Nvidia CEO Jensen Huang has gone viral after videos showed him dancing alongside employees during a company event in Taipei, Taiwan.The clips, which have been widely shared across social media platforms, show Huang joining staff members on stage during Nvidia's Constellation All-Employee Celebration. The videos quickly attracted attention online, with many users praising the technology executive's relaxed and approachable personality. The moment comes at a time when Nvidia remains one of the most closely watched companies in the global artificial intelligence industry, making Huang one of the most recognised business leaders in the world.

<blockquote class="twitter-tweet" data-media-max-width="560">🇺🇸Jensen Huang is out there living his best life, dancing at the NVIDIA all-employee celebration event in Taipei, Taiwan You&#39;d never guess he&#39;s the CEO 😂<a href="https://t.co/LsLTsMfPqd">pic.twitter.com/LsLTsMfPqd</a>&mdash; Mario Nawfal (@MarioNawfal) <a href="https://x.com/MarioNawfal/status/2060683137324126491?ref_src=twsrc%5Etfw">May 30, 2026</a></blockquote> <script async src="https://platform.x.com/widgets.js" charset="utf-8"></script>

<h2>What happened at the Nvidia event?</h2>During the employee celebration in Taipei, Huang stepped onto the stage and joined a dance performance with Nvidia staff members. Videos from the event show the Nvidia chief matching dance moves with employees while interacting with the audience. The performance drew applause and cheers from attendees and soon spread across social media platforms including X and Instagram. Many viewers were surprised to see the leader of one of the world's most valuable technology companies taking part in such a light-hearted moment.The clips quickly generated millions of views and became one of the most discussed moments from Nvidia's activities in Taiwan this week.<h2>Why are people talking about the video?</h2>Much of the online reaction focused on Huang's leadership style and his relationship with employees. Many users said the video reflected a workplace culture where senior leadership remains accessible and engaged with staff. Others pointed to the contrast between Huang's role as the head of a company worth trillions of dollars and his willingness to participate in informal employee activities.Comments on social media described Huang as "down-to-earth", while others said the video showed a more personal side of one of the technology industry's most influential figures. The reaction also reflects Huang's growing popularity beyond the technology sector. Over the past two years, his public profile has risen significantly alongside Nvidia's success in artificial intelligence and advanced computing.<h2>How Jensen Huang became one of tech's most recognisable leaders</h2>Huang co-founded NVIDIA in 1993 and has led the company for more than three decades. Under his leadership, Nvidia transformed from a graphics chip manufacturer into one of the most important companies powering the global AI boom. The company's processors are widely used for training and running advanced artificial intelligence models. As demand for AI computing increased, Nvidia's market value surged, making it one of the world's most valuable publicly traded companies. Unlike many technology executives, Huang has also become known for his public appearances, interactions with customers and regular engagement with employees.The viral dance video is not the first time Huang has attracted attention outside the boardroom During previous visits to Asia, he has been seen participating in cultural activities, visiting local markets and interacting with the public. In Taiwan, he has frequently been spotted at popular night markets and restaurants, where crowds often gather to take photographs and speak with him.These appearances have helped build his reputation as one of the more approachable leaders in the technology industry. Industry observers say Huang's public image has become an important part of Nvidia's brand as the company continues expanding its influence across AI, cloud computing and data centre technologies. Huang is currently in Taiwan attending major artificial intelligence events and meetings with industry leaders. According to local reports, he is expected to travel to South Korea next week, where he will meet executives from companies including SK Group, Hyundai Motor Group, LG Corp and Naver. Discussions are expected to focus on AI infrastructure, robotics, semiconductor technology and the future of physical AI systems. These meetings come as countries and companies across Asia continue investing heavily in artificial intelligence and next-generation computing technologies.

Nvidia CEO Jensen Huang has gone viral after videos showed him dancing alongside employees during a company event in Taipei, Taiwan.


Nvidia CEO Jensen Huang has gone viral after videos showed him dancing alongside employees during a company event in Taipei, Taiwan. The clips, which have been widely shared across social media platforms, show Huang joining staff members on stage during Nvidia's Constellation All-Employee Celebration. The videos quickly attracted attention online, with many users praising the technology executive's relaxed and approachable personality. The moment comes at a time when Nvidia remains one of the most closely watched companies in the global artificial intelligence industry, making Huang one of the most recognised business leaders in the world.

Nvidia CEO Jensen Huang has gone viral after videos showed him dancing alongside employees during a company event in Taipei, Taiwan.

Nvidia CEO Jensen Huang goes viral after dancing with employees in Taiwan

NVIDIA, which has been a leading beneficiary of the AI boon, reported its Q1 Fiscal Year 2027 financial results on May 20, 2026. It has recorded a massive year-over-year revenue growth of 85 per cent, jumping to $81.62 billion from the $44.06 billion it reported in the same quarter last year. As of May 2026, its market cap is $5.41 trillion, solidifying its position as the most valuable company in the world, closely followed by Alphabet at $4.6 trillion and Apple at $4.3 trillion. These are historic numbers. For the Q1FY27, the reported net income is $58.3 billion, a 211 per cent jump from $18.8 billion a year ago.<h2>Why is NVIDIA the biggest winner?</h2>The major revenue driver for NVIDIA was the data centre segment, $75.2 billion in a single quarter, up by 92 per cent year-on-year. This is more than most Fortune 500 companies earn in an entire financial year. This implies that the majority of the private capital raised by AI companies flows directly to NVIDIA's bottom line, and it then reinvests the margin into the AI companies. NVIDIA is not just a supplier of the current AI wave; it is building the dedicated AI infrastructure for the AI wave. It exemplifies the ouroboros of the AI ecosystem.&nbsp;Also Read: <a href="https://www.wionews.com/world/who-is-vanessa-trump-breast-cancer-diagnosis-donald-trump-jr-1779365736602">Who Is Vanessa Trump? Former model and Donald Trump Jr ex-wife diagnosed with breast cancer</a>This is further evident from the Cerebras system's IPO debut last week. The company’s market cap swelled to almost $100 billion on its first day of trading. The company makes ASIC application-specific integrated circuits, programmed for more specific tasks. While these are not as powerful as GPUs used for Large Language Models, they are also efficient for Agentic AI, with the growing computing shift towards inference. The space is increasingly becoming crowded with &nbsp;Google, Amazon, Meta and Microsoft all making ASCIs. Over 1,000 startups are available in the Agentic AI segment, while 20 are public. Among them, 13 are making real profit, which are legacy companies such as Microsoft, Salesforce, ServiceNow, and IBM, which have enterprise software monopolies or hardware giants. About 7 of the breakout companies in this cohort are still losing money on a net basis.&nbsp;What makes the number more troubling is that in the years before the generative AI craze, Nvidia was primarily known for its gaming chips. In fiscal 2020, over half its revenue came from gaming, while just 27 per cent came from the data centre. The SpaceX SEC filings also shed light on AI infrastructure and its burn rate. Over all its operating at a nearly $4.3 billion loss in the quarter, the multi-billion dollar losses are driven by massive capital expenditures. Starlink is the segment where the company generates actual operational profit. The loss-making parts are xAI, X, and Starship. It is seeking $75 billion at a valuation of $1.75 trillion to $2 trillion, 100 times more than its revenue, speculating on future potential. But the loss acceleration is humongous, $528 million quarterly to $4.3 billion in one year. The whole picture will become clearer with the public disclosure of OpenAI and Anthropic. Every company in the AI stack is an NVIDIA customer, and it is the only one that's unambiguously profitable, while others are seeking public money to survive.&nbsp;

NVIDIA reported record Q1 FY2027 revenue of $81.6 billion, driven by explosive AI data centre demand, as questions grow over whether the broader AI ecosystem is profitable beyond chipmakers.

