Oracle recently announced the launch of the world's first Zettascale-level cloud computing cluster based on NVIDIA's latest generation Blackwell platform, providing enterprises with unprecedented AI computing power.

NVIDIA CEO Jen-Hsun Huang revealed at a Goldman Sachs conference that suppliers are struggling to ramp up production to meet demand as demand surges and supply pressures increase with it.

On Wednesday, Nvidia's shares surged more than 8% to 116.91, the biggest one-day gain in six weeks, adding nearly $200 billion to the day's market capitalization。

Nvidia CEO Jensen Huang plans to speak at the Goldman Sachs conference in San Francisco to provide more information on the latest progress of the next-generation AI processor Blackwell.

AI startup Xockets is suing Nvidia and Microsoft for allegedly infringing its AI chip technology patents. In addition to monetary compensation, it may ask Nvidia to ban the sale of AI systems based on Blackwell GPUs.

Ryuta Makino, a research analyst at Gabelli Funds, pointed out that NVIDIA's shares have surged 118.08 percent this year, climbing to the world's third-largest company in terms of market capitalization and potentially replacing Intel in the Dow Jones.

NVIDIA denied receiving a subpoena from the U.S. Department of Justice, according to a statement released Wednesday. The company said, “NVIDIA has contacted the U.S. Department of Justice and has not received any subpoena.”

On September 3, Nvidia's stock price fell sharply by 9.5%, one of the largest single-day market value drops for a US company.

Poor data once again triggered concerns about economic weakness, U.S. stocks suffered "open door black" on the first trading day of September, the Nasdaq fell 3.2%, the Dow closed down 1.5%, the S & P 500 fell 2.1%, the fear and pleasure index VIX surged 33.2%。Chip stocks weak, Nvidia down 9.53%, market value overnight evaporation of more than 278.9 billion U.S. dollars (about 1986.2 billion yuan)。International oil prices fell more than 4 percent on Tuesday, erasing this year's gains to their lowest level since Dec. 12, 2023.。

The most worrying is the ratio of the new orders index to the inventory index.

The U.S. Philadelphia Semiconductor Index closed down 7.8 percent to a more than three-week low on Tuesday. The index covers the 30 largest semiconductor stocks in the U.S. stock market.

Nvidia CEO Jensen Huang is pushing the company's strategy to become a full-service supplier of data center components.

Beth Kindig, chief technology analyst at I/O Fund, recently said that NVIDIA's market value is expected to double to $10 trillion.

According to reports, Apple and Nvidia are in talks with OpenAI about investment matters, planning to invest approximately $100 million each to strengthen their AI cooperation with OpenAI.

NVIDIA continues to impress with its strong revenue growth, but its latest earnings report has some investors cautiously optimistic.

Nvidia anticipates a year-on-year increase of approximately 80% for the third quarter of the fiscal year 2025, breaking below triple-digit growth.

AI startup Cerebras has announced the launch of Cerebras Inference, the world’s fastest AI inference solution, which is 20 times faster than solutions based on NVIDIA’s latest generation Hopper GPUs in today’s hyperscale clouds.

This week, the U.S. stock market will see a number of earnings reports, including from NVIDIA, as well as a number of economic data, including PCE data.

AMD announced that it will acquire server manufacturer ZT Systems for $4.9 billion.

An analyst at Bank of America said that despite the recent increase in volatility in the semiconductor market, the industry may rebound as the fourth quarter approaches.