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Nvidia CEO Jensen Huang has sounded his loudest alarm to date about the U.S. falling behind to China on AI, telling the Financial Times that "China is going to win the AI race." The trillion-dollar bet on AI's success, pushed by the Trump administration, hinges in large part on Nvidia, the dominant maker of chips for AI computing.

While many of the largest tech companies race to build massive data centers for their artificial intelligence ambitions, Apple is taking a more modest approach. In its fiscal 2025, which ended in September, Apple spent $12.72 billion on capital expenditures. Compared to Alphabet, Meta, Microsoft and Amazon, Apple’s barely spending at all. Apple’s different approach to AI hasn’t hurt its hardware sales yet. CEO Tim Cook told CNBC Thursday that consumer response to the company’s iPhone 17 models was “off the chart.” While many of the largest tech companies race to build massive data centers for their artificial intelligence...

The artificial intelligence giant Nvidia on Wednesday notched yet another historic milestone, becoming the first company to be worth $5 trillion. The value of Nvidia alone is now worth more than the GDP of every country on earth, except for the United States and China, according to World Bank data.

Nvidia CEO Jensen Huang announced that the company will build seven supercomputers for the Department of Energy with up to 100,000 chips all made in America. Huang said, “The first thing that President Trump asked me is, ‘bring manufacturing back.'” The New York Post reports that Nvidia CEO Jensen Huang made several significant announcements during the keynote address at the company’s GTC event in Washington, DC, highlighting the company’s ongoing success and its commitment to advancing e AI technology. The event, held for the first time in the US capital, signifies Nvidia’s pursuit of work with the government and contractors...

Dan Niles, founder and portfolio manager at Niles Investment Management, joins CNBC's 'Money Movers' to discuss his outlook on this week's Big Tech earnings, the rise in Qualcomm stock, and more. You will see a 30 to 50% correction in many AI-related names next year, says Dan Niles | 6:01 CNBC Television | 3.26M subscribers | 41,414 views | October 27, 2025

Nvidia, the American semiconductor giant, has seen its dominance in China’s advanced chip market vanish, with its market share dropping from 95% to Zero due to stringent US export controls, according to CEO Jensen Huang. Speaking at a Citadel Securities event in New York earlier this month, Huang revealed that Nvidia is completely barred from selling its high-performance AI chips, including the A100, H100, and H200 models, to Chinese companies since restrictions began in 2022. A video of the interview was released recently. Huang expressed hope for a policy shift, stating, “We will continue to explain and inform and hold...

Chipmaker Nvidia's CEO Jensen Huang said that the company will continue to sponsor H-1B visas and cover all associated costs following U.S. President Donald Trump's executive order last month that imposed a $100,000 fee on each new application, Business Insider reported on Tuesday. Huang's reported message, aimed at reassuring employees, comes after panic and confusion had ensued among tech workers on H-1B visas, a large chunk of whom are from India and China. Akin to the wider chip and tech industry, Nvidia has a significant number of employees from overseas. Huang has repeatedly asserted that about half the AI researchers...

Monday's off to a busy start! As investors and traders await any developments from Washington DC, Tom White points out the fact that in the previous 5 government shutdowns equity markets actually rose higher. He joins Diane King Hall to set up the trading week before turning to a pair of big premarket movers. AMD (AMD) is jumping on news that it reached a deal to sell a potential 10% stake to OpenAI in tranches. And, Micron (MU) begins Monday's action with an upgrade at Morgan Stanley and a new price target to $220. Market Rally: AMD/OpenAI Deal, MU Upgrade...

In Abilene, Texas—in the heart of what locals call the Big Country, long defined by ranching, farming, shale oil exploration, and now dotted with wind turbines—OpenAI and Oracle staged a carefully crafted media showcase on Tuesday to talk about the latest boom underway... In Abilene alone, a crew of 6,400 workers have already moved massive amounts of soil to flatten the hills, and laid down enough fiber optic cable to wrap the Earth 16 times.... The five new Stargate projects—in Texas, New Mexico, Ohio, and in an undisclosed Midwest location—will bring Stargate’s current pipeline to nearly 7 gigawatts and more...

Nvidia (NVDA.O), said on Thursday it would invest $5 billion in Intel (INTC.O), throwing its heft behind the struggling U.S. chipmaker just weeks after the White House engineered an extraordinary deal for the federal government to take a massive stake in the company. Nvidia's support offers Intel a new chance after years of turnaround efforts failed to pay off, and triggered a 23% jump in the U.S. chip manufacturer's shares. The stake will make Nvidia one of Intel's largest shareholders, giving it roughly 4% of the company after new shares are issued

Texas Instruments is building a $60 billion U.S. manufacturing megaproject where Apple vows to make "critical foundation semiconductors" for iPhones and other devices. CNBC went to Sherman, Texas, for an exclusive first look inside the newest fab of seven TI's building in Utah and Texas to provide U.S.-made chips to customers like Nvidia and Ford. TI shares have suffered amid tariff concerns, and it's lost analog market share for several years, but top leaders are confident about the huge spend. Why Texas Instruments Is Betting $60 Billion On Making Cheap Chips In The U.S. | 15:41 CNBC | 4.01M subscribers...