NVIDIA, which has been a leading beneficiary of the AI boon, reported its Q1 Fiscal Year 2027 financial results on May 20, 2026. It has recorded a massive year-over-year revenue growth of 85 per cent, jumping to $81.62 billion from the $44.06 billion it reported in the same quarter last year. As of May 2026, its market cap is $5.41 trillion, solidifying its position as the most valuable company in the world, closely followed by Alphabet at $4.6 trillion and Apple at $4.3 trillion. These are historic numbers. For the Q1FY27, the reported net income is $58.3 billion, a 211 per cent jump from $18.8 billion a year ago. Why is NVIDIA the biggest winner? The major revenue driver for NVIDIA was the data centre segment, $75.2 billion in a single quarter, up by 92 per cent year-on-year. This is more than most Fortune 500 companies earn in an entire financial year. This implies that the majority of the private capital raised by AI companies flows directly to NVIDIA's bottom line, and it then reinvests the margin into the AI companies. NVIDIA is not just a supplier of the current AI wave; it is building the dedicated AI infrastructure for the AI wave. It exemplifies the ouroboros of the AI ecosystem. Also Read: Who Is Vanessa Trump? Former model and Donald Trump Jr ex-wife diagnosed with breast cancer This is further evident from the Cerebras system's IPO debut last week. The company’s market cap swelled to almost $100 billion on its first day of trading. The company makes ASIC application-specific integrated circuits, programmed for more specific tasks. While these are not as powerful as GPUs used for Large Language Models, they are also efficient for Agentic AI, with the growing computing shift towards inference. The space is increasingly becoming crowded with Google, Amazon, Meta and Microsoft all making ASCIs. Over 1,000 startups are available in the Agentic AI segment, while 20 are public. Among them, 13 are making real profit, which are legacy companies such as Microsoft, Salesforce, ServiceNow, and IBM, which have enterprise software monopolies or hardware giants. About 7 of the breakout companies in this cohort are still losing money on a net basis. What makes the number more troubling is that in the years before the generative AI craze, Nvidia was primarily known for its gaming chips. In fiscal 2020, over half its revenue came from gaming, while just 27 per cent came from the data centre. The SpaceX SEC filings also shed light on AI infrastructure and its burn rate. Over all its operating at a nearly $4.3 billion loss in the quarter, the multi-billion dollar losses are driven by massive capital expenditures. Starlink is the segment where the company generates actual operational profit. The loss-making parts are xAI, X, and Starship. It is seeking $75 billion at a valuation of $1.75 trillion to $2 trillion, 100 times more than its revenue, speculating on future potential. But the loss acceleration is humongous, $528 million quarterly to $4.3 billion in one year. The whole picture will become clearer with the public disclosure of OpenAI and Anthropic. Every company in the AI stack is an NVIDIA customer, and it is the only one that's unambiguously profitable, while others are seeking public money to survive.

NVIDIA reported record Q1 FY2027 revenue of $81.6 billion, driven by explosive AI data centre demand, as questions grow over whether the broader AI ecosystem is profitable beyond chipmakers.

NVIDIA posts record $81.6 billion revenue: Why NVIDIA is the biggest winner of the global AI boom

Alphabet is on the brink of overtaking NVIDIA as the world’s most valuable company.
The AI darling, NVIDIA, may be the leader in AI chips,
But Alphabet is emerging as big tech's broader winner in recent months.

Alphabet Close to Overtaking NVIDIA in Size

Nvidia has been known for its powerful graphics processing units (GPUs). These chips have become central to artificial intelligence. However, the company is now building much more than chips, and this shift is becoming increasingly important.Under CEO Jensen Huang, Nvidia has expanded into networking, infrastructure and full-stack AI systems that power modern data centres.<h2>Nvidia’s second-biggest business: Networking</h2>Nvidia’s networking division has quietly grown into one of its largest revenue drivers.According to the company’s latest earnings:$11 billion revenue in a single quarter267 per cent year-on-year growthOver $31 billion annual revenueThis makes networking Nvidia’s second-largest segment after compute. Analysts say this growth is directly linked to rising demand for AI infrastructure.Kevin Cook, a strategist at Zacks Investment Research, noted that Nvidia’s quarterly networking revenue is now comparable to what some traditional networking companies generate in a full year.<h2>What exactly is Nvidia building?</h2>Nvidia’s networking business focuses on connecting thousands of GPUs inside data centres.Key technologies include:NVLink: connects GPUs within serversInfiniBand switches: enable high-speed data transferSpectrum-X: Ethernet platform designed for AI workloadsPhotonics switches: improve speed and energy efficiencyThese tools ensure that AI systems can process massive amounts of data quickly and efficiently.Instead of working as separate parts, these technologies are designed to function together as a single system.<h2>The idea of an ‘AI factory’</h2>Nvidia describes modern data centres as “AI factories”. These are facilities designed to train and run AI models at scale.In this setup:GPUs act as the computing engineNetworking acts as the backboneStorage and software complete the systemNvidia’s strategy is to provide all these components as an integrated package.This approach allows companies to build large-scale AI systems more efficiently.Mellanox acquisition: The turning pointNvidia’s expansion into networking began with its acquisition of Mellanox in 2020 for $7 billion. Mellanox, an Israeli company, specialised in high-performance networking.At the time, the move did not attract much attention. However, it has since become a key part of Nvidia’s growth.Industry experts say the acquisition helped Nvidia turn its GPUs into a complete solution by adding the missing networking layer.<h2>Full-stack strategy: Why it matters</h2>Unlike companies that sell individual components, Nvidia is focusing on a full-stack approach.This means it offers:Hardware (GPUs and networking)Software toolsIntegrated systemsThe company also works through partners to deploy these systems globally.According to Nvidia executives, this integrated model gives the company an advantage, as AI workloads require tight coordination between compute and networking.<h2>New announcements at GTC</h2>At its recent GTC conference, Nvidia announced several updates to strengthen its AI infrastructure:New Rubin platform for AI supercomputingImproved Spectrum-X networking systemsInference memory storage solutionsThese developments aim to make AI systems faster and more efficient.Why this matters for the AI raceThe global AI race is no longer just about building better models. It is also about building the infrastructure that powers them.<h2>AI models require:</h2>Massive computing powerHigh-speed data transferEfficient system integrationNvidia’s networking business addresses these needs.Experts say the company’s success lies in understanding that networking is not just a support function it is central to how AI systems operate.<h2>The bigger picture</h2>Nvidia’s shift shows how the AI industry is evolving. Companies are moving from standalone tools to complete ecosystems. While GPUs remain critical, networking and infrastructure are becoming equally important. As demand for AI continues to grow, the ability to build and manage large-scale systems may define the next phase of the industry. Nvidia’s strategy suggests that the future of computing is not just about chips it is about how everything connects.

NVIDIA is evolving beyond GPUs into a full-stack AI infrastructure company, with its networking business emerging as a major growth driver. The division generated $11 billion in quarterly revenue and is now Nvidia’s second-largest segment. 

