Nvidia
Tracked across 339 events · 7437 articles · First seen Mar 09, 2018 · Last active Jul 06, 2026
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Nvidia Corporation is an American multinational technology company headquartered in Santa Clara, California. The company develops graphics processing units (GPUs), systems on chips (SoCs), and application programming interfaces (APIs) for data science, high-performance computing, artificial intelligence (AI), and mobile and automotive applications. Founded in 1993 by Jensen Huang, Chris Malachowsky, and Curtis Priem, Nvidia has been widely described as a Big Tech company.
International
Impact: Nvidia is losing significant market share in China's AI chip market due to US export controls and the rise of domestic competitors like Huawei. The company is pivoting to sell its new Vera CPU in China to regain ground.
Apr 20, 2026 · 20 articles
Business
Impact: Nvidia is investing up to $100 billion in OpenAI and will be its preferred strategic compute and networking partner for AI factory expansion. This partnership is expected to boost Nvidia's stock and solidify its position in the AI chip market.
Sep 22, 2025 · 14 articles
International
Impact: Nvidia is the primary chipmaker whose H200 AI chips are at the center of this stalled trade deal between the United States and China. The company's market share in China's AI accelerator market has fallen to zero due to export controls, and it seeks to unlock sales to regain its foothold.
May 14, 2026 · 42 articles
International
Impact: Nvidia, a major chip company and a significant beneficiary of the AI boom, was a heavy weight on the S&P 500 after falling 3.7%, reflecting investor concerns about AI stock valuations.
Jun 03, 2026 · 191 articles
Tech
Impact: Nvidia's GB300 Blackwell Ultra GPUs and Quantum-X800 InfiniBand networking are powering Anthropic's Claude models on Microsoft — Microsoft Azure, showcasing Nvidia's hardware as a critical component for advanced enterprise AI. This partnership drives demand for Nvidia's high-performance AI infrastructure.
Jun 29, 2026 · 6 articles
Business
Impact: Nvidia, a key customer and partner of Micron Technology, relies on Micron's HBM chips for its AI processors. Nvidia's continued demand and collaboration have been instrumental in Micron's success and the broader AI infrastructure build-out.
May 19, 2026 · 104 articles
International
Impact: Nvidia's AI chips are at the center of the alleged smuggling operation, with their export to China being restricted by United States regulations. The company's products are being diverted through illegal channels.
Apr 20, 2026 · 34 articles
Business
Impact: Nvidia entered a strategic collaboration with Palantir to deliver new AI models for government customers, enhancing its reach in the government sector.
Jun 26, 2026 · 13 articles
Business
Impact: Nvidia will sell its infrastructure to Firmus Technologies and receive a share of cloud revenue, strengthening its presence in the AI infrastructure market and expanding access to its GPUs for emerging AI firms.
Apr 20, 2026 · 6 articles
Business
Impact: Nvidia was the subject of SoftBank Group's stake sale, which generated a healthy profit for SoftBank Group due to Nvidia's recent market value increase. Nvidia also plans a $100 billion investment in OpenAI.
Nov 11, 2025 · 6 articles
Business
Impact: Nvidia made a strategic investment in Verkada and is collaborating with them to advance physical AI, expanding its influence in the AI and security sectors.
Jul 01, 2026 · 6 articles
Business
Impact: Nvidia's unveiling of new AI chips and a superchip for Windows PCs directly challenged Qualcomm's Snapdragon series, posing a significant competitive threat and contributing to Qualcomm's stock decline. Nvidia's earnings report was also a key market driver.
May 21, 2026 · 8 articles
Tech
Impact: Nvidia faces increased competition and potential long-term pressure on its pricing power as OpenAI, a major customer, develops its own custom AI chips to reduce dependence on Nvidia's GPUs for inference workloads. While OpenAI will continue to use Nvidia chips for some tasks, this development signals a shift in the AI hardware landscape.
Jun 24, 2026 · 52 articles
International
Impact: Nvidia presented its five-layer AI stack alongside its Chinese ecosystem partners, showcasing its leadership in AI technology.
