A Wall Street Journal report on Friday said Nvidia insiders had expressed doubts about the transaction and that Huang had privately criticized what he described as a lack of discipline in OpenAI’s business approach. The Journal also reported that Huang had expressed concern about the competition OpenAI faces from Google and Anthropic. Huang called those… Read More: Nvidia’s $100 billion OpenAI deal has seemingly vanished »
Still, Nvidia wants the business because China is a huge market. The latest approvals came during Nvidia CEO Jensen Huang’s visit to China this week, according to sources who spoke with Reuters on the condition of anonymity. Other Chinese firms are now waiting for their own approvals in future rounds, though Beijing is attaching conditions… Read More: Report: China approves import of high-end Nvidia AI chips after… »
TSMC posted net income of NT$505.7 billion (about $16 billion) for the quarter, up 35 percent year over year and above analyst expectations. Revenue hit $33.7 billion, a 25.5 percent increase from the same period last year. The company expects nearly 30 percent revenue growth in 2026 and plans to spend between $52 billion and… Read More: TSMC says AI demand is “endless” after record Q4 earnings »
Partnerships and government contracts fuel optimism At the GTC conference on Tuesday, Nvidia’s CEO went out of his way to repeatedly praise Donald Trump and his policies for accelerating domestic tech investment while warning that excluding China from Nvidia’s ecosystem could limit US access to half the world’s AI developers. The overall event stressed Nvidia’s… Read More: Nvidia hits record $5 trillion mark as CEO dismisses AI… »
Trump’s plan was not welcomed by everyone. J.B. Branch, Big Tech accountability advocate for Public Citizen, in a statement provided to Ars, criticized Trump as giving “sweetheart deals” to tech companies that would cause “electricity bills to rise to subsidize discounted power for massive AI data centers.” Infrastructure demands and energy requirements Trump’s new AI… Read More: White House unveils sweeping plan to “win” global AI race… »
Chinese firms have begun rushing to order Nvidia’s H20 AI chips as the company plans to resume sales to mainland China, Reuters reports. The chip giant expects to receive US government licenses soon so that it can restart shipments of the restricted processors just days after CEO Jensen Huang met with President Donald Trump, potentially… Read More: Chinese firms rush for Nvidia chips as US prepares to… »
Beyond market volatility, Nvidia faces ongoing geopolitical challenges that threaten its access to one of its largest markets. Export controls on Nvidia’s chips designed to keep advanced AI tech out of Chinese hands (that date back to 2022, during the early Biden era) have created a thorny obstacle for the company that it has tried… Read More: AI mania pushes Nvidia to record $4 trillion valuation »
Enlarge / 30 minutes in near-boiling water, and those soldered chips come right off, leaving you with something that’s non-toxic, compostable, and looking like something from your grandparent’s attic. reader comments 50 with Right now, the destination for the circuit board inside a device you no longer need is almost certainly a gigantic shredder, and… Read More: Dissolving circuit boards in water sounds better than shredding and… »