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for: Wednesday, February 25, 2026



China freeze on H200 chip sales clouds Nvidia’s record earnings

scmp - Nvidia has yet to generate any revenue from its H200 chips in China and does not know if any sales will be allowed in the country, the company said, even as the US chip giant reported record quarterly revenue on surging demand for data centre processors.W…


China export freeze: H200 sales blocked

Nvidia still hasn't sold its U.S.-approved China AI chips — and it’s worried local AI rivals could take over

8 days / cnbc

China freeze on H200 chip sales clouds Nvidia’s record earnings

9 days / scmp

Nvidia hasn't made a cent in China lately - and might not need to given $120 billion profit

9 days / theregister / Tobias Mann


Other: GPU supply shortages, AI fears and market reaction

Why Nvidia’s Huge Numbers Don’t Settle the Latest AI Fears

8 days / wsj / Dan Gallagher

Nvidia warns of 'very tight' GPU supplies for next two quarters

8 days / tbreak / Tbreak Editor


Record quarter: Nvidia tops forecasts, guides even higher

Nvidia revenue hits $68B as Jensen Huang declares “Compute is Revenue”

8 days / dataconomy / Aytun Çelebi

Nvidia's Jensen Huang thinks markets “got it wrong” on software stocks sell-off

8 days / sherwood / Hyunsoo Rim

Nvidia posts record $215 billion annual revenue in latest quarterly earnings report — gaming GPUs now only 11.45% of revenue

8 days / tomshardware

Nvidia's blockbuster quarter eases AI spending fears as data center revenue explodes

8 days / techspot

Nvidia's stock sees only marginal gains after better-than-expected results. Here's the latest

8 days / cnbc

Nvidia (NVDA) Stock: Jumps After Hours on $78B AI Revenue Forecast

8 days / parameter / Newton Kitonga

Nvidia Posts Record Q4 as Jensen Declares ‘Compute Equals Revenues’ in AI Era

9 days / pymnts / PYMNTS

Hong Kong stocks extend rebound as Nvidia’s earnings beat boosts AI trade

9 days / scmp

‘Compute Equals Revenues’: Nvidia Needs Jensen Huang’s New Catchphrase to Be True

9 days / gizmodo / Ece Yildirim

Nvidia keeps the AI party alive with a booming quarter and even better outlook

9 days / cnbc

Nvidia Beats Back Bubble Fears With Record $68 Billion in Sales in Fourth Quarter

9 days / wsj / Robbie Whelan

Nvidia reports earnings and guidance beat as AI boom pushes data center revenue up 75%

9 days / reddit / /u/Logical_Welder3467


Vera Rubin: first samples ship, Rubin platform imminent

NVIDIA Ships First "Vera Rubin" VR200 Samples to Customers

8 days / techpowerup

Nvidia's forecast points to accelerating growth, as Vera Rubin starts hitting market

9 days / cnbc

Nvidia delivers first Vera Rubin AI GPU samples to customers — 88-core Vera CPU paired with Rubin GPUs with 288 GB of HBM4 memory apiece

9 days / tomshardware


All Other Stories

Why Nvidia’s terrific quarter is getting a terrible reaction

8 days / sherwood / Luke Kawa

The Nvidia CEO said agentic AI will use software tools like Excel, SAP, and ServiceNow — not replace them — after reporting strong earnings and guidance. https://sherwood.news/markets/nvidias-jensen-huang-thinks-markets-got-it-wrong-on-software-stocks-sel

8 days / bsky / @sherwood.news / sherwood.news

Back to Top / Wednesday, February 25, 2026, 8:21 pm / permalink 19772 / 22 stories in 9 days


Apple is quietly assembling a US chip supply chain, one layer at a time

techspot - TSMC's vast complex outside Phoenix is central to that effort. The 2,000-acre site is slated to host six fabrication plants along with supporting infrastructure. Apple is positioning itself as the anchor customer: the company plans to purchase more than 1…

#semiconductors #apple #chips #tsmc #business #supplychain #us #manufacturing #technology

Advanced Apple Silicon remains tied to Taiwan despite Arizona fab expansion

9 days / appleinsider

What I Saw Inside Apple’s Effort to Rebuild the U.S. Chip Supply Chain

9 days / wsj / Rolfe Winkler

Apple is quietly assembling a US chip supply chain, one layer at a time

9 days / techspot

Back to Top / Wednesday, February 25, 2026, 6:21 pm / permalink 19762 / 3 stories in 9 days


Nvidia set to report quarterly results after the bell

cnbc - Nvidia has been the best performer on Wall Street this year among tech's megacap companies.


