Observe. Think. Chat. Do. Trade. Repeat…
Nvidia’s long‑anticipated push into the PC market has finally materialised — and it marks the company’s most aggressive attempt yet to extend its dominance beyond the data centre. At Computex in Taipei, Jensen Huang unveiled the N1X, an Arm‑based CPU fused with a Blackwell‑class GPU into a new RTX Spark superchip, set to appear this …
Nvidia has taken another decisive step into the world of “physical AI” by selecting China’s Unitree as its partner for a new humanoid robotics platform aimed squarely at global research institutions. The collaboration pairs Nvidia’s Jetson Thor hardware — built around the company’s advanced Blackwell GPU — with Unitree’s nearly six‑foot H2 humanoid frame, creating …
Continue reading “Nvidia–Unitree: A BIG Strategic Investment on Physical AI”
Nvidia’s latest figures have once again reshaped the mood of global markets, reinforcing its position as the defining force of the AI investment cycle. The company reported another quarter of exceptional revenue growth, driven by unrelenting demand for its data‑centre GPUs and the rapid rollout of next‑generation Blackwell systems. Elevated expectations Sales and profits both …
Continue reading “Nvidia’s latest figures continue to shape AI mood – May 2026”
Nvidia has become the first company in history to reach a $5 trillion market capitalisation, driven by an extraordinary surge in global AI demand. Nvidia’s stock jumped nearly 5% in a single session, lifting its valuation above the $5 trillion threshold and cementing its position as the world’s most valuable company by a wide margin. …
Nvidia’s earnings didn’t disappoint on the numbers — they were spectacular — but Wall Street was disappointed by the guidance, the pricing signals, and the shift in the AI‑chip cycle, which is why the stock fell despite a blowout quarter. Nvidia’s latest quarterly results were, on the surface, extraordinary. Revenue surged, margins remained enviably high …
Nvidia has formally severed its financial ties with Arm Holdings, selling the final tranche of its shares and closing the book on one of the semiconductor industry’s most ambitious — and ultimately unsuccessful — takeover attempts. Regulatory filings reportedly show the chipmaker disposed of roughly 1.1 million Arm shares during the fourth quarter, a holding …
Continue reading “Nvidia Draws a Line Under Its Arm Ambitions with Full Share Sale”
Nvidia’s Q3 results show strength, but the real risk of an AI bubble may lie in the debt-fuelled data centre boom and the circular crossover deals between tech giants. Nvidia’s latest quarterly earnings were nothing short of spectacular. Revenue surged to $57 billion, up 62% year-on-year, with net income climbing to nearly $32 billion. The …
Nvidia has once again (unsurprisingly) defied expectations, reporting record-breaking third-quarter results that underscore its dominance in the artificial intelligence chip market. Nvidia’s Latest Financial Results Nvidia announced revenue of $57 billion for the quarter ending 26th October 2025, a 62% increase year-on-year and up 22% from the previous quarter. Net income surged to $31.9 billion, …
Continue reading “Nvidia’s Latest Financial Results – Q3 2025”
SoftBank Group has reportedly sold its entire holding of Nvidia shares, cashing in approximately $5.83 billion to fuel its expanding investments in artificial intelligence The Japanese tech conglomerate offloaded 32.1 million shares in October 2025, marking a strategic pivot away from the chipmaker that once anchored its Vision Fund portfolio. The sale coincided with SoftBank’s …
Continue reading “SoftBank exits Nvidia with $5.83 billion stake sale to fund AI ambitions”
In October 2025, Nvidia’s stock surged past $207 per share, lifting its market capitalisation to $5.06 trillion. Once a niche graphics chip maker, Nvidia now powers the backbone of artificial intelligence worldwide. CEO Jensen Huang confirmed over $500 billion in chip orders and plans for seven U.S. supercomputers. This milestone, reached just three months after …
Oracle Bets Big on AMD AI Chips, Challenging Nvidia’s Dominance Oracle Cloud Infrastructure has announced plans to deploy 50,000 AMD Instinct MI450 graphics processors starting in the second half of 2026, marking a bold strategic shift in the AI hardware landscape. The move signals a direct challenge to Nvidia’s long-standing dominance in the data centre …
Nvidia revealed in a financial filing (August 2025) that two of its customers accounted for 39% of its revenue in the July 2025 quarter, sparking concerns about the concentration of its client base. According to the company’s second-quarter filing with the Securities and Exchange Commission, ‘Customer A’ accounted for 23% of total revenue, while ‘Customer …
The S&P 500 closed at a fresh all-time high of 6,481.40, on 27th August 2025, marking a milestone driven largely by investor enthusiasm around artificial intelligence and anticipation of Nvidia’s earnings report. This marks the index’s highest closing level ever, surpassing its previous record from 14th August 2025. Here’s what powered the rally Even with …
As Nvidia prepares to unveil another round of blockbuster earnings, Wall Street’s gaze remains firmly fixed on the AI darling’s ascent. The company has become a proxy for the entire tech sector’s hopes, its valuation ballooning on the back of generative AI hype and data centre demand. Traders, analysts, and even pension funds are treating …
