# Nvidia
Latest news and articles about Nvidia
Total: 28 articles found
Mega-Cap Slide Sends US Market Lower as Chip Stocks Diverge
US markets opened substantially lower as major technology giants fell more than 2%, dragging the Nasdaq down 1.59%. At the same time, semiconductor and storage names such as UMC surged after a production milestone, highlighting a sector rotation that is reshaping market leadership.
How AI’s Appetite for Memory Is Turning Chip Windfalls Into an ‘AI Tax’ on Consumers
SK Hynix and Samsung are reallocating memory capacity to serve AI data centres, driving a surge in HBM and SSD demand that has pushed memory prices sharply higher. The result is higher costs and stealth downgrades for consumer devices, with ordinary buyers effectively shouldering the bill for large‑scale AI infrastructure build‑outs.
Musk’s Nine‑Month Chip Gamble: Tesla’s Bid to Outiterate Nvidia — and Take AI to Space
Elon Musk has unveiled an aggressive multi‑year AI chip roadmap that pledges a new Tesla chip generation every nine months, from AI5 for cars to an eventual space‑deployed AI7. The plan leverages Tesla’s vertical integration and fleet data but faces steep fabrication, validation and regulatory hurdles that make timely delivery uncertain.
Memory Prices Rocket as AI Squeezes Supply Chain — Devices, OEMs and Shoppers Feel the Pinch
A sharp surge in memory and SSD prices driven by AI-related demand is pushing up the cost of laptops, phones and assembled PCs while inflating profits at major memory makers. Industry insiders expect the tightness to persist through 2026 as capacity expansion lags explosive demand for AI-optimised storage.