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Nvidia’s $100 Billion OpenAI Investment Fuels AI Bubble Concerns

Nvidia’s $100 Billion OpenAI Investment Fuels AI Bubble Concerns

Nvidia’s $100 Billion OpenAI Investment Fuels AI Bubble Concerns Nvidia Corp. has announced a staggering $100 billion investment in OpenAI, the creator of ChatGPT, a move poised to accelerate the development of advanced artificial intelligence. The substantial funding, revealed on Monday, is earmarked for a massive expansion of data centers, which will be equipped with Nvidia’s cutting-edge chips. This unprecedented deal has quickly reignited concerns among analysts regarding a potential ‘AI bubble’ and raised questions about whether Nvidia’s significant outlay…

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Nvidia Commits $100 Billion to OpenAI for AI Data Center Expansion

Nvidia Commits $100 Billion to OpenAI for AI Data Center Expansion

Nvidia Commits $100 Billion to OpenAI for AI Data Center Expansion Nvidia has announced a monumental partnership with OpenAI, pledging an investment of up to $100 billion to power the development of OpenAI’s next generation of artificial intelligence models. The deal, formalized in a letter of intent this week, positions Nvidia not just as a supplier but as a key stakeholder in the future of AI. Under the agreement, OpenAI is set to deploy a staggering 10 gigawatts of Nvidia’s…

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Nvidia-Intel Partnership: William Blair Analyst Reiterates ‘Buy’ on NVDA, Citing Growth Opportunities

Nvidia-Intel Partnership: William Blair Analyst Reiterates ‘Buy’ on NVDA, Citing Growth Opportunities

Nvidia-Intel Partnership: William Blair Analyst Reiterates ‘Buy’ on NVDA, Citing Growth Opportunities A significant $5 billion investment by semiconductor giant Nvidia (NVDA) into chipmaker Intel (INTC) continues to garner positive attention from Wall Street analysts. William Blair analyst Sebastien Naji recently reaffirmed a ‘Buy’ rating for Nvidia stock, highlighting the partnership as a strategic win for both companies. Naji’s analysis points to the integration of Intel’s CPU into Nvidia’s NVL72 racks, utilizing NVLink technology, as a key driver for ‘incremental…

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Nvidia’s $5 Billion Intel Investment Ignites Asian Chip Supplier Stocks

Nvidia’s $5 Billion Intel Investment Ignites Asian Chip Supplier Stocks

Nvidia’s $5 Billion Intel Investment Ignites Asian Chip Supplier Stocks Asian suppliers to Intel Corp. experienced a significant surge in their stock prices today, Friday, following news of a substantial $5 billion investment by chipmaking giant Nvidia Corp. The announcement prompted a 23% jump in Intel’s own stock, creating a ripple effect across the semiconductor supply chain. Japanese chip equipment manufacturer Lasertec Corp., which reportedly derives nearly a third of its revenue from Intel, soared by as much as 15%…

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Nvidia Forges Landmark $5 Billion Alliance with Intel, Reshaping AI Chip Landscape

Nvidia Forges Landmark $5 Billion Alliance with Intel, Reshaping AI Chip Landscape

Nvidia Forges Landmark $5 Billion Alliance with Intel, Reshaping AI Chip Landscape In a seismic shift for the technology sector, Nvidia, the undisputed leader in artificial intelligence semiconductors, announced Thursday a strategic investment of $5 billion into its long-time rival, Intel. This groundbreaking move will see the two giants collaborate on developing next-generation chips for PCs and critical data centers, signaling a significant acceleration in the global AI race. The news sent Intel’s shares soaring by 23% on Thursday, boosting…

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Tech Stocks Stumble: Nvidia Leads Nasdaq Decline as Markets Eye Fed’s Jackson Hole

Tech Stocks Stumble: Nvidia Leads Nasdaq Decline as Markets Eye Fed’s Jackson Hole

Tech Stocks Stumble: Nvidia Leads Nasdaq Decline as Markets Eye Fed’s Jackson Hole Wall Street experienced a notable pullback on August 19, 2025, with the Dow retreating from its record high and the Nasdaq shedding 1%, primarily driven by a decline in major technology stocks. Chipmaker Nvidia saw its shares drop nearly 3.5%, while Advanced Micro Devices and Broadcom also slipped significantly. Other tech giants, including Palantir, Tesla, Meta Platforms, and Netflix, were under pressure, with Palantir being the S&P…

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Nvidia Rolls Out Major App Update Today: Global DLSS, Enhanced Controls, RTX 40 Smooth Motion

