# Nvidia
Latest news and articles about Nvidia
Total: 46 articles found
Nvidia Overtakes Apple as TSMC’s Biggest Client, Underscoring AI’s Grip on the Chip Supply Chain
Jensen Huang confirmed that Nvidia has become TSMC’s largest customer, replacing Apple. The shift reflects booming demand for AI accelerators, with implications for TSMC’s capacity allocation, industry pricing power, and geopolitical supply‑chain risk.
Nvidia’s Jensen Huang at Davos: AI Is Not a Bubble—It’s a Trillion‑Dollar Infrastructure Build
At Davos, Nvidia CEO Jensen Huang argued that current AI spending is the start of a vast infrastructure build rather than a speculative bubble, outlining a five‑layer model from energy to applications. He predicted trillions in additional investment, flagged GPU shortages and supply‑chain pressures, and pushed for national "AI sovereignty" while saying automation will create high‑paid technical roles even as some white‑collar jobs are displaced.
Huang Says AI Boom Will Lift Trades' Pay — but White‑Collar Risk Lingers
At Davos, Nvidia CEO Jensen Huang argued that the AI era will generate vast data‑centre construction and maintenance demand, lifting wages for skilled trades into six‑figure territory. Industry leaders agree the physical build‑out will create local jobs, but warnings from AI executives underscore a simultaneous risk of large‑scale displacement among entry‑level white‑collar roles.
Jensen Huang at Davos: AI Will Change How Doctors Work, Not Replace Them — The Case of Radiology
At Davos, Nvidia CEO Jensen Huang argued AI changes how work is done without changing its purpose, citing radiology as a field that has been augmented rather than decimated by algorithms. His position highlights practical and policy challenges around integrating AI into healthcare workflows, from training and liability to infrastructure and commercial incentives.
Global Risk-Off Sends Stocks Tumbling as Nvidia Loses Nearly $200bn; China Readies a Domestic-Demand Push
Global markets turned risk-off on renewed US tariff rhetoric, sending US indices sharply lower and erasing roughly $196 billion from Nvidia’s market value. Beijing signalled a policy pivot toward expanding domestic demand — including a 2026–2030 strategy and extended tax breaks for services — as geopolitical and market volatility complicate external growth prospects.
Wall Street’s Triple Shock: Tech Sells Off as Bonds and the Dollar Diverge, Nvidia Loses Nearly $200bn Overnight
U.S. stocks tumbled, Treasury yields rose and the dollar weakened in a one-day market shock that left tech giants especially bruised. Nvidia lost roughly $195.6 billion in market value overnight, while gold surged as investors sought refuge from heightened volatility. The episode highlights how quickly gains in richly valued tech names can be reversed when yields rise and risk sentiment deteriorates, with potential spillovers to global markets and emerging economies.
Mega-Cap Slide Sends US Market Lower as Chip Stocks Diverge
US markets opened substantially lower as major technology giants fell more than 2%, dragging the Nasdaq down 1.59%. At the same time, semiconductor and storage names such as UMC surged after a production milestone, highlighting a sector rotation that is reshaping market leadership.
How AI’s Appetite for Memory Is Turning Chip Windfalls Into an ‘AI Tax’ on Consumers
SK Hynix and Samsung are reallocating memory capacity to serve AI data centres, driving a surge in HBM and SSD demand that has pushed memory prices sharply higher. The result is higher costs and stealth downgrades for consumer devices, with ordinary buyers effectively shouldering the bill for large‑scale AI infrastructure build‑outs.
Musk’s Nine‑Month Chip Gamble: Tesla’s Bid to Outiterate Nvidia — and Take AI to Space
Elon Musk has unveiled an aggressive multi‑year AI chip roadmap that pledges a new Tesla chip generation every nine months, from AI5 for cars to an eventual space‑deployed AI7. The plan leverages Tesla’s vertical integration and fleet data but faces steep fabrication, validation and regulatory hurdles that make timely delivery uncertain.
Memory Prices Rocket as AI Squeezes Supply Chain — Devices, OEMs and Shoppers Feel the Pinch
A sharp surge in memory and SSD prices driven by AI-related demand is pushing up the cost of laptops, phones and assembled PCs while inflating profits at major memory makers. Industry insiders expect the tightness to persist through 2026 as capacity expansion lags explosive demand for AI-optimised storage.