SEC filings showed Nvidia has exited its position in the British chip designer, which it once tried to buy for $40 billion.

As more AI companies consider Google’s chips, the company wants to use deals with external partners to expand the potential market.

Instead, the market looked beyond the impressive AI order book and focused on a single forward-looking metric that reshaped the narrative: a

I’m a traditional software engineer. Join me for the first in a series of articles chronicling my hands-on journey into AI development using Dell's Pro Max mini-workstation with Nvidia’s Grace Blackwell GB10 AI chip.

The use of Nvidia CPUs could signal a significant shift toward Arm-based chips in the data center.

Evidence: China’s regulator determined NVDA breached antitrust regulations in the Mellanox acquisition (Sept 2025), New regulations reportedly require Chinese purchasers to buy domestic chips for each H200 imported (Jan 2026), Reopened access to China's market is accompanied by a new 25% revenue-sharing tariff (Jan 2026)

Nvidia shares dipped ahead of next week’s earnings release. Oppenheimer expects $2–3 billion sales upside led by GB300. OpenAI funding and hyperscaler capex seen supporting demand.

Nvidia's stock is expected to skyrocket over the next few months.

Nvidia is expanding its partnerships in India, including with venture capital firms, as it bets on the country's AI ecosystem that has drawn massive Big Tech investments.