U.S. President Donald Trump has been on a multimillion-dollar bond-buying spree since taking office in January, investing in debt issued by local authorities, gas districts and major American corporations. Across 33 pages of filings with the U.S. Office of Government Ethics, or OGE, dated Aug. 12, the president outlined 690 transactions that have taken place since he took office. The documents were made public on Tuesday. According to CNBC calculations, the purchases had a total value of at least $100 million, assuming the lower value end listed for each disclosed transaction. By law, the U.S. president, vice president and other...

An "active shooter" situation in Lewiston, Maine...Fox News reporting at least 22 dead and dozens wounded at three locations... The US House led by newly elected speaker Mike Johnson approving a resolution in support of Israel... An Iranian backed militia group says that a US base in northeastern Syria was attacked by rockets... Russian Aerospace Forces striking two jihadist positions in Syria... The Russian military in Syria also saying that US-led coalition warplanes and drones violated Syrian airspace 15 times today... Democrat Congressman Jamaal Bowman of New York facing a misdemeanor criminal charge for pulling a fire alarm at the...

Nvidia (NASDAQ:NVDA) just hit another mind-bending milestone. The chip giant's market cap has swelled to $4.5 trillion, putting it $1.5 trillion above the entire Russell 2000 index. That means one company is now worth more than 2,000 small U.S. firms combined. Nvidia isn't just dominating in price. It's woven into the core of global investing. The stock sits inside 667 ETFs, which together control nearly 3.6 billion shares. Whether through passive funds or active bets, chances are, most investors already own a slice of Nvidia.

The Trump administration has launched their own 'Manhattan Project' as reports have suggested one of America's largest chipmakers could be partly nationalized. Intel, the largest chip fabricator in the US, has been in talks with Donald Trump over a potential government stake in the company. While the percentage stake the government is asking for has not been made public, nationalizing a company is typically reserved for national emergencies. The government nationalized a number of banks after the 2008 financial crisis and key logistics companies during World War II. It comes amid concerns that America relies too heavily on TSCM, a...

Nvidia’s (NVDA.O) H20 chips present security risks for China, according to a social media account linked to Chinese state media, which made the claim on Sunday after Beijing raised concerns about potential backdoor access in the chips. The account, Yuyuan Tantian- affiliated with state broadcaster CCTV also argued in a WeChat post that the H20 chips are neither technologically advanced nor environmentally friendly. “When a type of chip is neither environmentally friendly, nor advanced, nor safe, as consumers, we certainly have the option not to buy it,” the article concluded. Nvidia did not immediately comment. The H20 artificial intelligence chips...

Nvidia chips do not contain "backdoors" allowing remote access, the US tech giant has said, after Beijing summoned company representatives to discuss "serious security issues". The California-based company is a world-leading producer of AI semiconductors, and this month became the first company to hit US$4 trillion in market value. But it has become entangled in trade tensions between China and the United States, and Washington effectively restricts which chips Nvidia can export to China on national security grounds. "Cybersecurity is critically important to us. Nvidia does not have 'backdoors' in our chips that would give anyone a remote way to...

Psst, wanna buy some innovation?An estimated $1 billion worth of smuggled high-end Nvidia AI processors have reportedly found their way onto the Chinese black market, despite the US government's strict restrictions on exports of the tech. The eyebrow-raising figure, which Nvidia has neither confirmed nor refuted, was revealed by the Financial Times, which claims to have based its reporting on a combination of interviews and analyses of company filings and sales contracts. If accurate, the report sheds light on the limitations of the US trade policy's ability to control the movement of much sought-after AI technology around the world. The...

Bitcoin topped $112,000 on Wednesday afternoon, notching a new record.The flagship crypto’s rise came on a day when investors returned to risk-on mode, driving the tech-heavy Nasdaq Composite to a record close.Bitcoin has been trading in a tight range in recent weeks.Bitcoin hit a fresh record on Wednesday afternoon as an Nvidia-led rally in equities helped push the price of the cryptocurrency higher into the stock market close. The price of bitcoin was last up 1.9%, trading at $110,947.49, according to Coin Metrics. Just before 4:00 p.m. ET, it hit a high of $112,052.24, surpassing its May 22 record of...

The United Arab Emirates is spending $20 billion on OpenAI’s Stargate UAE. The project is billed as a sovereign AI capability, yet it relies entirely on American chips, software, and infrastructure. This is the sovereign AI paradox: The harder nations push for AI independence, the deeper their dependencies become.The UAE is not alone. From Paris to New Delhi, governments are pouring billions into so-called “sovereign” frontier models. France backs Mistral. India promotes BharatGPT. Each promises strategic autonomy yet is dependent on a globalized stack.The term “AI factories,” adopted by Nvidia CEO Jensen Huang, rebrands data centers as strategic infrastructure akin...