Jun 15, 2026 · 87 articles
Business
Impact: Nvidia's stock fell, contributing heavily to the S&P 500's mixed performance due to its large market capitalization and concerns about AI stock valuations.
Jul 02, 2026 · 6 articles
Tech
Impact: NVIDIA's next-generation compute infrastructure is a key factor in Medical Care Technologies Inc.' strategic evaluation, offering advanced opportunities for expanding technical capabilities. This highlights NVIDIA's continued influence in the AI sector.
May 19, 2026 · 6 articles
Business
Impact: Nvidia is a market leader in GPUs for AI workloads, and Cerebras Systems aims to compete with its technology. Nvidia's performance is used as a benchmark for Cerebras Systems' potential.
Jun 18, 2026 · 8 articles
Business
Impact: Nvidia is a major customer of SK Hynix, purchasing high-bandwidth memory chips for its AI systems. The partnership between the two companies is crucial for the development of next-generation AI infrastructure.
Apr 20, 2026 · 36 articles
Business
Impact: Nvidia is a major customer of SK Hynix's high-bandwidth memory (HBM) chips, which are crucial for its AI GPUs. The two companies also have a multiyear partnership to co-develop next-generation AI memory technologies.
Jul 05, 2026 · 8 articles
International
Impact: Nvidia's CEO, Jensen Huang, is a member of the AI for Good Global Commission, bringing expertise in AI development and infrastructure.
Jul 03, 2026 · 13 articles
Business
Impact: Nvidia GPUs are the core hardware being purchased and operated by TensorX for the AI infrastructure buildout. The increased demand for sovereign AI in the European Union will likely lead to higher sales for Nvidia.
Jun 25, 2026 · 8 articles
Tech
Impact: Nvidia's CUDA-X libraries, including cuDSS, power the GPU-accelerated flows within Synopsys' Multiphysics Fusion solutions, demonstrating its technology's critical role in advanced chip design and potentially increasing demand for its GPU products.
Jun 17, 2026 · 6 articles
Domestic
Impact: Nvidia saw a slight rise after previous losses, highlighting the volatility and influence of big tech on the market.
Jun 24, 2026 · 7 articles
Business
Impact: OpenAI's move to produce its own chips aims to reduce its reliance on Nvidia for chip supply, potentially impacting Nvidia's market share in AI chips.
Sep 05, 2025 · 6 articles
Business
Impact: Nvidia is the manufacturer of the Blackwell B300 AI servers that Bit Origin Ltd acquired, indicating continued demand for its high-performance GPU infrastructure.
Jun 29, 2026 · 6 articles
Business
Impact: Nvidia's stock price also experienced a decline after Michael Burry disclosed his short position, as it is considered a key player in the AI-driven market that Burry believes is overvalued.
Jun 30, 2026 · 9 articles
Business
Impact: Nvidia is aligned with Palantir' vision of providing enterprises with control over their AI compute, models, and data stack. Palantir expanded its partnership with Nvidia to help US government agencies build custom AI models using Nvidia's computing infrastructure.
Jul 02, 2026 · 8 articles
Business
Impact: Nvidia participated in the Series C funding round for Together AI, aligning with its interests in the AI infrastructure and compute provider market. Nvidia also provides HGX B300 systems to Together AI through Rumble
Apr 20, 2026 · 6 articles
Business
Impact: Nvidia's stock continued its decline, reflecting concerns about the stretched valuations of AI-focused companies.
Jun 16, 2026 · 56 articles
Business
Impact: Nvidia's CUDA software currently dominates a strategically important AI segment that Qualcomm aims to challenge with the acquisition of Module. This deal could potentially reduce dependence on Nvidia's GPU-centric ecosystem.
Jun 24, 2026 · 25 articles
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Nvidia projected data center expendituresMicron Technology's...
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Nvidia propelled into AI boom Micron TechnologyMicron Technology's...
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Nvidia powers AnthropicAnthropic Claude AI on...
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Nvidia collaborated with PalantirPalantir-Nvidia AI...
