The 2026 Fortune 500 shows record revenues, profits, and market concentration, with Nvidia crossing $4 trillion in value.

Investors looking for the generative-AI buildout can widen the lens beyond the obvious winners and hunt for the less crowded infrastructure plays.

Intel is betting a cheaper, memory-heavy datacenter GPU can win the prefill work Nvidia paused, which could reshape AI infrastructure buying decisions.

Nvidia’s laptop-chip push is no experiment: Huang says the company is already charting multiple generations, aiming for voice-controlled computers and droids.

Nvidia is using a controlled demo to prove RTX Spark can handle native Arm gaming and emulated PC titles, with launch timing still unclear.

Matt Murphy says copper interconnects are fading, Nvidia is backing the shift, and Marvell is racing Broadcom to own the optics layer.

How Lip-Bu Tan's brutal candor and capital-raising blitz turned a $50B debt crisis into a comeback story in 13 months.

The new, miniature Surface RTX Spark Dev Box sets a high bar for local AI performance, signaling a major shift in the developer hardware landscape.