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NVIDIA News 21 August 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

A Landmark Nvidia–OpenAI Data Center Deal On September 22, 2025, OpenAI and Nvidia announced an unprecedented strategic partnership to build out a massive new AI computing infrastructure openai.com. Under a letter of intent, Nvidia will supply OpenAI with at least 10 GW worth of AI systems – powered by its latest GPUs – and invest up to $100 billion in OpenAI as these data centers come online openai.com. The goal is to dramatically expand OpenAI’s capacity to train and deploy advanced AI models, including future iterations of GPT and other AI systems “on the path to deploying superintelligence” openai.com. In practical terms, 10 GW
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 🚀💰

Semiconductor Stock Performance in 2025 📈 After a turbulent 2024, semiconductor stocks roared back in 2025. Year-to-date, Nvidia and AMD have each gained roughly one-third in value Macrotrends Macrotrends, vastly outperforming the broader market. Intel – which plummeted last year – has surged about 47% in 2025 Macrotrends, leading the pack in percentage terms as it claws its way back from multi-decade lows. These rallies reflect both sector-wide tailwinds (the AI investment boom) and company-specific drivers: Valuations vary widely. Nvidia’s meteoric rise gives it a trailing price-to-earnings around 50× Portfolioslab – high, but arguably justified by 56%+ revenue growth and
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

Background: Nvidia’s AI Chips “Not Welcome” in China In September 2025, reports emerged that the Cyberspace Administration of China (CAC) had directed the country’s largest tech companies to halt purchases of Nvidia’s AI chips reuters.com. Specifically, firms like Alibaba and ByteDance were told to cancel orders and stop testing Nvidia’s new RTX Pro 6000D GPUs reuters.com. This model was a China-tailored chip Nvidia unveiled in July after U.S. export rules blocked its most powerful processors. Several Chinese companies had planned to buy tens of thousands of these 6000D chips and were already working with server suppliers to deploy them reuters.com.
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

Background: The RTX 2080 Ti and Turing’s Debut Nvidia launched the GeForce RTX 2080 Ti in September 2018 as the flagship of its then-new Turing architecture. Priced around $1,199 at launch, the RTX 2080 Ti was the first consumer GPU to introduce real-time ray tracing and AI DLSS features, marking a major technological leap in graphics. According to Tom’s Hardware, it “was the flagship offering at that moment, bringing ray tracing to the masses for the first time” Tomshardware. The card featured 11 GB of GDDR6 VRAM and delivered the highest gaming performance of its generation, well ahead of any
17 September 2025
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NVIDIA’s $4 Trillion AI Revolution: How the Chipmaker Overtook Apple and Microsoft

Nvidia in China’s Crosshairs: Inside the High-Stakes Chip War Showdown

Background: Nvidia’s Role in AI and Chips A building at Nvidia’s headquarters. Nvidia is the world’s leading maker of advanced graphics processors and AI accelerator chips, which have become strategic assets in the global tech industry abc17news.com. Nvidia is a Silicon Valley-based semiconductor company renowned for its powerful graphics processing units (GPUs) – chips that excel at the parallel computations needed for video games and, crucially, artificial intelligence tasks. Over the past decade, Nvidia’s GPU technology has become the engine of the AI revolution, used to train sophisticated models in everything from self-driving cars to generative AI chatbots. This dominance
15 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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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

Key Facts Company (Ticker) Market Cap (Sept 2025) TTM Revenue TTM Net Income 1‑Year Stock Return NVIDIA (NVDA) $4.23 trillion investopedia.com $165.2 billion investopedia.com $86.6 billion investopedia.com +48% investopedia.com Microsoft (MSFT) $3.77 trillion investopedia.com $281.7 billion investopedia.com $101.8 billion investopedia.com +26% investopedia.com Apple (AAPL) $3.45 trillion investopedia.com $408.6 billion investopedia.com $99.3 billion investopedia.com +32% investopedia.com NVIDIA’s Stock Soars to Trillion-Dollar Heights NVIDIA’s stock market performance over the past two years has been nothing short of historic. Buoyed by insatiable demand for AI technology, NVIDIA became the fastest-growing large-cap stock and saw its market capitalization breach the trillion-dollar threshold in 2023. Now, in late 2025, it has gone even further –
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)

Key Facts AI Mega-Caps: Hype vs. Reality in Late-August Markets The final days of August saw a tug-of-war between AI-fueled optimism and growing caution among the market’s most valuable tech companies. Nowhere was this more evident than with Nvidia, the poster child of the AI boom. The GPU giant reported another quarter of blowout earnings, far exceeding analyst expectations. Demand for its AI chips (like the coveted H100) has been so overwhelming that CEO Jensen Huang likened the current AI build-out to “a new industrial revolution” with customers “buying everything [we have] – the buzz is: everything sold out” reuters.com
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

Wall Street’s AI Rally Hits a Speed Bump After months of euphoria, U.S. equity markets stumbled into the weekend, led by a pullback in AI-focused stocks. On Friday, Aug. 29, the Nasdaq Composite sank about 1.2% and the S&P 500 fell 0.6%, snapping a streak of gains as traders locked in profits on this year’s AI-fueled winners ts2.tech ts2.tech. The sell-off was broad-based: Nvidia slid 3.4% Friday (its third down day in a row), Tesla and Broadcom dropped over 3%, and even mega-caps like Meta, Amazon, Microsoft, and Alphabet gave back 1–2% ts2.tech. High-flying tech names had risen to records
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

Overview: A New Generation of GeForce GPUs Nvidia’s GeForce RTX 50-series represents a major generational leap in consumer GPUs, blending unprecedented raw performance with AI-driven features. Officially unveiled by CEO Jensen Huang during the CES 2025 keynote, the RTX 50 line is built on the new “Blackwell” architecture – named after mathematician David Blackwell – and succeeds the RTX 40-series (Ada Lovelace) after roughly two years Theverge Digitaltrends. The launch introduced four desktop cards initially (RTX 5090, 5080, 5070 Ti, 5070) with additional models following in the subsequent months Theverge Digitaltrends. Nvidia also rolled out RTX 50-series mobile GPUs for
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 Jetson AGX Thor on August 25, 2025, a $3,499 developer kit marketed as a ‘humanoid robot brain’ with 128GB memory and 7.5x higher AI compute than the Orin, used by Amazon Robotics, Boston Dynamics, Caterpillar, Medtronic and Meta. Nvidia shares rose about 1.96% on August 25, 2025 to $181.48, are up over 35% year-to-date, and Nvidia is the world’s most valuable chipmaker at roughly 8% of the S&P 500 by weight. Nvidia will sell Thor T5000 production modules for $2,999 each when customers move from prototyping to deployment. In China, Cambricon Technologies jumped 11.4% to ¥1,384.93, Hygon
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 around $45 billion, up about 50% year over year, with data-center revenue at a record pace and $26.3 billion in the year-ago quarter. Nvidia’s market capitalization briefly surpassed $4 trillion in mid-2025, underscoring investor enthusiasm for AI leadership. The Blackwell architecture, led by the flagship H200/B100 GPUs, is up to 30× faster than prior generations in some AI workloads, and Nvidia booked about $11 billion in Q4 2024 revenue from Blackwell-based processors. Nvidia unveiled GeForce RTX 50-series GPUs based on Blackwell and DLSS 4 at Gamescom 2025, with over 175 games supporting DLSS 4 and
21 August 2025
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