Nvidia is a monster chip stock, but it's not capturing the insatiable demand for custom AI accelerators. Broadcom expects demand for its custom AI chips to accelerate through 2026. Taiwan Semiconductor shares offer solid value relative to the company's earnings growth prospects.

AMD has spent years—and billions of dollars—advancing its capabilities and software to better compete with Nvidia, analysts said.

Nvidia CEO Jensen Huang said this week he expects “everybody’s jobs will be changed" by artificial intelligence.

Deutsche Telekom will join forces with Nvidia to establish an artificial intelligence cloud for European manufacturers in Germany, the companies said on Friday. Nvidia will supply 10,000 chips, or graphics processing units (GPUs),

Nvidia has rebranded Lepton AI as DGX Cloud Lepton and relaunched it in June 2025. According to Nvidia, the service delivers a unified AI platform and compute marketplace that connects developers to tens of thousands of GPUs from a global network of cloud providers.

Amodei, who leads AI safety-focused startup Anthropic, has repeatedly raised alarms about AI taking over jobs and becoming a potential existential threat.

Samsung Electronics Co. and Nvidia Corp. will take minority stakes in Skild AI Inc. as they seek to bolster their work in the emerging consumer robotics industry.

The partnership with Nvidia allows Mistral AI to "go faster and offer the best services," according to Mistral's Co-Founder and CEO Arthur Mensch, who spoke to CNBC at the VivaTech conference in Paris.

Nvidia's Jensen Huang announced the all-singing, all-dancing GB200 AI superchip back in March of 2024, as part of the Blackwell reveal at GTC. However, it's been difficult to get an impression of just how big one might be in person—until now, that is.

Nvidia CEO Jensen Huang announced several AI infrastructure partnerships throughout Europe at GTC Paris on Wednesday

NVIDIA expands across Europe with major AI infrastructure deals, focusing on sovereign AI to offset China losses and boost local tech development.

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