Key Points The growing demand for AI computing power has propelled both CoreWeave and Nvidia's businesses to new heights.Nvidia anticipates a growing need for AI factories to deliver processing power for AI at scale.

NVIDIA's beefed-up GB300 'Blackwell Ultra' AI servers are now in production, will begin shipping in September, with 'no major issues' at this stage.

Robust demand for artificial-intelligence chips makes for attractive buying opportunities in several semiconductor stocks headed into earnings season, according to J.P. Morgan.

Nvidia ( NVDA 1.06%) has proven itself to be the bellwether of the artificial intelligence (AI) industry. The company is the leading AI chip designer and has been among the first to speak of what's next in the field -- from sovereign AI to humanoid robots.

Amid rising infrastructure demands, AI startups like Crusoe Energy Systems are tapping large-scale credit lines, PitchBook reported. Crusoe last month raised a $750 million credit facility from Brookfield Asset Management (NYSE:BAM) to expand its data centers and acquire more graphics processing units from Nvidia Corp.

At the Beijing Expo, Jensen Huang also announced plans for a new chip for Chinese clients that is designed for robotics and smart factories.

Nvidia CEO Jensen Huang contradicts Anthropic CEO's 'white-collar apocalypse' prediction, suggesting AI will augment jobs while encouraging workers to adapt.

AI-related stocks have delivered explosive gains for the past two and a half years. Nvidia (NASDAQ:NVDA) turned its GPUs into the picks and shovels of the new gold rush and became the planet’s most valuable company.