- Microsoft and Nvidia are teaming up on a supercharged AI laptop
MarketWatch
- Microsoft looks to reboot the AI PC with Nvidia
Axios
- Microsoft and Nvidia are unveiling a new AI-focused Windows laptop
Quartz
- SpaceX is seeking to borrow $40 billion to buy Nvidia AI chips
Quartz
- SpaceX reportedly is looking to raise as much money as the company generates in revenue to buy Nvidia chips
MarketWatch
- SpaceX looks to raise $40bn to buy Nvidia chips in financing led by Apollo
Financial Times
- Dell’s AI Data Platform gets a knowledge graph for agents and faster Nvidia processing
SiliconANGLE
- Morgan Stanley says Nvidia and Broadcom are shielded from data-center power crunch
Quartz
- The case for Nvidia’s stock to march even higher after clinching its first record high in months
MarketWatch
- DBS says Nvidia's valuation shows the AI rally isn't a bubble
Quartz
- Former Groq engineers sued the startup's board, alleging its $20B Nvidia deal shortchanged stockholders
Quartz
- The question you would ask HPE and NVIDIA if nobody was recording
The Register
- US arrests tech CEO accused of smuggling $300M in Nvidia chips into China
Ars Technica
- California man smuggled $300 million in Nvidia chips to China, prosecutors say
Business Insider
- Californian accused of shipping $300M worth of Nvidia chips to China without Uncle Sam’s approval
The Register
- Amazon seeks to offload $8B of Nvidia chips to investors
Hacker News
- A Chinese state-backed firm financed purchases of restricted Nvidia AI chips, filings show
Quartz
- California tech executive arrested for allegedly smuggling $300M in Nvidia AI chips to China
Quartz
- Amazon is raising AI chip rental prices 15% and exploring an $8 billion Nvidia leaseback
Quartz
- Amazon is hiking chip-rental prices and reportedly moving Nvidia processors off the balance sheet
MarketWatch
- Amazon seeks to offload $8bn of Nvidia chips to investors
Financial Times
- NetApp and Nvidia rethink storage for AI factories
SiliconANGLE
- Huawei boss claims homegrown AI chip sales top Nvidia in China
The Register
- DeepSeek and Huawei are partnering to build open-source AI chip software to cut Nvidia reliance
Quartz
- AMD acquires World Labs AI startup, upping the ante against Nvidia
Ars Technica
- Here’s why OpenAI is absent from Nvidia’s industry-wide effort to end rogue AI agents
TechCrunch
- OpenAI tried to invest $100 million in Hugging Face before Nvidia's $13 billion deal
Quartz
- Experts worry about Nvidia's AI chip sales in China and influence over Trump
Ars TechnicaLemmy Technology
- Cramer says Nvidia's new buyback plan is 'very significant'
Quartz
- China might let ByteDance and Alibaba buy Nvidia's new workstation AI chips
Quartz