Nvidia's $99B equity portfolio: 14x surge in two years
The AI chipmaker's aggressive investment strategy is reshaping competitive dynamics, but skeptics warn of overreach.

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15 briefings · “nvidia”
The AI chipmaker's aggressive investment strategy is reshaping competitive dynamics, but skeptics warn of overreach.
The GPU giant's acquisition of AI's neutral model hub threatens to tilt the entire ecosystem toward its own hardware - and regulators are the only brake.
The former Warhorse creative director's defense of Nvidia's neural rendering could sway studio adoption, but player trust hangs in the balance.
The probe into Unimicron's alleged relabeling of China-made parts could shake AI supply chains and force stricter vendor audits.
The index's rally is dangerously narrow, and a stumble in either tech giant could unwind the entire bull run.
The chip giant's acquisition of the open-source AI hub validates a decade-long bet and reshapes the competitive landscape for every AI company.
Three tech giants faced investor scrutiny this week and beat expectations, proving AI winners can rise together.
New data center systems are cutting costs and boosting efficiency with smarter traffic control, not just more chips.
The leaked early build of Nvidia's generative AI upscaler is producing uncanny results, raising questions about the tech's readiness and its reception among gamers.
The neocloud's latest loan shows how AI infrastructure is becoming a debt-fueled arms race with big implications for capital costs.
The chipmaker CEO argues AI will be a net job creator and fuel reindustrialization, pushing back on Gates' plan to tax automation.
The AI bellwether's blowout quarter soothes markets and pushes oil down, but the real story is what it signals for the next leg of the AI trade.