nvidia

Google-parent Alphabet is close to becoming the world's most valuable company. A strong stock rally, booming cloud business, and AI advancements are driving this surge. Alphabet's significant AI investments are now paying off. Its Google Cloud segment shows rapid growth. Alphabet is also competing with nvidia in selling custom AI chips.

nvidia CEO Jensen Huang says the biggest gap in the US-China AI race isn't chips—it's dialogue. Speaking on the Dwarkesh Podcast, Huang argued that American and Chinese AI researchers must talk and agree on what AI should never be used for. He pushed back hard against Anthropic CEO Dario Amodei's call for chip export controls, warning that ceding China's market risks splitting global AI into two competing tech ecosystems.

US chipmaker nvidia's market capitalization has surpassed India's total listed company valuation. While nvidia's value surged due to AI demand, India's market cap remained stagnant, impacted by foreign fund outflows and a weakening rupee. This shift highlights global tech's dominance over emerging markets, despite India's earlier peak valuations.

nvidia CEO Jensen Huang declared America a priority for advanced chip sales, stating China should not have access to the "latest and greatest" AI technology. However, he urged the US not to abandon the Chinese market entirely, arguing that global sales and increased tax revenues strengthen American economic and national security.

nvidia CEO Jensen Huang asserts AI is a significant economic boon, creating over half a million jobs and driving company growth. He believes AI can revitalize US manufacturing and foster new industries, potentially adding trillions to the economy. While acknowledging some job displacement, Huang emphasizes adaptation as key to navigating AI's transformative impact on the workforce.

During his US visit, King Charles III highlighted the funding hurdles faced by British startups, particularly the 'valley of death' stage. He met with tech titans like Jeff Bezos and Jensen Huang, who discussed AI and the need for robust venture capital. This follows a significant $42 billion investment pledge by Big Tech firms in the UK.

nvidia's stock hit a record high, surpassing $5 trillion in market value, driven by immense investor confidence in artificial intelligence chips. This surge follows strong performance from other chipmakers and a broader tech sector rebound, despite earlier concerns. With AI demand showing no signs of slowing, nvidia remains a key player in the global race.

Google wasn't caught off guard by the AI revolution; its custom-built TPUs, developed since 2016, are now a formidable force. While the world focused on training, Google perfected inference with its specialized chips. This strategic, long-term investment in hardware and infrastructure positions Google as a full-stack AI leader, challenging established players like nvidia.

Google Cloud is making a strong bid for market share against rivals Microsoft and Amazon. The company has launched new TPU chips, the TPU 8t and TPU 8i. Google Cloud's head, Thomas Kurian, highlighted the company's full-stack approach. This strategy involves building its own chips, data centers, and AI models.

King Charles III met with tech titans like Jeff Bezos and Tim Cook to address funding challenges for British startups, particularly university-born ventures. nvidia CEO Jensen Huang highlighted the potential of UK startups in AI and quantum computing, emphasizing the need for a robust venture capital ecosystem. This discussion follows significant investment pledges from major tech firms to the UK.

The US State Department is urging global attention to Chinese companies, including DeepSeek and Moonshot AI, accused of stealing US AI intellectual property. Anthropic's complaint details how these firms allegedly used its Claude chatbot on a massive scale, generating millions of exchanges to train rival models and extract capabilities, violating terms of service.

US Commerce Secretary Howard Lutnick stated that nvidia's H200 AI chips have not yet been sold to China, attributing the delay to Beijing's efforts to boost its domestic industry. Despite earlier Trump administration approval, China's central government is reportedly blocking purchases to encourage investment in homegrown alternatives, such as those from Huawei.

nvidia CEO Jensen Huang dismisses AI job loss predictions as 'ridiculous,' urging tech leaders to abandon their 'God complex.' He argues AI is a job creator, citing increased demand for software engineers and the Jevons paradox, where efficiency drives greater consumption and thus more jobs. Huang warns that discouraging technical careers could harm the US economy.

Google unveils new TPUs, the 8i and 8t, for advanced AI agents. These chips aim to boost AI performance and efficiency. Google's integrated approach, from hardware to data centers, positions them to lead the agentic AI era. Major companies like Meta and Anthropic are already partnering with Google for TPU access, signaling a significant shift in the AI hardware market.

The AI race is shifting from training to inference, with Google challenging nvidia's dominance. Google is doubling down on its custom TPUs for faster, cheaper AI responses, aiming to power the next wave of AI agents. This strategic move, leveraging a decade of chip design, positions Google as a formidable competitor as AI usage scales globally.

nvidia CEO Jensen Huang prioritizes his most important work first each morning, a habit that anchors his day and fosters clarity. This disciplined approach ensures critical tasks are completed early, creating a sense of accomplishment and allowing for focused collaboration and leadership without pressure.

nvidia CEO Jensen Huang warns that the US risks losing AI dominance if it restricts chip sales to China, potentially ceding the market to rivals like Huawei. He argues that open-source models optimized for non-American hardware pose a significant threat, urging balanced regulations to allow US companies to compete globally and maintain technological leadership.

US chip stocks hit all-time highs, led by Intel's 24% surge, its best day since 1987, fueled by AI demand. The Philadelphia SE Semiconductor Index also reached a record, marking an 18-day winning streak. Intel's turnaround, attributed to CEO Lip-Bu Tan, saw revenue rise 7.2%, with data center growth up 22%.

nvidia CEO Jensen Huang rejected the premise that the company would inevitably lose the Chinese market to domestic rivals like Huawei, calling the idea defeatist. Speaking on the Dwarkesh Podcast, Huang argued that computing ecosystems—unlike consumer products—are deeply sticky and hard to replace, pointing to CUDA's developer lock-in as a structural advantage. He also said US export controls have backfired, accelerating Chinese alternatives rather than slowing them down.