Inside Nvidia's tech: Vera Rubin and chip-deal competition

Nvidia and AMD’s different deals show that while AI chatbots may be commoditized, the chips aren’t

9 days / sherwood / Luke Kawa

Here’s a Look at One of the World’s Most Complex AI Systems, the NVIDIA Vera Rubin, Integrating a Million Components

9 days / wccftech / Muhammad Zuhair


Nvidia's record quarter and blowout guidance reshape AI market

Nvidia tops Wall Street’s expectations again as data center revenue surges 75%

9 days / siliconangle / Mike Wheatley

Nvidia has another record quarter amid record capex spends

9 days / techcrunch / Russell Brandom

Nvidia Earnings Results Steady Markets as AI Spending Debate Intensifies

9 days / decrypt / Sebastian Sinclair

Nvidia Revenues Jump 73 Percent to a Record $68.1 Billion

9 days / thurrott / Paul Thurrott

Nvidia’s $78 billion forecast dares the market to flinch

9 days / qz / Shannon Carroll

36% ($77.7 billion) of NVIDIA’s FY2026 revenue came from two customers

9 days / bsky / @edzitron.com

NVIDIA (NVDA) Stock: Soars as $68.1B Record Quarter and AI Boom Drives 73% Revenue Surge

9 days / parameter / Yasmin Werner

Nvidia’s Quarterly Profit Hits $43 Billion on Strong A.I. Chips Sales

9 days / nytimes / Tripp Mickle

Nvidia’s strong results, guidance lift AI ecosystem

9 days / sherwood / Luke Kawa

Nvidia posts first $200bn year on back of AI investment boom

9 days / ft

(PR) NVIDIA Reports Record $68.1B Q4 Revenue, $215.9B for Fiscal 2026

9 days / techpowerup

Nvidia rises after earnings beat Wall Street's expectations, lifting AI-related crypto stocks

9 days / coindesk / James Van Straten

Nvidia rises after better than expected Q4 results, big upside surprise in Q1 sales guidance

9 days / sherwood / Luke Kawa


Traders position ahead of Nvidia earnings; markets jitter

Stocks continue to climb as tech and hyperscalers rise

9 days / sherwood / Tasha Matsumoto

Western Digital jumps ahead of Nvidia earnings report later today

9 days / sherwood / Matt Phillips

Nvidia set to report quarterly results after the bell

9 days / cnbc

NVIDIA Corporation (NVDA) Stock: Near $200 Ahead of Crucial AI-Driven Earnings Report

9 days / parameter / Yasmin Werner


All Other Stories

Peep that Q1 sales guidance surprise $NVDA sherwood.news/markets/nvid...

9 days / bsky / @ljkawa.bsky.social / ljkawa.bsky.social

This is a very, very weird answer. If Jensen is expecting a positive inflection in cash flow from his major customers, that’s not something anyone is expecting. If it’s just positive cash flow generation, sure, but that’s forecast to slow

9 days / bsky / @ljkawa.bsky.social / ljkawa.bsky.social

Nvidia’s Jensen Huang says markets ‘got it wrong’ on AI threat to software companies

9 days / cnbc

Nvidia's strong earnings calm AI bubble fears for now

9 days / semafor / J.D. Capelouto

Seoul shares open higher on strong Nvidia earnings

9 days / co / Kim Boram

Chip giant Nvidia flouts AI scepticism with record revenue

9 days / bbc

Back to Top / Wednesday, February 25, 2026, 12:22 pm / permalink 19736 / 25 stories in 9 days


Watch Samsung Unpacked 2026 right here: Galaxy S26 series reveal starts at 10am PT / 1pm ET

techspot - Samsung is expected to reveal at least three phones in San Francisco today: the Galaxy S26, Galaxy S26+, and Galaxy S26 Ultra. It seems that reports the company dropped plans for a Galaxy S26 Edge (and likely any future Edge models) following weak S25 Edg…


Features: AirDrop support and AI's impact on resale values

Samsung Galaxy S26 to launch with AirDrop support

9 days / dataconomy / Emre Çıtak

Recycling biz reckons AI features are destroying smartphone resale values

9 days / theregister / Dan Robinson


Live coverage: Unpacked launch and promotional stunts

Samsung Is Sending Random Store Credits Just Before The Galaxy Unpacked Event

9 days / wccftech / Rohail Saleem

Watch Samsung Unpacked 2026 right here: Galaxy S26 series reveal starts at 10am PT / 1pm ET

9 days / techspot

Samsung Galaxy Unpacked live blog: See the latest updates

9 days / mashable


Other: unrelated tech and startup news

Flox Intelligence Raises €2.5M To Scale AI Wildlife Protection Across North America

9 days / startuprise / Kailee Rainse


Supply drama: DRAM sourcing, Micron role and internal distributor clash

Micron Reveals 24 Gbit GDDR7 Memory with 36 Gbps Bandwidth

9 days / techpowerup

Samsung’s Shadowy Internal War That Bungled Its Galaxy Unpacked Event

9 days / wccftech / Rohail Saleem

Micron Confirms 24Gb GDDR7 Modules With 36 Gbps Speeds For Next-Wave of Discrete GPUs

9 days / wccftech / Hassan Mujtaba

Samsung Originally Intended To Charge Apple A 60% Premium For LPDDR5X RAM, But The iPhone Maker’s Desperation Led It Down A Costly Path

9 days / wccftech / Omar Sohail

Around Half Of The Galaxy S26 Series Units To Sport A Micron DRAM Instead Of One From Samsung

9 days / wccftech / Rohail Saleem


All Other Stories

Samsung S26 Series Hands-On First Look

9 days / tbreak / Mufaddal Fakhruddin

Samsung Galaxy Buds 4 and Buds 4 Pro Launch With Best Design Yet

9 days / iphoneincanada / Steve Vegvari

Samsung’s Galaxy S26 Lacks Punchy Upgrades but Boasts New AI Tools

9 days / iphoneincanada / Steve Vegvari

Samsung Galaxy S26 Ultra Hands-On: Privacy Display is its New Magic Trick

9 days / iphoneincanada / Steve Vegvari

Samsung Galaxy S26 unveiled with world-first Privacy Display

9 days / tbreak / Abbas Jaffar Ali

Live: Samsung unveils new Galaxy phones

9 days / theverge / Allison Johnson

Samsung Unpacked 2026: live updates from the Galaxy S26 announcement event

9 days / theverge / Nathan Edwards

Turns Out Perplexity Might Be the Sleeper Feature on Samsung's Rumored Galaxy S26

9 days / cnet / Patrick Holland

Back to Top / Wednesday, February 25, 2026, 7:21 am / permalink 19714 / 19 stories in 9 days


Sambanova introduces new AI accelerator, partners with Intel to deploy Xeon CPUs for inferencing and agentic workloads — Sambanova claims SN50 chip is three times more efficient than Nvidia B200

tomshardware - SambaNova says its SN50 AI accelerator platform is about five times faster and three times more efficient than Nvidia's B200. In addition, the company signs a pact with Intel to offer Xeon-based AI systems to enterprises and governments.

#ai #startups #vc #hardware #semiconductors #ml #enterprise #chips #datacenter #performance

SambaNova bags $350m, unveils deals with Intel, SoftBank

9 days / siliconrepublic / Suhasini Srinivasaragavan

Sambanova introduces new AI accelerator, partners with Intel to deploy Xeon CPUs for inferencing and agentic workloads — Sambanova claims SN50 chip is three times more efficient than Nvidia B200

9 days / tomshardware

SambaNova introduces SN50 chip, secures $350m for expansion

9 days / techmonitor / Swagath Bandhakavi

SambaNova Raises $350M in Series E Financing

9 days / finsmes / FinSMEs

Back to Top / Wednesday, February 25, 2026, 6:20 am / permalink 19711 / 4 stories in 9 days


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More Top Stories...

U.S. prepares strict export controls on AI accelerators, curbing foreign sales

U.S. authorities are drafting new export rules requiring government approval for certain AI accelerators before overseas sales, aiming to limit adversaries’ access to advanced chips. The Commerce Department confirmed a tough approach that stops short of prior proposals but signals significant restrictions, forcing vendors and customers to navigate fresh geopolitical red tape. More...


Oracle and OpenAI scrap Texas data-center expansion; Meta eyes the spare capacity

Oracle and OpenAI have abandoned plans to expand a flagship Texas data center, leaving substantial compute capacity up for grabs. Nvidia reportedly brokered interest from Meta to take the unused slots as OpenAI downscales that particular buildout, a move that rattled markets and highlights shifting demand for large-scale on-prem AI infrastructure. More...


SoftBank seeks massive $40B loan to back OpenAI investment, courting big risk

SoftBank is reportedly seeking up to a $40 billion loan to finance its planned stake in OpenAI, an audacious use of leverage to double down on the AI boom. The move would be one of the largest single‑company financing gambits in recent memory, raising questions about balance‑sheet strain versus potential upside. More...


Pentagon labels Anthropic a supply‑chain risk; company vows legal fight

The Pentagon has designated Anthropic and its products as a “supply‑chain risk,” prompting the company to announce a court challenge. Experts warn the move could chill collaboration and talent flows into AI, while Anthropic insists it will contest the determination to protect its operations and customers. More...


Google releases Workspace CLI enabling AI agents to access Gmail, Drive, Calendar

Google has shipped an open-source Workspace CLI that gives AI agents like OpenClaw programmatic access to Gmail, Drive, Calendar and other Workspace services via a built-in MCP server. The tool standardizes agent integration, making it easier — and slightly creepier — for automated assistants to act on users’ behalf across core productivity apps. More...


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