Nvidia

• Marvell Technology shares surged 32%, marking the company's best single-day stock performance to date. • The rally follows a prediction by Nvidia CEO Jensen Huang, who suggested Marvell has the potential to become the next trillion-dollar company. • This growth is supported by strong financial performance, including the company beating analyst estimates for its 2027 first-quarter earnings reported in May.

• ServiceNow (NOW) shares surged 9% following an endorsement from Nvidia regarding the future of AI-driven enterprise software. • The company has set an ambitious financial target to exceed $30 billion in subscription revenue by the year 2030. • This growth is driven by a combination of strong fundamental business performance and increasing optimism surrounding AI integration.

• The Dow, S&P 500, and Nasdaq reached record highs in May, though markets experienced a slight dip early Monday. • Positive momentum was driven by optimism surrounding US-Iran peace talks and the release of a new laptop chip from Nvidia (NVDA). • Economic data showed the ISM manufacturing gauge rose to 54, surpassing both April's reading of 52.7 and economist predictions of 53.

• U.S. stocks traded near record levels on Monday as the S&P 500 hovered close to its all-time high while the Dow and Nasdaq were roughly flat to slightly lower in early trade. • Nvidia-led gains in megacap technology helped offset worries about rising oil prices after renewed tensions around the fragile U.S.-Iran ceasefire. • The market reaction matters because energy shocks can complicate the inflation outlook and reshape expectations for Federal Reserve policy.

• Nvidia is expanding its high-end AI server manufacturing capabilities by initiating hiring efforts in Vietnam and partnering with Taiwan-based Original Design Manufacturers (ODMs). • The company's expansion into the Beitou-Shilin Tech Park has significantly increased local AI power demands, prompting Taipower to implement a dual-track strategy for substation development. • These strategic moves highlight Nvidia's push to diversify its supply chain and infrastructure to support the growing global demand for AI hardware.

Firm says its RTX Spark PC chip for Microsoft Windows will let AI agents replace the mouse and keyboardBusiness live – latest updatesA new front has opened up in the battle for dominance in AI chips, as Nvidia said its latest development could replace the mouse and keyboard in how people use computers.The $5tn (£3.7tn) US semiconductor company has launched a “superchip” that puts AI capabilities into laptops and desktop computers, a move that will pit it against Intel, Apple, Qualcomm and AMD. Continue reading...

• Nvidia has unveiled a new PC "superchip" designed to challenge the market dominance of Apple and Intel in the personal computing sector. • The semiconductor is specifically paired with Microsoft Windows to enable computers to run advanced AI applications locally on the device. • This move signals a strategic shift for Nvidia to integrate its AI hardware directly into consumer PCs, potentially disrupting the traditional CPU landscape.

• NVIDIA published material on **agentic AI**, describing systems that use reasoning and planning to solve complex problems and automate workflows. • The company says these systems can turn enterprise data into actionable insights, reinforcing the shift from static chatbots to task-oriented AI. • The development is relevant to U.S. tech buyers because agentic systems are becoming a key enterprise AI category.

• Tensormesh said on May 27 it raised $20 million from Nvidia, AMD and CoreWeave, along with Valley Capital Partners and Laude Ventures, to improve AI inference efficiency. • The startup is launching Tensormesh Inference, a software-as-a-service product built around KV caching to reduce redundant computations in large language model workloads. • The round is notable because major AI infrastructure players backed a company focused on a core performance bottleneck, signaling demand for lower-cost, faster model serving.

• AI-focused cryptocurrency tokens experienced a significant price rally following NVIDIA’s GTC 2026 keynote address. • The surge was driven by renewed investor demand for AI infrastructure and computing power, leading traders to reinvest in decentralized AI projects. • This trend highlights the strong correlation between advancements in traditional AI hardware and the market valuation of blockchain-based AI assets.

• Nvidia reported a record-breaking profit of $58.3 billion, driven by the ongoing global surge in demand for AI chips. • To reward shareholders, the company announced a dividend increase and a massive $80 billion stock buyback program. • Portfolio manager John Belton of Gabelli Funds described the results as "solid," noting that they align with previous strong quarters without introducing major new developments.

• Nvidia reported a significant revenue surge of 85%, beating market expectations driven by the ongoing artificial intelligence boom. • Despite the strong financial performance, the company's shares slipped in late trading as investors expressed caution. • The decline is attributed to intensifying competition and the trend of major big tech customers developing their own in-house AI alternatives.

• Nvidia reported first-quarter earnings that exceeded Wall Street expectations, with quarterly revenue surging 85% year-over-year to $81.6 billion. • Despite the explosive growth, analysts and investors are questioning whether infrastructure bottlenecks will eventually limit the pace of AI chip demand. • The situation highlights a critical tension between Nvidia's current market dominance and the physical constraints of scaling AI hardware.

• Investors focusing on a basket of AI infrastructure and energy companies have seen returns double their initial investment, outperforming high-profile stocks like Nvidia. • This trend highlights a strategic shift toward the physical foundations of AI, such as power grids and energy sources, rather than just chip manufacturers. • Meanwhile, the latest RBI report emphasizes that the Strait of Malacca is a more critical transit point for oil and liquids than the heavily discussed Strait of Hormuz.

• Stock markets edged higher in early trading as investors anticipate key financial reports and macroeconomic data. • Nvidia is scheduled to report earnings, with market participants specifically focusing on the company's gross margins. • The release of Federal Reserve minutes is expected to provide critical clues regarding potential interest rate hikes amid rising inflation and yields.

