Latest in Nvidia Fears May
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Nvidia’s Global Chips Sales Could Collide With US-China Tensions
The chipmaker expects more than $10 billion in foreign sales this year, but the Biden administration is advancing rules that could curb that growth.The New York Times - 1d -
Nvidia fears may be overdone, and this analyst offers a simple reason why
Nvidia’s stock is rallying, with Morgan Stanley writing that the Blackwell ramp could soon quash several investor worries.MarketWatch - 10h -
Fear and euphoria in Damascus
Raya Jalabi describes life in the Syrian capital after the fall of AssadFinancial Times - 1d -
Nvidia’s stock claws back as this analyst tries to quell a big fear
Wall Street has been worried about stiffer competition against Nvidia’s GPUs, but Citi sees more momentum ahead for Nvidia.MarketWatch - 2d -
Broadcom and Marvell are a growing threat to Nvidia as AI-chip needs evolve
Both Broadcom and Marvell have talked about big potential opportunities for their custom ASIC chips.MarketWatch - 2d -
The retailers living in fear of violent shoplifters
One retailer in Edinburgh's plush Morningside district was knocked to the floor and throttled by a thiefBBC News - 2d -
Microsoft acquires twice as many Nvidia AI chips as tech rivals
OpenAI’s biggest backer buys nearly half a million GPUs this year in race to build artificial intelligence systemsFinancial Times - 2d -
Nvidia’s stock may have lost its luster, but the rest of tech can still shine
“Even if Nvidia has been a powerful motor propelling equity markets this year, there are plenty of other oars in the water doing the same thing,” an analyst says.MarketWatch - 3d -
Nvidia stock is in a correction. Microsoft’s CEO may have just said something very worrying.
Satya Nadella, Microsoft’s CEO, and believed to be a big customer of Nvidia was talking about abundant chip supply in a recent interview.MarketWatch - 3d -
Nvidia and DataStax just made generative AI smarter and leaner — here’s how
Nvidia and DataStax launch new AI tool that reduces enterprise data storage costs by 35x while enabling multilingual retrieval, transforming how companies like Wikimedia process and access massive ...VentureBeat - 3d -
Nvidia Introduces Device Aimed at Small Firms, Hobbyists for AI Use
The $249 version of its Jetson computer for artificial-intelligence applications is half the price of its predecessor.The Wall Street Journal - 3d -
Broadcom is having its own ‘Nvidia moment’ as stock swells further
The newest member of the trillion-dollar market-cap club is looking ahead to a “likely sharp new product ramp” in the second half of 2025, according to an analyst.MarketWatch - 4d -
After Nvidia’s boom, what’s next for AI-related stocks?
Investor attention is likely to spread to companies actually using the technologyFinancial Times - 6d -
Nvidia’s stock misses out on the big chip rally after Broadcom earnings
One analyst noted that the type of AI chip Broadcom makes could pick up market share relative to “costly” graphics processing units.MarketWatch - Dec. 13 -
Against a Wall: How Jensen Huang Saved Nvidia in the 1990s
With just a month of cashflow left, Huang was running out of options.Inc. - Dec. 13 -
Broadcom’s projections show more evidence of the AI boom expanding beyond Nvidia
Broadcom’s stunning projection for its potential opportunity in 2027 is more evidence that the artifical-intelligence boom in semiconductors is expanding beyond Nvidia — but there still is a lot of ...MarketWatch - Dec. 13 -
Supreme Court dismisses Nvidia’s appeal in securities lawsuit
The Supreme Court on Wednesday dismissed an appeal from Nvidia in a securities lawsuit against the chipmaking giant, allowing the case to move forward. The court dismissed the appeal as ...The Hill - Dec. 11 -
Supreme Court Won’t Decide Nvidia Securities Fraud Case After All
In an unsigned order, the justices dismissed the case against the tech giant as “improvidently granted,” meaning they had concluded that it had been a mistake to take it up.The New York Times - Dec. 11 -
Who will succeed Nvidia’s Jensen Huang? A new book raises this key question.
