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NVIDIA

The Nvidia headquarters in Santa Clara, California
BUSINESS / Tech
Jan 14, 2025
White House unveils new curbs on exporting Nvidia AI chips
The rules, which are set to take effect in one year, establish caps on the amount of computing power that can be sold to most countries.
Nvidia CEO Jensen Huang delivers a keynote address at the Consumer Electronics Show in Las Vegas, Nevada on Monday.
BUSINESS / Tech
Jan 9, 2025
Biden to further limit AI chip exports in final push
The regulations would create three tiers of chip trade restrictions, granting full access to allies, limited access to most of the world and virtually no access to adversaries.
Jensen Huang, co-founder and CEO of Nvidia, speaks during the 2025 CES event in Las Vegas on Monday.
BUSINESS / Tech
Jan 8, 2025
Nvidia slides after unveiling leaves investors wanting more
Though Nvidia’s latest announcements gave an upbeat view of the company’s long-range prospects, there wasn’t as much near-term upside as some investors had sought.
Tech in 2025 will face growing resistance to AI, social media and streaming saturation alongside political and cultural shifts driven by Elon Musk, Trump and controversies like a potential U.S. TikTok ban.
COMMENTARY
Jan 5, 2025
AI, Musk and Trump add up to a turbulent 2025 for tech
If the steady stream of tech CEOs visiting Mar-a-Lago is any indication, we can expect Silicon Valley to be more willing to do Trump’s bidding in 2025.
Sales of Ibiden's AI-use substrates are robust, with customers buying up all the company can sell.
BUSINESS / Tech
Dec 30, 2024
Nvidia supplier Ibiden weighs faster expansion for AI demand
Sales of the 112-year-old company’s AI-use substrates are robust, with customers buying up all that Ibiden can sell, CEO Koji Kawashima said in an interview.
While ByteDance faces a possible TikTok ban in the U.S. and China targets Nvidia, tensions escalate, posing risks for global tech companies caught in the conflict.
COMMENTARY / World
Dec 19, 2024
From TikTok to Nvidia, the tech war is getting uglier
While ByteDance faces a possible TikTok ban in the U.S. and China targets Nvidia, tensions escalate, posing risks for global tech companies caught in the conflict.
Nvidia will end the year with about 4,000 people in China, up from just about 3,000 at the start of 2024, people familiar with its operations said.
BUSINESS / Tech
Dec 12, 2024
Nvidia steps up hiring in China to focus on AI-driven cars
The tech giant will end 2024 with about 4,000 employees in China, after starting the year with around 3,000.
A smartphone with a displayed Nvidia logo is placed on a computer motherboard in this illustration taken March 6, 2023.
WORLD / Politics
Dec 10, 2024
Nvidia hit with China probe in global tech war escalation
The move against Nvidia is Beijing’s latest riposte to escalating U.S. technology curbs.
NVIDIA's founder and CEO Jensen Huang delivers a keynote address in San Jose, California, on Mar. 18.
BUSINESS / Tech
Nov 21, 2024
Nvidia's AI chip demand still booming but slowing sales worry investors
The company is in the middle of launching its powerful Blackwell artificial intelligence chips, which will weigh on gross margins initially but improve over time.
SoftBank chairman Masayoshi Son (right) and Jensen Huang, co-founder and chief executive officer of Nvidia, take part in a fireside chat at the Nvidia AI Summit Japan in Tokyo on Wednesday.
COMMENTARY
Nov 19, 2024
Masayoshi Son is trying to make up for past mistakes
SoftBank, once Nvidia’s top shareholder, dumped its stake — oops! — before the chipmaker became one of the most valuable companies in the world.
Jensen Huang (left), co-founder and CEO of Nvidia, and Masayoshi Son, chairman and CEO of SoftBank Group, during a fireside chat at the Nvidia AI Summit Japan on Wednesday
BUSINESS / Companies
Nov 13, 2024
SoftBank plans first supercomputer with Nvidia Blackwell chips
Nvidia’s chips have become a prized commodity for the world’s biggest tech companies, which use the components to develop and run AI models.