• OpenAI is tentatively targeting an initial public offering (IPO) for the autumn, according to reports from The Wall Street Journal. • The potential stock market listing aims to secure significant funding to accelerate the company's future artificial intelligence development. • This move represents a pivotal moment for both OpenAI and the broader AI industry as it transitions toward a public corporate structure.

Many analysts view company’s financial performance as a broader referendum on AI buildoutNvidia continued its years-long streak of beating Wall Street’s expectations for growth on Wednesday, reassuring most investors that the AI boom, particularly the global explosion of datacenters, will continue apace.“The buildout of AI factories – the largest infrastructure expansion in human history – is accelerating at extraordinary speed,” said Nvidia’s CEO, Jensen Huang, in a statement. “Agentic AI has arrived, doing productive work, generating real value, and scaling rapidly across companies and industries.” Continue reading...

• RISC-V pioneer SiFive raised $400 million in an oversubscribed Series G funding round led by Atreides Management with backing from Nvidia, valuing the company at $3.65 billion. • The funding enables SiFive to expand into AI data centre CPUs through Nvidia's NVLink Fusion ecosystem, positioning the company to compete in high-performance AI infrastructure. • The investment reflects growing demand for specialized processors tailored to AI workloads and data centre operations beyond traditional CPU architectures.

Invitation to be part of group including Elon Musk and Tim Cook highlights American AI and tech ambitionsThe billionaire chief executive of the chipmaker Nvidia, Jensen Huang, has joined Donald Trump’s China delegation after a reported last-minute invitation, highlighting the US’s AI and tech ambitions.Huang will join a roster of US bosses including the Tesla chief executive and X owner, Elon Musk, the Apple chief executive, Tim Cook, and Goldman Sachs’s David Solomon at Trump’s 36-hour meeting with the China president, Xi Jinping. Continue reading...

• Nvidia released stellar quarterly earnings on May 9, 2026, but results were clouded by ongoing US export controls restricting advanced chip sales to China. • The company agreed to a 15% revenue-sharing deal with the US government on China sales to overturn the controls, allowing resumed exports of certain AI chips. • This arrangement highlights escalating US-China tech tensions, impacting Nvidia's growth in its largest overseas market amid broader semiconductor restrictions.

• Amazon Web Services, Microsoft, and NVIDIA have been selected to provide artificial intelligence technology to the Pentagon, joining existing partners Google, OpenAI, and xAI. • The announcement represents a major government endorsement of these tech giants' AI capabilities for defense applications and strategic military infrastructure. • The expansion of AI providers to the Defense Department underscores the military's commitment to leveraging multiple AI platforms for national defense and operational readiness.

• Google unveiled seventh-generation TPUs on April 27, boasting 4.7x performance gains over prior versions for AI inference. • The chips support Google's $175-185 billion 2026 CapEx, aiming for margin expansion through in-house silicon. • Analysts note reduced reliance on Nvidia GPUs, potentially shifting U.S. AI hardware market dynamics worth $100 billion annually.

• Nvidia launched Blackwell Ultra B300 GPUs on April 25, 2026, at GTC US, delivering 20 petaflops FP4 performance for training models up to 10 trillion parameters. • New chips feature 4.5TB HBM4 memory and NVLink 6 interconnect, reducing training costs by 40% for hyperscalers like Microsoft Azure. • Announcement bolsters Nvidia's 92% AI accelerator market dominance amid US export controls on China sales.

• Nvidia shares jumped 5% in extended trading after a strong AI forecast, positioning the company to gain $220 billion in market value amid easing bubble concerns. • The stock had dropped nearly 8% in November following a 1,200% surge over three years, but positive results calmed investor jitters. • This development underscores Nvidia's role as AI market bellwether and highlights sustained demand for its chips.

• Nvidia launched the Blackwell Ultra B300 GPU series on April 19, 2026, claiming 50% faster AI training speeds compared to the prior B200 model. • The new chips feature 208 billion transistors and support FP4 precision, targeting data centers for large language model workloads. • This positions Nvidia to maintain dominance amid intensifying competition from AMD and custom silicon by hyperscalers like Amazon and Google.

• Nvidia unveiled Blackwell Ultra GPUs on April 9, 2026, at GTC US keynote, delivering 50 petaflops for AI training in a single rack. • Chips target US hyperscalers with 4x inference speed over prior gen, shipping Q4 2026 at $50,000 per unit. • CEO Jensen Huang called it 'the dawn of agentic AI,' boosting Nvidia's dominance in $200B US AI hardware market.

• Nvidia CEO Jensen Huang announced at GTC 2026 that demand for the company's products will reach $1 trillion through 2027, with fulfillment only possible by 2028. • The revelation underscores explosive growth in AI hardware needs, driven by data center expansions and model training. • Nvidia also released NemoClaw, an open-source stack enhancing privacy and security for the popular OpenClaw AI agent.

• Eli Lilly announced a collaboration with Nvidia to establish a co-innovation AI lab combining computing power with scientific expertise for faster drug discovery. • The partnership targets AI applications in identifying drug candidates, optimizing clinical trials, and reducing failure rates in biotech development. • This non-tech firm's AI push exemplifies how pharma giants are leveraging partnerships to lead in AI-driven innovation beyond traditional tech sectors.