While IRHX is currently paired with Nvidia’s Blackwell-based systems, it is likely to be used with Amazon’s own Graviton chips if their cooling needs rise. For now, the system is powering AI workloads that demand both scale and speed.

Key Takeaways Advanced Micro Devices (AMD) stock jumped Thursday after analysts suggested the company’s latest AI chips are comparable to Nvidia's (NVDA) offerings .The stock broke out from a flag pattern in Thursday’s trading session on the highest volume in a little over a week,

A Bloomberg analysis of documents and company filings show how China is building giant data centers in the desert to fuel its AI ambitions — and looking to buy 115,000 banned Nvidia chips to power them.

Apple became the first to hit the $3 trillion milestone back in 2022, while Microsoft recently reached a market cap of $3.75 trillion, with shares up 1.3 percent at $503. Among the three, Nvidia now carries the most weight on the S&P 500 at 7.3 percent, edging out Apple (7 percent) and Microsoft (6 percent).

The Chinese firm has reached out to potential clients in the UAE, Saudi Arabia and Thailand about buying its Ascend 910B processors.

Nvidia plans to release a chip that is retrofitted from an existing Blackwell processor that was modified to meet chip export rules.

China’s Huawei Technologies is plotting a fundamental redesign of its next artificial intelligence chip in a bid to seize market share from Nvidia. The Chinese tech giant is working on a new AI chip design that would allow its chips to be used for a wider array of AI development work than its

Goldman Sachs says Nvidia, Broadcom, Cadence and Synopsys are best positioned for the next phase of AI growth. AMD, Arm, and Marvell fall short.

Nvidia is leading semi stocks higher. Allegro MicroSystems stock has been even stronger.

Nvidia became the first publicly traded company to surpass a $4 trillion market capitalization value, 13 months after surpassing the $3 trillion mark and making it the world’s most valuable company ahead of Apple and Microsoft.