# Nvidia
Latest news and articles about Nvidia
Total: 28 articles found
Samsung’s HBM4 Push Could Reset the High‑Bandwidth Memory Race — and Tighten Supply for AI Chips
Samsung plans to begin HBM4 production in February and has passed validation for Nvidia and AMD, signalling a sharper contest with SK Hynix for AI‑grade memory. The move could ease supply constraints for next‑generation GPUs, affect pricing and market share, and has contributed to a notable re‑rating of Samsung’s financial outlook.
Why Jensen Huang’s Shanghai Market Stop Matters: Nvidia, Chinese AI Ambition and the Race for Compute
Nvidia CEO Jensen Huang’s modest Shanghai market visit underscored the company’s ongoing commercial commitment to China even as export controls and rapid domestic innovation reshape the competitive landscape. Chinese advances in open‑source models, homegrown accelerators and emerging photonic computing are narrowing reliance on foreign GPUs and creating a more diversified global AI infrastructure.
From Shanghai Markets to Launchpads: Jensen Huang’s China Stopover and a Boost for Beijing’s Commercial Space Push
Jensen Huang’s early-2026 visit to Shanghai and public-facing interactions underline ongoing commercial links between Nvidia and China despite geopolitical headwinds. At the same time, Beijing is accelerating support for a domestic commercial space sector — highlighted by policy measures for satellite-data use and Zhongke Yuhang’s completion of IPO counselling — while tightening data and security regulation, creating both opportunities and risks for firms operating in China.
Jensen Huang’s China Visit and a New Wave of Chinese Space-Tech Listings Signal Business-first Engagement
Nvidia CEO Jensen Huang’s January visit to Shanghai highlights the continuing commercial importance of China to global AI hardware suppliers. At the same time, Beijing’s new measures to develop commercial satellite data and a string of corporate preparations for public listings, such as Zhongke Yuhang’s completed IPO counselling, show China steering capital and policy toward space and data‑intensive technologies while tightening data governance.
Jensen Huang’s Shanghai Stop: Nvidia Plants a Flag in China as H200 Sales Hang in the Balance
Nvidia CEO Jensen Huang visited Shanghai to inspect the company's new Zhangjiang offices and engage with staff and suppliers, signalling continued commitment to China. A central objective is to clarify compliance and sales pathways for the H200 accelerator after its conditional approval for export to China, while deepening local supply‑chain and software ties.
From Chips to Fields: China’s Week in Markets, AI Supply Chains and Tech Control
Nvidia’s Jensen Huang confirmed that Nvidia has overtaken Apple as TSMC’s largest customer, signalling a permanent shift of chip demand toward AI infrastructure. Domestically, China reported record grain output and continued construction of high‑standard farmland while expanding duty‑free shopping and tightening controls around software that accesses WeChat data. The mix of industrial reorientation, food-security measures and stricter digital governance will shape supply chains, markets and developer ecosystems.
Nvidia Overtakes Apple as TSMC’s Biggest Client, Underscoring AI’s Grip on the Chip Supply Chain
Jensen Huang confirmed that Nvidia has become TSMC’s largest customer, replacing Apple. The shift reflects booming demand for AI accelerators, with implications for TSMC’s capacity allocation, industry pricing power, and geopolitical supply‑chain risk.
Nvidia’s Jensen Huang at Davos: AI Is Not a Bubble—It’s a Trillion‑Dollar Infrastructure Build
At Davos, Nvidia CEO Jensen Huang argued that current AI spending is the start of a vast infrastructure build rather than a speculative bubble, outlining a five‑layer model from energy to applications. He predicted trillions in additional investment, flagged GPU shortages and supply‑chain pressures, and pushed for national "AI sovereignty" while saying automation will create high‑paid technical roles even as some white‑collar jobs are displaced.
Huang Says AI Boom Will Lift Trades' Pay — but White‑Collar Risk Lingers
At Davos, Nvidia CEO Jensen Huang argued that the AI era will generate vast data‑centre construction and maintenance demand, lifting wages for skilled trades into six‑figure territory. Industry leaders agree the physical build‑out will create local jobs, but warnings from AI executives underscore a simultaneous risk of large‑scale displacement among entry‑level white‑collar roles.
Jensen Huang at Davos: AI Will Change How Doctors Work, Not Replace Them — The Case of Radiology
At Davos, Nvidia CEO Jensen Huang argued AI changes how work is done without changing its purpose, citing radiology as a field that has been augmented rather than decimated by algorithms. His position highlights practical and policy challenges around integrating AI into healthcare workflows, from training and liability to infrastructure and commercial incentives.
Global Risk-Off Sends Stocks Tumbling as Nvidia Loses Nearly $200bn; China Readies a Domestic-Demand Push
Global markets turned risk-off on renewed US tariff rhetoric, sending US indices sharply lower and erasing roughly $196 billion from Nvidia’s market value. Beijing signalled a policy pivot toward expanding domestic demand — including a 2026–2030 strategy and extended tax breaks for services — as geopolitical and market volatility complicate external growth prospects.
Wall Street’s Triple Shock: Tech Sells Off as Bonds and the Dollar Diverge, Nvidia Loses Nearly $200bn Overnight
U.S. stocks tumbled, Treasury yields rose and the dollar weakened in a one-day market shock that left tech giants especially bruised. Nvidia lost roughly $195.6 billion in market value overnight, while gold surged as investors sought refuge from heightened volatility. The episode highlights how quickly gains in richly valued tech names can be reversed when yields rise and risk sentiment deteriorates, with potential spillovers to global markets and emerging economies.