Nvidia has been known for its powerful graphics processing units (GPUs). These chips have become central to artificial intelligence. However, the company is now building much more than chips, and this shift is becoming increasingly important. Under CEO Jensen Huang, Nvidia has expanded into networking, infrastructure and full-stack AI systems that power modern data centres. Nvidia’s second-biggest business: Networking Nvidia’s networking division has quietly grown into one of its largest revenue drivers. According to the company’s latest earnings: $11 billion revenue in a single quarter 267 per cent year-on-year growth Over $31 billion annual revenue This makes networking Nvidia’s second-largest segment after compute. Analysts say this growth is directly linked to rising demand for AI infrastructure. Kevin Cook, a strategist at Zacks Investment Research, noted that Nvidia’s quarterly networking revenue is now comparable to what some traditional networking companies generate in a full year. What exactly is Nvidia building? Nvidia’s networking business focuses on connecting thousands of GPUs inside data centres. Key technologies include: NVLink: connects GPUs within servers InfiniBand switches: enable high-speed data transfer Spectrum-X: Ethernet platform designed for AI workloads Photonics switches: improve speed and energy efficiency These tools ensure that AI systems can process massive amounts of data quickly and efficiently. Instead of working as separate parts, these technologies are designed to function together as a single system. The idea of an ‘AI factory’ Nvidia describes modern data centres as “AI factories”. These are facilities designed to train and run AI models at scale. In this setup: GPUs act as the computing engine Networking acts as the backbone Storage and software complete the system Nvidia’s strategy is to provide all these components as an integrated package. This approach allows companies to build large-scale AI systems more efficiently. Mellanox acquisition: The turning point Nvidia’s expansion into networking began with its acquisition of Mellanox in 2020 for $7 billion. Mellanox, an Israeli company, specialised in high-performance networking. At the time, the move did not attract much attention. However, it has since become a key part of Nvidia’s growth. Industry experts say the acquisition helped Nvidia turn its GPUs into a complete solution by adding the missing networking layer. Full-stack strategy: Why it matters Unlike companies that sell individual components, Nvidia is focusing on a full-stack approach. This means it offers: Hardware (GPUs and networking) Software tools Integrated systems The company also works through partners to deploy these systems globally. According to Nvidia executives, this integrated model gives the company an advantage, as AI workloads require tight coordination between compute and networking. New announcements at GTC At its recent GTC conference, Nvidia announced several updates to strengthen its AI infrastructure: New Rubin platform for AI supercomputing Improved Spectrum-X networking systems Inference memory storage solutions These developments aim to make AI systems faster and more efficient. Why this matters for the AI race The global AI race is no longer just about building better models. It is also about building the infrastructure that powers them. AI models require: Massive computing power High-speed data transfer Efficient system integration Nvidia’s networking business addresses these needs. Experts say the company’s success lies in understanding that networking is not just a support function it is central to how AI systems operate. The bigger picture Nvidia’s shift shows how the AI industry is evolving. Companies are moving from standalone tools to complete ecosystems. While GPUs remain critical, networking and infrastructure are becoming equally important. As demand for AI continues to grow, the ability to build and manage large-scale systems may define the next phase of the industry. Nvidia’s strategy suggests that the future of computing is not just about chips it is about how everything connects.

NVIDIA is evolving beyond GPUs into a full-stack AI infrastructure company, with its networking business emerging as a major growth driver. The division generated $11 billion in quarterly revenue and is now Nvidia’s second-largest segment.&nbsp;

What is Nvidia building beyond chips, and why does it matter now?

Wall street is buzzing after tech giant Nvidia reported record-breaking quarterly results, fueled by surging demand for its artificial intelligence chips. The Santa Clara-based company has once again proven to be the backbone of the AI boom.


Nvidia Stuns Wall Street With AI Boom

Nvidia, the Company at the Centre of the Global Ai Boom, is Heading Into Earnings Trading at What Many Consider Unusually Low Valuations. The Stock is Priced at Under 24 Times Forward Earnings, Close to Its Lowest Price-to-earnings Multiple in Five Years and Well Below Its Five-year Average.


Why is Nvidia Looking ‘Cheap’? 

Nvidia Chief Executive Officer Jensen Huang will not attend the upcoming India AI Impact Summit next week, the company has confirmed. Huang was expected to be one of the most prominent speakers at the event, which is set to be inaugurated by Prime Minister Narendra Modi.In a brief statement issued on Saturday, Nvidia said Huang would not be travelling to India due to “unforeseen circumstances”.<h2>Why Jensen Huang is not attending the summit</h2>Huang was scheduled to travel to New Delhi and address the media ahead of the summit. However, Nvidia said the visit has been cancelled at short notice.“Due to unforeseen circumstances, Jensen Huang is unable to travel to India at this time,” the company said in an email statement. Nvidia did not provide further details on the reason behind the decision.The development comes just days before the start of the India AI Impact Summit, where senior leaders from technology, government and industry are expected to discuss artificial intelligence policy, infrastructure and innovation.<h2>Nvidia’s presence at the India AI Impact Summit</h2>While Huang will be absent, Nvidia said it remains fully committed to the summit and India’s growing AI ecosystem. The company confirmed that a senior delegation will attend the event.According to Nvidia, Executive Vice President Jay Puri will lead the delegation in India. The team will engage with Indian researchers, startups, developers and partners working on AI infrastructure and applications.The summit is expected to bring together global AI companies and policymakers, with a focus on how India can scale its role in the global artificial intelligence race.Huang’s planned appearance had drawn attention because of Nvidia’s central role in the global AI boom. The company’s chips are widely used to train and run advanced AI models, making Nvidia a key player in discussions around AI infrastructure and computing power.&nbsp;

Due to unforeseen circumstances, Nvidia CEO Jensen Huang has cancelled his India visit ahead of the India AI Impact Summit. NVIDIA says it remains committed, with EVP Jay Puri leading a senior delegation instead.


Nvidia Chief Executive Officer Jensen Huang will not attend the upcoming India AI Impact Summit next week, the company has confirmed. Huang was expected to be one of the most prominent speakers at the event, which is set to be inaugurated by Prime Minister Narendra Modi. In a brief statement issued on Saturday, Nvidia said Huang would not be travelling to India due to “unforeseen circumstances”. Why Jensen Huang is not attending the summit Huang was scheduled to travel to New Delhi and address the media ahead of the summit. However, Nvidia said the visit has been cancelled at short notice. “Due to unforeseen circumstances, Jensen Huang is unable to travel to India at this time,” the company said in an email statement. Nvidia did not provide further details on the reason behind the decision. The development comes just days before the start of the India AI Impact Summit, where senior leaders from technology, government and industry are expected to discuss artificial intelligence policy, infrastructure and innovation. Nvidia’s presence at the India AI Impact Summit While Huang will be absent, Nvidia said it remains fully committed to the summit and India’s growing AI ecosystem. The company confirmed that a senior delegation will attend the event. According to Nvidia, Executive Vice President Jay Puri will lead the delegation in India. The team will engage with Indian researchers, startups, developers and partners working on AI infrastructure and applications. The summit is expected to bring together global AI companies and policymakers, with a focus on how India can scale its role in the global artificial intelligence race. Huang’s planned appearance had drawn attention because of Nvidia’s central role in the global AI boom. The company’s chips are widely used to train and run advanced AI models, making Nvidia a key player in discussions around AI infrastructure and computing power.

Due to unforeseen circumstances, Nvidia CEO Jensen Huang has cancelled his India visit ahead of the India AI Impact Summit. NVIDIA says it remains committed, with EVP Jay Puri leading a senior delegation instead.

Nvidia CEO Jensen Huang will not attend India AI Summit next week

NVIDIA's blockbuster $100 billion investment plan in OpenAI has reportedly stalled amid internal doubts at the chip giant, raising questions about their high-stakes AI partnership.


NVIDIA's Investment in OpenAI Halted: Report

In a Reflection of How the Parent Company of Google Has Become One of the Most Significant Winners of Artificial Intelligence,
Alphabet Has Surpassed Apple to Become the Second Most Valuable Firm by Market Value.

Alphabet Becomes World's Second-Largest Firm

NVIDIA H200: Chinese tech giants ByteDance and Alibaba have approached NVIDIA to inquire about the supply of its advanced H200 AI chips, highlighting the intense global demand for high-performance computing hardware. The H200, designed for cutting-edge artificial intelligence applications, is in high demand as companies race to build and upgrade their AI infrastructure. 

NVIDIA H200: Alibaba, ByteDance Seek Supply Details 

Nvidia shares surged on news of developments in its AI chip business but ultimately closed down 1% on Friday. The volatility reflects investor excitement over artificial intelligence growth potential, tempered by profit-taking and market caution. Analysts continue to monitor Nvidia’s performance as AI-driven demand shapes the semiconductor sector and broader tech market trends.