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Nvidia made investment VerkadaVerkada and NVIDIA AI Collaboration
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Huawei gained market share NvidiaNvidia Loses China AI Chip...
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Palantir announced collaboration NvidiaPalantir-Nvidia AI...
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Nvidia outlined market evolution Micron TechnologyMicron Technology's...
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Nvidia began sales pitch ChinaNvidia Loses China AI Chip...
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Nvidia selected HBM4 solution Micron TechnologyMicron Technology's...
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Nvidia unveiled superchip QualcommQualcomm Stock Volatility...
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Nvidia collaborated VerkadaVerkada and NVIDIA AI Collaboration
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Firmus Technologies signed partnership NvidiaFirmus, Nvidia Partner for...
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Nvidia conceded market HuaweiNvidia Loses China AI Chip...
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Nvidia launch new chip ChinaNvidia Loses China AI Chip...
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Nvidia unveiled VeraNvidia Loses China AI Chip...
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Palantir announced collaboration NvidiaPalantir CEO Slams AI Token Pricing
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Nvidia unveiled chip ordersQualcomm Stock Volatility...
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Nvidia will report earningsUS-Iran Military...
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Nvidia will report earningsIran attacks Kuwait,...
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Nvidia presented AI stack4th China International...
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Jensen Huang stated revenue expectation NvidiaMicron Technology's...
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TensorX will buy NvidiaSolstice and TensorX $1B...
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Michael Burry took short positions NvidiaMichael Burry Shorts...
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Nebius Group attracted investment NvidiaMicron Technology's...
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Nvidia forecast revenueMicron Technology's...
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Micron Technology confirmed supplier NvidiaMicron Technology's...
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Micron Technology confirmed supplier NvidiaApple Hikes MacBook, iPad Prices
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Nvidia expanding into CPU marketNvidia Loses China AI Chip...
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Jensen Huang
ceo
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Nvidia
Jensen Huang is the co-founder and long-serving CEO of Nvidia, directing the com
Micron Technology
customer
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Nvidia
Nvidia is a major downstream customer of Micron Technology, relying on its high-
Micron Technology
supplier
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Nvidia
Micron Technology serves as a critical upstream supplier to Nvidia, providing th
Monolithic Power Systems
customer
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Nvidia
Nvidia is a major downstream customer of Monolithic Power Systems, integrating t
Monolithic Power Systems
supplier
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Nvidia
Monolithic Power Systems acts as an upstream supplier of power management soluti
AMD
competitor
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Nvidia
Nvidia faces direct competition from AMD across its core hardware markets, defen
AMD
competitor
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Nvidia
AMD competes directly with Nvidia in the global semiconductor market, vying for
Elon Musk
none
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Nvidia
Elon Musk has no direct formal relationship with Nvidia, though he has previousl
Tesla, Inc.
supplier
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Nvidia
Nvidia acts as a key upstream technology supplier to Tesla, providing critical A
Tesla, Inc.
customer
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Nvidia
Tesla is a major downstream customer of Nvidia, relying on its advanced AI chips
Intel
competitor
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Nvidia
Nvidia is a dominant AI chipmaker that invested $5 billion into its struggling r
Intel
competitor
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Nvidia
Intel is a traditional semiconductor rival to Nvidia that became an investee in
S&P 500
constituent
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Nvidia
Nvidia is a heavily weighted constituent of the S&P 500, where its massive marke
S&P 500
index
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Nvidia
The S&P 500 includes Nvidia as one of its largest and most influential constitue
Alphabet Inc.
competitor
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Nvidia
Nvidia faces direct competition from Alphabet Inc. in the AI chip sector, as Alp
Alphabet Inc.
competitor
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Nvidia
Alphabet Inc. is a direct competitor to Nvidia in the artificial intelligence ha
Samsung Electronics
customer
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Nvidia
Nvidia is a major customer of Samsung Electronics for high-bandwidth memory (HBM
Samsung Electronics
supplier
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Nvidia
Samsung Electronics is a critical supplier of high-bandwidth memory (HBM) and fo
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