Nvidia Stopped Selling Chips. It Sells Gigawatts Now — at $40 Billion Each.
Nvidia now measures itself in revenue per gigawatt: about $40 billion for Vera Rubin. The math says as much about who's buying…
Nvidia
Every prompt/power story on Nvidia, including “Nvidia Stopped Selling Chips. It Sells Gigawatts Now — at $40 Billion Each.” and “The HBM4 Fight Is Over. The R…
8 stories
The HBM4 Fight Is Over. The Real Memory War Just Moved to the Packaging Line.
SK Hynix won Nvidia's HBM4 race. The real bottleneck moved to TSMC's packaging line, where lead times now run past a year.
The Hotline Summit: Trump, Xi, and the Chip War That Didn’t Move
Washington got an AI incident hotline and a two-month tariff truce. It got no movement on the export controls that are the…
Nvidia’s China Freeze Is Now Just the Weather
Nvidia now guides to zero China data-center revenue as its baseline. When the world's most valuable chipmaker stops pricing China in, the…
The AI Data-Center Debt Map
Trillions in AI compute commitments sit off the balance sheet in project SPVs. Oracle's New Mexico force majeure is the first stress…
Nvidia says the roadmap is intact. It won’t say which roadmap.
Jensen Huang denied the Rubin delay rumor and unveiled a 27,500-GPU Japanese AI factory. The Kyber rack report that sank supplier stocks…
A $1.3 trillion tantrum: chips sell off while Samsung prints the best quarter in its history
Chip stocks lost roughly $1.3 trillion in five sessions while Samsung posted a record quarter. The market is pricing policy and payback,…
The Brief: two frontier models in 24 hours, a $1.3 trillion chip rout, and Apple loses in Luxembourg
GPT-5.6 ships in three tiers, Grok 4.5 claims Opus class without a system card, and a $1.3 trillion chip selloff argues with…