Nvidia Jumps on AI Chip News But Closes Down 1% Friday 

Nvidia crushed wall street expectations on Wednesday, posting stronger-than-expected quarterly earnings and sales while issuing an optimistic revenue forecast for the fourth quarter. A strong forecast reignites investor confidence in semiconductor. And generative ai sector sent ai stocks soaring. Nvidia shares jumped over 5 percent in the after hours of the market. Asian markets also rose on Thursday driven by the rally in Asian chip stocks following the trend in U.S.


NVIDIA Surges on Record-Breaking Earnings Beat

NVIDIA reported a record third-quarter revenue of $57 billion, surpassing Wall Street estimates and lifting market sentiment. The company saw a 62% year-over-year sales growth driven by soaring demand for AI chips powering data centers and generative AI applications. NVIDIA forecasted strong revenue for the next quarter, calming recent investor jitters about an AI bubble.

NVIDIA Smashes Estimates, Boosts Stock on AI Chip Demand

The company posted net income of $31.9 billion (+65 per cent year-on-year) in the quarter, again exceeding forecasts. Such robust profit growth helped reassure markets that big AI-infrastructure investments may indeed generate returns, rather than just hype.

The company posted net income of $31.9 billion (+65 per cent year-on-year) in the quarter, again exceeding forecasts. Such robust profit growth helped reassure markets that big AI-infrastructure investments may indeed generate returns, rather than just hype.

Did Nvidia’s earnings just help avert a market crash? Here's what numbers show

Google’s Gemini models increasingly run on Google’s own TPU chips instead of Nvidia GPUs, raising questions about whether the shift could reshape the AI hardware landscape. Here’s what’s actually true about Gemini’s performance and Google's reduced reliance on Nvidia.

Google’s Gemini models increasingly run on Google’s own TPU chips instead of Nvidia GPUs, raising questions about whether the shift could reshape the AI hardware landscape. Here’s what’s actually true about Gemini’s performance and Google's reduced reliance on Nvidia.

‘Could change AI’: Google Gemini is performing strong even without Nvidia GPUs

Do you know which are the most valuable companies in 2025? Well, here is the list of the top 7 most valuable companies in the world by market capitalisation. The leading firms have valuations ranging from nearly $5 trillion to around $1.7 trillion.

Do you know which are the most valuable companies in 2025? Well, here is the list of the top 7 most valuable companies in the world by market capitalisation. The leading firms have valuations ranging from nearly $5 trillion to around $1.7 trillion.

Top 7 most valuable companies in 2025: Nvidia hits $5 trillion, Apple joins $4T club

Wall Street is on a record run as strong earnings from Amazon, Apple, and Nvidia lift investor sentiment. Amazon’s cloud growth, Apple’s upbeat forecast, and Nvidia’s new AI deals have fueled a major rally even as global markets cool off. Here’s why big tech profits are driving Wall Street’s momentum and what it means for investors worldwide.


Big tech earnings power wall street rally

NVIDIA: In 2025, NVIDIA continues to solidify its status as an unrivaled leader in AI computing and graphics technology. The company marked key milestones including crossing a $5 trillion valuation and launching breakthrough products like the GeForce RTX 50 Series based on the cutting-edge Blackwell architecture.


NVIDIA: A Giant Like No Other, Dominating AI and Graphics in 2025 

 With that we wrap this bulletin. But before we let you go, we leave you with some news in numbers.
Today, we look at nvidia's rise to 5 trillion dollars in market cap. We also look at the big deals that made nvidia the most valuable company in the world.
News and updates continue on the other side of a short break.
Stay tuned. You are watching, wion, world is one.


Nvidia Hits $5tn Market Cap | WORLD BUSINESS WATCH | WION

Nvidia has become the first company in history to reach a market value of USD 5 trillion, riding on the artificial intelligence boom that is reshaping technology, businesses, and markets across the globe. Nvidia shares opened up more than 3% on Wednesday, and its market value is now more than the GDP of every country on earth, except for the US and China, according to World Bank data. The stock has gained more than 50% this year and more than 1,500% over the last five years. Nvidia’s sharp rise highlights its transformation from a graphics-chip designer into the backbone of the booming AI industry. The steep rise has turned CEO Jensen Huang into one of Silicon Valley’s most influential figures and the company is now at the centre of the US-China tech rivalry.&nbsp;Since 2022—the year of ChatGPT launch—Nvidia’s shares have surged 12 times as the AI frenzy pushed the S&amp;P 500 to record highs, sparking both fear and debate over whether soaring tech valuations could trigger another market bubble.The firm reached the $5 trillion market capitalisation just three months after crossing $4 trillion. Moreover, the new valuation surpasses the total worth of the global cryptocurrency market and now equals nearly half of Europe’s benchmark Stoxx 600 index.&nbsp;Also Read: <a href="https://www.wionews.com/world/-will-push-them-back-into-caves-tails-between-their-legs-pak-minister-says-will-obliterate-afghan-taliban-1761741971619">Will push them back into caves…tails between their legs’: Pak minister says will ‘obliterate’ Afghan Taliban</a><h2>Rise follows record orders and supercomputing plans</h2>&nbsp;The Santa Clara-based company’s shares rose 3.5% after a series of announcements reinforced its leadership in the AI race. On Tuesday, Nvidia President and CEO Jensen Huang unveiled AI chip orders worth $500 billion and announced plans to build seven supercomputers for the US government.&nbsp;At current prices, Huang’s stake in Nvidia is worth about USD 177.3 billion, making him the world’s eighth-richest person, according to Forbes.&nbsp;Also Read: <a href="https://www.wionews.com/world/pak-defence-minister-khawaja-asif-admits-country-s-past-role-in-supporting-afghanistan-taliban-1761755033225">Pak Defence Minister Khawaja Asif admits country’s past role in supporting Afghanistan Taliban</a>&nbsp;Taiwan-born Huang, who was raised in the US from the age of nine, founded Nvidia in 1993. Under his leadership, the company’s H100 and Blackwell processors have become the core engines behind large-language models such as ChatGPT and Elon Musk’s xAI.The rally reflects investor confidence in sustained AI spending, though some warn that valuations may be running hot.Nvidia’s performance has a sweeping influence across global markets now.&nbsp;&nbsp;Moreover, US President Donald Trump is likely to discuss Nvidia’s Blackwell chip with Chinese President Xi Jinping on Thursday since the sale of the high-end chip has been a sticking point in ongoing tensions between the two countries, particularly amid Washington’s export controls on advanced semiconductors.

The Santa Clara-based company is at the centre of the global AI boom, and its market capitalisation as on Wednesday now exceeds the total valuation of the cryptocurrency market and is roughly half the size of Europe’s Stoxx 600 index.

