China, NVIDIA and H200
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With its Blackwell architecture well established on AI data centers, cloud services, workstations, and desktop/laptop PCs, Nvidia’s CES 2026 press event is likely to focus less on new launches. Rather,
While the returns have slowed, they are still incredible. By comparison, this year, the S&P 500 has risen by 16%. Heading into 2026, investors may expect another slowdown for the world's most valuable company, whose market cap sits at $4.5 trillion right now.
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Nvidia staffer called Microsoft's cooling system for Blackwell GPUs 'wasteful,' internal email shows
An internal memo, obtained by Business Insider, assessed Microsoft's deployment of cutting-edge GPUs.
Nvidia has built location verification technology that could indicate which country its chips are operating in, the company confirmed on Wednesday, a move that could help prevent its artificial intelligence chips from being smuggled into countries where their export is banned.
President Trump’s decision to allow Nvidia to sell its chips to China has raised questions about whether he is prioritizing short-term economic gain over long-term American security interests.
The allegations reveal the failure of physical export controls and open a new front in the battle to end black-market chip sales.
The next generation of triple trillionaires is already in the making. I predict that Broadcom ( AVGO 11.43%), at $1.9 trillion, and Meta Platforms ( META 1.30%), at $1.6 trillion, will soon make the grade, joining the $3 trillion club by the end of 2027.
Nvidia commands the PC GPU market, offering a variety of different graphics cards. Which graphics cards are poor value propositions, based on user reviews?