Anonymous sources have claimed that NVIDIA is preparing samples of a new B30A AI chip to deliver to Chinese customers "as early as next month." How will that play out amongst the current political tensions between China and the US?

The National Science Foundation and NVIDIA are investing $152 million in an open-source AI initiative led by Ai2, delivering reproducible AI models to accelerate scientific discovery and reshape enterprise IT strategies.

The other scorching-hot artificial intelligence stock that stands out in Nvidia's $4.33 billion investment portfolio is semiconductor colossus Arm Holdings ( ARM -5.00%). Nvidia closed out June with the same number of shares of Arm as it had in March (1,101,249), which worked out to a market value of $178.1 million.

Samsung's new HBM4 memory samples sent to NVIDIA have reportedly passed their tests, with mass production now imminent to fight SK hynix and Micron.

The Allen Institute for AI (Ai2) will receive $152M from Nvidia and the NSF to lead a five-year project building fully open AI models for science.

Nvidia ( NVDA 0.94%) owns stock in publicly traded companies as part of its treasury strategy. Its $4.3 billion portfolio included six positions as of the June-ending quarter, but two accounted for 95% of invested assets: 91% was allocated to CoreWeave ( CRWV -3.17%) and 4% was to Arm Holdings ( ARM 1.52%).

Shares of AI chipmaker Nvidia plunged on Wednesday, dropping by over two percent in early trading. A major tech selloff caused major players in the AI industry to lose out big. Nvidia, in particular,

Palantir shares have fallen around 15% across the last five days of trading, completely erasing gains made near the start of the month.