NVIDIA Corp
- How $160 million worth of export-controlled Nvidia chips were allegedly smuggled into China - The scheme involved falsifying shipping documents to misclassify the GPUs and hide their true destinations, including China and other prohibited locations.
- Retail investors close out one of their best years ever. How they beat Wall Street at their own game - Mom-and-pop investors bought the dip at key points, giving them outsized benefits from the market's run this year.
- From data center spas to servers in space: How the energy crunch is reshaping cloud computing - Data centre developers and designers are starting to get creative.
- One year on from the UK's grand AI plan: Has its infrastructure buildout been a success? - Hefty financial commitments from tech giants are positive signals, but big challenges remain for the U.K. to fulfil its ambitions.
- Nvidia-Groq deal is structured to keep 'fiction of competition alive,' analyst says - Groq's description of its Nvidia deal as a "non-exclusive licensing agreement" mimics other recent big AI transactions orchestrated by U.S. tech giants.
- Oracle shares on pace for worst quarter since 2001 as new CEOs face concerns about AI buildout - Investors want to know if Oracle, under new CEOs Clay Magouyrk and Mike Sicilia, can pay for and deliver data centers packed with Nvidia chips for OpenAI.
- Monetizers vs manufacturers: How the AI market could splinter in 2026 - AI infrastructure firms are set to win from the evolution of once asset-light Big Tech firms.
- Wall Street wrote off Palantir as too expensive. Retail investors can't get enough - The stock, which made its market debut in 2020, is an indisputable star of the retail investing world.
- Exclusive: Nvidia buying AI chip startup Groq for about $20 billion in its largest acquisition on record - Nvidia is making its largest purchase ever, acquiring nine-year-old chip startup Groq for about $20 billion.
- These 5 infrastructure stocks have more than tripled this year on the AI trade - While Nvidia has been the biggest infrastructure winner during the AI boom, other data center stocks have performed better this year.