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Nvidia quarterly earnings show immunity to AI bubble fears as it cashes in on data center boom

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Chipmaker’s quarterly earnings surpassed Wall Street’s expectations every quarter for multiple years nowNvidia released its quarterly earnings on Wednesday, with the chipmaker revealing higher than expected revenues that buoyed its stock in after-hours trading, extending its yearslong streak of surpassing Wall Street’s sky-high expectations.The company receives the vast majority of its revenue from its data […]

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Nvidia reportedly plans to invest $30bn in OpenAI’s next funding round

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Chip manufacturer to invest in return for stock after previous ‘circular’ $100bn deal dissolved earlier this monthNvidia, the world’s most valuable company, is reportedly planning to invest $30bn (£22bn) in OpenAI’s next funding round, after a $100bn deal between the two dissolved earlier this month.The maker of ChatGPT is expected to be valued at $730bn

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OpenAI sidesteps Nvidia with unusually fast coding model on plate-sized chips

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On Thursday, OpenAI released its first production AI model to run on non-Nvidia hardware, deploying the new GPT-5.3-Codex-Spark coding model on chips from Cerebras. The model delivers code at more than 1,000 tokens (chunks of data) per second, which is reported to be roughly 15 times faster than its predecessor. To compare, Anthropic’s Claude Opus

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What does the disappearance of a $100bn deal mean for the AI economy?

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Apparent collapse of Nvidia–OpenAI tie-up raises questions about circular funding and who will bear the cost of AI’s expansionDid the circular AI economy just wobble? Last week it was reported that a much-discussed $100bn deal – announced last September – between Nvidia and OpenAI might not be happening at all.This was a circular arrangement through

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‘Innovating weather science’: Met Office launches new two-week forecast

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Weather service research finds less accurate probability-based predictions are still considered helpfulThe Met Office is to lean into one of Britain’s favourite pastimes – talking about the weather – by launching a new two-week forecast.At present, the publicly funded weather and climate service offers a seven-day forecast on its website and app with an hourly

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Report: China approves import of high-end Nvidia AI chips after weeks of uncertainty

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On Wednesday, China approved imports of Nvidia’s H200 artificial intelligence chips for three of its largest technology companies, Reuters reported. ByteDance, Alibaba, and Tencent received approval to purchase more than 400,000 H200 chips in total, marking a shift in Beijing’s stance after weeks of holding up shipments despite US export clearance. The move follows Beijing’s

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China lags behind US at AI frontier but could quickly catch up, say experts

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Beijing’s AI policy is focused on real-life applications but Chinese companies are beginning to articulate their own grand visionsStanding on stage in the eastern China tech hub of Hangzhou, Alibaba’s normally media-shy CEO made an attention-grabbing announcement. “The world today is witnessing the dawn of an AI-driven intelligent revolution,” Eddie Wu told a developer conference

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Nvidia blåsväder efter kontakt med piratbiblioteket Anna’s Archive

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Nvidia anklagats för att medvetet ha använt miljontals piratkopierade böcker för att träna sina AI-modeller efter att företaget kontaktade det kontroversiella ”skuggbiblioteket” Anna’s Archive. Uppgifterna framkommer i en uppdaterad stämningsansökan där författare kräver skadestånd för upphovsrättsintrång. Enligt rättsdokument som lämnats in i fredags nådde en medlem av NVIDIA:s datastrategi-team ut till Anna’s Archive för att

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Rollout of AI may need to be slowed to ‘save society’, says JP Morgan boss

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Jamie Dimon warns of civil unrest but Nvidia’s Jensen Huang argues tech will create rather than destroy jobsJamie Dimon, the boss of JP Morgan, has said artificial intelligence “may go too fast for society” and cause “civil unrest” unless governments and business support displaced workers.While advances in AI will have huge benefits, from increasing productivity

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Anthropic CEO Calls Exporting AI Chips to China a National Security Risk

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Anthropic CEO Dario Amodei has sharply criticised US President Donald Trump’s move to permit the sale of  US-made AI chips to China, warning that the decision poses serious national security risks. Speaking at the World Economic Forum 2026 in Davos, during the session ‘The Day After AGI’, Amodei questioned the idea that selling US-made chips

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