NVIDIA

About Nvidia

World's leading AI chip company. H100 and GB200 GPUs power most AI training infrastructure globally.

Recent News about Nvidia

• US lawmaker demands details on Trump's decision to allow Nvidia H200 chip sales to China

  U.S. Rep. John Moolenaar (chair of the House China select committee) sent a letter to Commerce Secretary Howard Lutnick seeking the analysis behind the Trump administration’s decision to permit Nvidia to sell H200 AI chips to China. He argues that the policy shift risks eroding the U.S. advantage in aggregate AI compute—treating raw compute access as the true “engine of progress,” regardless of per-chip efficiency claims. The letter also points to reports that Huawei’s purported gains relied on chips allegedly obtained through intermediaries, framing that as a reason to tighten—not loosen—controls. The episode underscores how AI hardware export policy is becoming a fast-moving battleground where national security, industrial competitiveness, and supply constraints collide, and where each incremental allowance can reshape China’s near-term training capacity. ([reuters.com](https://www.reuters.com/world/us/us-lawmaker-demands-details-trumps-decision-sell-nvidia-h200-chips-china-2025-12-13/))

  Source: Reuters2025-12-13T01:40:14.000Z

• US stocks slide as Broadcom outlook rekindles fears of an AI investment bubble

  US markets fell as investors reacted to signals that AI infrastructure growth may be running into margin pressure and capex reality checks, with Broadcom’s outlook amplifying concerns. The move dragged other AI-adjacent names and put the spotlight back on whether today’s spending pace can translate into durable profits, not just revenue growth. A key takeaway is that the AI trade is maturing: the market is starting to separate “AI demand exists” from “AI demand is profitable at scale,” especially for hardware/system sellers. For builders and buyers of AI, this kind of volatility tends to accelerate interest in efficiency—cheaper inference, better utilization, and more defensible unit economics.

  Source: Reuters2025-12-12T17:36:00.000Z

• Rivian rallies after detailing shift toward a custom autonomy chip and deeper AI integration

  Rivian shares jumped after analysts responded positively to the company’s plan to move away from Nvidia processors for parts of its self-driving stack and to develop a custom autonomy/AI chip. The chip is set to be manufactured by TSMC and is positioned as a cornerstone for Rivian’s next vehicle platform (including the upcoming R2 line) and future “eyes-off” functionality timelines. This matters because autonomy is increasingly a compute-and-data advantage game: custom silicon can lower costs, improve latency, and let Rivian tune hardware to its model architecture. The risk, of course, is execution—custom chips are expensive, timelines slip easily, and safety validation remains the gating factor regardless of model capability.

  Source: Reuters2025-12-12T16:10:00.000Z

• Nvidia weighs increasing H200 AI chip output as China demand surges after U.S. export green light

  Nvidia is evaluating adding production capacity for its H200 AI chips to meet heavy interest from Chinese customers after the U.S. said exports could proceed under a fee structure. The story matters because it shows how quickly demand can rebound when policy constraints loosen—even partially—and how supply planning becomes a geopolitical decision, not just an operations one. It also highlights a second-order constraint: advanced foundry capacity (notably at TSMC) is finite, and Nvidia is balancing current-gen demand (H200) against ramping its newest lines. If Beijing adds conditions (e.g., bundling domestic chips), the “AI chips into China” channel could morph into an industrial-policy lever rather than a straightforward sale.

  Source: Reuters2025-12-12T13:00:00.000Z

• AI bubble jitters flare up after Oracle capex shock and Broadcom margin warning ripple through markets

  A new wave of “AI bubble” nerves hit markets after Oracle’s surprise capex ramp (to fund AI infrastructure) collided with Broadcom warning that a growing mix of custom AI chips could dilute margins. The mood shift didn’t kill the AI trade, but it did change the vibe: investors are getting pickier about who can spend big on AI *and* show a credible path to profits. Broadcom’s commentary is especially notable because it sits in the plumbing layer of AI (custom accelerators and systems), where demand is real but pricing/margins can be messy. The takeaway: AI demand is still strong, but Wall Street is increasingly rewarding disciplined execution over sheer spending bravado.

