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Graphics Processing Units

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Nvidia's Advantage: Software, Not Just Chips

Decades of developer investment have created network effects that make switching away from Nvidia costly for AI teams.

SK Hynix Hits Roughly $1 Trillion Market Value

Nvidia Says Its China AI Market Share Has Fallen to Zero Under U.S. Export Curbs

Gartner Sees Global IT Spending Reaching $6.31 Trillion in 2026 on AI Infrastructure Boom

U.S. Charges Three Tied to Supermicro in Alleged $2.5 Billion AI Server Diversion to China

Samsung and SK Hynix Said to Clinch HBM4 for Nvidia’s Vera Rubin as Analysts Lift Micron Targets

Intel Confirms AI Data-Center GPU Plan, Names Eric Demmers Chief Architect

Nvidia Pours $2 Billion Into CoreWeave, Lifting Stake to 11.5% to Back 5 GW AI Buildout

China Conditionally Clears Nvidia H200 Sales to DeepSeek and Major Tech Firms

China Signals Opening for Nvidia H200 Orders as Jensen Huang Plans Beijing Trip

Tesla Revives Dojo 3 as Musk Says AI5 Design Nears Finish, Sets Nine‑Month Chip Cadence

Micron’s HBM Edge Drives Bull Case as Stock Soars and Valuation Stays Low

Nvidia's 72GB RTX PRO 5000 for Desktop AI Is Now Available

South Korea Unveils K‑Nvidia Initiative, to Distribute 10,000 Nvidia GPUs Starting in February

South Korea Launches GPU Working Group to Execute 260,000‑Chip Nvidia AI Buildout

DOJ Charges Four in Alleged Scheme to Smuggle Nvidia AI Chips and Supercomputers to China

KOSPI Sets Record Close as Nvidia Outlines 260,000-GPU Push in Korea

Samsung and SK hynix Put HBM4 on Display at SEDEX as Next AI Memory Race Accelerates

Nvidia Tightens Grip on AI Infrastructure as Financing, Deals and Upgrades Mount

Nvidia Introduces Rubin CPX to Accelerate Million-Token AI by Splitting Inference