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Nvidia stock saw a sharp rally following a new AI chip deal with Microsoft, signaling ongoing momentum in hardware partnerships despite lingering questions regarding specific technical timelines.

Nvidia is challenging Intel and AMD's market dominance by partnering with Dell, HP, and Microsoft to launch specialized AI agent-capable PC processors.

Jensen Huang concludes his Japan tour with new AI infrastructure deals, aiming to boost local semiconductor capabilities through Nvidia's Blackwell technology.

A deep-dive analysis of Nvidia’s Vera whitepaper reveals potential math errors in memory throughput claims, raising questions about the accuracy of the company’s latest architecture documentation.

Cohere’s North Mini Code sees a 1.65x speed increase and 40% memory savings through NVFP4 optimization, according to early reports from Nvidia developers.

Marvell Technology stock surged 30% after Nvidia's CEO pointed to the chipmaker as a potential trillion-dollar player, fueling debate over the next phase of the AI infrastructure boom.