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The Latest Breaking News from Jensen Huang

What does the disappearance of a $100bn deal mean for the AI economy?

Apparent collapse of Nvidia–OpenAI tie-up raises questions about circular funding and who will bear the cost of AI’s expansion

The Guardian - UK

‘You Don’t Need to Have a PhD in Computer Science’ to Make a Great Living as AI Disrupts the Economy as We Know It. The Good and Bad of Nvidia CEO Jensen Huang’s Latest Prediction.

Jensen Huang is predicting an AI construction boom where blue-collar workers can bag six-figure salaries. He makes a compelling argument, but there are a couple of big caveats here that we can't ignore.

Barchart

OpenAI CEO Sam Altman Says Nvidia 'Makes the Best AI Chips in the World.' How to Play NVDA Stock Amid New Drama?

Nvidia stock fell more than 3% on Monday on reports that its planned $100 billion investment in OpenAI had stalled. However, both OpenAI's Sam Altman and Nvidia's Jensen Huang have pushed back on the narrative.

Barchart

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‘Let a thousand flowers bloom,’ Jensen Huang says. Demanding ROI from AI is like forcing a child to make a business plan for a hobby

You don’t ask your kids to prove to you how they’re going to make money for you, Huang said: “We never do that at home. But we do it at work.”

Fortune

Software sell-off over AI fears hits global stock markets, but FTSE 100 finishes at closing high on £8bn insurance takeover – as it happened

Rolling coverage of the latest economic and financial news

The Guardian - UK

“It’s nonsense”: Jensen Huang says reports of friction between Nvidia and OpenAI are false

Jensen Huang rejects reports of tension between his company and OpenAI, reiterating that Nvidia will invest heavily in the AI firm.

TechRadar

Nvidia May Not Invest $100 Billion in OpenAI After All. Is That a Bad Sign for NVDA Stock?

Now that Nvidia’s headline-grabbing $100 billion OpenAI deal appears to be on shaky ground, should investors be worried about NVDA stock?

Barchart

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Our chances of seeing a new Nvidia-powered handheld PC with RTX 5070-level power are improving – but I'd expect the price to be a dealbreaker

I smell a new Nvidia handheld PC on the horizon, thanks to fresh chip teases from Jensen Huang, but let's hope I haven't jinxed it.

TechRadar

OpenAI reportedly isn't happy with Nvidia's GPUs while Nvidia's $100 billion investment plan in OpenAI is said to have 'stalled': Is the AI honeymoon over?

Are the two biggest beasts in AI falling out of love?

PC Gamer

Oracle said it was ‘highly confident in OpenAI’s ability to raise funds and meet its commitments.’ Cue the stock fall

Oracle’s plan to raise $50 billion had shares rising. Then a tweet about its confidence in OpenAI triggered a selloff that spoke volumes.

Fortune

Nvidia CEO denies ‘nonsense’ report he’s unhappy with OpenAI: ‘I really love working with Sam’

“We will invest a great deal of money,” Jensen Huang said, while clarifying that Nvidia’s potential $100 billion investment was “never a commitment.”

Fortune

$15 billion tech CEO says she doesn’t know what jobs will look like in 2 years—but she’s still pushing her son into computer science

HubSpot CEO Yamini Rangan admits tech jobs are changing fast—but says Gen Z shouldn’t ditch higher education: “Depth in an area, combined with learning how to learn, is what really matters.”

Fortune

'Everybody who worked at Nvidia in the early days really wanted to make a game console' says senior VP of engineering Andrew Bell: 'Selfishly, a little bit, we built Shield for ourselves'

‘Let’s go after people who really want a premium experience.’

PC Gamer

Jensen Huang warns TSMC needs to 'work very hard' to meet AI demand — Nvidia CEO says its demand alone may force doubling its capacity over the next decade

Nvidia CEO Jensen Huang says TSMC needs to work very hard to expand capacity in order to keep up with AI demand.

Tom’s Hardware

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Tom’s Guide

Watch out, Intel: Nvidia finally confirms next-gen N1X and N1 chips for AI PCs are coming

Nvidia CEO Jensen Huang has reportedly confirmed its Arm-based N1X and N1 chips for AI desktops and laptops, built in collaboration with MediaTek, and it's looking to take the CPU crown from Intel and AMD.

PC Gamer

'TSMC needs to work very hard this year because I need a lot of wafers' says Nvidia CEO Jensen Huang outside a 'trillion-dollar dinner' for top tech manufacturers in Taiwan

Sounds lovely.

Barchart

Stocks Set to Open Lower as Risk Sentiment Weakens, U.S. Jobs Data and Earnings in Focus

March S&P 500 E-Mini futures (ESH26) are down -0.57%, and March Nasdaq 100 E-Mini futures (NQH26) are down -0.92% this morning, pointing to a lower open on Wall Street as investors continue to sell risky assets amid a rout in precious metals.

Windows Central

NVIDIA CEO denies reports he was 'unhappy' with OpenAI — reiterates plans for a "huge investment," but how much will it be?

NVIDIA CEO Jensen Huang joins in with other companies floating investment to save OpenAI from imploding.

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Tom’s Hardware

Nvidia's plan to invest $100 billion in OpenAI appears unlikely — Jensen reportedly criticizing OpenAI's business decisions in private discussions

Nvidia and OpenAI are still in talks about the $100-billion MOU the two parties signed in September 2025, and it seems that deal will be modified for a much "smaller" sum of tens of billions of dollars.

TechRadar

Nvidia Shield TV software updates are going to keep coming – and we might even see a new device one day

Nvidia's Andrew Bell has been talking to Ars Technica about the present and the future of the Nvidia Shield TV.

PC Gamer

DeepSeek has reportedly been given conditional approval by the Chinese government to buy Nvidia's AI GPUs

If true, China's top AI startup may be about to receive some serious hardware horsepower.

TechRadar

'AI is entering its next frontier... the foundation of the AI industrial revolution': Nvidia confirms CoreWeave will be among the first to get Vera Rubin chips as it doubles down on financial commitments

Nvidia expands its CoreWeave partnership with capital investment, early access to Vera Rubin, and deeper coordination on large-scale AI factory construction.

Barchart

As Nvidia Eyes an OpenAI Investment, Should You Buy, Sell, or Hold NVDA Stock?

As the AI money loop tightens, is this the moment for investors to double down on NVDA, or finally tap the brakes?

Tom’s Hardware

Nvidia CEO denies that US wants to shift 40% of Taiwan's chipmaking capacity to America — Jensen Huang says onshoring is all new capacity, will preserve island nation's silicon shield

Nvidia's Huang claims that Taiwan will not lose its silicon shield as TSMC expands overseas because demand for leading-edge semiconductor production is so high that a global chipmaking footprint is essential to meet it.

Capital & Main

Are California’s Billionaires Crying Wolf?

Uber-rich say they’ll flee if wealth tax proposal passes. History suggests otherwise.

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