NVIDIA Corp
- Baidu’s semiconductor unit Kunlunxin files for Hong Kong listing amid AI chip boom in China - Baidu has announced plans to spin off its artificial intelligence chip subsidiary, Kunlunxin, and list the new firm on the Hong Kong Stock Exchange.
- Dust to data centers: The year AI tech giants, and billions in debt, began remaking the American landscape - Big Tech is remaking the U.S. map into an AI empire — kingdom-scale data centers, unprecedented debt, power constraints, and a near-religious belief in scaling.
- Google wraps up best year on Wall Street since 2009, beating megacap peers as AI story strengthens - Shares of Alphabet rallied in 2025 as the company responded to skepticism of its position in artificial intelligence with new products that excited investors.
- How $160 million worth of export-controlled Nvidia chips were allegedly smuggled into China - The scheme involved falsifying shipping documents to misclassify the GPUs and hide their true destinations, including China and other prohibited locations.
- Retail investors close out one of their best years ever. How they beat Wall Street at their own game - Mom-and-pop investors bought the dip at key points, giving them outsized benefits from the market's run this year.
- From data center spas to servers in space: How the energy crunch is reshaping cloud computing - Data centre developers and designers are starting to get creative.
- One year on from the UK's grand AI plan: Has its infrastructure buildout been a success? - Hefty financial commitments from tech giants are positive signals, but big challenges remain for the U.K. to fulfil its ambitions.
- Nvidia-Groq deal is structured to keep 'fiction of competition alive,' analyst says - Groq's description of its Nvidia deal as a "non-exclusive licensing agreement" mimics other recent big AI transactions orchestrated by U.S. tech giants.
- Oracle shares on pace for worst quarter since 2001 as new CEOs face concerns about AI buildout - Investors want to know if Oracle, under new CEOs Clay Magouyrk and Mike Sicilia, can pay for and deliver data centers packed with Nvidia chips for OpenAI.
- Monetizers vs manufacturers: How the AI market could splinter in 2026 - AI infrastructure firms are set to win from the evolution of once asset-light Big Tech firms.