This page collects WhisperX intelligence signals tagged #Nvidia. It is designed for humans, search engines, and AI agents: each item links to a canonical source-backed record with sector, source, timestamp, credibility, and exportable structured data.
okay so this is actually insane. a senior Trump administration official just dropped a bombshell - DeepSeek trained their upcoming model on Nvidia most advanced chip, the Blackwell, despite US export bans.
Nvidia just dropped insane numbers for their Blackwell AI chips - $500 billion in total orders for fiscal 2026. The Blackwell architecture delivers inference speeds 25 times faster than the previous generation. Analysts expect revenue around $74-75 billion for the April quarter. Investors are buzzing about the upcoming...
SambaNova Systems raised $350M in funding and secured a SoftBank deal for data center AI chips. Intel-backed startup competing with Nvidia. SoftBank deploying their technology at scale.
Meta Platforms has executed a strategic masterstroke in the ongoing AI chip arms race, announcing a multiyear deal with Advanced Micro Devices (AMD) to deploy up to 6 gigawatts of AMD GPUs and AI-optimized CPUs across its global data centers. This landmark agreement, valued at approximately $100 billion according to in...
Nvidia is making a bold return to the consumer PC market with a new generation of AI-focused laptop processors designed to power next-generation Windows systems. The company's system-on-chip (SoC) processors are expected to debut this year in laptops from major manufacturers including Dell and Lenovo. The move marks N...
The US-China AI tensions just hit a new level. A senior Trump administration official told Reuters that Washington believes Chinese startup DeepSeek trained its latest AI model on Nvidia's most advanced Blackwell chip - the very chips that are banned from being exported to China under US export controls.
Chinese AI startup DeepSeek trained its model on Nvidia chips despite US export bans, a senior official confirmed.
Nvidia and Meta have unveiled an expanded multi-year, multi-generational partnership that will see the AI chip giant supply the social media conglomerate with millions of additional Blackwell and Rubin graphics processing units. The deal represents one of the largest AI infrastructure commitments in the industry's hist...
Okay this is wild - MatX just dropped million to build chips that actually compete with Nvidia. Founded by two former Google TPU engineers in 2023, and they just closed a massive Series B led by Jane Street and Leopold Aschenbrenner's fund. Here's why this matters: Nvidia basically has a monopoly on AI processors righ...
Meta just dropped another bombshell in the AI chip wars, and honestly, after last week Nvidia announcement, this feels like they are playing 4D chess while everyone else is still learning checkers. The social media giant has signed a deal worth approximately $60 billion over five years with AMD, deploying custom Instin...
Hold onto your hats, because Nvidia is about to absolutely crush it once again. The AI chip giant is expected to report Q4 2026 revenue of 65.8 billion dollars, representing a jaw-dropping 66.7% year-over-year increase. Let me say that again - 65.8 billion in a single quarter. That is more than most companies make in a...
Meta just made a massive bet on AMD, announcing a multiyear chip supply deal worth up to $100 billion in a bold move to reduce its dependence on Nvidia. The agreement will see AMD supply six gigawatts worth of chips to Meta, starting with one gigawatt of the companys forthcoming MI450 flagship hardware in the second ha...
Meta Platforms has officially signed a massive $60 billion deal with AMD to purchase AI chips over the next five years, marking the social media giants boldest move yet to reduce dependence on Nvidia. The agreement, announced this week, also gives Meta the option to acquire up to a 10% stake in AMD, potentially worth b...
The graphics card market continues to evolve with new product releases from major manufacturers. Both Nvidia and AMD have introduced latest-generation graphics processors that offer improved performance for gaming and professional applications. Prices have shown signs of normalization after the supply chain disruptions...
from a purely technical by DeepSeek is standpoint, this move actually fascinating. the Chinese AI startup, you know the one that shook the entire industry with their low-cost model last year, just did something that no one expected - they withheld their upcoming flagship model from both Nvidia AND AMD. as someone who w...
Meta Platforms has agreed to purchase $60 billion worth of artificial intelligence chips from Advanced Micro Devices over the next five years, marking the largest semiconductor supply agreement in the industry's history. The deal, announced on February 24, 2026, also includes Meta acquiring up to 10% of AMD's stock, cr...
Nvidia has once again demonstrated why it remains the undisputed king of artificial intelligence hardware, reporting record-breaking financial results that exceeded even the most bullish Wall Street expectations. The company's Q3 fiscal 2026 revenue reached $68.1 billion, representing a staggering 73% year-over-year in...
Nvidia just dropped their Q4 FY2026 earnings and wow... they did it again. Another record quarter, another jaw-dropping number. The data center revenue literally went through the roof — we are talking unprecedented levels here, folks. CEO Jensen Huang did not hold back either, saying the demand for tokens in the world ...
Here is something that is making rounds in the investment community — Palantir billionaire Peter Thiel hedge fund just made some pretty dramatic moves with their stock portfolio. According to recent SEC filings, Thiel Macro completely exited their positions in Nvidia and Vistra during the third quarter, while also trim...
Nvidia just dropped their Q4 2026 earnings and honestly, the numbers are absolutely insane. Jensen Huang's AI chip empire just reported quarterly profit hitting $43 BILLION - yeah, you read that right. The data center revenue alone hit $61.7 billion, up a whopping 71% from last year. That's not a typo, folks. Let me br...