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  • Nvidia staffer calls Microsoft’s Blackwell cooling setup wasteful, here's why

    The employee, who asked to remain anonymous, described the setup at one of Microsoft’s data centres as wasteful in an email circulated within Nvidia.

  • Nvidia tests chip-tracking software amid rising allegations of smuggled AI hardware to China

    Nvidia is testing optional chip-tracking software for its Blackwell processors as rumours grow about smuggled hardware reaching China, though the company denies seeing evidence of such activity.

  • Nvidia rejects claims that China’s DeepSeek is using ‘smuggled Blackwell chips’

    Nvidia denies reports that DeepSeek is using smuggled Blackwell GPUs, while the company develops new location-tracking tools to help prevent chip diversion into restricted markets.

  • Why Trump’s approval of Nvidia’s H200 chip sales to China marks a major shift in US tech policy

    A clear explainer on what the decision means for US–China relations, the AI race, and the global chip supply chain.

  • Nvidia: Uneasy lies the head that wears the crown

    Nvidia's dominance in AI chips has made it a trillion-dollar giant, but tech rivals and geopolitical pressures are now threatening its reign

  • Michael Burry shorts Tesla on valuation and Elon Musk pay plan: Report

    Tesla is already in the spotlight as shareholders debate Musk’s proposed $1 trillion award, which hinges on performance milestones

  • Nvidia's supplier makes 'semiconductor-shaped' chips that are crunchy and goes with beer

    The 'semiconductor-shaped' chips are an ;initiative to bring semiconductors closer to everyday life and make the public feel more familiar with them,' an SK Hynix official said.

  • Nvidia’s stock is sinking as doubts about its AI dominance grow

    Shares of the chipmaker fell 2.6% on Tuesday following a report suggesting that Alphabet Inc.’s AI processors are gaining ground.

  • 'Delighted by Google's success...but we are generation ahead of the industry', says Nvidia as it defends AI dominance

    Nvidia has responded to growing investor concerns about Google’s increasingly capable TPU chips, insisting its own AI hardware remains a full generation ahead and continues to power every major AI model across industries.

  • Nvidia-Google AI chip rivalry escalates on report of Meta talks

    Meta is in discussions to use the Google chips — known as tensor processing units, or TPUs — in data centers in 2027

  • Asian stocks track US gains as rate-cut bets grow

    Stocks rose in Japan — where markets reopened after a holiday — and in South Korea

  • Trump team internally floats idea of selling Nvidia H200 chips to China

    Donald Trump had previously floated the possibility of discussing exports of Nvidia’s most advanced chips with Chinese leader Xi Jinping.

  • Nvidia shares whipsaw from post-earnings surge to sharp reversal as AI-bubble, fine-print worries weigh

    The post-earnings surge in Nvidia stock added more than $130 billion to the firm's m-cap. But, by the close of US markets on Thursday, Nvidia plunged more than 3 percent as investors read the fine print on receivables and inventory, and AI bubble fears flared up again.

  • 'In two years of 100% growth, we added a net total of just four people,' says Umesh Sachdev, CEO, Uniphore

    Sachdev explains how the latest round came together, why Uniphore is doubling revenue year-on-year, how it has achieved this scale while adding a net headcount of just four people in two years, and what makes its Business AI Cloud central to the next phase of enterprise adoption.

  • Nvidia downplays bubble fears, though post-earnings rally fades

    Nvidia’s third-quarter results also topped analysts’ estimates. Revenue rose 62% to $57 billion in the period, which ended Oct. 26.

  • Boom or bubble? What Nvidia’s blockbuster quarter reveals about AI’s future and India’s place in it

    Nvidia’s blowout quarter is AI’s reality check: why the boom lives, why the bubble haunts, and why India matters.

  • Nvidia’s earnings surge renews confidence in AI theme, CLSA says fears 'overstated'

    Nvidia’s strong Q3 results, upbeat guidance and CEO Jensen Huang’s rejection of AI bubble fears reinforced confidence in the AI rally.

  • 'Jensen Huang does it again,' say netizens as Nvidia CEO crushes AI bubble fears after 65% profit jump

    On social media, users joked that by calming fears of an AI bubble and protecting the economy from a potential crash, Nvidia CEO Jensen Huang had 'saved Christmas'. Others shared memes portraying him as a superhero for investors.

  • Nvidia’s AI supremacy is a weapon that cuts both ways

    While the chipmaker is the big winner from the booming technology, it is singularly exposed to changing expectations

  • Strong global cues indicate positive open for Nifty, Sensex; key levels to watch on November 20

    Global cues lift sentiment as Nifty and Sensex eye a positive start on November 20, with traders watching 26,150 as a resistance

  • AI-related stocks rally as Nvidia outlook brings relief

    The chipmaker at the heart of the AI trade gave a strong revenue forecast, a sign that demand for its products remains healthy

  • Asia stocks rally hard after Nvidia tops estimates, jobs data in view

    CEO Jensen Huang touted blockbuster demand for its AI chips from giant cloud providers and shrugged off concerns about an AI bubble

  • US stock futures jump after upbeat Nvidia forecast

    Nvidia’s sales will be about $65 billion in the fiscal fourth quarter, which runs through January, the chipmaker said in a statement

  • Nvidia’s upbeat forecast soothes fears of AI spending bubble

    Nvidia results have become a barometer for the health of the AI industry, and the news lifted a variety of related stocks.

  • Nvidia to announce Q3 results: AI giant estimated to see 56% jump in revenue; all you need to know

    Nvidia shares are currently 8 percent below the record high hit when the company briefly became the first to reach a $5 trillion market capitalisation

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