Nvidia has become the first company in history to reach a market value of USD 5 trillion, riding on the artificial intelligence boom that is reshaping technology, businesses, and markets across the globe. Nvidia shares opened up more than 3% on Wednesday, and its market value is now more than the GDP of every country on earth, except for the US and China, according to World Bank data. The stock has gained more than 50% this year and more than 1,500% over the last five years. Nvidia’s sharp rise highlights its transformation from a graphics-chip designer into the backbone of the booming AI industry. The steep rise has turned CEO Jensen Huang into one of Silicon Valley’s most influential figures and the company is now at the centre of the US-China tech rivalry. Since 2022—the year of ChatGPT launch—Nvidia’s shares have surged 12 times as the AI frenzy pushed the S&P 500 to record highs, sparking both fear and debate over whether soaring tech valuations could trigger another market bubble. The firm reached the $5 trillion market capitalisation just three months after crossing $4 trillion. Moreover, the new valuation surpasses the total worth of the global cryptocurrency market and now equals nearly half of Europe’s benchmark Stoxx 600 index. Also Read: Will push them back into caves…tails between their legs’: Pak minister says will ‘obliterate’ Afghan Taliban Rise follows record orders and supercomputing plans The Santa Clara-based company’s shares rose 3.5% after a series of announcements reinforced its leadership in the AI race. On Tuesday, Nvidia President and CEO Jensen Huang unveiled AI chip orders worth $500 billion and announced plans to build seven supercomputers for the US government. At current prices, Huang’s stake in Nvidia is worth about USD 177.3 billion, making him the world’s eighth-richest person, according to Forbes. Also Read: Pak Defence Minister Khawaja Asif admits country’s past role in supporting Afghanistan Taliban Taiwan-born Huang, who was raised in the US from the age of nine, founded Nvidia in 1993. Under his leadership, the company’s H100 and Blackwell processors have become the core engines behind large-language models such as ChatGPT and Elon Musk’s xAI. The rally reflects investor confidence in sustained AI spending, though some warn that valuations may be running hot. Nvidia’s performance has a sweeping influence across global markets now. Moreover, US President Donald Trump is likely to discuss Nvidia’s Blackwell chip with Chinese President Xi Jinping on Thursday since the sale of the high-end chip has been a sticking point in ongoing tensions between the two countries, particularly amid Washington’s export controls on advanced semiconductors.

The Santa Clara-based company is at the centre of the global AI boom, and its market capitalisation now exceeds the total valuation of the cryptocurrency market and is roughly half the size of Europe’s Stoxx 600 index.

Riding on AI boom, Nvidia scripts history, becomes first firm to reach $5 trillion market value

NVIDIA inches closer to becoming the first $5 trillion company while apple topped $4 trillion in market value. The development makes apple one of the most valuable companies in the world alongside NVIDIA and microsoft which also surpassed $4 trillion.

Nvidia's Market Cap Close To $5 Trillion Mark: Apple, Microsoft Close By

NVIDIA and Qualcomm are now using AI to help design faster, smarter chips. With tools like ChipNeMo and on-device AI, they’re speeding up development and cutting errors, signalling a major shift in how processors are built for the AI age.

NVIDIA and Qualcomm are now using AI to help design faster, smarter chips. With tools like ChipNeMo and on-device AI, they’re speeding up development and cutting errors, signalling a major shift in how processors are built for the AI age.

How AI is influencing chip design at NVIDIA and Qualcomm

Nvidia is investing up to $100 billion in OpenAI, in one of the biggest partnerships in AI history. The deal involves massive chip purchases, a non-voting stake for Nvidia, and plans to deploy at least 10 gigawatts of computing power — enough to power over 8 million U.S. homes.

This move strengthens Nvidia’s position as the dominant AI hardware provider and gives OpenAI the critical infrastructure to maintain its lead in artificial intelligence. But with antitrust concerns rising and competitors watching closely, this could reshape the entire tech landscape.

Nvidia’s $100b bet on OpenAI: AI supremacy begins

Nvidia said Monday it will invest up to $100 billion in OpenAI, building infrastructure for next-generation artificial intelligence.The strategic partnership aimed at deploying massive data center capacity unites generative AI star OpenAI with the leading maker of chips powering the technology."Compute infrastructure will be the basis for the economy of the future," OpenAI chief executive Sam Altman said in a joint release."We will utilize what we're building with NVIDIA to both create new AI breakthroughs and empower people and businesses with them at scale."The partnership will enable San Francisco-based OpenAI to build and deploy AI data centers with Nvidia systems, representing millions of sophisticated graphics processing units (GPUs), according to the companies.The first Nvidia systems are expected to be operating in the second half of next year.OpenAI and Nvidia added that they will work together to optimize how the companies' hardware and software complement each other.No financial details were provided beyond the possible magnitude of Nvidia's investment in OpenAI.Tech industry rivals Amazon, Google, Meta, Microsoft and Elon Musk's xAI have been pouring billions of dollars into artificial intelligence since the blockbuster launch of the first version of ChatGPT in late 2022.Nvidia has become a coveted source of high-performance GPUS tailored for generative AI.Chinese startup DeepSeek shook up the AI sector early this year with a model that delivers high performance using less costly chips.Silicon Valley-based Nvidia last week announced it would invest $5 billion in struggling chip rival Intel.The investment represents a significant commitment to Intel's turnaround efforts. Nvidia joined Japanese investment giant SoftBank and the US government in backing the once-dominant chipmaker, which has fallen behind in recent years after missing key technology shifts.Nvidia's GPUs, originally designed for gaming systems, have become the essential building blocks of artificial intelligence applications, with tech giants scrambling to secure them for their data centers and AI projects.OpenAI released a keenly awaited new generation of its hallmark ChatGPT last month, touting significant advancements in artificial intelligence capabilities as a global race over the technology accelerates.ChatGPT-5 was made available free to the more than 700 million who use the AI tool weekly, according to OpenAI.Disclaimer: This story has been published from a news agency feed with minimal edits for grammar and punctuation. The headline may have been changed to better reflect the content of the story or to make it more suitable for WION audience.&nbsp;

The partnership will enable San Francisco-based OpenAI to build and deploy AI data centers with Nvidia systems, representing millions of sophisticated graphics processing units (GPUs), according to the companies.

Nvidia said Monday it will invest up to $100 billion in OpenAI, building infrastructure for next-generation artificial intelligence. The strategic partnership aimed at deploying massive data center capacity unites generative AI star OpenAI with the leading maker of chips powering the technology. "Compute infrastructure will be the basis for the economy of the future," OpenAI chief executive Sam Altman said in a joint release. "We will utilize what we're building with NVIDIA to both create new AI breakthroughs and empower people and businesses with them at scale." The partnership will enable San Francisco-based OpenAI to build and deploy AI data centers with Nvidia systems, representing millions of sophisticated graphics processing units (GPUs), according to the companies. The first Nvidia systems are expected to be operating in the second half of next year. OpenAI and Nvidia added that they will work together to optimize how the companies' hardware and software complement each other. No financial details were provided beyond the possible magnitude of Nvidia's investment in OpenAI. Tech industry rivals Amazon, Google, Meta, Microsoft and Elon Musk's xAI have been pouring billions of dollars into artificial intelligence since the blockbuster launch of the first version of ChatGPT in late 2022. Nvidia has become a coveted source of high-performance GPUS tailored for generative AI. Chinese startup DeepSeek shook up the AI sector early this year with a model that delivers high performance using less costly chips. Silicon Valley-based Nvidia last week announced it would invest $5 billion in struggling chip rival Intel. The investment represents a significant commitment to Intel's turnaround efforts. Nvidia joined Japanese investment giant SoftBank and the US government in backing the once-dominant chipmaker, which has fallen behind in recent years after missing key technology shifts. Nvidia's GPUs, originally designed for gaming systems, have become the essential building blocks of artificial intelligence applications, with tech giants scrambling to secure them for their data centers and AI projects. OpenAI released a keenly awaited new generation of its hallmark ChatGPT last month, touting significant advancements in artificial intelligence capabilities as a global race over the technology accelerates. ChatGPT-5 was made available free to the more than 700 million who use the AI tool weekly, according to OpenAI. Disclaimer: This story has been published from a news agency feed with minimal edits for grammar and punctuation. The headline may have been changed to better reflect the content of the story or to make it more suitable for WION audience.

The partnership will enable San Francisco-based OpenAI to build and deploy AI data centers with Nvidia systems, representing millions of sophisticated graphics processing units (GPUs), according to the companies.

