NVIDIA's Blackwell GB200 NVL72 achieves 10x better tokenomics than Hopper. Leading AI providers adopt 72-chip configuration.

Commerce Secretary Howard Lutnick confirms that Nvidia must adhere to strict guardrails around AI chip sales to China, emphasizing the Biden administration's commitment to maintaining technological leadership while managing national security concerns in semiconductor exports.

AI startup Anthropic raises double its initial target with $20B round led by Nvidia and Microsoft, valuing the company at $350 billion amid fierce competition.

Nvidia, Micron, and Taiwan Semiconductor surpass Wall Street expectations as AI adoption accelerates beyond analyst predictions.

Nvidia CEO Jensen Huang states that the tech industry's $660 billion AI infrastructure spending is sustainable, driven by sky-high demand and strong ROI.

The apparent collapse of the widely reported $100 billion investment deal between Nvidia and OpenAI has sent shockwaves through the AI industry, with Nvidia CEO Jensen Huang clarifying the arrangement was never finalized. The development raises critical questions about circular funding models in AI and who will ultimately bear the costs of massive AI infrastructure expansion.

NVIDIA CEO Jensen Huang and Dassault Systèmes announce a strategic partnership to create a shared industrial AI architecture combining Virtual Twin technologies with NVIDIA's AI infrastructure, enabling science-validated Industry World Models across biology, materials science, engineering, and manufacturing.

Broadcom is emerging as a major competitor to Nvidia by providing custom AI accelerator chips to tech giants like Google, Meta, and ByteDance, signaling a shift in the AI hardware market.

Amazon's Trainium and Google's TPUs are gaining traction, generating billions in revenue and providing a viable alternative to Nvidia's chips for major AI players like Anthropic.

Nvidia CEO Jensen Huang announced that the 'ChatGPT moment' for physical AI has arrived, unveiling the company's Alpamayo technology for autonomous vehicles at CES 2026. Huang predicts that robotaxis will be among the first to benefit from AI models that enable ubiquitous driverless cars, targeting a projected $13.6 trillion market by 2030.

Nvidia's plan to invest up to $100 billion in OpenAI has stalled after internal concerns emerged. CEO Jensen Huang privately criticized OpenAI's business approach and expressed concerns about competition. The companies are now rethinking their partnership, with discussions including a smaller equity investment of tens of billions.

China has approved its first batch of Nvidia's H200 AI chips for import, covering several hundred thousand units valued at approximately $10 billion.

Nvidia releases Earth-2 open-source platform with AI weather models for accurate two-week predictions and six-hour nowcasts, advancing climate technology.

Samsung cleared final HBM4 qualification tests, achieving industry-leading 11.7 Gb/s data rate. Mass production begins February for Nvidia's Rubin AI accelerator launching at GTC 2026.

UK-based AI video generation platform Synthesia has raised $200 million in a Series E round, doubling its valuation to $4 billion. The funding will be used to scale its AI-powered corporate training and communication tools.

At Davos 2026, Nvidia CEO Jensen Huang introduced a five-layer AI infrastructure framework, highlighting key breakthroughs in grounded models, open models like DeepSeek, and the rise of physical intelligence.

Nvidia CEO Jensen Huang predicts the AI boom will drive the largest infrastructure buildout in human history, with an estimated $85 trillion investment over the next 15 years, creating massive job opportunities.

Anthropic CEO Dario Amodei criticizes the US administration's decision to allow Nvidia to sell advanced H200 AI chips to China, warning of critical national security implications and comparing the move to nuclear weapons proliferation.

While Nvidia dominates the AI chip market, Wall Street analyst Beth Kindig has named Micron Technology her top AI chip stock for 2026. The company's critical high-bandwidth memory (HBM) is becoming essential for handling the massive data demands of AI workloads.

Israel has launched a national AI supercomputer powered by 1,000 Nvidia B200 accelerators. The infrastructure will be accessible to high-tech companies and academic researchers at a reduced cost to boost AI innovation.