European infrastructure firms are building AI factories on Nvidia's DSX reference design, which the chipmaker says slashes cooling water use to almost zero.

Nvidia's DSX pods, fully wired modular containers, promise to shrink AI factory deployment from six months to two weeks, starting with Vera Rubin systems in 2027.

The chip giant's deal with Apollo, BlackRock, and KKR signals that capital markets, not engineering, now decide who builds AI.

Nvidia's CEO says the AI cloud giant can stand alone, but credit markets just priced a record chance it won't.

The pontiff questioned whether Nvidia's guardrails are real. Huang says the company is doing more than anyone, and that the pope is asking the right questions.

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.

The 2026 Fortune 500 shows record revenues, profits, and market concentration, with Nvidia crossing $4 trillion in value.

The Nasdaq leads a broad selloff in AI infrastructure stocks, wiping out billions and forcing a reckoning on the cost of AI compute.