Nvidia CEO Jensen Huang speaks during the launch of the supercomputer Gefion in Kastrup, Denmark, on Oct. 23. Nvidia's recent strength has come as the company calmed investor concerns about issues involving its Blackwell chip, which was delayed due to engineering snags, as well as its long-term growth prospects.
BUSINESS / Companies
Nov 6, 2024
Nvidia rides AI wave to surpass Apple as world’s largest company
Its share price rose 2.9% to $139.93 on Tuesday, taking its market capitalization to $3.43 trillion, ahead of Apple's $3.38 trillion.
Chipmaker Nvidia will replace rival Intel in the 128-year-old Dow Jones Industrial Average prior to the start of trading on Nov. 8.
BUSINESS / Tech
Nov 2, 2024
Nvidia to replace Intel in the Dow Jones Industrial Average
The company will replace rival Intel in the 128-year-old Dow Jones Industrial Average prior to the start of trading on Nov. 8.
Images of semiconductor wafers at the Taiwan Semiconductor Manufacturing Co. (TSMC) Museum of Innovation in Hsinchu, Taiwan, on April 18, 2023. Taiwan's stock market emerged as the hottest major bourse in Asia over the past year, led by TSMC and Hon Hai Precision Industry.
BUSINESS / Tech
Oct 31, 2024
AI’s $1.3 trillion future increasingly hinges on Taiwan
Thousands of businesses, executives and entrepreneurs rely on the island's unparalleled combination of talent, cost and speed.
Kunihiro Tanaka, CEO of Sakura Internet, says the firm's data center under construction in Hokkaido will likely be fully booked by the time it comes online in three years.
BUSINESS / Companies
Oct 31, 2024
Sakura Internet loads up on Nvidia gear for data center project
Sakura’s current capacity is now fully booked, with a waiting list that extends for years.
A Nvidia chip during the Taipei Computex expo in Taipei on May 29, 2023
BUSINESS / Tech
Oct 28, 2024
How a Mumbai drugmaker is helping Putin get Nvidia AI chips
An inconspicuous pharmaceutical company exported 1,111 units of Dell Technologies' most-advanced servers to Russia in April-August of this year.
Nvidia's stock market value on Friday briefly touched $3.53 trillion, slightly above Apple's $3.52 trillion, LSEG data showed.
BUSINESS / Tech
Oct 26, 2024
Nvidia overtakes Apple as world's most valuable company
Nvidia's stock market value briefly touched $3.53 trillion, slightly above Apple's $3.52 trillion, LSEG data showed.
The ASML headquarters in Veldhoven, Netherlands, on Thursday. Semiconductor equipment makers such as ASML have unusually long-range views of how their customers are feeling, and at the moment, they’re flashing a caution signal for everything other than artificial intelligence.
BUSINESS / Tech
Oct 21, 2024
ASML shows chasm in chip land: AI winners versus everyone else
The semiconductor equipment makers’ results sparked worries about the health of the chip industry, which is being hurt by weakness in non-AI businesses.
Ubitus, which received funding from Nvidia earlier this year, joins a growing list of tech companies at the forefront of a global revival in nuclear power.
BUSINESS / Companies
Oct 18, 2024
Nvidia-backed firm eyes a data center near nuclear power in Japan
The Nvidia-backed company Ubitus joins a growing list of tech companies at the forefront of a global revival in nuclear power.
The Taiwan Semiconductor Manufacturing Co. logo at the TSMC Museum of Innovation in Hsinchu, Taiwan, on May 29. Analysts say TSMC's longer-term outlook, which hinges on demand for the high-end chips used to train and host artificial intelligence models, should remain intact.
BUSINESS / Tech
Oct 17, 2024
TSMC bulls expect strong results to support record-high shares
TSMC is seen as more resilient than its key equipment supplier, ASML Holding, whose outlook cut sparked a slide in global chip stocks.

Longform

Atsuyoshi Koike, the president and CEO of Rapidus, says there is a “sense of urgency” when it comes to Japan’s efforts in manufacturing semiconductors. “We have to make sure we are successful,” he says.
Atsuyoshi Koike’s big game: Fourth down and 2 nanometers to go