In the decade since the discovery of Rowhammer, GPUhammer is the first variant to flip bits inside discrete GPUs and the first to attack GDDR6 GPU memory modules. All attacks prior to GPUhammer ...

Elon Musk's xAI aims to surpass Nvidia's H100 GPU in power and efficiency, highlighting the chip's dominance in AI infrastructure. Investors should watch for potential impact on the industry.

NVIDIA GB200 AI servers are somehow being smuggled into China, even after CEO Jensen Huang says they weigh two tons and can't get there.

Despite a U.S. export ban, Chinese firms are secretly repairing hundreds of smuggled Nvidia AI chips each month.

BEIJING/SHANGHAI (Reuters) -Demand in China has begun surging for a business that, in theory, shouldn't exist: the repair of advanced Nvidia artificial intelligence chipsets that the U.S. has ...

$1 billion of NVIDIA AI chips were reportedly sold in China despite US bans Financial Times details a thriving black market amid tight export controls.

Nvidia placed orders for 300,000 H20 chipsets with contract manufacturer TSMC last week, two sources said, with one of them adding that strong Chinese demand had led the U.S. firm to change its ...

Nvidia became the first publicly traded company to reach a market cap of $4 trillion last week, as investors remain bullish on artificial intelligence technology.

Elon Musk's AI company, xAI, aims to exponentially increase its computing power to the equivalent of 50 million Nvidia H100 GPUs within five years. This ambitious plan raises concerns about the ...

Customer concentration is an issue. In Q1 FY’26, Nvidia disclosed that one customer accounted for 16% of revenue and another for 14%.

If Nvidia maintains its jaw-dropping growth rate (as it could do with H20 chips returning), then this valuation doesn't look all that expensive with a five-year mindset.

Fortunately, Nvidia shareholders recently got great news from the Trump administration: Applications to resume selling its H20 GPUs in China will be approved by the Commerce Department.