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The Latest Breaking News from Jensen Huang

After Nvidia CEO Jensen Huang, Kevin O'Leary Says China Threatens US AI Leadership Because Of This One Thing— And It's Not Chips

On Friday, investor Kevin O’Leary issued a stark warning that China's sweeping power capacity—not chips—now poses the biggest threat to the U.S.'s position in the global AI race.

Benzinga

Nvidia Faces Growing Pressure As Amazon, Microsoft Support Curbs On AI Chip Exports To China: Report (UPDATED)

Editor’s Note: This story has been updated to include a comment from a Nvidia spokesperson.

Benzinga

Why Nvidia CEO Jensen Huang’s Meeting with Taiwan Semi Is a Big Deal for NVDA Stock

Nvidia CEO Jensen Huang’s meeting with Taiwan Semiconductor signals surging AI demand and suggests Nvidia is securing the additional chip supply needed to fuel its next major phase of growth.

Barchart

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Gene Munster Warns Nvidia Faces 'Catch-22' Ahead Of Earnings, But Remains Bullish: 'I Remain Positive On Shares'

Gene Munster says Nvidia Corp.'s (NASDAQ:NVDA) growth story remains intact despite short-term risks as investors brace for a "Catch-22" scenario around next week's earnings.

Benzinga

SoftBank just sold its entire $5.83 billion stake in Nvidia but I'm sure it'll all feed back into Team Green's pockets before long

That's one big horse to bet against.

PC Gamer

Global AI at Risk? Former Google CEO Warns Free Chinese Models Could Dominate the World

Former Google CEO Eric Schmidt warns that low-cost, open-source Chinese AI may become the global standard. He believes it could affect technology and national power.

International Business Times

Eric Schmidt Says Free Chinese AI Models Could Overtake Western Systems In Global Use

Former Google CEO Eric Schmidt cautioned that the cost and accessibility of AI models could shift global reliance toward Chinese technology, raising geopolitical concerns.

Benzinga

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From $20K To $1M: The Nvidia Trade Jim Cramer Called Back In 2017

CNBC host Jim Cramer has been a longtime supporter of Nvidia (NASDAQ:NVDA), regularly praising Chief Executive Jensen Huang's leadership and urging investors to hold the stock even during volatile periods.

Benzinga

Is China about to win the AI race?

From subsidized power to open-source innovation, China is mounting a serious challenge to U.S. dominance in artificial intelligence.

Fortune

Will China win the AI race?

“China is going to win the AI race,” Nvidia CEO Jensen Huang has told an AI summit in London. The Taiwanese-born boss of the chipmaker, the world’s most valuable public company, believes the Chinese are already just “nanoseconds” behind the Americans and well placed to overtake them.

The Conversation

At a company sports day, Nvidia CEO Jensen Huang acknowledges 'without TSMC, there is no Nvidia today' and says thank you to the 'pride of the world' company

Nvidia will want to keep a strong bond with the Taiwanese manufacturer.

PC Gamer

Nvidia, AMD Lead Semiconductor Rally After Taiwan Semiconductor's Strong October Sales

Semiconductor stocks including Nvidia Corp. (NASDAQ:NVDA), Broadcom Inc. (NASDAQ:AVGO), Marvell Technology Inc. (NASDAQ:MRVL), Super Micro Computer Inc. (NASDAQ:SMCI), Advanced Micro Devices Inc. (NASDAQ:AMD), Micron Technology Inc. (NASDAQ:MU), Arm Holdings plc (NASDAQ:ARM) and ON Semiconductor Corp. (NASDAQ:ON) advanced on Monday as investors responded to strong sector fundamentals and accelerating artificial intelligence…

Benzinga

Taiwan Semiconductor Rallies On Big October Sales And Growing Nvidia Demand

Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) stock advanced on Monday after the company reported solid October financial results, underscoring continued momentum in advanced chip demand.

Benzinga

TSMC Chief CC Wei Says Nvidia CEO 'Wants More Chips' As Jensen Huang Enjoys Hotpot In Taipei And Praises The Taiwanese Foundry: 'No TSMC, No Nvidia'

During his latest trip to Taiwan, Nvidia Corp. (NASDAQ:NVDA) CEO Jensen Huang strengthened ties with longtime manufacturing partner Taiwan Semiconductor Manufacturing Co. (NYSE:TSM), blending business with camaraderie over a hotpot dinner in Taipei.

