IDC: Chinese GPU and AI chipmakers captured nearly 41% of China's AI server market in 2025, significantly eroding Nvidia's share to 55%, or ~2.2M cards shipped
Chinese GPU and AI chip makers captured nearly 41% of China's AI accelerator server market last year, eroding Nvidia's once-dominant position …
Sources: Alibaba and ByteDance plan to order Huawei's new 950PR AI chip after tests show better CUDA compatibility; Huawei targets ~750K 950PR shipments in 2026
Customer testing of Huawei's new AI chip, designed to challenge Nvidia (NVDA.O) in the China market, has gone …
How Nvidia became the AI industry's most powerful financier, investing tens of billions in startups and key customers who couldn't otherwise afford its chips
‘This is what it is like to be rich!’ CEO Jensen Huang told guests before a recent opera performance.
Nvidia says it will sell 1M GPUs and a broad mix of other chips, including its new Groq chips, to AWS by the end of 2027; financial terms were not disclosed
Nvidia (NVDA.O) will sell 1 million of its graphics processing unit chips, along with a host of the AI giant's other offerings …
Nvidia says it will sell 1M GPUs and a broad mix of other chips, including new Groq chips, to AWS by the end of 2027; financial terms were not disclosed
Nvidia (NVDA.O) will sell 1 million of its graphics processing unit chips, along with a host of the AI giant's other offerings …
Jensen Huang says Nvidia is in the process of restarting manufacturing of its H200 chips for shipments to China and it has received orders from “many customers”
Ina Fried /Axios:
Sources: Nvidia is preparing to sell a version of its Groq chips to the Chinese market; a source says it's expected to be available in May and is not downgraded
Jensen Huang says Nvidia is in the process of restarting manufacturing of its H200 chips for shipments to China and it has received orders from “many customers”
Nvidia CEO Jensen Huang said the company is in the process of restarting manufacturing of its H200 chips for shipments to China.
Jensen Huang says Nvidia expects its flagship AI chips to help generate $1T+ in sales through 2027, after previously forecasting $500B in sales through 2026
Nvidia Corp. Chief Executive Officer Jensen Huang, addressing crowds at the company's biggest annual event …
Roche says it has deployed 3,500+ Nvidia Blackwell GPUs, which it calls “the greatest announced GPU footprint available to a pharmaceutical company”
Sebastian Moss /DatacenterDynamics: