Mindsets impede AI disruption, Nvidia earnings shatter records and expectations, why China might not want to win the AI race.

Google Cloud and Nvidia expand their partnership around AI models, Google Gemini and GKE, Blackwell GPUs, VMs and AI workloads.

Nvidia is opening up its server platform. It offers the option for future Nvidia racks with, say, Nvidia and Qualcomm chips inside.

The stock will likely move higher before those sales are in the books, however. With a seemingly insatiable appetite for its AI products, investors who buy Nvidia stock now may be putting themselves on track to retire millionaires.

Nvidia officials have scheduled a 5 p.m. EDT first-quarter earnings report that many expect to reflect the Trump administration's restrictions on trade with China.

Nvidia Corp. Chief Executive Officer Jensen Huang outlined plans to let customers deploy rivals’ chips in data centers built around its technology, a move that

NVIDIA also unveiled the first update to Isaac GR00T, its foundation AI model for humanoid robots, designed to help them learn and adapt in real time. The latest version, Isaac GR00T N1.5, includes GR00T-Dreams, a simulation tool that creates virtual training environments to accelerate robotic learning.

Nvidia plans to open a research-and-development center in Shanghai, its latest effort to maintain a foothold in China after the Trump administration’s attempts to tighten export controls for its AI semiconductors.

Nvidia's stock is up almost 5% shortly after Thursday's open, as it tracks toward its best post-earnings stock performance in a year. The stock rose 9.3% in the session following Nvidia's April-quarter report a year ago.

The now-scrapped rule would have limited the number of advanced artificial intelligence chips NVIDIA could sell to certain countries.