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Meta in talks to spend billions on Google chips - report

Meta Platforms is in talks with Google to spend billions of dollars on the Alphabet-owned company's chips for use in its data centres starting from 2027, The Information reported, a move that would cast Google as a serious rival to semiconductor giant Nvidia.

Business • 25 Nov

A Nvidia chip is seen through a magnifying glass on a green motherboard

Nvidia's strong forecast calms AI bubble jitters, for now

Nvidia CEO Jensen Huang last night shrugged off concerns about an AI bubble as the company surprised Wall Street with accelerating growth after several quarters of slowing sales.

Business • 20 Nov

The news sent shares of IREN up more than 20% in premarket trading on Monday.

Microsoft signs $9.7bn IREN contract for Nvidia chips

Microsoft has struck a $9.7 billion deal with data-centre operator IREN that includes access to Nvidia's advanced chips, aiming to ease the computing crunch that has kept the tech giant from fully cashing in on the artificial intelligence boom.

Business • 03 Nov

Trump says China, others can't have Nvidia top AI chips

Artificial intelligence giant Nvidia's most advanced chips will be reserved for US companies and kept out of China and other countries, US President Donald Trump said.

Business • 03 Nov

Nvidia storms past $5 trillion valuation on AI boom

Nvidia made history today as the first company to reach $5 trillion in market value, powered by a stunning rally that has cemented its place at the centre of the global artificial intelligence boom.

Business • 29 Oct

Nvidia's $1 billion stake sends Nokia to decade high

Nvidia will pay $1 billion for a stake of 2.9% in Nokia as part of a deal focused on AI and data centers, the Finnish telecom equipment maker said as its shares hit their highest level in nearly a decade.

Business • 29 Oct

Bursting of AI bubble poses risk and potential for Europe

A bursting of the artificial intelligence bubble would have a knock-on impact on Europe, but there could be some upside for companies here too, according to one markets analyst.

Business • 10 Oct

Nvidia to invest up to $100 billion in OpenAI

Nvidia will invest up to $100 billion in OpenAI and supply it with data centre chips, the companies said today, marking a tie-up between two of the highest-profile players in the global artificial intelligence race.

Business • 23 Sep

Nvidia eyes $500m investment in self-driving firm Wayve

US chip designer Nvidia has signed a letter of intent for a possible $500m investment in the next funding round at Britain's Wayve, the autonomous driving technology group has said.

Business • 19 Sep

Nvidia's support represents a new opening for Intel after years of turnaround efforts at the famed US manufacturer failed to pay off

Nvidia bets big on Intel with $5 billion stake, chip deal

Nvidia said today it will invest $5 billion in Intel, throwing its heft behind the struggling US chipmaker just weeks after the White House engineered an extraordinary deal for the US government to take a massive stake in the company.

Business • 18 Sep

China claims Nvidia violated anti-monopoly law

China's market regulator today said a preliminary investigation had found that Nvidia had violated the country's anti-monopoly law, marking the latest hit for the US chip giant.

Business • 15 Sep

Nvidia forecasts higher revenue as China clouds future

Nvidia shares dipped last night as the fate of its China business hung in the balance, caught up in the trade war between Washington and Beijing.

Business • 28 Aug

Nvidia results to spotlight fallout of China-US trade war

Nvidia's business in China will be the focus of investors when the AI chipmaker reports earnings tomorrow night, following an unusual deal with the Trump administration and Beijing's subsequent efforts to stall imports.

Business • 26 Aug

Intel was once the king of computer chips - but now it's struggling to keep up with competition in every area

Chip Away: How Intel went from silicon leader to loser

Intel once had a seemingly unassailable lead in the computer chip market - but now it finds itself fighting for relevance on every front, writes Adam Maguire.

Business • 25 Aug

H20 AI chips were developed by Nvidia for the Chinese market after the US imposed export restrictions onadvanced AI chips in late 2023

Nvidia, AMD to pay 15% of China chip sale revenues to US

Nvidia and AMD have agreed to give the US government 15% of revenue from sales to China of advanced computer chips like Nvidia's H20 that are used for artificial intelligence applications, a US official has told Reuters.

Business • 11 Aug

Nvidia's AI chips have been a key focus of US export controls designed to keep the most advanced chips out of Chinese hands over national security concerns

Chinese firms rush to buy Nvidia AI chips

Chinese firms are scrambling to buy Nvidia's H20 artificial intelligence chips, two sources told Reuters, as the company said it planned to resume sales to the mainland days after its CEO met US President Donald Trump.

Business • 15 Jul

Markets reacted strongly to Trump's 'Liberation Day' tariff plan - but more recent trade threats have gotten a more muted response

Markets 'shaken but not stirred' by latest tariff threats

Markets are "shaken but definitely not stirred" by the latest US tariff threats, according to financial analysit Danni Hewson.

Business • 10 Jul

Nvidia first company to hit $4 trillion in market value

Nvidia notched a market capitalisation of $4 trillion today, making it the first public company in the world to reach the milestone and solidifying its position as one of Wall Street's most-favored stocks.

Business • 09 Jul

Nvidia's stock market value hit $3.89 trillion yesterday, just short of Apple's record

Nvidia on track to become world's most valuable company

Nvidia hit a market value of $3.92 trillion yesterday, briefly putting it on track to become the most valuable company in history, as Wall Street doubled down on optimism about AI.

Business • 04 Jul

Nvidia set to become world's most valuable company

Nvidia was on track to become the most valuable company in history today, with the chipmaker's market capitalisation reaching $3.92 trillion as Wall Street doubled down on optimism about AI.

Business • 03 Jul

Nvidia hit from China export curbs not as bad as feared

Nvidia beat quarterly sales expectations as customers stockpiled its AI chips before fresh US curbs on China exports took effect.

Business • 29 May

Nvidia's graphics processors, or GPUs, dominate the market for training AI models

Nvidia software to create marketplace for AI power

Nvidia has today announced a new software platform that will create a marketplace for cloud-based artificial intelligence chips.

Business • 19 May

Nvidia has notified major Chinese customers, including leading cloud computing providers, that it aims to release the modified H20 chip in July, sources say

Nvidia modifies H20 chip for China to overcome controls

Nvidia plans to release a downgraded version of its H20 artificial intelligence chip for China in the next two months, following US export restrictions on the original model, three sources familiar with the matter told Reuters.

Business • 09 May

Nvidia shares closed down nearly 7% last night, with the company losing more than $148 billion in market value

Chipmakers feel the pinch of Trump's shifting policies

Gobal chip stocks were battered yesterday on fresh evidence of how US President Donald Trump's shifting trade policy was complicating the outlook for semiconductor and computing giants, including AI pioneer Nvidia and its rival AMD.

Business • 17 Apr

Nvidia's AI chips have been a key focus of US export controls

Nvidia faces $5.5 billion charge as US restricts sales

Nvidia has said it would take $5.5 billion in charges after the US government limited exports of its H20 artificial intelligence chip to China, a key market for one of its most popular chips.

Business • 16 Apr