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The Latest Breaking News from Jensen Huang

What's Going On With Taiwan Semiconductor Stock Friday?

Taiwan Semiconductor Manufacturing Company (NYSE:TSM) shares were in focus on Friday after key clients Nvidia (NASDAQ:NVDA) and Marvell Technology (NASDAQ:MRVL) reported strong quarterly earnings powered by AI chip demand.

Benzinga

Nvidia’s Jensen Huang Warns America Must ‘Lead and Win the AI Race,’ Says China is a $50 Billion Opportunity and Growing ‘50% Per Year’

NVIDIA CEO Jensen Huang spotlighted China as a central piece of the global AI economy during the company’s earnings call this week, estimating that the market represents a $50 billion opportunity for NVIDIA this year alone.

Barchart

Don’t envy Nvidia CEO Jensen Huang—he’s hamstrung by Washington and Beijing

Also: All the news and watercooler chat from Fortune.

Fortune

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Nvidia’s China-based rival posts 4,300% revenue jump as chipmaker’s earnings reported no H20 chip sales to the country

The sales surge reflects Beijing’s push for local players amid geopolitical tensions.

Fortune

Nvidia CEO Jenson Huang: Amazon, Oracle, Alphabet, and Microsoft Alone Plan to Spend ‘$600 Billion Per Year’ on the ‘AI Revolution’

During NVIDIA’s recent Q2 2025 earnings call, CEO Jensen Huang commented on the sheer scale of the artificial intelligence revolution

Barchart

Mega AI data centers may boom or bust—either way, Nvidia will still cash in

While all eyes have been on Nvidia's its $4T empire built on AI chips, the company is quietly building the networking “plumbing” that could keep it on top, no matter what happens to mega AI data center campuses.

Fortune

Nvidia’s growth is strong, but investors aren’t celebrating

Nvidia’s latest earnings show the AI boom has room to run, but the market reaction may point to a vibe shift in how investors are viewing the wider sector.

Fortune

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Nvidia Stock Falls Over 2% In Thursday Pre-Market, Dan Ives Says Any Decline Is A Clear 'Buying Opportunity'

Shares of Nvidia Corporation (NASDAQ:NVDA) fell 2.01% during the pre-market trading session on Thursday after the company logged no revenue from H20 chip sales in China.

Benzinga

Stock Market Today: Nvidia Drags Down Nasdaq Futures, Dow Trades Higher—Dollar General, Dell, Best Buy In Focus (UPDATED)

Editor’s Note: The future prices of benchmark tracking ETFs, the lede, and the latest economic releases were updated in the story.

Benzinga

Nvidia still isn’t sure if it can sell chips to China, threatening access to what CEO Jensen Huang calls a $50 billion opportunity

The U.S has yet to formally notify Nvidia that it will get export licenses in exchange for a 15% cut of revenue.

Fortune

Jensen Huang Says Nvidia's Products Irreplaceable As Broadcom And Marvell Push Custom ASIC Chips To Challenge GPU Dominance: Here's Why

On Wednesday, Nvidia Corporation (NASDAQ:NVDA) CEO Jensen Huang defended the company's dominant AI GPU platform, saying its full-stack architecture, ecosystem reach and performance-per-watt leadership make it irreplaceable, even as rivals Broadcom Inc. (NASDAQ:AVGO) and Marvell Technology Inc. (NASDAQ:MRV) ramp up custom AI chip production to challenge its market position.

Benzinga

Jensen Huang Declares 'A New Industrial Revolution Has Started': Sees 100x To 1000x Compute Demand Surge — $3–$4 Trillion 'Opportunity' For Nvidia

Chipmaker NVIDIA Corp.’s (NASDAQ:NVDA) CEO, Jensen Huang, announced an optimistic vision for the future of artificial intelligence during the company’s second-quarter earnings call on Wednesday.

Benzinga

Nvidia Stock Slips Over 3% After Q2 Report — Gene Munster Says Street's Underestimating Company, Dan Ives Notes Demand For AI Chips 'Not Slowing Down

On Wednesday, Nvidia Corporation (NASDAQ:NVDA) reported better-than-expected second-quarter results. Still, shares dipped in after-hours trading as Wall Street analysts said investors may be missing the chipmaker's longer-term AI growth story.

Benzinga

Chip giant Nvidia’s sales rise 56% in boost for AI boom

US chipmaker reports revenue of $46.74bn for second quarter, defying fears that AI may be overhyped.

Al Jazeera

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Benzinga

Peter Thiel Once Said Elon Musk And Mark Zuckerberg Are Convincing, But Jensen Huang's Nvidia Is The Real AI Race Winner Because Of This One Reason

Billionaire investor Peter Thiel once said that he won't choose between Elon Musk, Sam Altman or Mark Zuckerberg in the AI race, but argued that Jensen Huang-led Nvidia Corporation (NASDAQ:NVDA) was dominating the hardware layer—a feat made possible because, ironically, only a few talented founders pursued semiconductors after the early…

International Business Times

AI Giant Nvidia Beats Earnings Expectations But Shares Fall

AI powerhouse Nvidia reported quarterly earnings Wednesday that beat expectations, but shares slipped amid concerns about an AI chip spending bubble and the company's stalled business in China.

Fortune

With market on edge over AI bubble, chip stocks shudder as investors send Nvidia down 3% despite 56% growth in data center revenue

Investors had extremely high expectations for Nvidia’s data center division, with forecasts set at $41.3 billion.

Fortune

Nvidia earnings beat Wall Street’s sky-high expectations, but the stock is falling because ‘there were no H20 sales to China-based customers’

“Production of Blackwell Ultra is ramping at full speed, and demand is extraordinary,” CEO Jensen Huang said.

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news in one place.

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Benzinga

Nvidia Q2 Earnings Highlights: Double Beat, $60B Share Buyback, Huang Says 'AI Race Is On' (CORRECTED)

Editor's Note: This article has been updated to correct the price action data.

The Guardian - US

Nvidia sets fresh sales record amid fears of an AI bubble and Trump’s trade wars

Despite surpassing Wall Street expectations for its AI chips, company shares drop 2.3% in after hours trading

Benzinga

Trump Tariffs Won't Hurt TSMC, Says Taiwan Official As $100 Billion US Investment And Tariff Exemption Shield Chip Giant

Taiwan's top economic planning official said the Donald Trump administration's tariff threats on semiconductors would have minimal impact on Taiwan Semiconductor Manufacturing Co. (NYSE:TSM), citing the chipmaker's massive U.S. investments, global dominance in AI chip production and the tariff exemptions.

Windows Central

NVIDIA just built a “brain” that can power humanoid robots and physical AI — and it only costs $3,499

NVIDIA just announced Jetson Thor, a "robot brain" that powers humanoids, self-driving cars, and smart machines with real-time generative AI.

Fortune

AI mania or AI bubble? Nvidia’s earnings—and its China exposure—will decide how Wall Street answers that question

Nvidia’s earnings are now a cultural event, with watch parties, bubble fears, and billions on the line—even a small miss could send markets reeling.

The Independent UK

Nvidia launches ‘robot brain’ for ultra-powerful AI humanoid machines

Nvidia boss Jensen Huang describes Jetson AGX Thor chip as the ‘ultimate supercomputer’

Fortune

Nvidia's new $3,500 'brain' could herald what Jensen Huang calls the final phase of AI

Jetson Thor helps robots react in milliseconds, the difference between dropping or catching a package, or bumping a pallet and steering around it.

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ANDREW CABALLEROREYNOLDS

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