Benzinga

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TechRadar

"China is going to win the AI race" - Nvidia CEO Jensen Huang makes bold proclamation, says we all need a little less "cynicism" in our lives

Nvidia CEO argues America risks losing influence by shutting out China’s developers while hardware and policy tensions redefine the AI landscape.

Benzinga

Nvidia CEO Jensen Huang Hails TSMC Wafer Backing Amid 'Very Strong' Demand For Blackwell Chips After Trump Bars Sales To 'Other People'

Nvidia Corp (NASDAQ:NVDA) CEO Jensen Huang praised longtime partner Taiwan Semiconductor Manufacturing Co. (NYSE:TSM) on Saturday, for its critical role in supporting the company's surging Blackwell AI chip production. This comes after U.S. President Donald Trump moved to restrict sales of the advanced processors abroad.

Tom’s Hardware

China suspends rare-earth export control measures, easing key flashpoint in US-China trade war — one-year reprieve allows for trade talks with the U.S. to continue

Beijing is suspending the implementation of its tight export controls on rare-earth materials for a year.

Tom’s Hardware

Elon Musk says building his own 'TeraFab' chip fab may be the only answer to Tesla's colossal AI semiconductor demand — Nvidia CEO Jensen Huang warns against 'extremely hard' challenge

Elon Musk said Tesla may need to build its own massive “TeraFab” chip plant to secure enough AI processors, a move that would make Tesla one of the world’s largest chipmakers, but experts like Nvidia’s Jensen Huang warn that creating a modern semiconductor process and fab is vastly more complex…

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Barchart

‘China Is Going to Win the AI Race,’ Jensen Huang Warns. What Does That Mean for NVDA Stock?

The Nvidia CEO reckons that China can steal a march over the U.S. in the most crucial tech race of this era.

Tom’s Hardware

Jensen Huang confirms there are no plans to ship Blackwell GPUs to China right now, chipmaker at Beijing's mercy — Nvidia CEO says shipments haven't been approved by Chinese authorities

After President Trump and U.S. Treasury Secretary Scott Bessent reiterated that Nvidia will be barred from selling its most advanced chips to China, Jensen Huang has now confirmed that there are currently no active discussions on the matter. In fact, Nvidia also requires authorization from China itself before it can…

Benzinga

Jensen Huang Says Nvidia Has No Immediate Plans To Sell Blackwell Chips To China, Clarifies Comments On China Winning AI Race

NVIDIA Corp. (NASDAQ:NVDA) CEO Jensen Huang has said that the company has no immediate plans to sell its cutting-edge Blackwell chips to China.

Benzinga

Trump Administration Plans To Bar Nvidia From Selling Modified AI Chips To China Just Days After Jensen Huang Said Beijing Will Win AI Race: Report

The Donald Trump administration has reportedly decided to block Nvidia Corp.'s (NASDAQ:NVDA) sale of its latest scaled-down AI chip to China, tightening export restrictions just days after CEO Jensen Huang warned that Beijing could surpass the U.S. in the global artificial intelligence race.

Benzinga

GOP Senators Applaud Trump's Nvidia Advanced Chip Ban As Jensen Huang Warns China Could Dominate AI Race — Urges US To Race Ahead By Doing This

On Thursday, a group of Republican senators praised President Donald Trump for refusing to allow Nvidia Corp. (NASDAQ:NVDA) to sell its most advanced artificial intelligence chips to China. This comes as Nvidia CEO Jensen Huang warned that Beijing could surpass Washington in the global AI race unless America accelerates innovation.

Windows Central

"China is going to win the AI race" — NVIDIA CEO makes his boldest claim yet before backtracking hours later

NVIDIA CEO Jensen Huang was recently quoted as saying that China will win the AI race, before clarifying his comment in a separate X post. Was it a slip of the tongue, or was it real foresight?

Benzinga

Jensen Huang's Nvidia Drops Up To $1B On Poolside — This Ex-GitHub Exec's AI Powerhouse Just Quadrupled Its Worth Overnight

Nvidia (NASDAQ:NVDA) is preparing to write a check for up to $1 billion to Poolside, an AI startup that has managed to quadruple its valuation in just 12 months, according to Bloomberg.

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