J.P. Morgan predicts AI infrastructure spending will reach $1.4 trillion annually by 2030. The single biggest cost driver in data centers is GPUs, accounting for 39% of total spending.
Nvidia CEO Jensen Huang is visiting China as Beijing weighs whether to allow sales of Nvidia's H200 AI chip, a decision that has become a key flashpoint in U.S.-China tech tensions despite strong inte
Nvidia CEO Jensen Huang is in Shanghai, a person briefed on the matter said on Saturday, as the U.S. chip giant faces fierce competition from local rivals and scrutiny from Chinese authorities.
Nvidia board member Persis Drell resigned on Wednesday, the company said in an SEC filing. The board now has 10 directors, including CEO Jensen Huang.
While there are concerns about an AI bubble, most industry-level indicators show that AI spending will accelerate this year. The labor market remains weak and some consumer-facing companies are strugg
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Nvidia still sells the best picks and shovels for the AI gold rush. Equinix and Digital Realty will draw more AI companies to their data centers.
Investing in growth stocks can come with risks, but the payoff can also be substantial. Two of the three stocks listed were already well-known companies six years ago.
Cathie Wood expects Nvidia to face tougher competition from AMD this year. However, Nvidia's first-mover advantage, dominant market share, and sticky ecosystem could prevent the underdog from gaining
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03:23pm, Friday, 23'rd Jan 2026
Nvidia's GPUs remain a top pick for AI hyperscalers. The Trade Desk is looking to bounce back in 2026.
Although they are multitrillion-dollar companies, Nvidia and Alphabet still look poised to beat the S&P 500. Nvidia's AI chips are in hot demand, with soaring revenue growth and s 55% net profit margi

China--Nvidia Ties Appear Back On

01:08pm, Friday, 23'rd Jan 2026
Nvidia (NVDA) shares rose 1.54% to $187.69, as investors weighed signs that China may allow major tech firms to restart preparations for H200 AI chip purchases.
Jensen Huang calls AI infrastructure development the "largest buildout in human history," creating massive job opportunities and wage growth for skilled trades workers.
Chinese regulators have signaled tentative progress toward reopening access to Nvidia's H200 AI chips, telling major technology groups including Alibaba Group H
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