: Join the AWS & NVIDIA Hackathon
Build the next generation of intelligent, autonomous applications. This isn't just a hackathon—it's your chance to unleash the power of agentic AI and show...
Devpost.com

Microsoft, Nvidia, and others inject $40B into AI bubble with massive datacenter deal
More air for the AI bubble, courtesy of firms including xAI, BlackRock The AI bubble just keeps getting bigger. A consortium featuring BlackRock, Microsoft, Nvidia, xAI, and MGX is buying Aligned Data Centers in a deal valuing the operator at around $40 billi…
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Nvidia Has Been Investing Heavily in AI Startups. Here are 3 to Watch
Nvidia (NASDAQ:NVDA) has been really making a lot of big-league deals in AI that have captured the attention of Wall Street of late. Undoubtedly, the Nvidia-OpenAI investment and partnership is the big one that’s sparked significant excitement as well as a co…
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Unlock Faster, Smarter Edge Models with 7x Gen AI Performance on NVIDIA Jetson AGX Thor
A defining strength of the NVIDIA software ecosystem is its commitment to continuous optimization. In August, NVIDIA Jetson AGX Thor launched, with up to a 5x...
Nvidia.com

Aligned Data Centers to be acquired for $40B by AI-focused consortium including Nvidia
Behind this massive deal lies a strategic vision for AI-driven growth, involving some of the biggest names in finance and technology.
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Nvidia upgraded as HSBC sees AI driving nearly 80% upside
(Bloomberg/Ryan Vlastelica) — Nvidia Corp. added another bull on Wednesday, as HSBC upgraded the chipmaker to buy from hold, citing the ongoing growth of artificial intelligence. HSBC also raised the price target on the stock to a Street-high of $320, up from…
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Mizuho Raises Nvidia (NVDA) Price Target to $225, Calls It the AI Market Leader
NVIDIA Corporation (NASDAQ:NVDA) is one of the AI Stocks in Focus on Wall Street. On October 13, Mizuho reiterated Nvidia as Outperform and raised its price target $225 per share from $205. Mizuho analyst Vijay Rakesh continues to view Nvidia as a leader in t…
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