The Open Secure AI Alliance (OSAA), led by Nvidia and comprising over 120 companies, has created the Shared AI Findings Exchange (SAFE) to improve AI cybersecurity. The group, managed by The Linux Foundation, presented proposals for confidential incident reporting, alerting affected parties, and conducting blame-free analyses to foster learning. Members contribute open source tools for securing AI, including Nvidia's vulnerability scanner and Amazon's agent-building tools. While major players like OpenAI and Google have yet to join, the alliance aims to strengthen the U.S. open AI ecosystem amid concerns over Chinese AI models and promote openness as a path to AI safety.
Nvidia is strategically investing in the AI ecosystem by subsidizing major AI infrastructure projects, similar to how a nation-state might operate. This approach is aimed at expanding its future market and creating a strong competitive moat. Early si...
Nvidia and Salesforce reported better-than-expected quarterly earnings, challenging key bearish views on their businesses. Salesforce showed its strongest sales growth in four years and expanded AI partnerships, easing fears that AI would reduce dema...
Nvidia Corporation is considered significantly undervalued despite its stock price rising 7% to $224 per share. The company is expected to achieve 70% revenue growth by fiscal year 2028, supported by strong demand that outpaces supply and $279 billio...
In 2026, the VanEck Semiconductor ETF (SMH) returned an impressive 87.86%, largely driven by heavy holdings in NVIDIA and Taiwan Semiconductor. However, three other semiconductor ETFs—Invesco Semiconductors ETF (PSI), Xtrackers Semiconductor Select E...
Nvidia's Q2 earnings report triggered a rally in tech stocks, particularly in software, reflecting investor confidence in AI applications. Nvidia is using cash flow from its chip business to acquire and invest in AI application and tooling companies,...
