CNBC's Deirdre Bosa reports on news regarding the Biden administration and the semiconductor industry.

Nvidia’s stock is off 9% from an all-time high hit earlier this week, with investors focused more on the here and now than on new eye-popping projections of market opportunity.

Nvidia stock briefly touched a new record Tuesday following a high-profile speech from its billionaire leader Jensen Huang, but surprisingly reversed quickly to a significant daily loss, headlining a surprise stark selloff across technology stocks.

Nvidia CEO Jensen Huang claims quantum computing is decades away, but is it really? The quantum era isn’t decades away — it’s unfolding in real-time.

At CES 2025 in Las Vegas, the company announced that it is making openly available a family of world models that can predict and generate “physics-aware” videos. Nvidia is calling this family Cosmos World Foundation Models, or Cosmos WFMs for short.

Nvidia Chief Executive Jensen Huang said on Tuesday that MediaTek will be able to sell the desktop central processor chip the two companies unveiled this week and that Nvidia has undisclosed plans for the chip.

Nvidia's Jensen Huang suggests quantum computers won't make a big impact in the near future, so we'll likely have to wait until 2045.

The GPU king also unveiled agentic AI software tools, robotics training frameworks, and a dedicated AI workstation.

Buzz about partnerships with Nvidia lifted a range of stocks in Europe, Asia and North America, following a keynote address at a U.S. tech show by the chip maker's chief executive. Speaking late Monday,

Albion Financial Group's Jason Ware shares his view on AI stocks and highlights that hyperscalers are the winners given the current AI boom regardless of U.S. government's China policy.