NVIDIA’s annual GPU Technology Conference (GTC) in March 2025 drew significant interest, but investors responded with muted enthusiasm to CEO Jensen Huang’s two-hour keynote speech, resulting in a 3.4% drop in the company’s share price on 18 March. Investors had anticipated announcements of new revenue streams;
At the 2025 GPU Technology Conference (GTC), Nvidia outlined its plans for developing the next generation of data centre GPUs. The AI architecture, named Vera Rubin, is expected to debut in the second half of 2026 and promises a significant performance boost compared to the current Blackwell chips. The Vera
Apple announced on 24th February 2025 that it will invest more than $500 billion in the United States over the next four years. According to the company's statement, this represents the largest investment commitment of all time, which includes a new 23,225 square metre server processing facility
Microsoft unveiled the Majorana 1 quantum chip on February 19, 2025, which is the world's first quantum processor with a topological core architecture and is expected to enable the construction of quantum computers capable of solving industrial-scale problems in the near future. The revolutionary innovation of the chip
On 20 January, the Chinese AI firm DeepSeek announced that it had developed a chatbot matching OpenAI’s performance while requiring significantly fewer computational resources. This revelation sent shockwaves through the market, culminating in a 17% plunge in NVIDIA’s stock price by 27 January. Tech industry leaders, including Microsoft
In January 2025, the U.S. government significantly tightened restrictions on the export of semiconductors and artificial intelligence technologies to China, with a particular focus on NVIDIA chips and automotive software. The new regulations, introduced by the Biden administration, aim to limit China’s access to advanced technologies while maintaining
Chinese artificial intelligence startup DeepSeek has shaken the global technology market after unveiling its R1 model in January 2025, which delivers performance matching American competitors at a fraction of the cost. The development was achieved for $5.6 million, compared to the American Stargate project's $500 billion budget.