China has reportedly voiced concerns about the security implications of Nvidia’s cutting-edge artificial intelligence chips, deepening the tech cold war between Beijing and Washington. The caution follows increasing scrutiny of semiconductors used in defence, infrastructure, and digital surveillance systems—sectors where AI accelerators play an outsized role. While no official ban has been announced, sources suggest …
Continue reading “China reportedly concerned about security of Nvidia AI chips”
In a landmark moment for the tech industry, Microsoft has officially joined Nvidia in the exclusive $4 trillion market capitalisation club, following a surge in its share price after stellar Q4 earnings. This accolade achieved on 31st July 2025 marks a dramatic shift in the hierarchy of global tech giants, with Microsoft briefly overtaking Nvidia …
Continue reading “Microsoft joins Nvidia in the $4 trillion Market Cap club”
In a historic moment for global markets, NVIDIA has become the first publicly traded company to reach a staggering $4 trillion market capitalisation, underscoring its pivotal role in the artificial intelligence revolution. The chipmaker’s shares climbed to an all-time high of $164 this week, fuelled by relentless investor enthusiasm for AI technologies. Originally known for …
Continue reading “NVIDIA Hits $4 trillion market cap as AI dominance drives market surge”
Nvidia has once again claimed the title of the world’s most valuable publicly traded company, overtaking Microsoft with a staggering market capitalisation of $3.76 trillion. This milestone follows a 4% surge in Nvidia’s share price, closing at an all-time high of $154.10. The rally was fuelled by renewed investor enthusiasm for artificial intelligence. Analysts citing …
AMD has officially lifted the curtain on its next-generation AI chip, the Instinct MI400, marking a significant escalation in the battle for data centre dominance. Set to launch in 2026, the MI400 is designed to power hyperscale AI workloads with unprecedented efficiency and performance. Sam Altman and OpenAI have played a surprisingly hands-on role in …
Continue reading “AMD Unveils Instinct MI400: is it time for AMD to challenge NVIDIA dominance?”
Saudi Arabia is making bold moves in artificial intelligence with a major acquisition from Nvidia. The tech giant will be sending more than 18,000 of its latest GB300 Blackwell AI chips to Saudi-based company Humain, in a deal that marks a significant step toward the nation’s ambitions to become a global AI powerhouse. The announcement …
Continue reading “Saudi Arabia to acquire 18000 Nvidia AI chips with more to follow”
Nvidia recently reported its Q4 results, showcasing impressive growth driven by strong demand for AI technology. The company achieved a record quarterly revenue of $39.3 billion, marking a 78% increase from the previous year. This growth was primarily fuelled by the success of Nvidia’s Blackwell AI supercomputers, which saw billions of dollars in sales in …
Continue reading “Nvidia sales grow 78% on AI demand – gives strong guidance”
Nvidia’s share price has been on a rollercoaster ride recently. After experiencing a significant drop due to concerns over the Chinese startup DeepSeek’s AI models, Nvidia’s stock saw a sharp recovery. On Tuesday 28th January 2025 Nvidia shares ended 8.82% higher at $128.86 on Nasdaq, following a 17% drop the previous day. However, there are …
Single-stock ETFs betting heavily on Nvidia’s blistering rally plunged, tracking losses in the AI chip makers shares, calling into question the reliability of the leveraged investment strategy. The GraniteShares 2x Long NVDA Daily ETF (NVDL) fell nearly 34% overnight. The Direxion Daily NVDA Bull 2x Shares ETF (NVDU) and T-Rex 2X Long Nvidia Daily Target ETF (NVDX) plunged 33.8% and 33.77% respectively. All …
Nvidia is pushing the boundaries of AI technology with its new mini-AI computer, Project DIGITS, recently unveiled at CES 2025 Priced at $3,000, this mini powerhouse aims to bring cutting-edge AI capabilities to individual desks, making it accessible for AI researchers, data scientists, and students who need to develop and test AI models locally. At …
Continue reading “Nvidia unveils new powerful mini-AI computer designed for developers”
Nvidia recently entered correction territory, with its stock falling over 10% from its peak. This decline comes after a robust rally fueled by investor excitement around AI technology. Despite Nvidia’s slip, the Nasdaq Composite continues to soar to new highs, driven by strong performances from other tech giants like Apple, Microsoft, and Alphabet. The market’s …
Continue reading “Nvidia in correction territory amid Nasdaq highs”
China has reportedly initiated a probe into Nvidia, the US computer chip manufacturer, over purported breaches of anti-monopoly regulations. The company’s shares fell by over 3% following the announcement, signalling the latest development in the ongoing tech conflict between the U.S. and China over the profitable semiconductor market. Over recent weeks, the U.S. imposed stricter …
Continue reading “China initiates investigation into Nvidia as the microchip battle rumbles on”