Nvidia announces investment of up to $100 bn in OpenAI data centers

China on Monday (Sep 15) said that Nvidia violated the country’s anti-monopoly law with a high-profile deal in 2020, according to a preliminary investigation. Beijing added that it would continue its investigation into the US chip giant. The recent development, which comes amid trade tensions between Beijing and Washington, may complicate the ongoing talks between the US and China that started on Sunday in Madrid, Spain.The US chipmaker was found to be violating the antitrust regulations after it acquired networking gear maker Mellanox Technologies Ltd, as per the country’s market regulator, the State Administration for Market Regulation. Reportedly, Nvidia’s shares were down about 2 per cent in premarket trading.The SAMR opened an investigation into Nvidia after it acquired the Israeli technology company, which creates network solutions for data centres and servers. The $7 billion deal, which happened in 2020, was approved by China on the condition that Nvidia not discriminate against Chinese companies. However, SAMR said that the preliminary probe found that the US chip maker violated China’s anti-monopoly laws related to its acquisition and conditions, without specifying how Nvidia breached the country’s laws or what corrective measures it seeks from the firm.Earlier, the US imposed restrictions on Nvidia from selling its most advanced AI chips to Chinese firms, including the H100, over national security concerns. Nvidia redesigned its chips two times before it could sell them in the country in accordance with the US regulations.Monday’s ruling comes weeks after the US President Donald Trump’s administration later agreed to allow Nvidia and Advanced Micro Devices Inc. to sell some of their AI chips to Chinese companies. However, Beijing cautioned its local companies against Nvidia’s H20 accelerator, citing security concerns.Recently, China also said that it was launching an anti-dumping investigation into a certain type of US semiconductor firms, including Texas Instruments Inc. Its shares also fell around 2 per cent in pre-market trading.Meanwhile, Trump told reporters on Sunday that the talks in Madrid were “going fine”, but added that TikTok’s fate will be decided on Beijing’s actions. “We may let it die, or we may — I don’t know, it depends. Up to China,” the US president said.

The US chipmaker was found to be violating the antitrust regulations after it acquired networking gear maker Mellanox Technologies Ltd, according to the country’s market regulator.

China on Monday (Sep 15) said that Nvidia violated the country’s anti-monopoly law with a high-profile deal in 2020, according to a preliminary investigation. Beijing added that it would continue its investigation into the US chip giant. The recent development, which comes amid trade tensions between Beijing and Washington, may complicate the ongoing talks between the US and China that started on Sunday in Madrid, Spain. The US chipmaker was found to be violating the antitrust regulations after it acquired networking gear maker Mellanox Technologies Ltd, as per the country’s market regulator, the State Administration for Market Regulation. Reportedly, Nvidia’s shares were down about 2 per cent in premarket trading. The SAMR opened an investigation into Nvidia after it acquired the Israeli technology company, which creates network solutions for data centres and servers. The $7 billion deal, which happened in 2020, was approved by China on the condition that Nvidia not discriminate against Chinese companies. However, SAMR said that the preliminary probe found that the US chip maker violated China’s anti-monopoly laws related to its acquisition and conditions, without specifying how Nvidia breached the country’s laws or what corrective measures it seeks from the firm. Earlier, the US imposed restrictions on Nvidia from selling its most advanced AI chips to Chinese firms, including the H100, over national security concerns. Nvidia redesigned its chips two times before it could sell them in the country in accordance with the US regulations. Monday’s ruling comes weeks after the US President Donald Trump’s administration later agreed to allow Nvidia and Advanced Micro Devices Inc. to sell some of their AI chips to Chinese companies. However, Beijing cautioned its local companies against Nvidia’s H20 accelerator, citing security concerns. Recently, China also said that it was launching an anti-dumping investigation into a certain type of US semiconductor firms, including Texas Instruments Inc. Its shares also fell around 2 per cent in pre-market trading. Meanwhile, Trump told reporters on Sunday that the talks in Madrid were “going fine”, but added that TikTok’s fate will be decided on Beijing’s actions. “We may let it die, or we may — I don’t know, it depends. Up to China,” the US president said.

The US chipmaker was found to be violating the antitrust regulations after it acquired networking gear maker Mellanox Technologies Ltd, according to the country’s market regulator.

Did Nvidia violate anti-monopoly law in China? Here’s what Beijing’s market regulator revealed amid trade tensions with US

Nvidia CEO Jensen Huang has pushed back against fears that the artificial intelligence (AI) chip boom is losing momentum. Speaking after the company’s second-quarter results, Huang said AI spending will expand into a multi-trillion-dollar market within the next five years.&nbsp;Despite this upbeat message, Nvidia shares slipped 1.56 per cent in premarket trading on Thursday as the company’s third-quarter forecast fell short of some investor expectations. The cautious outlook excluded any potential revenue from China, highlighting the ongoing uncertainty caused by trade restrictions between Washington and Beijing.&nbsp;<h2>‘A new industrial revolution has started’</h2>He told investors that AI is creating opportunities on a historic scale. “A new industrial revolution has started. The AI race is on,” he said, projecting $3 trillion to $4 trillion in AI infrastructure spending by the end of the decade.&nbsp;He explained that data centres alone are expected to spend around $600 billion in 2025, with major buyers including Microsoft and Amazon. For a single $60 billion data centre project, Huang said Nvidia could supply as much as $35 billion worth of chips and systems.&nbsp;“The buzz is: everything sold out,” Huang said, pointing to strong demand for its high-end Blackwell chips and even older Hopper processors, which remain in high demand.&nbsp;<h2>Balancing investor caution and AI optimism</h2>While Huang’s forecast highlights Nvidia’s confidence, some investors remain wary. AI-related stocks have shown signs of slowing momentum, with OpenAI CEO Sam Altman recently warning that investors may be “overexcited” about AI.&nbsp;Matt Orton, head of advisory solutions at Raymond James, said Nvidia still has durability in its growth story: “The mega caps are the ones propelling a lot of the capital spending that Nvidia is benefiting from. You’re not seeing any slowdown in Nvidia’s results.”&nbsp;&nbsp;Portfolio manager Thomas Martin at Globalt Investments echoed this, noting that Nvidia’s order books for 2026 Blackwell chips are already full, showing how early the AI expansion still is.&nbsp;<h2>China's question remains unanswered</h2>Nvidia has not shipped its H20 reduced-capability chips to China in the latest quarter, even though a non-Chinese customer purchased $650 million worth of the same product. The lack of clarity over U.S.-China export rules continues to cast uncertainty on Nvidia’s growth potential in one of the world’s largest tech markets.&nbsp;The company’s cautious Q3 revenue forecast has therefore raised some concerns, though analysts note that Nvidia’s dominance in AI chips gives it significant room to expand outside China.Nvidia has outperformed much of the broader market this year, even surpassing Apple in quarterly net income. With AI infrastructure spending accelerating, Huang believes the company is still in the “early stages” of a long-term cycle.

Nvidia CEO Jensen Huang says AI spending will hit multi-trillion dollars within five years, calling it a new industrial revolution. Despite strong demand for its chips, Nvidia shares dipped as Q3 outlook excluded china due to trade restrictions.

