#Nvidia

Five stories from late September, traced to where the paper trail stops: Korea's export record, Nvidia's Hugging Face 8-K, a US-China AI channel, the UN on AI, and rising births.

Nvidia shipped roughly a billion RISC-V cores in 2024, then announced it would run CUDA on the open standard. We break down how royalty-free instruction sets and open software stacks are trying to route around CUDA's lock-in. Part 2 of the Semiconductor Sovereignty series.

US AI-chip export controls split into three layers in the first half of 2026 — January easing, a May crackdown on circumvention, and a pending bill. Nvidia erased China from its guidance and still posted a record $81.6 billion quarter. A look at the export policy that both shields and cages it.

AMD's MI325X matches or beats Nvidia on memory and bandwidth — yet Nvidia's 86-92% share holds. The real moat is CUDA, 20 years in the making. Part 1 of 4.

Snowflake's new $6 billion AWS contract is about more than cloud spending. It signals a shift in AI infrastructure—away from Nvidia GPUs and toward cheaper, homegrown chips for the agent era.

Trump announced substantial progress on a US-Iran peace deal and Hormuz reopened after six weeks. Bitcoin jumped from $74,000 to $76,700 in four hours. Xi seated Putin, Iran, and India at the same desk in one week. SpaceX opened its books for the first time in 23 years with the largest IPO in U.S. history; Nvidia conceded China to Huawei. BTS held the Billboard 200 top 10 for an eighth straight week.

Nvidia posted 85% revenue growth and a $80B buyback. Its stock still dropped — for the fourth straight post-earnings quarter. Here's what that tells us about where AI investing stands right now.

Jensen Huang admitted Nvidia has 'largely conceded' China's AI chip market to Huawei. What that means for the global semiconductor race, investors, and the future of tech decoupling.

Beijing added an Nvidia gaming chip to its customs ban list the same week Jensen Huang visited China with Trump. Here's what it means for the chip war—and who actually wins.

Trump and Xi met in Beijing for the first time in nine years. Microsoft poured $100B into OpenAI and became the supporting actor; Cerebras received $70B on day one. Hormuz entered week six. Cisco cut 4,000. ILLIT hit Billboard No. 1, CORTIS debuted at No. 3, and BTS is confirmed for the World Cup Final halftime stage.

Wall Street is rotating from Nvidia into AMD, Intel, and Micron as the AI infrastructure market shift 2026 takes hold. Discover why CPUs and memory are the new gold.

Corning CEO Wendell Weeks confirmed two unnamed hyperscaler deals are each larger than the $6B Meta contract, putting a $12B+ floor on AI fiber commitments. Here's what that means for investors.