Investors who read the book might be concerned about one issue: Nvidia is completely entwined with its CEO.MarketWatch - Dec. 11 -
How Jensen Huang Solicits Employee Emails to Keep Nvidia on Top
A new book on the rockstar CEO explores his ‘Top-5 Things’ messages, which lets him know what staffers are thinking about, so the company can stay abreast of nascent tech innovations.Inc. - Dec. 10 -
Nvidia Investigated by China for Allegedly Violating Anti-Monopoly Laws
The AI chip powerhouse is getting scrutiny for its $6.9 billion acquisition of Mellanox in 2019.Inc. - Dec. 9 -
Nvidia Faces Antitrust Investigation in China
The move by Chinese regulators came a week after the Biden administration expanded curbs on the sale of advanced U.S. technology to China.The New York Times - Dec. 9 -
Nvidia Probed in China Over Possible Antimonopoly Violations
Beijing opened the investigation a week after the U.S. placed additional export controls on China’s access to high-end semiconductors.The Wall Street Journal - Dec. 9 -
Nvidia reportedly facing China antitrust probe. Why that matters for the stock.
Nvidia’s stock heads for a third-straight decline after report of China’s investigation due to antitrust concerns.MarketWatch - Dec. 9 -
Nvidia shares fall as China launches antitrust investigation into company
Tech corporation suspected of violating anti-monopoly law after Washington’s latest curbs on Chinese chip sector. China said on Monday it had launched an investigation into Nvidia over ...The Guardian - Dec. 9 -
Fear and Loathing on the Tennis Court
Conor Niland’s book, “The Racket,” is a document of haves and have-nots. It just won a prestigious sports award — and earned him more than his best career result in the process.The New York Times - Dec. 9 -
China launches antitrust probe into Nvidia
Move comes as tensions deepen between Washington and Beijing over development of AIFinancial Times - Dec. 9 -
US will fear the vacuum that could replace Assad
Washington worries that the overthrow of Syria's president could lead to a power grab by Islamist groups.BBC News - Dec. 8 -
How the Assad family built an empire of fear in Syria
Hafez and his son Bashar killed countless people over five decades and oversaw the country’s descent into kleptocracyFinancial Times - Dec. 8 -
Europe may have to double its aid for Ukraine under Trump, diplomats fear
Kyiv told to increase domestic arms production as its officials say they have enough support to fight through 2025. European military aid to Ukraine may eventually need to be doubled if Donald ...The Guardian - Dec. 7 -
This is the best-performing AI stock this year and it isn’t even close (and it’s not Nvidia)
This company may not have spent as much time in the spotlight as AI chip powerhouse Nvidia, but its stock has soared in 2024.MarketWatch - Dec. 6 -
Childcare bosses fear for future amid rising costs
Costs at one nursery are up 40% in recent years, and it faces an annual shortfall of over £30,000.BBC News - Dec. 6 -
The Thing: Remastered Review - Cold Fear
For my money, there isn't a better horror monster than The Thing's shape-shifting alien organism. Even 42 years later, Rob Bottin's practical effects are still incredible, capturing each freakish ...GameSpot - Dec. 5 -
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How Jensen Huang, CEO of Nvidia, Is Avoiding Billions in Taxes
The chief executive of Nvidia, Jensen Huang, has taken advantage of popular loopholes in the federal estate and gift taxes, which have quietly been eviscerated.The New York Times - Dec. 5 -
Murdered teen's mum fears more lives will be lost
Holly Newton's mother reacts to new survey findings about coercive control in young relationships.BBC News - Dec. 4 -
Missing woman looking for cat may have fallen into sinkhole, police fear
Family of Elizabeth Pollard, 64, of Marguerite, Pennsylvania, say she has not been seen since Monday. Authorities fear a grandmother who disappeared while looking for her cat may have been ...The Guardian - Dec. 4 -
Nvidia Rules A.I. Chips, but Amazon and AMD Emerge as Contenders
Amazon, Advanced Micro Devices and several start-ups are beginning to offer credible alternatives to Nvidia’s chips, especially for a phase of A.I. development known as “inferencing.”The New York Times - Dec. 3 -
Welsh residents displaced by sinkhole fear they may not return by Christmas
Further cracks appear in street as hole that opened up in village in Merthyr Tydfil continues to expand. People who have been evacuated from homes perched precariously close to a large – and ...The Guardian - Dec. 3