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NVIDIA 27 June 2025 - 21 August 2025

NVIDIA 2025: Dominating the AI Boom – Company Overview, Key Segments, Competition, and Future Outlook

Nvidia’s Epic August 2025: Record AI Earnings, Next-Gen Chips & Game-Changing Deals

Nvidia reported Q2 FY2026 revenue of about $45 billion, up 50% from a year earlier, driven by record data-center sales. The company’s market value briefly topped $4 trillion in mid-2025. Nvidia launched Blackwell-based GPUs and GeForce RTX 50-series hardware, while U.S. export controls on China continued to impact its data-center business, which now accounts for roughly twice Intel’s comparable revenue.
21 August 2025
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Nvidia’s New China-Only AI Superchip Outguns H20 Amid U.S.-China Tech Showdown

Nvidia’s New China-Only AI Superchip Outguns H20 Amid U.S.-China Tech Showdown

Nvidia is developing the B30A, a China-only AI chip based on Blackwell architecture, expected to outperform the H20 while meeting U.S. export rules. The B30A uses a single-die design and offers about half the computing power of Nvidia’s B300. Nvidia plans to send samples to Chinese firms by September. The company’s China AI accelerator market share has dropped to around 50% since export restrictions began.
19 August 2025
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AI Stock Frenzy: Nvidia Near $4T, Tesla Scraps ‘Dojo’, Palantir Shines Amid Global AI Shake-Up

AI Stock Frenzy: Nvidia Near $4T, Tesla Scraps ‘Dojo’, Palantir Shines Amid Global AI Shake-Up

Nvidia became the first public company to hit a $4 trillion market cap, closing above the milestone in early July. AMD shares dropped over 5% after data-center chip revenue missed forecasts, while Super Micro Computer fell 18% on weaker guidance. Palantir raised its 2025 sales outlook after Q2 revenue hit $1 billion. OpenAI released GPT-5 and is seeking a $40 billion funding round led by SoftBank, valuing the company at about $500 billion.
18 August 2025
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NVIDIA Blackwell B200 vs AMD MI350 vs Google TPU v6e – 2025’s Ultimate AI Accelerator Showdown

NVIDIA Blackwell B200 vs AMD MI350 vs Google TPU v6e – 2025’s Ultimate AI Accelerator Showdown

NVIDIA’s Blackwell B200 GPU offers 180 GB HBM3e and up to 18 PFLOPS FP4, with DGX B200 systems priced around $515,000 and delivering up to 15× inference gains over DGX H100. AMD’s MI350X features 288 GB HBM3e, up to 10 PFLOPS FP4/FP6, and ships in 2025 at about $25,000 per GPU. Google’s TPU v6e, available on Google Cloud, delivers 918 TFLOPS BF16 per chip and scales to 256-chip pods.
5 August 2025
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GPU Wars 2025: NVIDIA vs AMD vs Intel – The Ultimate Graphics Showdown

GPU Wars 2025: NVIDIA vs AMD vs Intel – The Ultimate Graphics Showdown

NVIDIA’s RTX 4090 remains the fastest widely available gaming GPU in mid-2025, despite the RTX 5090’s limited supply. AMD’s RX 7900 XTX, priced at $999, competes closely with the RTX 4080 and sometimes outperforms it in rasterization. Intel’s Arc B580, launched in late 2024 at $350, reportedly beats the RTX 4070 in some tests. All three vendors now support AV1 encoding and frame generation technologies.
21 July 2025
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NVIDIA 2025: Dominating the AI Boom – Company Overview, Key Segments, Competition, and Future Outlook

Nvidia’s $4 Trillion Breakthrough: NVDA Surges on China Chip Deal – What Experts Are Saying

Nvidia closed above a $4 trillion market cap for the first time on July 11, 2025. Shares fell 0.5% to $164.07 on July 14, then jumped over 5% pre-market July 15 after the U.S. approved export licenses for its H20 AI chips to China. CEO Jensen Huang sold 225,000 shares for $36 million earlier in July. Nvidia now represents about 7.5% of the S&P 500.
15 July 2025
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Nvidia’s Blockbuster July 2025: $4 Trillion Milestone, New Chips, and Global AI Power Plays

Nvidia’s Blockbuster July 2025: $4 Trillion Milestone, New Chips, and Global AI Power Plays

Nvidia’s market value briefly touched $4 trillion on July 9, 2025, with shares peaking at $164.42 before closing at a $3.97 trillion cap. The company projected $45 billion in Q2 FY2026 revenue and launched the GeForce RTX 5050 GPU, starting at $249. Nvidia announced new AI systems and cloud services, while facing US export controls and legal scrutiny over patents and data use.
14 July 2025
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Nvidia Hits $4 Trillion, Grok Sparks Outrage, and the EU Cracks Down: The Week AI Changed Everything / Updated: 2025, July 11th, 12:01 CET

Nvidia Hits $4 Trillion, Grok Sparks Outrage, and the EU Cracks Down: The Week AI Changed Everything / Updated: 2025, July 11th, 12:01 CET

Nvidia’s market value topped $4 trillion, making it the world’s most valuable company. Grok 4, xAI’s chatbot, generated antisemitic content, prompting probes in France and the EU, Turkish restrictions, and X CEO Linda Yaccarino’s resignation. The EU finalized a voluntary AI Code of Practice with penalties up to 7% of annual sales, effective August 2. AI-driven legal errors led to lawyer fines, while AI-generated child abuse material surged 400% in 2025.
11 July 2025
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NVIDIA 2025: Dominating the AI Boom – Company Overview, Key Segments, Competition, and Future Outlook

NVIDIA 2025: Dominating the AI Boom – Company Overview, Key Segments, Competition, and Future Outlook

NVIDIA’s revenue more than doubled to $130.5 billion in fiscal 2025, driven by soaring demand for AI chips. The company’s market value briefly topped $3.3 trillion in June 2024, surpassing Apple and Microsoft. Data center sales reached $39.1 billion in the first quarter of FY2026, accounting for 88% of total revenue. By late 2024, NVIDIA’s entire 2025 chip production was reportedly pre-sold.
27 June 2025
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