The chip giant's deal with Apollo, BlackRock, and KKR signals that capital markets, not engineering, now decide who builds AI.

Nvidia's CEO says the AI cloud giant can stand alone, but credit markets just priced a record chance it won't.

The pontiff questioned whether Nvidia's guardrails are real. Huang says the company is doing more than anyone, and that the pope is asking the right questions.

The debate over open-weight AI models pits safety against democratization, with billions in Nvidia and Anthropic incentives at stake.

The software giant is shifting more AI compute to its own silicon, a move that could reshape its cost structure and loosen Nvidia's grip.

Four years after the $1,499 RTX 4090 launched, Nvidia's consumer flagship is reportedly being shelved for data-center chips, and GPU pricing has never been more brutal.

The chip giant's move into open-weight models would make it both supplier and competitor to the AI labs that buy its GPUs.

The chip giant's acquisition of the open-source AI hub validates a decade-long bet and reshapes the competitive landscape for every AI company.

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

The Nasdaq leads a broad selloff as investors question the billions poured into AI compute after a Chinese model upends cost assumptions.