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NASDAQ:NVDA News 5 September 2025 - 18 September 2025

Huawei’s AI Superchip Power Play Shakes Up Nvidia’s Throne

Huawei’s AI Superchip Power Play Shakes Up Nvidia’s Throne

Huawei’s New AI Chip Offensive: Technical Breakthroughs Huawei’s latest moves mark its boldest bid yet to break free from foreign semiconductors and establish itself as a leader in artificial intelligence computing. At its annual Huawei Connect conference in Shanghai, the company outlined a sweeping long-term chip strategy, openly detailing plans that had been shrouded in secrecy since U.S. sanctions hit in 2019 reuters.com reuters.com. The headline announcement: Huawei will rapidly iterate its Ascend AI chips and accompanying systems, doubling computing power every year in an aggressive cadence aimed at catching up to (and even surpassing) global rivals reuters.com. Central to
18 September 2025
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NVIDIA’s $4 Trillion AI Revolution: How the Chipmaker Overtook Apple and Microsoft

Nvidia’s $5 Billion Intel Bet Shakes Up the Chip Industry in Surprise Alliance

A Surprise Alliance to Revive an Icon Nvidia’s $5 billion wager on Intel marks a stunning alliance between longtime rivals. Nvidia – now the world’s most valuable chip company – built its fortune on graphics processors and AI accelerators, largely independent of Intel, the historic king of PC and server CPUs. Intel, for its part, had fallen on hard times due to technological missteps and fierce competition from Asia’s foundries and fabless competitors like AMD. By 2025, Intel was struggling to regain its former glory: its stock and market share had been eroded by manufacturing delays and the loss of key
18 September 2025
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Massive $39B UK–US Tech Alliance Unites Microsoft, Google & NVIDIA in AI and Quantum Power Play

Massive $39B UK–US Tech Alliance Unites Microsoft, Google & NVIDIA in AI and Quantum Power Play

Inside the UK–US Tech Prosperity Deal: Who’s Involved and What It Entails The UK Parliament in London. The UK and US have agreed to a historic tech partnership aiming to revolutionize the AI and quantum sectors. In September 2025, the United Kingdom and United States unveiled a sweeping new technology partnership during a U.S. presidential state visit. Billed as a “Tech Prosperity Deal,” the agreement links the two nations in developing cutting-edge tech industries – chiefly artificial intelligence (AI) and quantum computing – with support from major companies on both sides of the Atlantic Thequantuminsider. The announcement came with splashy
18 September 2025
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AI Chip Boom, Google’s New Tricks, and Hollywood’s Robot Wars – Today’s AI News Roundup

AI Chip Wars: USA vs China vs Taiwan – Inside the Trillion-Dollar Race to 2030

Introduction The race for dominance in AI chips – the specialized processors that power artificial intelligence – has become a core battleground in technology and geopolitics. In 2025, the United States, China, and Taiwan stand as key players, each with a different role: the U.S. is home to the leading chip designers, China is a massive and ambitious consumer and emerging producer, and Taiwan is the manufacturing epicenter. AI chips are not only critical for flashy applications like generative AI (think ChatGPT or image generators) but also for a wave of smart devices and autonomous machines. As a result, nations
17 September 2025
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The Great AI Content Heist: How Bots Are Devouring the Internet – and How We Can Fight Back

The Great AI Content Heist: How Bots Are Devouring the Internet – and How We Can Fight Back

AI Companies Are Scraping the Web for Everything – Without Asking The rise of generative AI has kicked off an arms race for data, as AI companies seek to ingest as much online content as possible to train their models. Text from websites, images, code repositories, music – and now video – are all being vacuumed up. A bombshell report from The Atlantic in September 2025 revealed the sheer scale of this activity on YouTube: more than 15.8 million videos (from over 2 million channels) were quietly scraped and downloaded without permission as training data for AI theatlantic.com. These weren’t obscure clips either – nearly 1 million were
11 September 2025
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AI Stock Frenzy: Oracle’s Cloud Coup, Record Highs, and Bold $300B Deals Fuel Market Rally

AI Stock Frenzy: Oracle’s Cloud Coup, Record Highs, and Bold $300B Deals Fuel Market Rally

Key Facts Market Overview – Record Highs on AI Euphoria Wall Street’s major indexes roared to new heights in mid-week trading as AI-driven optimism swept the market. On September 10, the S&P 500 climbed 0.3% to a record 6,532.04, and the Nasdaq Composite edged to its third straight record high close reuters.com. Investors were energized by a potent mix of cooling inflation data and blockbuster news from the tech sector – especially Oracle’s stunning rally on AI cloud prospects reuters.com. “The fundamentals remain very strong in the equity markets… but valuations are extended at this point and serve as some
11 September 2025
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AI Chip Boom, Google’s New Tricks, and Hollywood’s Robot Wars – Today’s AI News Roundup

AI Chip Arms Race: Nvidia’s Dominance, Broadcom’s Bold Move, and the Future of Silicon Supremacy

Key Facts 1. Overview – What Are AI Chips and Why Do They Matter? Artificial intelligence chips (“AI chips”) are specialized microprocessors designed specifically for AI workloads. Unlike general-purpose CPUs, AI chips (such as GPUs, TPUs, FPGAs, and AI-specific ASICs) are architected to perform the massively parallel, math-intensive operations that machine learning models require cset.georgetown.edu cset.georgetown.edu. This means they can crunch matrices, tensors, and neural network calculations far more efficiently than traditional processors. AI chips have become the critical enablers of modern AI breakthroughs. The latest deep learning models – from image recognizers to large language models like ChatGPT – demand staggering computational power. For example, training a
5 September 2025
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Stock Market Today

Seagate (STX) stock jumps nearly 6% as Citi hikes target — what to watch next week

Seagate (STX) stock jumps nearly 6% as Citi hikes target — what to watch next week

7 February 2026
Seagate shares rose 5.9% to $429.32 Friday after Citigroup raised its price target to $480 and reiterated a buy rating. The gain ended a two-day slide but left the stock 6.6% below its Feb. 3 high. CEO Dave Mosley sold 20,000 shares on Feb. 2 under a pre-arranged plan, SEC filings show. U.S. jobs and inflation data next week are seen as key tests for tech stocks.
Cummins (CMI) stock price rebounds after earnings whipsaw as investors eye data-center power demand

Cummins (CMI) stock price rebounds after earnings whipsaw as investors eye data-center power demand

7 February 2026
Cummins shares jumped 6.8% to $577.73 Friday, recovering from a nearly 9% post-earnings drop the day before. The company reported Q4 revenue up 1% to $8.54 billion, took a $218 million charge tied to its hydrogen business, and guided for 2026 EBITDA of 17–18% of sales. Demand for data center generators offset weakness in North American truck markets. Analyst reaction was mixed; Truist raised its price target.
Corning stock hits first record close since 2000 as jobs, CPI data loom

Corning stock hits first record close since 2000 as jobs, CPI data loom

7 February 2026
Corning shares surged 8.3% to $122.16 Friday, their highest close since the dot-com era, after Meta agreed to buy up to $6 billion in fiber-optic cables. The stock is up 40% since late 2025, fueled by strong first-quarter guidance and AI data-center demand. Insiders sold shares following the rally, SEC filings show. Investors await next week’s U.S. jobs and inflation data for rate signals.
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