Scrapping export restrictions on top-of-the-line GPU chips because of DeepSeek's s AI success would hand China a major win, says Toner.

After announcing a partnership with OpenAI last year, the US National Laboratory will now install the company’s latest reasoning models on its Nvidia-powered Venado supercomputer “to conduct national security research.

After spending years indiscriminately ripping off other people's work, OpenAI is trying to pin blame on Chinese AI startup DeepSeek.

Importantly, several Wall Street analysts have updated or reiterated their forecasts since DeepSeek published its research paper last week, and they all see upside in Nvidia stock from its current price of $128 per share. Gil Luria at D.A. Davidson set his target price at $135 per share, implying a 5% upside.

Nvidia shares' 9% recovery Tuesday was the second-best day in terms of market cap added for any company ever—but the company faced another selloff Wednesday.

OpenAI's Stargate Project promises to build AI data centers and clean energy facilities across the U.S., creating 100,000 jobs. But will those promises be kept?

Invest in Nvidia Corporation as AI spending surges. Recent dip offers a buying opportunity. Read my in-depth look at NVDA stock and its growing opportunities.

When OpenAI released ChatGPT in 2022, companies started spending billions on GPUs to train AI models. Nvidia led the market for graphics processing units (GPUs), so it was the right company at the right time to deliver monster returns to investors.

Silicon Valley’s initial advantage in LLMs evaporated quickly despite export controls, writes AI expert Gary Marcus.

DeepSeek, a Chinese AI startup, has rapidly ascended to prominence, challenging established AI chatbots like Google Gemini and ChatGPT. Its flagship AI model, R1, has achieved remarkable performance using significantly less computational power than its competitors.