NVIDIA CEO Jensen Huang says he can't trust Samsung's HBM memory, 'we cannot trust and do business with them because senior executives change frequently'.

Jensen Huang and Nvidia both saw their values hit hard Monday as investors digested the impact of Chinese AI company DeepSeek.

The news that Chinese start-up DeepSeek had created a generative AI chatbot similar to ChatGPT – but for a fraction of the cost – sent shockwaves through the market.

Samsung Electronics (SSNLF) received approval to supply its high-bandwidth memory, or HBM, chips to Nvidia (NVDA).

Gov. Kathy Hochul on Wednesday unveiled a plan to offer free community college tuition for adult learners, ages 25 to 55. Hochul talked about the proposal at Onondaga Community College "to showcase the region’s readiness for Micron to support New York State as a global hub for Semiconductor manufacturing and R&D,

Some analysts were quick to assert that DeepSeek’s leap in AI efficiency—using far less computing horsepower and thus far less electricity—blows a hole in the widely accepted narrative that AI is power-hungry. Some in the climate community are already signaling relief that AI’s magic could be available with a lighter energy footprint.

The news that DeepSeek was able to develop generative AI technology for far less money than OpenAI spent on ChatGPT has investors concerned that the hardware build-out that enabled Nvidia's stunning growth in revenue and profit may slow down. But we are at a very early stage in the reaction and analysis of the DeepSeek news.

Nvidia, which soared to the top of the stock market by selling the computer chips fueling the world’s artificial intelligence boom, has been dealt a tough reality check by a small Chinese company that showed it could do more

CEO Jensen Huang’s net worth plunged $18 billion Monday as the chipmaker’s stock continues to free fall. Huang was worth $106.3 billion as of Monday morning, down nearly 15%, according to Forbes Real-Time Billionaires list.

SK Hynix soars to record profits driven by strong demand for its high-bandwidth memory (HBM) products used in AI applications.

SK Hynix Inc., a major supplier of memory chips, has announced record quarterly earnings. However, investors have reacted cautiously. Concerns about smartphone demand and future AI spending have tempered enthusiasm.

Energy concerns, diversification and industries ripe for AI disruption are at the core of Lip-Bu Tan's investment strategy.