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Nvidia

News and analysis on Nvidia: GPUs, AI chips, data center platforms, and the company driving the AI infrastructure boom.

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CHIPS & AI · 06/07/2026

Nvidia’s Korea Deals: SK Hynix, Naver, Doosan, and the Sovereign-AI Roadshow

Nvidia signed deals with SK Hynix, Naver, and Doosan to build AI data centers across South Korea. A sovereign-AI roadshow, a physical-AI bet, and…

6 MIN

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CHIPS & AI · 02/28/2026

$700 Billion in AI Capex: The Buildout, the Bottleneck, and the Circularity

Hyperscaler AI capex hits ~$700 billion in 2026, nearly double 2025. The buildout is real, power is the bottleneck, and the Nvidia-funds-its-own-customers circularity should…

4 MIN

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Nvidia’s Korea Deals: SK Hynix, Naver, Doosan, and the Sovereign-AI Roadshow

$700 Billion in AI Capex: The Buildout, the Bottleneck, and the Circularity

Signal over noise.