Janus Henderson’s Denny Fish says the US is penalizing Nvidia and giving the market to Huawei as President Trump’s administration curbs chips export to China. He...
President Donald Trump says some tech products will be exempt from tariffs. But many are still confused about what he means. And, Meta faces a landmark...
Nvidia says it plans to mass-produce AI supercomputers, built entirely in the US, by 2026. The dominant player in AI is set to roll out half...
Investors need to consider how the US’s role in the global economy has already changed, says Gil Luria, D.A. Davidson managing director. He discusses the levers...
Bloomberg’s Ed Ludlow looks at the impact Nvidia’s CEO has had on quantum computing. He sits down with industry leaders, including the CEO of D-Wave and...
Tim Costa, Senior Director of quantum computing at Nvidia, says the first area to be disrupted by quantum is problem solving in chemistry and biochemistry. He...
Bloomberg’s Tim Stenovec discusses Nvidia’s growth plans with Bloomberg’s Ed Ludlow from Quantum Day at GTC. And Ampere Computing’s CEO joins to talk about the chip...
Bloomberg’s Caroline Hyde and Tim Stenovec discuss how analysts are reacting to Nvidia’s product roadmap. Plus, Cloudflare CEO Matthew Prince describes how his company’s new product...
Bloomberg’s Caroline Hyde and Tim Stenovec discuss Google’s plan to acquire cybersecurity startup Wiz. Plus, Sands Capital’s Daniel Pilling lays out what investors are expecting from...
Daniel Pilling, portfolio manager at Sands Capital, says investors want to hear Nvidia talk about demand for inference scaling and training. He speaks with Caroline Hyde...