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Jensen Huang says Nvidia must run very fast as AI chip competition intensifies
Nvidia CEO Jensen Huang made his fifth visit to Taiwan in 2025 on November 27, reportedly to pay a personal visit to TSMC founder Morris Chang. Speaking publicly, Huang confirmed he had met with Chang, describing the semiconductor pioneer's health as "very go…
Digitimes

Meet The Only AI Stock That's a Better Buy Than Nvidia
Yahoo Entertainment

Billionaire Bill Ackman May Be the Next Warren Buffett -- 2 AI Stocks Make Up 39% of His Portfolio (Hint: One Just Partnered With Nvidia)
Yahoo Entertainment

WORLDCHANGING Space Energy Supercharges AI ! What it means for Nvidia, Tesla and Other AI Companies
Even experts do not know the shocking changes and huge impacts on AI stocks of Space based solar energy. The amount of energy and the speed with which it can be added is surprising. Understanding this is key to understand the future of the world economy and f…
Next Big Future

Gemini 3 gives Google a boost in the AI race against OpenAI and Nvidia
Google just threw another twist in the fast-changing AI race. And its biggest competitors are taking notice.
CNN
Nvidia stock drops $200B, experts say AI business still strong
Nvidia stock fell sharply last week, causing worry for investors, but experts say the company is still strong. Its AI and data center business are growing fast. Google and Meta are creating new AI chips, adding competition. Some investors, like Michael Burry,…
The Times of India

A buried Nvidia warning could shake the entire AI buildout
Nvidia is no longer ignoring Michael Burry. The chipmaker quotes him explicitly and corrects him. Nvidia released a secret seven-page note to Wall Street analysts in which it fought back against the "Big Short" investor's concerns about an AI bubble, what he …
Biztoc.com
Nvidia CEO Says Instead of Taking Your Job, AI Will Force You to Work Even Harder
"Everyone's jobs will be different."
Futurism

Meta and Nvidia reportedly push to integrate GPUs into HBM for AI boost
To enhance artificial intelligence (AI) performance, Meta and Nvidia are advancing plans to embed GPU compute cores directly into the base die of high-bandwidth memory (HBM). This innovation blurs the lines between memory and system semiconductors, presenting…
Digitimes

Baidu is emerging as a major AI chip player in China to fill the Nvidia gap
Tech giant Baidu is emerging as one of China's key artificial intelligence chip players, positioning itself as a challenger to Huawei as both look to fill the void left by industry leader Nvidia being kept out of the country. Best-known as China's biggest sea…
Biztoc.com

Nvidia may raise prices as it pays Samsung double for future HBM4 AI memory modules with 3.3 TB/s bandwidth
Nvidia may have to increase its AI chip and gaming card prices, as it will be paying Samsung and SK Hynix much more for their next-gen HBM4 and GDDR7 memory modules. Their specs have now leaked out, and Samsung managed to nearly triple the HBM4 bandwidth.
Notebookcheck.net

China's Tech Majors Shift AI Training Offshore For Nvidia Hardware: Report
Top Chinese firms are training their AI models overseas in order to access Nviada's graphical processing unit chips to circunvent the restrictions on their use due to legal mandates, a Financial Times report said.
Ndtvprofit.com

China tech giants move AI training offshore to tap Nvidia chips
Some of China’s biggest tech companies are training their AI models overseas as they look to circumvent US restrictions on Beijing’s access to Nvidia’s world-leading chips. Giants Alibaba and ByteDance are among the tech firms training their models in data ce…
Biztoc.com

Dan Ives Calls Nvidia The 'Indisputable Rocky Balboa' Of AI And Gene Munster Agrees As The Jensen Huang-Led Tech Giant Faces Rare November Slump
Nvidia Corp. (NASDAQ:NVDA) might be facing fresh concerns, but analysts continue to say that it is the champion of the AI revolution. Nvidia's AI Dominance Faces New Competition On Wednesday, Wedbush analyst Dan Ives took to X and said that with trillions exp…
Biztoc.com

'Are You Insane?': Nvidia Founder And CEO Jensen Huang Reportedly Questions Managers Using Less AI
At a time when artificial intelligence is rapidly seeping into the workforce ecosystem, Nvidia CEO Jensen Huang has criticised managers that promote the culture of using less AI at work, reports Fortune. “My understanding is that Nvidia has some managers who …
Ndtvprofit.com

How to Scale Data Generation for Physical AI with the NVIDIA Cosmos Cookbook
Building powerful physical AI models requires diverse, controllable, and physically-grounded data at scale. Collecting large-scale, diverse real-world datasets...
Nvidia.com

Nvidia spat with Big Short investor Burry highlights AI bubble fears
Michael Burry, the contrarian investor immortalized in The Big Short for his bet against the U.S. housing market, is in a war of words with the most valuable company in the world over whether there is another financial bubble in artificial intelligence. Mr. B…
Biztoc.com

Nvidia Rebuts Claims the Ghost of Enron Haunts Its AI Surge
Quick Read - Nvidia (NVDA) generated $57B in Q3 revenue with 62% year-over-year growth. - Prominent short sellers including Michael Burry and Jim Chanos are betting billions against Nvidia through put options, claiming similarities to Enron and Lucent. - Soft…
Biztoc.com

Nvidia Is the 'Rocky Balboa' of AI, Ives Says
Dan Ives of Wedbush Securities says Nvidia is the "Rocky Balboa champion" of artificial intelligence. He's not worried about any ...
Biztoc.com

As AI Stocks Like Nvidia Get Rattled, This Behind-The-Scenes Data Center Play Heats Up
, Palantir Technologies (PLTR), Microsoft (MSFT) and other bellwether forces behind the artificial intelligence boom stumble, Alphabet (GOOGL) shows the AI train may still have legs. Meanwhile, SPX Technologies (SPXC) — an HVAC leader helping keep power-hungr…
Biztoc.com