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Apple overtakes Nvidia to reclaim the title of world’s most valuable company at $4.88 trillion

Apple overtook Nvidia on Friday to become the world’s most valuable company for the first time since April 2025. Apple closed at roughly $4.88 trillion as its shares held steady, while Nvidia fell 3.5% to approximately $4.86 trillion. Nvidia had held the top spot for nearly a year after becoming the first company to surpass […]

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Nokia and Nvidia built the first commercial AI-RAN, aiming to double network capacity

The firms powering the AI boom now want a piece of the mobile network. Nokia says it has built the industry’s first commercial AI-RAN platform, together with Nvidia, calling it the biggest shift in radio in decades. RAN stands for radio access network, the gear that links phones to the wider network. An AI-RAN runs […]

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Japan is building a 140MW AI factory for robots, and Nvidia is supplying all of it

Nvidia and a Japanese industrial consortium are building what Nvidia calls the world’s first national AI infrastructure for physical AI, and the specification is unusually concrete for an announcement of this kind. The AI factory will run 13,750 Nvidia Vera CPUs and 27,500 Rubin GPUs across 140 megawatts of data centre capacity, built on the Nvidia […]

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Apple is shopping for chip companies because its own AI servers can’t keep up

Apple built a trillion-dollar business on chips it designs itself. It cannot design the ones its AI needs fast enough, so it is going shopping. The iPhone maker is hunting for AI chip acquisitions, The Information reported. In recent months it has talked to bankers about deals and approached chip startups to ask if they […]

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Nvidia builds a white list: more than half of its Asian customers are off it

Nvidia has more than halved the number of customers in Asia cleared to buy its artificial intelligence chips, according to the Financial Times, which cited three people with knowledge of the matter. The company has built a new white list of approved regional buyers and stepped up due diligence in Singapore, Malaysia, and Japan, the […]

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Even Nvidia’s head of automotive fights with Nvidia for compute

Today, I’m talking with Xinzhou Wu, who is the head of automotive at Nvidia.  Nvidia is obviously in the news constantly because of the AI boom — it’s one of the most valuable companies in the world, because the AI industry can’t get enough of the company’s GPUs. But Nvidia is also a key supplier […]

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France’s antitrust probe into Nvidia is nearing its end, regulator says

France’s competition regulator has signalled that its long-running inquiry into Nvidia is drawing to a close, edging the world’s most valuable chipmaker nearer to a formal reckoning over how it wields its grip on the market for artificial intelligence hardware. The company has long been tipped to face antitrust charges in France, and any decision could […]

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Jensen Huang says his engineers would rather build agents than write code

Nvidia’s software engineers are writing less code than ever, and according to their chief executive, that is exactly how they like it. Jensen Huang said this week that his engineers have grown to prefer building AI agents over writing Python, a change he casts as a promotion rather than a threat. “These agentic systems are […]

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Nvidia teams up with chip rival d-Matrix instead of fighting it

Nvidia has found a new way to handle its chip rivals: work with them. The GPU giant is combining its hardware with inference chips from the startup d-Matrix, The Information reported. The two will ship a joint system to run AI models. The AI-cloud firm Parasail will be its first customer, with the system due […]

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