Nvidia - IndiaNIC's Signal

28 Dec 2025 · 4 min read

Nvidia Shatters Records Again: $57 Billion Quarter Signals Unrelenting AI Demand

Nvidia's Q3 Fiscal 2026 earnings reveal a staggering $51.2 billion in datacenter revenue, cementing its dominance as the engine of the artificial intelligence revolution.

28 Dec 2025 · 4 min read

OpenAI and AWS Forge $38 Billion Alliance: The End of Cloud Monogamy

In a massive shift for the AI industry, OpenAI secures $38 billion in compute from Amazon Web Services, signaling a new era of multi-cloud strategy and intensified infrastructure competition.

27 Dec 2025 · 4 min read

Nvidia's $20 Billion 'Surgical' Strike: Licensing Groq's Tech and Hiring Top Talent

In a move redefining the AI chip war, Nvidia licenses Groq's low-latency technology and hires CEO Jonathan Ross, cementing its grip on the inference market.

27 Dec 2025 · 3 min read

The $500 Billion Bet: Wall Street Unifies Behind a Bullish 2026

Driven by unprecedented AI capital expenditures and resilient earnings, major financial institutions project the S&P 500 could breach 8,000 in 2026, though risks of overvaluation remain.

27 Dec 2025 · 3 min read

Nvidia Cements Dominance: Hires Groq CEO and Licenses Tech in Reported $20 Billion Deal

The AI giant moves to absorb the leadership and technology of one of its most promising challengers, reshaping the competitive landscape for inference chips.

27 Dec 2025 · 3 min read

Nvidia Halts Testing of Intel's 18A Node: A Setback for US Manufacturing Ambitions

The decision by the AI giant to stop moving forward with Intel's advanced manufacturing process signals deep challenges for the US push toward semiconductor independence.

27 Dec 2025 · 3 min read

Intel Bets $1.6 Billion on SambaNova in Bid to Revive AI Ambitions

In a strategic move to regain ground in the silicon wars, Intel is finalizing a deal to acquire AI specialist SambaNova Systems at a steep discount.

27 Dec 2025 · 4 min read

Gamers Bracing for Impact: Nvidia Reportedly Slashing RTX 5000 Supply by 40% in 2026

New reports suggest the GPU giant is pivoting further toward AI, planning drastic cuts to consumer graphics card production that could drive prices up and availability down.

27 Dec 2025 · 3 min read

CES 2026: The Shift from Chatbots to 'Agentic' AI and Ambient Computing

As the world's largest tech conference returns to Las Vegas, the focus moves beyond generative text to AI-native operating systems, predictive robotics, and a battle for hardware dominance.

26 Dec 2025 · 3 min read

Nvidia 'Blackwell' Launch Overshadowed by Reports of Drastic 2026 Supply Cuts

While Nvidia confirms the arrival of its RTX PRO 5000 series, new supply chain reports warn of a massive reduction in consumer gaming GPU availability for the coming year.

26 Dec 2025 · 3 min read

Intel Bets $1.6 Billion on SambaNova to Salvage AI Ambitions

In a bid to close the widening gap with Nvidia, Intel is reportedly finalizing a deal to acquire AI chip specialist SambaNova Systems at a steep discount.

26 Dec 2025 · 4 min read

Market Shift: AMD Claws Back Share in AI and Graphics as Competition Heats Up

New data reveals AMD has secured 17% of the graphics market in late 2024, signaling a potential crack in Nvidia's dominance as the AI hardware race enters a new phase.

22 Dec 2025 · 3 min read

Nvidia Defies Geopolitical Gravity: Record Earnings Amid US-China Tech Tensions

The AI chip giant reports $39.3 billion in quarterly revenue, proving its strategy to navigate export controls with alternative products is paying off.

22 Dec 2025 · 3 min read

China's Moore Threads Accelerates AI Autonomy with Advanced Chips to Rival Nvidia

Moore Threads advances China's tech independence with the MTT S4000 GPU and KUAE cluster, challenging Nvidia's market grip through CUDA-compatible software and domestic supply chains.

21 Dec 2025 · 4 min read

The Great Pivot: Nvidia Prioritizes Data Centers Over Gamers as AI Revenue Eclipses $50 Billion

As Nvidia reports record-breaking $57 billion revenue driven by AI demand, the company signals a strategic reduction in gaming GPU supply, marking a definitive shift away from its consumer roots.

21 Dec 2025 · 3 min read

Google and Meta Forge Alliance to Optimize PyTorch on TPUs, Challenging Nvidia's AI Hardware Dominance

New software updates and cross-company collaborations aim to make Google's TPUs a seamless, cost-effective alternative to Nvidia GPUs for the world's most popular AI framework.

19 Dec 2025 · 3 min read

Tech Sector Snaps Losing Streak as Cooler CPI Data Validates Soft Landing Thesis

Markets staged a significant recovery on December 18, 2025, led by semiconductor giants and fueled by fresh inflation data that quelled fears of lingering price pressures.

18 Dec 2025 · 4 min read

The $1 Trillion Correction: Why Wall Street Is Finally Pulling the Plug on the AI Hype

As US tech giants shed over $1 trillion in value, the market confronts a harsh reality: massive AI spending has yet to deliver the promised returns.