Nvidia's market value once reached 3.53 trillion US dollars, surpassing Apple's 3.52 trillion US dollars to become the world's most valuable company.

Bank of America analysts noted that Nvidia's stock price still has about 40% room to rise as its "generational opportunity" continues to develop.

Nvidia and TSMC have been in partnership for nearly three decades, forming a highly symbiotic business model. The rapid development of the AI ​​market has also made Nvidia TSMC's second largest customer after Apple.

ASML's latest financial report was exposed in advance before the scheduled release date. The forecast for the following year is significantly lower than market expectations. Nvidia's stock price may be "excessive" to follow the decline.

Nvidia emphasized that the latest Blackwell chip has achieved a leap in performance in AI computing, and the chip has always been designed with "improving energy efficiency" as the core.

Nvidia declined to respond to the news of the H20 break, and its CEO Huang Renxun has completed the "reduction plan" to become the company's largest individual shareholder.。

Nvidia plans to acquire AI startup OctoAI for approximately $165 million to consolidate its leadership in the AI ​​market.

Foreign media reported that ByteDance plans to cooperate with TSMC to begin mass production of its two self-developed AI chips based on the 5nm process by 2026, but ByteDance officials responded that the report was untrue.

Oracle recently announced the launch of the world's first Zettascale-level cloud computing cluster based on NVIDIA's latest generation Blackwell platform, providing enterprises with unprecedented AI computing power.

Nvidia CEO Jensen Huang plans to speak at the Goldman Sachs conference in San Francisco to provide more information on the latest progress of the next-generation AI processor Blackwell.

AI startup Xockets is suing Nvidia and Microsoft for allegedly infringing its AI chip technology patents. In addition to monetary compensation, it may ask Nvidia to ban the sale of AI systems based on Blackwell GPUs.

On September 3, Nvidia's stock price fell sharply by 9.5%, one of the largest single-day market value drops for a US company.

Nvidia CEO Jensen Huang is pushing the company's strategy to become a full-service supplier of data center components.

According to reports, Apple and Nvidia are in talks with OpenAI about investment matters, planning to invest approximately $100 million each to strengthen their AI cooperation with OpenAI.

AI startup Cerebras has announced the launch of Cerebras Inference, the world’s fastest AI inference solution, which is 20 times faster than solutions based on NVIDIA’s latest generation Hopper GPUs in today’s hyperscale clouds.

AMD announced that it will acquire server manufacturer ZT Systems for $4.9 billion.

An analyst at Bank of America said that despite the recent increase in volatility in the semiconductor market, the industry may rebound as the fourth quarter approaches.

Nvidia said that Blackwell chip sampling has begun and production is on schedule, and is expected to accelerate in the second half of the year. It will not comment on the rumors.

NVIDIA AI chips shipments delayed by 3 months due to design flaws, related suppliers affected.

Analysts predict that the second half of global AI development will focus on custom ASIC chips, which brings variables to NVIDIA's future.