Nvidia Rolls Out Major App Update Today: Global DLSS, Enhanced Controls, RTX 40 Smooth Motion

Nvidia Rolls Out Major App Update Today: Global DLSS, Enhanced Controls, RTX 40 Smooth Motion Nvidia is launching a significant update to its new app today, August 19th, introducing a highly anticipated global DLSS override, a suite of new control panel features, and expanded support for its Smooth Motion technology. This latest release marks a major step towards fully integrating all legacy control panel options into the streamlined Nvidia app. Key additions include comprehensive graphic settings like anisotropic filtering, anti-aliasing,…

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Breaking: Nvidia and AMD to Pay 15% of China Chip Sales Revenue to US, FT Reports

Breaking: Nvidia and AMD to Pay 15% of China Chip Sales Revenue to US, FT Reports

Breaking: Nvidia and AMD to Pay 15% of China Chip Sales Revenue to US, FT Reports In a significant and breaking development, leading semiconductor giants Nvidia and AMD are reportedly mandated to pay 15% of their chip sales revenues from China directly to the U.S. government. The Financial Times first broke the news, highlighting a major new financial obligation for American technology companies operating within the lucrative Chinese market. This unprecedented move, revealed just hours ago, is expected to have…

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Nvidia, AMD Resume China AI Chip Sales Amid Critical Rare-Earth Trade Talks

Nvidia, AMD Resume China AI Chip Sales Amid Critical Rare-Earth Trade Talks

Nvidia, AMD Resume China AI Chip Sales Amid Critical Rare-Earth Trade Talks Nvidia and AMD are reportedly resuming sales of their advanced AI chips to China, a significant policy shift directly linked to ongoing U.S.-China negotiations over rare-earth elements. U.S. Commerce Secretary Howard Lutnick confirmed on Tuesday that Nvidia is filing an application to restart H20 AI chip sales to China, with AMD also planning to reintroduce its MI308 AI chip to the market. This development follows Nvidia’s earlier intention…

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Nvidia Restores H20 AI Chip Exports to China Amid Easing Curbs

Nvidia Restores H20 AI Chip Exports to China Amid Easing Curbs

Nvidia Restores H20 AI Chip Exports to China Amid Easing Curbs US technology behemoth Nvidia has announced it will resume sales of its H20 artificial intelligence chips to China. This significant development follows a period where exports were halted due to stringent US licensing curbs. The decision is expected to have notable implications for both Nvidia’s market performance and the broader AI chip supply chain. 阅读中文版 (Read Chinese Version) Disclaimer: This content is aggregated from public sources online. Please verify…

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Nvidia Secures Key US Approval for H20 AI Chip Sales in China Amidst Trade Tensions

Nvidia Secures Key US Approval for H20 AI Chip Sales in China Amidst Trade Tensions

Nvidia Secures Key US Approval for H20 AI Chip Sales in China Amidst Trade Tensions Nvidia CEO Jensen Huang announced this week that the technology giant has secured approval from the Trump administration to sell its advanced H20 artificial intelligence computer chips to China. The breakthrough news, initially shared via a company blog post late Monday and confirmed by Huang’s remarks in Beijing, signals a significant development in the ongoing US-China tech rivalry. Huang, currently in Beijing for a supply…

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Nvidia Set to Resume H20 AI Chip Sales to China Following US Government Approval

Nvidia Set to Resume H20 AI Chip Sales to China Following US Government Approval

Nvidia Set to Resume H20 AI Chip Sales to China Following US Government Approval Nvidia Corp. is preparing to recommence sales of its H20 artificial intelligence accelerator chips to China, a significant development following assurances from Washington that export licenses for these shipments will be granted. This move marks a dramatic reversal of the US government’s earlier stance, which had blocked sales of the China-specific H20 variant since April. The company confirmed the impending resumption in a recent blog post,…

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Nvidia Shares Rebound as Tech Sector Navigates Fed’s Steady Rate Stance Amid Geopolitical Tensions

Nvidia Shares Rebound as Tech Sector Navigates Fed’s Steady Rate Stance Amid Geopolitical Tensions

Nvidia Shares Rebound as Tech Sector Navigates Fed’s Steady Rate Stance Amid Geopolitical Tensions Stock futures saw minor fluctuations today as the tech sector continues to grapple with market dynamics following a recent slide. Nvidia shares, a bellwether for the artificial intelligence industry, experienced a significant rebound, gaining momentum after earlier reports of potential U.S. restrictions on chip sales to China weighed heavily on investor sentiment. This comes as the market digests the Federal Reserve’s recent decision to maintain interest…

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