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Nvidia

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Google’s rise in AI is rocking its rivals.

It’s a Code Red moment for the dominant AI players

Google’s latest chatbot and AI chip are a threat to Nvidia and OpenAI’s dominance.

  • Stephen Bartholomeusz

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Google continues to be a top competitor in the search for AI talent as it seeks to shore up its offerings.

‘Dark horse’ Google is now giving Nvidia a run for its money in the AI race

The internet giant is on track to hit a $US4 trillion market capitalisation after a report said Meta will buy billions worth of Google AI chips, sending Nvidia shares tanking.

  • Mark Bergen and Newley Purnell
The fracturing of MAGA.

‘Don’t be stupid’: How Trump is losing his grip on MAGA

The symbiosis between the president and his America First base is being tested over a plethora of issues – and so is his total control of the Republican Party.

  • Michael Koziol
Jensen Huang is essentially executing industrial policy, if not for America, then for himself.

‘What a job you’ve done’: The CEO who has turned into Trump’s new best friend

The unlikely pairing has arguably become the most important relationship between the Trump administration and the business world.

  • Tripp Mickle and Ana Swanson
Wall Street has become increasingly dependent on the company.

Tech stocks drive ASX higher after Nvidia calms AI bubble fears

The Australian sharemarket staged a relief rally on Thursday after Nvidia beat market expectations in its highly anticipated results after Wall Street’s closing bell.

  • Staff reporters
Nvidia hits 11 out of ten in its latest earnings report.

What AI bubble? Nvidia hits it out of the park

In one stroke, its chief executive Jensen Huang just delivered an earnings masterclass, gagged the legion of AI detractors and put some life back into global equity markets.

  • Elizabeth Knight
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Wall Street bounced higher after the Fed chair’s speech.

The alarm bells are ringing louder in markets

There are cracks appearing in share and crypto markets across the globe.

  • Stephen Bartholomeusz
Jensen Huang, the CEO of Nvidia.

Don’t cash in your chips yet, the AI boom still has a long way to run

While AI-sceptics say the current boom is over-hyped, the reality is the US technology giants represent some of the most profitable companies in the world.

  • Billy Leung
Chief executive Jensen Huang’s Nvidia became the first company to reach a $US5 trillion valuation in October 2025.

The moment you will be able to hear a pin drop in global markets

The world is set to watch the most consequential announcement in sharemarkets this year. Not even the Federal Reserve’s rate decision in December will match it.

  • Elizabeth Knight
Masayoshi Son

Why the ‘Warren Buffett of Japan’ just sold out of the world’s biggest company

Even one of the world’s biggest investors is being stretched by AI’s insatiable appetite for cash.

  • Stephen Bartholomeusz

Original URL: https://www.theage.com.au/topic/Nvidia-6gk0