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Banks Lift AI Chip Revenue Outlook as U.S. Blackwell Output Starts and Multiyear Deals Expand

Rising per‑gigawatt estimates collide with mounting questions over circular financing risk.

Nvidia Said to Back xAI’s $20 Billion GPU SPV as AI Megadeals Draw Bubble Warnings

China Orders Tech Giants to Halt Purchases of Nvidia’s RTX Pro 6000D AI Chips

Nvidia Tops Q2 Estimates and Lifts Outlook as Shares Ease on China Uncertainty

Nvidia Tops $4 Trillion Market Cap After Shares Close at Record High

Nvidia Shares Hit Fresh Record, Market Cap Exceeds $3.77 Trillion

Nvidia Poised for 66% Q1 Revenue Gain Despite China Restrictions Impact