Nvidia CEO Jensen Huang has pushed back against fears that the artificial intelligence (AI) chip boom is losing momentum. Speaking after the company’s second-quarter results, Huang said AI spending will expand into a multi-trillion-dollar market within the next five years. Despite this upbeat message, Nvidia shares slipped 1.56 per cent in premarket trading on Thursday as the company’s third-quarter forecast fell short of some investor expectations. The cautious outlook excluded any potential revenue from China, highlighting the ongoing uncertainty caused by trade restrictions between Washington and Beijing. ‘A new industrial revolution has started’ He told investors that AI is creating opportunities on a historic scale. “A new industrial revolution has started. The AI race is on,” he said, projecting $3 trillion to $4 trillion in AI infrastructure spending by the end of the decade. He explained that data centres alone are expected to spend around $600 billion in 2025, with major buyers including Microsoft and Amazon. For a single $60 billion data centre project, Huang said Nvidia could supply as much as $35 billion worth of chips and systems. “The buzz is: everything sold out,” Huang said, pointing to strong demand for its high-end Blackwell chips and even older Hopper processors, which remain in high demand. Balancing investor caution and AI optimism While Huang’s forecast highlights Nvidia’s confidence, some investors remain wary. AI-related stocks have shown signs of slowing momentum, with OpenAI CEO Sam Altman recently warning that investors may be “overexcited” about AI. Matt Orton, head of advisory solutions at Raymond James, said Nvidia still has durability in its growth story: “The mega caps are the ones propelling a lot of the capital spending that Nvidia is benefiting from. You’re not seeing any slowdown in Nvidia’s results.” Portfolio manager Thomas Martin at Globalt Investments echoed this, noting that Nvidia’s order books for 2026 Blackwell chips are already full, showing how early the AI expansion still is. China's question remains unanswered Nvidia has not shipped its H20 reduced-capability chips to China in the latest quarter, even though a non-Chinese customer purchased $650 million worth of the same product. The lack of clarity over U.S.-China export rules continues to cast uncertainty on Nvidia’s growth potential in one of the world’s largest tech markets. The company’s cautious Q3 revenue forecast has therefore raised some concerns, though analysts note that Nvidia’s dominance in AI chips gives it significant room to expand outside China.Nvidia has outperformed much of the broader market this year, even surpassing Apple in quarterly net income. With AI infrastructure spending accelerating, Huang believes the company is still in the “early stages” of a long-term cycle.

Nvidia CEO Jensen Huang says AI spending will hit multi-trillion dollars within five years, calling it a new industrial revolution. Despite strong demand for its chips, Nvidia shares dipped as Q3 outlook excluded china due to trade restrictions.

Nvidia CEO says AI boom is just starting, predicts multi-trillion dollar growth

Nvidia’s $46.7 billion revenue and strong AI chip growth highlight massive demand for artificial intelligence, boosting Palantir’s stock 1,760 per cent and supporting rapid adoption of Palantir’s AI platform. Read more below.

Nvidia’s $46.7 billion revenue and strong AI chip growth highlight massive demand for artificial intelligence, boosting Palantir’s stock 1,760 per cent and supporting rapid adoption of Palantir’s AI platform. Read more below.

How Nvidia’s $46.7 billion boost helped Palantir stock

&nbsp;Nvidia delivered a blockbuster Q2 with $46.7 billion in revenue and net profit of $26.4 billion, both up sharply on a year earlier. Demand for its AI chips, especially the Blackwell line, drove growth. Yet, the company still shipped no H20 chips to China, as negotiations and regulations remain unresolved.&nbsp;Powerful numbers, powered by AI chips&nbsp;In Q2, Nvidia’s revenue rose 56 per cent year-on-year, with net profit climbing 59 per cent . Data centre sales soared to $41.1 billion, powered in large part by the Blackwell platform with $27 billion directly attributed to Blackwell sales.&nbsp;Nvidia also approved a massive $60 billion share buyback, reflecting strong cash flow and investor focus on shareholder returns.&nbsp;<h2>China remains off-limits for H20 chips</h2>&nbsp;Despite U.S. approval under a 15 per cent revenue-sharing deal, Nvidia shipped zero H20 chips to China in Q2. CFO Collette Kress explained that the company is still awaiting full regulatory clarity. Meanwhile, $650 million worth of H20 chips were sold outside China.This absence likely shaved off $4-$8 billion in Q2 revenue potential. Optimistic forecast, cautious outlookFor Q3, Nvidia projects $54 billion in revenue ±2 per cent, ahead of analyst expectations (~$53.14 billion). However, shares fell by 3-5 per cent in after-hours trading, as investors eyed the China uncertainty and signs of data-centre momentum occasionally cooling.Despite this, CEO Jensen Huang remains bullish. He describes a “new industrial revolution” and expects $3-$4 trillion in AI infrastructure spending by 2030.

Nvidia delivered a blockbuster Q2 with $46.7 billion in revenue and net profit of $26.4 billion, both up sharply on a year earlier. Demand for its AI chips, especially the Blackwell line, drove growth. 

Nvidia delivered a blockbuster Q2 with $46.7 billion in revenue and net profit of $26.4 billion, both up sharply on a year earlier. Demand for its AI chips, especially the Blackwell line, drove growth. Yet, the company still shipped no H20 chips to China, as negotiations and regulations remain unresolved. Powerful numbers, powered by AI chips In Q2, Nvidia’s revenue rose 56 per cent year-on-year, with net profit climbing 59 per cent . Data centre sales soared to $41.1 billion, powered in large part by the Blackwell platform with $27 billion directly attributed to Blackwell sales. Nvidia also approved a massive $60 billion share buyback, reflecting strong cash flow and investor focus on shareholder returns. China remains off-limits for H20 chips Despite U.S. approval under a 15 per cent revenue-sharing deal, Nvidia shipped zero H20 chips to China in Q2. CFO Collette Kress explained that the company is still awaiting full regulatory clarity. Meanwhile, $650 million worth of H20 chips were sold outside China. This absence likely shaved off $4-$8 billion in Q2 revenue potential. Optimistic forecast, cautious outlook For Q3, Nvidia projects $54 billion in revenue ±2 per cent, ahead of analyst expectations (~$53.14 billion). However, shares fell by 3-5 per cent in after-hours trading, as investors eyed the China uncertainty and signs of data-centre momentum occasionally cooling. Despite this, CEO Jensen Huang remains bullish. He describes a “new industrial revolution” and expects $3-$4 trillion in AI infrastructure spending by 2030.

Nvidia delivered a blockbuster Q2 with $46.7 billion in revenue and net profit of $26.4 billion, both up sharply on a year earlier. Demand for its AI chips, especially the Blackwell line, drove growth.&nbsp;

Nvidia profits surge, but China’s H20 chip remains unsold

Nvidia’s shares dropped 3 percent after the company issued a cautious outlook, signaling a slowdown in growth. This comes after an unprecedented two-year surge fueled by soaring global investment in artificial intelligence. The market reaction reflects concerns about whether the AI boom can maintain its current pace in the face of evolving demand and economic conditions.

Nvidia's 90% jump at risk after earnings 

US President Donald Trump has upended decades of national security policy with a controversial new deal involving chipmaker Nvidia. In exchange for allowing Nvidia to resume the sale of its H20 artificial intelligence (AI) chips to China, previously banned on national security grounds, Trump proposed that the US government take a 15 per cent cut of Nvidia’s sales in the country. The move has sparked intense debate and raised concerns about the future of US export controls.&nbsp;The deal, which also includes Nvidia’s smaller rival, AMD, is seen by some as the beginning of a new approach to managing sensitive technologies. Earlier, export controls on technologies like advanced semiconductors have been non-negotiable, with national security concerns driving the decision to limit or ban sales to adversarial nations. But under Trump’s administration, the rules seem to have shifted, leading to accusations of a “pay-for-play” framework.&nbsp;<h2>Legal and ethical questions surround the deal</h2>The legality of the deal remains unclear, as US law generally prohibits taxes or duties on exported goods, particularly those related to national security. Legal experts have expressed concerns about whether Trump’s deal constitutes an “export tax” or represents a novel form of revenue-sharing, which has never been implemented in US export policy before.While Nvidia has yet to publicly confirm details of the 15 per cent revenue-sharing arrangement, the company stated it “follows rules the US government sets for our participation in worldwide markets.” AMD, meanwhile, confirmed that it had received US approval for some AI processor exports to China but did not directly address the revenue-sharing terms.<h2>Potential impact on US chipmakers and global trade</h2>The financial implications of this deal could affect chipmakers, with analysts suggesting that the 15 per cent revenue cut could reduce margins on China-bound processors by 5 to 15 percentage points. Bernstein analysts warned that this could erode Nvidia and AMD’s overall margins by about a point. The deal could also introduce uncertainty for other industries exporting strategic products to China, as they may now face similar revenue-sharing demands from the US government.The latest move signals a new era in US export controls, with some experts predicting that more deals like this could follow. As the Trump administration continues to reshape export policy, the deal with Nvidia serves as a focal point for broader discussions on the balance between economic opportunities and national security risks.&nbsp;(With inputs from agencies)

The move has sparked intense debate and raised concerns about the future of US export controls. The deal, which also includes Nvidia’s smaller rival, AMD, is seen by some as the beginning of a new approach to managing sensitive technologies.

