Why Nvidia CEO Jensen Huang might be done with OpenAI investments

In a surprising turn of events, the CEO of Nvidia has indicated that a recent $30 billion investment in OpenAI might be his last. This statement has sparked questions about the strategic thinking behind the decision. Is it a sign that the company is becoming more neutral in the competitive AI landscape, or is it […]

Qualcomm has ‘significant advantage’ over Nvidia in edge AI: CFO

At a major mobile technology conference in Barcelona, the chipmaker Qualcomm laid out its vision for the future of artificial intelligence. According to a key company executive, their focus on “edge AI” gives them a powerful edge over competitors like Nvidia. The concept of edge AI involves processing data directly on a device, like a […]

Nvidia and Meta expand GPU team up with millions of additional AI chips

In a significant move for the artificial intelligence industry, Nvidia and Meta have announced an expanded, multi-year partnership. The deal will see Nvidia provide the social media giant with millions of its next-generation Blackwell and Rubin graphics processing units (GPUs), along with its central processing units (CPUs) and networking technology. The plan is for Meta […]

AI, Investment, market, Nvidia, Big Tech, shares
February 13, 2026
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Nvidia Shares Go Cold Even as Big Tech Spending on AI Balloons

Big‑tech giants are steadily upping their budgets for artificial‑intelligence infrastructure, but Nvidia’s stock, one of the biggest beneficiaries of that cash flow, has stayed largely flat for months. Since the start of the fourth quarter, the shares have slipped more than 1% and have traded in a tight range despite reaching a record high in […]

China, Nvidia, AI chips, tech industry, Lutnick, export controls
February 11, 2026
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Nvidia must live with guardrails around its AI chip sales to China, Lutnick says

During a recent congressional hearing, the Commerce Secretary emphasized that the American graphics‑chip maker must operate within a tightly defined framework when selling its most advanced AI processors to China. The discussion centered on the H200 chip, Nvidia’s second‑most powerful model, and the regulatory conditions attached to its export. The Secretary explained that the licensing […]