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Nvidia and TSMC Gain Market Value in October

Chip fever has created an $11 billion debt market backed by Nvidia's AI-enabling GPUs

Wall Street firms are loaning billions to a handful of tech companies that have used Nvidia's AI-enabling chips as collateral, the FT reported.

Reuters on MSN · 1d

Market value of Nvidia and TSMC surges in October on strong AI chip demand

Nvidia led a surge in market value among global firms in October, buoyed by unrelenting demand for its new supercomputing artificial intelligence chips as more companies integrate AI into their daily operations.

DMR News (English) on MSN · 1d

Nvidia and TSMC Gain Market Value in October Amid AI Chip Demand

Nvidia and TSMC saw significant gains in market value in October, driven by sustained demand for artificial intelligence (AI) chips. Nvidia’s market cap surged 9.3% to $3.26 trillion, propelled by its advanced supercomputing AI chips increasingly adopted by companies to enhance operations.

Cryptopolitan on MSN · 1d

AI surge sparks $11 billion debt market as Wall Street backs Nvidia chip buyers

Wall Street giants have committed over $11 billion to a tech gold rush centered around Nvidia’s AI chips. Blackstone, Pimco, Carlyle, and BlackRock have fueled this new debt market, lending massive sums to “neocloud” firms like CoreWeave,

SK Hynix Speeds Up Release of New AI Chips

Reuters · 2d

Nvidia's Huang asked SK Hynix to bring forward supply of HBM4 chips by 6 months, SK's chairman says

Nvidia CEO Jensen Huang had asked memory chip maker SK Hynix to bring forward by six months the supply of its next-generation high-bandwidth memory chips called HBM4, SK Group Chairman Chey Tae-won said on Monday.

Bloomberg on MSN · 1d

SK Hynix Speeds Up Release of New AI Chips at Nvidia’s Urging

SK Hynix Inc. is accelerating the launch of its next-generation AI memory chips after Nvidia Corp. Chief Executive Officer Jensen Huang asked the South Korean supplier if it can provide samples six months earlier than originally planned,

Barron's · 1d

Nvidia Asks S Korea SK Hynix To Pull Forward Chip Deliveries

The head of AI computing giant Nvidia asked South Korea's SK hynix to speed up delivery of newer, more advanced HBM4 chips by six months, the head of SK Group said Monday.

The Associated Press on MSN3d

Nvidia replaces Intel on the Dow index in AI-driven shift for semiconductor industry

Nvidia is replacing Intel on the Dow Jones Industrial Average, ending a 25-year-run for a pioneering semiconductor company ...

Barchart on MSN8d

New AI Chip Leaves Nvidia, AMD, and Intel in the Dust with 20x Faster Speeds and Over 4 Trillion Transistors

A game-changing shift is underway in the artificial intelligence hardware industry, driven by a surprising new player: ...

Mark Zuckerberg flexes that Meta's cluster of Nvidia H100 chips is bigger than the competition's

Zuckerberg said Meta's Llama 4 models were training on an H100 cluster "bigger than anything that I've seen reported for what ...

Samsung signals progress with Nvidia on AI memory chips

Samsung declared progress in supplying AI memory chips to Nvidia Corp., seeking to reassure to investors who fear the company ...

Nvidia, Cerebras Race To Supply Big Chips For AI Inference Activities

Cerebras’ WSE-3 has 4 trillion transistors, and staggering amounts of on-chip memory. It has around 9,000 cores, for an estimated 125 petaflops capacity. We reported a while ago on these types of ...

13d

Nvidia's design flaw with Blackwell AI chips now fixed, CEO says

Nvidia CEO Jensen Huang said on Wednesday a design flaw with its latest Blackwell AI chips which impacted production has been ...

13d

NVIDIA Will Collaborate with India on New Custom AI Chip: A Game Changer!

NVIDIA will collaborate with India on a new custom AI chip to enhance India’s AI infrastructure and technology development.

Interesting Engineering on MSN12d

Nvidia’s strategic expansion in India: Advanced AI chip, 1GW AI data center planned

During the highly anticipated AI Summit in Mumbai, Nvidia’s CEO Jensen Huang unveiled strategic collaborations to accelerate ...

13d

Nvidia eyes partnership with India to develop a new AI chip, all you need to know

Nvidia and India are in preliminary discussions to co-develop a new semiconductor chip, combining India’s semiconductor ...

3don MSN

Nvidia Has Been the Undisputed King of the Artificial Intelligence (AI) Revolution. Has the Chipmaker Finally Met Its Match?

There's no question that Nvidia (NASDAQ: NVDA) has been the principal beneficiary of recent advances in artificial ...

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