NVIDIA's standalone Vera CPU, which is the company's first CPU built for agents and features 88 custom cores and 1.2 TB/s memory bandwidth, has been hand-delivered to Anthropic, OpenAI, and SpaceXAI. Oracle Cloud Infrastructure plans to deploy hundreds of thousands of Vera CPUs for high-thr

NVIDIA CEO Jensen Huang stated at Dell Technologies World that the demand for AI has entered a parabolic growth phase. Currently, 5,000 enterprises are running AI workloads on Dell AI Factories powered by NVIDIA, and global AI infrastructure spending is expected to reach $3–4 trillion by 2030. Addi

President Trump calls off a planned military strike on Iran at the request of the leaders of Saudi Arabia, Qatar, and the UAE. He mentions that Iran has submitted a new peace proposal and that diplomatic negotiations require time, adding that he may have to wait until the war with Iran ends before

Trump's trading disclosure indicates his securities transactions involving major stocks like Nvidia, AMD, Microsoft, and Oracle, with a significant number of transactions where purchases outnumber sales by a 2:1 ratio, and a heavy concentration in AI infrastructure and cloud technology-related

The foundation established by Nvidia CEO Jensen Huang and his wife Lori is buying $108.3 million worth of cloud computing time from CoreWeave and donating it to universities and nonprofit research institutes for science and AI research. Nvidia will also offer free engineering services to some grant

A short seller has taken a short position in Nvidia, claiming that over 20% of Nvidia's FY2026 compute revenues still come from China via illegal diversion and Southeast Asian pass-through entities, contrary to Nvidia's statement that its China compute business has dropped to zero due to U.

Trump meets Xi in Beijing for a 36-hour summit to address four unsettled disputes: China's rare earth export controls in retaliation for U.S. tariffs, U.S. AI chip export bans that have cut off Nvidia's China sales, U.S. arms sales to Taiwan, and the Iran war's disruption of global ener

A certain investment firm's Cathie Wood maintains a strong bullish attitude towards Tesla's Robotaxi business, considering it a long-term revenue driver. Analysts point out that although the story about Robotaxi remains valid, the relevant stock requires a specific financial trigger, like s

President Trump travels to Beijing with a delegation of 17 American corporate leaders including Apple's Tim Cook and Tesla's Elon Musk for a high-stakes summit with President Xi Jinping. The summit focuses on trade, with Trump seeking an extension of the current tariff truce and China using

Panasonic, a battery supplier for Tesla, has delayed the mass production of its new 4680 lithium-ion battery due to weak global electric vehicle demand. Additionally, the company has withdrawn its 2030 revenue target for its battery business and put its U.S. factory plans on hold. Meanwhile, Tesla&

Donald Trump intends to stabilize trade during a summit with Xi in Beijing. As the first US leader to visit China in nearly a decade, he will engage in crucial tariff discussions. Despite tensions over rare earth minerals, tariffs, and emerging technologies such as AI, Trump states that America is

Donald Trump has invited Tesla's Elon Musk, Apple's Tim Cook, Blackrock's Larry Fink and other top executives including Meta's Dina Powell McCormick and Blackstone's Stephen Schwarzman to accompany him on his state visit to China. Analysts speculate that Tesla could get a favora

Bitcoin miner IREN has sealed a $3.4 billion AI computing agreement with Nvidia. As part of this landmark deal, Nvidia has obtained the right to invest up to $2.1 billion in IREN, a company engaged in Bitcoin mining and AI infrastructure. This deal demonstrates Nvidia's expanding strategy of ma

NVIDIA CEO Jensen Huang gave the commencement address to Carnegie Mellon University's Class of 2026, comparing his career launch during the PC revolution to the graduates' entry into the workforce at the start of the AI era. He stated that the upcoming developments related to AI are more si

President Trump will visit Beijing for a summit with Chinese President Xi Jinping, his first China trip since 2017, and will bring a select group of top CEOs including those from Apple, Nvidia, and Boeing. The delegation is notably smaller than those accompanying other world leaders but carries sig

Donald Trump announces a three-day ceasefire between Russia and Ukraine and a prisoner swap where each side will exchange 1,000 prisoners. Trump expresses hope that this is the beginning of the end of the long, deadly, and hard-fought war. Zelenskyy thanks Trump but calls on the United States to en

Nvidia has invested 2.1 billion dollars in IREN to obtain up to 5 gigawatts of AI data center capacity. Meanwhile, SpaceX is planning a 55 billion dollar AI chip manufacturing facility named Terafab in Texas, indicating a push for vertical integration in the AI industry. The combined AI capital exp

Nvidia's dominance in the AI chip market may be coming to an end as it faces growing competition from its major customers Amazon and Google, which are developing custom AI chips and renting them to third parties; Amazon's chip business has achieved 40% sequential growth and an annual revenu

A detailed analysis shows that Nvidia is making a large strategic bet on replacing copper cables with fiber-optic glass in its AI data center systems. The shift, known as co-packaged optics, cuts power consumption by 5 to 20 times compared to traditional copper wiring. Nvidia CEO Jensen Huang has s

Nvidia is partnering with glassmaker Corning to build three new advanced manufacturing plants in North Carolina and Texas that are entirely dedicated to optical technologies for AI infrastructure. As part of their multiyear deal, Nvidia will get warrants to invest up to 3.2 billion dollars in Corni