Data & financial journalist covering global economics and policy
In the past, through my blog, I extensively wrote about Nvidia – many times pointing to how strategically this trillion dollar company partnered to become a leader in the chip race. Despite the CEO’s affairs, the company remains the second largest in market cap (at the time of writing). But Nvidia’s sharp selloff recently erases…
Northern Virginia and Texas have emerged as the core hubs of America’s data center boom. As demand for artificial intelligence and cloud services accelerates, data centers are becoming critical infrastructure — and a major new source of energy demand.
Despite U.S. tariff uncertainty and China’s ban on chips, the AI GPU leader, Nvidia continues to grow – all due to the strong demand for GPUs (graphics processing units) which it aims to fulfill through strategic partnerships. Its recent partnerships with South Korea’s top companies and its earlier $100 billion OpenAI deal are just the latest in NVIDIA’s long history of AI alliances.
From graphics chip maker to AI leader, Nvidia is one of the world’s most valuable publicly traded companies after briefly surpassing Microsoft and Apple. We look at the stock’s journey in two charts