Nvidia posts another record quarter, reveals $43B of holdings in startups

Nvidia announced another record revenue figure after market close on Wednesday, but forecasted that revenue growth would slow in the following quarter.

The RAM crisis is about to get uglier, and your new gadgets could pay for it

A new forecast says Nvidia’s Rubin AI platform could consume over 6 billion GB of LPDDR memory in 2027, tightening gadget supply chains.

US clears H200 sales to 10 Chinese firms, but not a single chip has shipped
US clears H200 sales to 10 Chinese firms, but not a single chip has shipped

Washington has approved Alibaba, Tencent, ByteDance, JD.com, and six others to buy Nvidia’s H200, with each licence good for up to 75,000 units. Beijing has told its tech sector to wait, and Jensen Huang has now been added to Trump’s Beijing trip to tr…

Ransomware hackers claim breach at Foxconn, a major electronics manufacturer for Apple, Google, and Nvidia

A ransomware group has claimed responsibility for hacking the electronics manufacturing giant Foxconn, and is attempting to extort the company.

Jensen Huang tells Carnegie Mellon’s class of 2026 their career starts at the AI revolution
Jensen Huang tells Carnegie Mellon’s class of 2026 their career starts at the AI revolution

NVIDIA’s CEO delivered the keynote at CMU’s 128th commencement on Sunday and received an honorary doctorate. The address framed AI as a reindustrialisation moment for the US, and pressed both engineers and policymakers to advance capability and safety …

NVIDIA tops $40bn in AI equity bets in 2026, anchored by $30bn OpenAI investment
NVIDIA tops $40bn in AI equity bets in 2026, anchored by $30bn OpenAI investment

$30bn went to OpenAI; the rest is spread across CoreWeave, IREN, Corning, Nebius, and roughly two dozen private rounds. The pattern is closer to vertical integration than to venture investing, and is starting to draw the inevitable circular-deal questi…

NVIDIA takes $2.1bn warrant in IREN as part of 5GW AI data-centre deal
NVIDIA takes $2.1bn warrant in IREN as part of 5GW AI data-centre deal

NVIDIA will invest up to $2.1bn in IREN as part of a deal that pairs the chipmaker’s reference architecture with the data-centre operator’s 5-gigawatt infrastructure pipeline. The two companies announced the partnership on Thursday. The structure is un…

The Thai end of the Supermicro chip-smuggling case has a name, and it sits inside Bangkok’s national AI plan
The Thai end of the Supermicro chip-smuggling case has a name, and it sits inside Bangkok’s national AI plan

US prosecutors believe a company at the centre of Thailand’s national AI strategy helped move billions of dollars in Nvidia-equipped Supermicro servers into China, with Alibaba among the eventual customers, Bloomberg reported on Friday. The company is …

NVIDIA takes warrants for $500m in Corning stock as fibre-optics partnership goes structural
NVIDIA takes warrants for $500m in Corning stock as fibre-optics partnership goes structural

The deal pairs a 15-million-share warrant at $180 with a pre-funded warrant for 3 million more, against a Corning commitment to build three new US optical-connectivity plants and grow capacity tenfold. Corning shares closed up roughly 14 per cent. NVID…

ASML CEO Christophe Fouquet on his company’s monopoly: no one is coming for us

Christophe Fouquet, who became ASML’s CEO in 2024 after more than a decade at the company, sat down with this editor on the rooftop deck of his Beverly Hills hotel Tuesday morning ahead of his appearance at the Milken Institute Global Conference. Dress…