Nvidia says its forecast for $200 billion CPU market includes China reut.rs/4nK7
Nvidia to invest up to $2.1 billion in IREN as part of AI data center deal reut.rs/4ttolyZ
Exclusive: US clears H200 chip sales to 10 China firms as Nvidia CEO looks for breakthrough reut.rs/4u9zru5
Nvidia's outlook will be a test of its strategy to maintain AI dominance reut.rs/4wzEgP7
Applied Materials sees quarterly revenue above estimates on sustained AI spending reut.rs/4uTHvzk
The next big thing for Nvidia will be CPUs for AI agents, $200 billion worth, CEO Jensen Huang predicts.
Arm forecasts higher-than-expected revenue on surging AI data center demand reut.rs/42gbcOH
Nvidia H200 chips reach China in small shipments, FT reports reut.rs/4gFDF8s
Nvidia to spend $150 billion a year in Taiwan, 'epicentre' of AI revolution, says CEO reut.rs/4dyQOi9
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