Nvidia CEO Jensen Huang dismissed fears that AI will replace software as tech stocks were rattled by new tools from Anthropic this week.

Much of Google's AI software doesn't run on industry-standard Nvidia chips, but instead on its own tensor processing units. Broadcom helps Google make its TPUs.

NVIDIA stock price remains under pressure this week, even as American equities soared to a record high. What next for the NVDA shares?

Over this past weekend, Nvidia CEO Jensen Huang finally confirmed it was making these chips during an interview with Taiwanese outlet UDN (read via machine translation). The black-jacketed head of what’s now the wealthiest company in the world said that Nvidia was working with chipmaker MediaTek on a brand new SoC (system on a chip).

By Karen Freifeld Feb 4 (Reuters) - The Trump administration is willing to allow China's ByteDance to buy Nvidia's H200 chips, but the AI chipmaker has not agreed to proposed conditions for their use,

Oracle is raising more debt and Nvidia is walking back its OpenAI investment target. Both are signs that the AI trade could be on shaky ground, according to one analyst.

To account for this, Nvidia bought Groq (no, not Grok), the AI chips startup reportedly eyed by OpenAI, in its largest purchase ever. Then, last month, Nvidia unveiled its new Rubin platform, with a presentation that boasted inference and memory bandwidth wins.

By Arsheeya Bajwa and Stephen Nellis Feb 3 (Reuters) - Advanced Micro Devices on Tuesday forecast a slight decline in quarterly revenue, raising concerns about whether it can effectively challenge Nvidia in the booming AI market and sending its shares tumbling 8% in after-hours trade.

Global funding for AI startups hit record levels in 2025, with European ones raising a record $21.6 billion, per Dealroom.