#nvidia
Total 5 articles
Nvidia's $2B investments in Lumentum and Coherent signal a shift from GPU wars to data transmission battles. The real bottleneck in AI isn't compute—it's connection.
Bitcoin retreats to $67,766 after approaching $70,000, following Nvidia earnings pullback. Weekly gains intact despite overnight leverage flush.
Meta's multi-billion dollar commitment to Nvidia chips could revive the AI giant's fortunes after months of being overshadowed by memory chip stocks and Google's custom silicon success.
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A Japanese scholar argues that true innovation emerges from market forces, not government policy, as Japan's PM plans investments in 17 growth sectors.
Jensen Huang's casual China tour coincides with approval of 400,000+ H200 chip sales to Chinese companies. A stunning reversal of Biden-era export controls raises questions about US tech strategy.