  Source: Reuters2025-12-12T11:34:00.000Z

• Taiwan markets shrug off AI bubble worries as investors bet on Nvidia/Google-driven supply chain

  A Reuters report from Taipei/Singapore describes Taiwan’s tech-heavy market pressing ahead despite renewed “AI bubble” anxiety elsewhere, with local investors leaning into Taiwan’s structural advantage in the AI hardware supply chain. The key argument is that Taiwan benefits whether GPUs (Nvidia) or alternative accelerators like Google’s TPUs win share, because Taiwan-linked manufacturing and component ecosystems sit under both paths. The piece highlights flagship beneficiaries such as TSMC and Foxconn, and frames the rally as supported by earnings growth rather than purely speculative multiples. Why it matters: for AGI-era capacity planning, Taiwan remains a central chokepoint—investor confidence here signals continued belief that AI capex (chips, advanced packaging, and compute buildouts) will keep flowing through Taiwan’s industrial base for years, even if software-side winners rotate.

  Source: Reuters2025-12-12T05:31:00.000Z

• U.S. Senator urges Nvidia CEO to testify over planned approval of AI chip sales to China

  U.S. Senator Elizabeth Warren called for Nvidia CEO Jensen Huang and Commerce Secretary Howard Lutnick to testify regarding President Trump’s planned greenlight for sales of Nvidia’s H200 AI chip to China. The request highlights ongoing policy volatility around export controls for advanced AI hardware and the national-security debate over compute access. For Nvidia and the broader semiconductor ecosystem, such political moves can quickly reshape revenue outlooks, customer allocation strategies, and compliance risk. For AI developers and cloud providers, the policy direction influences where frontier training and inference capacity can be deployed—and which regions face structural compute constraints.

  Source: Reuters2025-12-11T20:17:00.000Z

• Time magazine names the ‘Architects of AI’ as its 2025 Person of the Year

  Time named the “Architects of AI” as its 2025 Person of the Year, highlighting the people behind major advances in the field rather than the technology itself. Reuters reported that the recognition centers on how AI has rapidly transformed work, media, and broader society—while also raising new risks and controversies. The selection reflects AI’s mainstreaming: frontier model labs and enabling hardware companies are now treated as central institutions shaping global outcomes. For the AI industry, this kind of cultural canonization can accelerate adoption and investment, but it also intensifies scrutiny over safety, accountability, and societal impacts.

  Source: Reuters2025-12-11T19:15:00.000Z

• Oracle shares slide after weak outlook and soaring AI-related capex, fueling ‘AI bubble’ concerns

  Oracle shares fell sharply after the company issued a dour forecast while highlighting significantly higher spending plans, intensifying investor scrutiny of whether AI infrastructure bets will pay off soon enough. Reuters described the move as sparking broader pressure on AI-linked equities, reflecting market sensitivity to capex-driven business models and uncertain near-term returns. Oracle’s positioning as a major cloud and infrastructure partner for large-scale AI deployments has tied its narrative closely to AI demand and the pace of monetization. The episode underscores a key industry tension: AI-driven growth is pushing unprecedented datacenter investment, but public markets are increasingly demanding clearer profit timelines and cash-flow discipline.

  Source: Reuters2025-12-11T19:08:00.000Z

• TIME names the 'Architects of AI' as its 2025 Person of the Year

  TIME magazine selected the 'Architects of AI'—key figures behind modern AI systems—as its 2025 Person of the Year, highlighting how tools like ChatGPT and frontier models have reshaped the global economy, politics and daily life. The package and global TV coverage emphasize both the boom in AI investment and deployment and mounting anxieties over misinformation, job disruption and concentrated tech power. ([time.com](https://time.com/7339685/person-of-the-year-2025-ai-architects/))

  Source: TIME2025-12-11T14:08:15.033Z