US President Donald Trump has upended decades of national security policy with a controversial new deal involving chipmaker Nvidia. In exchange for allowing Nvidia to resume the sale of its H20 artificial intelligence (AI) chips to China, previously banned on national security grounds, Trump proposed that the US government take a 15 per cent cut of Nvidia’s sales in the country. The move has sparked intense debate and raised concerns about the future of US export controls. The deal, which also includes Nvidia’s smaller rival, AMD, is seen by some as the beginning of a new approach to managing sensitive technologies. Earlier, export controls on technologies like advanced semiconductors have been non-negotiable, with national security concerns driving the decision to limit or ban sales to adversarial nations. But under Trump’s administration, the rules seem to have shifted, leading to accusations of a “pay-for-play” framework. Legal and ethical questions surround the deal The legality of the deal remains unclear, as US law generally prohibits taxes or duties on exported goods, particularly those related to national security. Legal experts have expressed concerns about whether Trump’s deal constitutes an “export tax” or represents a novel form of revenue-sharing, which has never been implemented in US export policy before. While Nvidia has yet to publicly confirm details of the 15 per cent revenue-sharing arrangement, the company stated it “follows rules the US government sets for our participation in worldwide markets.” AMD, meanwhile, confirmed that it had received US approval for some AI processor exports to China but did not directly address the revenue-sharing terms. Potential impact on US chipmakers and global trade The financial implications of this deal could affect chipmakers, with analysts suggesting that the 15 per cent revenue cut could reduce margins on China-bound processors by 5 to 15 percentage points. Bernstein analysts warned that this could erode Nvidia and AMD’s overall margins by about a point. The deal could also introduce uncertainty for other industries exporting strategic products to China, as they may now face similar revenue-sharing demands from the US government. The latest move signals a new era in US export controls, with some experts predicting that more deals like this could follow. As the Trump administration continues to reshape export policy, the deal with Nvidia serves as a focal point for broader discussions on the balance between economic opportunities and national security risks. (With inputs from agencies)

The move has sparked intense debate and raised concerns about the future of US export controls. The deal, which also includes Nvidia’s smaller rival, AMD, is seen by some as the beginning of a new approach to managing sensitive technologies.

Trump’s deal with Nvidia raises questions on US national security and export policy

US chipmakers Nvidia and AMD have agreed to hand over 15 per cent of their revenues from sales of certain advanced artificial intelligence chips to China, as a condition for obtaining export licences, according to a US official quoted by Reuters. The arrangement covers products such as Nvidia’s H20 chips and AMD’s MI308 processors, high-performance semiconductors designed for AI applications. The Financial Times first reported the deal on Sunday, saying the Trump administration has yet to decide how the collected funds will be used.<h2>Sales ban lifted after April halt</h2>In April, Washington halted sales of Nvidia’s H20 chips to China over export control concerns. However, Reuters reports that the US government last month gave Nvidia the green light to resume sales, with deliveries expected to begin soon. The Commerce Department began issuing export licences for the H20 last week.&nbsp;A Nvidia spokesperson told Reuters the company “follows rules the US government sets for our participation in worldwide markets” and expressed hope that export control rules would allow America to “compete in China and worldwide.” AMD did not comment on the report.<h2>Balancing national security and market access</h2>The unusual revenue-sharing requirement has drawn mixed reactions. Geoff Gertz, a senior fellow at the Center for New American Security, told Reuters the policy seemed contradictory: “Either selling H20 chips to China is a national security risk, in which case we shouldn’t be doing it, or it’s not, in which case why are we putting this extra penalty on the sale?” Commerce Secretary Howard Lutnick has defended the move, calling it part of broader US–China negotiations over access to rare earths.&nbsp;In an interview with CNBC last month, Lutnick described the H20 as Nvidia’s “fourth-best chip” and said it was in US interests for Chinese companies to use American technology, even if the most advanced designs remain banned from export. A US official told Reuters the administration does not view the sale of H20 or similar chips as a compromise to national security. However, critics like Alasdair Phillips-Robins, a former adviser at the Commerce Department during Joe Biden’s presidency, argue the deal trades away “national security protections for revenue for the Treasury.”<h2>AI chip sales remain a geopolitical flashpoint</h2>The export of high-end semiconductors to China remains a core battleground in US–China trade and tech relations. While Washington has tightened restrictions on the most advanced AI chips, it is also seeking to maintain market share for American firms in China’s lucrative technology sector.With the 15 per cent revenue arrangement now in place, the Trump administration is attempting to walk a fine line, leveraging technology access for strategic gains, while keeping a close eye on national security thresholds.&nbsp;(With inputs from the agencies)&nbsp;

Sales were previously halted in April but have resumed. The revenue-sharing requirement is mixed, with concerns over national security. Critics argue it compromises protections for Treasury gains while the US aims to balance tech access and security in ongoing US-China relations.

US chipmakers Nvidia and AMD have agreed to hand over 15 per cent of their revenues from sales of certain advanced artificial intelligence chips to China, as a condition for obtaining export licences, according to a US official quoted by Reuters. The arrangement covers products such as Nvidia’s H20 chips and AMD’s MI308 processors, high-performance semiconductors designed for AI applications. The Financial Times first reported the deal on Sunday, saying the Trump administration has yet to decide how the collected funds will be used. Sales ban lifted after April halt In April, Washington halted sales of Nvidia’s H20 chips to China over export control concerns. However, Reuters reports that the US government last month gave Nvidia the green light to resume sales, with deliveries expected to begin soon. The Commerce Department began issuing export licences for the H20 last week. A Nvidia spokesperson told Reuters the company “follows rules the US government sets for our participation in worldwide markets” and expressed hope that export control rules would allow America to “compete in China and worldwide.” AMD did not comment on the report. Balancing national security and market access The unusual revenue-sharing requirement has drawn mixed reactions. Geoff Gertz, a senior fellow at the Center for New American Security, told Reuters the policy seemed contradictory: “Either selling H20 chips to China is a national security risk, in which case we shouldn’t be doing it, or it’s not, in which case why are we putting this extra penalty on the sale?” Commerce Secretary Howard Lutnick has defended the move, calling it part of broader US–China negotiations over access to rare earths. In an interview with CNBC last month, Lutnick described the H20 as Nvidia’s “fourth-best chip” and said it was in US interests for Chinese companies to use American technology, even if the most advanced designs remain banned from export. A US official told Reuters the administration does not view the sale of H20 or similar chips as a compromise to national security. However, critics like Alasdair Phillips-Robins, a former adviser at the Commerce Department during Joe Biden’s presidency, argue the deal trades away “national security protections for revenue for the Treasury.” AI chip sales remain a geopolitical flashpoint The export of high-end semiconductors to China remains a core battleground in US–China trade and tech relations. While Washington has tightened restrictions on the most advanced AI chips, it is also seeking to maintain market share for American firms in China’s lucrative technology sector. With the 15 per cent revenue arrangement now in place, the Trump administration is attempting to walk a fine line, leveraging technology access for strategic gains, while keeping a close eye on national security thresholds. (With inputs from the agencies)

US chipmakers Nvidia and AMD will give 15% of revenue from certain AI chip sales to China for export licenses. This includes Nvidia’s H20 and AMD’s MI308 chips.

Nvidia, AMD to pay US 15% of China AI chip sales under export deal

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