Sources: ByteDance bought more Nvidia chips than any other Chinese company in 2025, but Chinese regulators now block it from using the chips in new data centers (Qianer Liu/The Information)

Nvidia CEO Jensen Huang has mandated that all employees utilize artificial intelligence (AI) for every task, asserting that this shift is essential for the company's growth rather than a precursor to job cuts. Huang's directive comes amid widespread concerns about job security in the tech industry as AI adoption accelerates.

Dell has raised its outlook for AI server shipments, indicating a positive trend in demand for its products, while HP has announced plans to cut up to 6,000 jobs by 2028 as part of a restructuring effort focused on artificial intelligence. This juxtaposition highlights the contrasting fortunes of two major players in the technology sector.

Nvidia CEO Jensen Huang stated that not utilizing artificial intelligence (AI) in all aspects of work is irrational, emphasizing the transformative potential of AI technology. This statement reflects the company's strong advocacy for AI integration across various sectors.

ByteDance Ltd. is reportedly in discussions to sell its gaming studio, Shanghai Moonton Technology Co., to Savvy Games Group, a Saudi Arabia-based company. This potential sale comes after ByteDance acquired Moonton for approximately $4 billion in 2021, indicating a strategic shift in its gaming portfolio.

Nvidia expressed satisfaction with Google's advancements in AI but asserted that its technology is a generation ahead, following reports that Meta may utilize Google's Tensor Processing Units (TPUs) in its data centers. This statement comes amid growing competition in the AI chip market.

Google has launched its latest AI model, Gemini 3, which is designed to enhance user interactions by better understanding requests. This release has garnered significant attention as it aims to outperform competitors like ChatGPT in various benchmark tests.

Nvidia shares fell following reports that Meta is negotiating to invest billions in Google’s AI chips, intensifying the competition between Nvidia and Google in the chip market. This development comes amid broader concerns regarding the stability of the AI sector and its impact on stock markets.

Google Cloud is negotiating with Meta and other companies to allow them to utilize its Tensor Processing Units (TPUs) in their own data centers, aiming to capture ten percent of Nvidia's annual revenue. This strategic move highlights Google's ambition to strengthen its position in the AI chip market amid increasing competition.