Today: 12 June 2026
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NVIDIA 27 June 2025 - 22 September 2025

NVIDIA’s $4 Trillion AI Revolution: How the Chipmaker Overtook Apple and Microsoft

Nvidia’s $100 Billion Bet on OpenAI: Inside the 10 Gigawatt AI Supercomputer Alliance

Nvidia will invest up to $100 billion in OpenAI to build AI data centers totaling at least 10 gigawatts, among the largest infrastructure deals in the sector. The first 1 GW phase is set to launch in the second half of 2026 using Nvidia’s new Vera Rubin platform. The partnership gives OpenAI priority access to Nvidia hardware and a financial stake for Nvidia. News of the deal sent Nvidia shares to record highs.
22 September 2025
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Nvidia vs. Intel vs. AMD: Epic AI Chip Stock Showdown 2025 🚀💰

Nvidia vs. Intel vs. AMD: Epic AI Chip Stock Showdown 2025 🚀💰

Nvidia and AMD shares have each climbed about 30% in 2025, while Intel has surged nearly 48% from last year’s lows. Nvidia’s market cap topped $4 trillion as its GPUs captured 94% of the graphics processor market. AMD posted 32% year-over-year Q2 revenue growth and gained CPU share from Intel. Intel rebounded with government backing and a new partnership with Nvidia.
21 September 2025
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AI Accelerator Chip Gold Rush: Inside the Global Race for a $300B Market by 2030

Shockwaves in Silicon: Nvidia’s AI Chip Ban in China Escalates the Tech Cold War

China’s internet regulator has ordered tech giants including Alibaba and ByteDance to stop buying and testing Nvidia’s latest RTX 6000D AI chips, escalating restrictions on U.S. chipmaker sales. The move follows tightened U.S. export controls and affects about 13% of Nvidia’s sales. Nvidia’s stock dropped 3% on the news. Chinese firms are turning to domestic chips and alternatives.
17 September 2025
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Nvidia’s Unreleased GTX 2080 Ti Prototype – A More Powerful Turing Flagship That Never Launched

Nvidia’s Unreleased GTX 2080 Ti Prototype – A More Powerful Turing Flagship That Never Launched

A Reddit user found a rare engineering sample of an unreleased “GeForce GTX 2080 Ti” with 12 GB VRAM and a 384-bit bus, outpacing the retail RTX 2080 Ti’s 11 GB and 352-bit bus. Despite higher specs, benchmark performance matched the standard card, likely due to driver or BIOS limits. The prototype includes ray tracing cores and ran 3DMark Port Royal successfully. Nvidia never released it, possibly due to yield, cost, or branding concerns.
17 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

Nvidia controls 80–90% of the AI chip market, with its GPUs like the $40,000 H100 driving company value past $1 trillion in 2023. OpenAI is co-designing custom chips with Broadcom, placing a $10 billion order and aiming for 2026 production. Global data center AI chip spending soared from $17 billion in 2022 to $125 billion in 2024. The U.S. has tightened export controls on advanced AI chips to China, prompting domestic chip efforts.
5 September 2025
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NVIDIA’s $4 Trillion AI Revolution: How the Chipmaker Overtook Apple and Microsoft

NVIDIA’s $4 Trillion AI Revolution: How the Chipmaker Overtook Apple and Microsoft

NVIDIA’s market value topped $4 trillion in early September 2025, surpassing Apple and Microsoft to become the world’s most valuable tech company. The company reported $46.7 billion in Q2 sales, with 88% from AI data center chips, and now supplies 92% of data center GPUs used for AI. NVIDIA’s trailing 12-month revenue hit $165.2 billion, with net income at $86.6 billion.
4 September 2025
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AI Stock Whiplash: Alibaba’s $50 Billion Surge, Nvidia’s Reality Check & More (Aug 31–Sep 1, 2025)

AI Stock Whiplash: Alibaba’s $50 Billion Surge, Nvidia’s Reality Check & More (Aug 31–Sep 1, 2025)

Alibaba shares jumped nearly 19% in Hong Kong on Sept. 1, adding $50 billion in value after reporting a surge in AI and cloud revenues. Nvidia stock fell 2% post-earnings on a weak outlook excluding China, despite CEO Jensen Huang’s bullish AI forecast. The Nasdaq-100 slipped as AI stocks sold off and OpenAI’s Sam Altman warned of investor overexcitement. AI-focused ETFs saw volatile swings amid sector jitters.
1 September 2025
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AI Stocks Whipsaw as Nvidia Stumbles, Alibaba Soars – Key News Aug 30–31, 2025

AI Stocks Whipsaw as Nvidia Stumbles, Alibaba Soars – Key News Aug 30–31, 2025

Nvidia stock fell about 4% despite strong sales, as China risks and high expectations weighed. Dell plunged up to 10% after warning of shrinking AI profit margins. Marvell dropped 18–19% on weak guidance, while Alibaba soared 13% on surging AI cloud revenue and a new data center chip. The PHLX Semiconductor Index lost about 3% amid a broad tech selloff.
31 August 2025
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Nvidia RTX 50-Series GPUs Unleashed: AI Upgrades, Jaw-Dropping Performance & Next-Gen Specs

Nvidia RTX 50-Series GPUs Unleashed: AI Upgrades, Jaw-Dropping Performance & Next-Gen Specs

Nvidia launched the GeForce RTX 50-series at CES 2025, led by the $1,999 RTX 5090 and $999 RTX 5080, available January 30. The RTX 5090 features 21,760 CUDA cores, 32GB GDDR7 memory, and a 575W power draw. Nvidia claims up to 2× performance over the 40-series with DLSS 4, though independent tests show about 30% faster traditional rendering at 4K. Early demand pushed RTX 5090 street prices to $2,399.
26 August 2025
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AI Stock Frenzy: Nvidia’s ‘Robot Brain’, Cloud Mega-Deals & Tesla’s Autopilot Shock (Aug 25–26, 2025 Roundup)

AI Stock Frenzy: Nvidia’s ‘Robot Brain’, Cloud Mega-Deals & Tesla’s Autopilot Shock (Aug 25–26, 2025 Roundup)

Nvidia launched the $3,499 Jetson AGX Thor developer kit on August 25, 2025, offering 7.5 times the AI compute of its Orin chip. Nvidia shares rose 1.96% to $181.48, while Cambricon Technologies in China surged 11.4% after strong earnings. Google Cloud signed a $10 billion, six-year deal with Meta for AI infrastructure. Tesla faces a $243 million Autopilot verdict and began shipping robotaxi vehicles in Austin.
26 August 2025
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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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Stock Market Today

  • ASX Midday Sector Update: Materials Surge as Energy Slips
    June 11, 2026, 11:13 PM EDT. ASX materials stocks jumped nearly 4% by midday Friday, led by BHP Group's 3% rise. In contrast, the energy sector fell 1%, with Woodside Energy Group shares down nearly 2%. The divergence underscores shifting investor focus amid market volatility.

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AI Names Drop, Oil Upends Inflation Bets, US Stocks Slip

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Keel Infrastructure (KEEL) shares surge after $458 million AI data center deal closes

Keel Infrastructure (KEEL) shares surge after $458 million AI data center deal closes

12 June 2026
Keel Infrastructure Corp. surged 5.14% to $5.52 after closing $458 million in 1.250% convertible senior notes due 2032, with proceeds aimed at accelerating AI and high-performance computing data center projects; the notes’ initial conversion price is $7.41, about 25% above the June 4 close, while analysts’ 12-month price targets range from $3.00 to $8.00, averaging $5.52.
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