NVIDIA

Microsoft is investing $30 billion in UK AI infrastructure, including a major supercomputer project with Nscale. This follows similar large investments from Nvidia, Google, OpenAI, and Salesforce, totaling over $40 billion for the UK AI sector. The investments reflect confidence in the UK’s AI potential, driven by talent, a shifting regulatory environment, and access to the European market. These moves coincide with increased UK-US collaboration on AI, quantum computing, and nuclear technologies.

China’s SAMR has launched an antitrust investigation into NVIDIA, focusing on potential violations of the Anti-Monopoly Law following its Mellanox acquisition. The probe examines whether NVIDIA is abusing its market dominance through unfair pricing and competitive practices. Penalties could include fines up to 10% of previous year’s sales, potentially higher for severe violations. NVIDIA maintains it wins on merit and cooperates with regulators. This highlights increasing regulatory scrutiny on tech companies in China and impacts NVIDIA’s strategy in a key market.

Nvidia is under investigation by China’s SAMR for potential anti-monopoly violations related to its 2020 acquisition of Mellanox. The investigation focuses on whether Nvidia complied with conditions initially set by Chinese authorities during the approval process. The probe has raised concerns about Nvidia’s future operations in China, a critical market for its data center, gaming, and AI businesses. Analysts suggest the investigation may be linked to geopolitical tensions and China’s push for domestic semiconductor development. The outcome could significantly impact Nvidia’s market access and strategic positioning in China.

Nvidia and OpenAI are reportedly in talks to invest billions in UK AI infrastructure, collaborating with cloud firm Nscale. An announcement could coincide with President Trump’s UK visit. This reflects a global trend of nations seeking partnerships with US AI leaders for “sovereign AI” development. Nvidia CEO Jensen Huang previously praised the UK as an investment hub. The investment aims to diversify geographic presence and capitalize on AI demand while providing OpenAI access to talent and a supportive regulatory environment.

SK Hynix announced it’s ready for mass production of its HBM4 chips, crucial for AI applications and potentially used in Nvidia’s next-gen architecture. HBM4 boasts double the bandwidth and 40% better power efficiency than its predecessor. This move solidifies SK Hynix’s lead over competitors like Samsung and Micron in the high-bandwidth memory market. Experts predict SK Hynix could hold 50% of the HBM market by 2026. The announcement boosted SK Hynix shares, reflecting investor confidence in its AI-driven strategy. Strong HBM demand contributed to record profits.

Oracle projects cloud sales reaching $114 billion by fiscal year 2029, driven by AI demand and a massive data center expansion. This bullish forecast boosted stocks of Nvidia (up 4%), TSMC (up 4%), Broadcom (up 9%), AMD (up 3%), Micron (up 4%), Super Micro and Dell (up 4% each). UBS analyst notes the projections are decidedly bullish for Nvidia, other AI hardware vendors, and ecosystem partners. Competitor CoreWeave surged over 20%. Oracle’s increased capital expenditure emphasizes cloud infrastructure’s growth.

Nvidia CEO Jensen Huang will reportedly join President Trump on a state visit to the U.K., potentially alongside other tech leaders. This follows Nvidia’s increased engagement with the Trump administration amidst concerns about access to the Chinese market for its AI chips. Huang emphasizes that allowing Nvidia to export to China will bolster U.S. AI dominance and national security. Nvidia is seeking licenses to sell its Blackwell series chips to China, making the U.K. visit a potentially crucial opportunity for negotiations. The company anticipates selling up to $5 billion of H20 chips this quarter, depending on geopolitics.

NVIDIA’s GTC 2026, a key event for GPU technology and data center innovation, will be held in San Jose, California, from March 16-19. The conference is expected to showcase the debut of the Rubin GPU and Vera CPU, focusing on their performance and capabilities. GTC 2025 unveiled future GPU hardware plans, including Blackwell Ultra and the Vera Rubin architecture, along with software initiatives like NVIDIA Dynamo and Isaac GR00T N1. The industry anticipates insights into how these advancements will shape NVIDIA’s competitive edge.

Alibaba is developing a new AI inferencing chip amidst US-China trade tensions and restrictions on Nvidia exports. This move is part of a broader effort by Chinese tech companies to create domestic chip solutions. Alibaba will use the chip to enhance its cloud infrastructure, offering computing power to customers. This complements, rather than replaces, its reliance on vendors like Nvidia. Fueled by AI-related products, Alibaba’s cloud division saw significant revenue growth. Other Chinese firms, including Baidu and Huawei, are also developing proprietary semiconductors.

Nvidia’s recent SEC filing reveals that two major clients comprised 39% of its Q2 revenue, a significant increase year-over-year, raising concerns about customer concentration. While Nvidia names these as ‘Customer A’ and ‘Customer B’, it is not clear if those are cloud providers, but ‘large cloud service providers’ contribute ~50% of data center revenue. Indirect clients contribute significantly via Customers A & B. Nvidia also highlighted revenue from an “AI research and development company” via both direct and indirect channels and anticipates $20 billion in revenue for “sovereign AI” initiatives this year.