#Nvidia
50 articles with this tag
Lisa Su's AMD Posts $5.8B AI Data Center Quarter as Meta Signs 6GW Deal
AMD's data center unit posted $5.8 billion in Q1 2026, up 57% year-on-year, with AI accelerators from the MI300 series accounting for 73% of the segment. Here is a breakdown of how Lisa Su built a $16.6 billion data center business in 2025 and what the MI400 roadmap means for 2026.
Nvidia's Ziv Ilan on Faster Diffusion Models
Nvidia's Ziv Ilan explains how to reduce diffusion model latency using quantization, caching, and distillation, plus the new FastGen library.
Jensen Huang Declines Senate Hearing as Nvidia Counts Its $50B China Gap
Jensen Huang declined a Senate Banking Committee invitation on June 8, 2026. This piece tracks how his public position on US chip export controls evolved from the 2022 A100 ban through the $4.5B H20 charge, the July 2025 policy reversal, and today's $50B China revenue gap in Nvidia's own guidance.
Mira Murati’s Thinking Machines: $2B Raised, $50B Stalled, Shipping
Thinking Machines Lab raised $2 billion at a $12 billion seed valuation in July 2025, then sought $50 billion from investors four months later before backers passed. Here is the full financial arc: valuation milestones, Nvidia and Google infrastructure deals, and two shipped products through June 2026.
Nvidia's Huang: AI Job Fears Are 'Nonsense'
Nvidia CEO Jensen Huang dismisses AI job loss fears as 'nonsense,' arguing AI actually drives demand for more software engineers.
AI IPO Race Heats Up as Anthropic Files, Nvidia Surges
AI firm Anthropic files confidentially for an IPO, intensifying the AI race, while Nvidia's stock surges on high demand for its AI chips.
Dell Forecasts $60B in AI Server Sales This Year
Dell Technologies has raised its AI server sales forecast to $60 billion for the fiscal year, driven by strong demand from hyperscalers and large AI data centers.
Nvidia Earnings, SpaceX & OpenAI IPOs Fuel Market Buzz
Nvidia's latest earnings report and the growing anticipation for SpaceX and OpenAI IPOs highlight a market driven by AI innovation and transformative technologies.
Nvidia's AI Opportunity Beyond Hyperscalers
Nvidia's AI opportunities are expanding beyond hyperscalers, with increasing adoption in diverse sectors. Ivan Feinseth of Tigress Financial Partners discusses the potential of AI platforms like ChatGPT and Microsoft's Azure.
SpaceX, OpenAI IPOs; Nvidia Earnings; Fed Rate Hikes
Bloomberg News Now covers SpaceX and OpenAI IPO filings, Nvidia and Anthropic earnings, and the Federal Reserve's hints at potential interest rate hikes.
Huang and Dell: AI's Next Frontier is Agentic
Nvidia CEO Jensen Huang and Dell CEO Michael Dell discuss agentic AI, memory demand, and China's role in the global tech landscape.
Huang & Dell on AI, Memory Demand, and China
Nvidia's Jensen Huang and Dell's Michael Dell discuss agentic AI, memory demand, and the global tech landscape, including China.
Dell & Nvidia CEOs on AI Factories and China
Dell CEO Michael Dell and Nvidia CEO Jensen Huang discuss the explosive growth of AI, supply chain challenges, and the global geopolitical landscape.
Nvidia CEO: China Market to Open for AI Chips
Nvidia CEO Jensen Huang believes China's market will open to US AI chips amid high global demand, while Dell Technologies highlights the importance of scalable infrastructure for AI.
Dell Scales Up AI Supply Chain Amidst Demand Surge
Dell Technologies is scaling its AI supply chain to meet soaring demand, with CEO Michael Dell highlighting the need for robust infrastructure and workflow transformation.
Nvidia, Nebius, SoftBank: AI Stock Movers
Nvidia faces export hurdles for its advanced AI chips, while Nebius Group sees massive revenue growth and SoftBank's OpenAI investment pays off.
Jensen Huang's Nvidia: where the $68B Q4 actually comes from
Nvidia booked $68.1B in Q4 FY2026, with $62.3B from data center alone. Here's the line-by-line of where Jensen Huang's empire pulls revenue today: hyperscaler buildouts, sovereign-AI deals, and the 19,000-startup Inception loop.
Starcloud CEO: Space Compute Cheaper Than Earth in 5-10 Years
Starcloud CEO Philip Johnston argues space-based data centers will be cheaper than Earth's within 5-10 years due to abundant solar power and lower costs.
Corning & Nvidia AI Fiber Deal Powers Data Centers
Corning and Nvidia are partnering on a massive deal to supply advanced fiber optics for AI data centers, aiming to boost speed and efficiency.
AI Chip Surge Fuels Market Rally
Nvidia AI infrastructure leads a market surge, mirroring past tech cycles, while software valuations face headwinds and social media usage plateaus globally.
Big Tech's AI Spending Spree: $725B for 2026
Big Tech's AI spending spree is set to hit $725B by 2026, with Amazon, Alphabet, Meta, and Microsoft leading the charge. Google sees AI payoff, while Meta faces scrutiny.
OpenAI Faces Scrutiny as Market Demands Clearer AI ROI
Reports suggest OpenAI missed revenue targets, intensifying investor focus on AI profitability and market competition.
OpenAI's $50B Valuation Questioned Amidst AI Spending Race
Coca-Cola beats earnings expectations, while OpenAI's high valuation and AI spending face scrutiny. GM raises guidance, Spotify dips on weak outlook.
Intel Stock Surges Past Dot-Com Peak on AI Demand
Intel's stock price has surged past its dot-com peak, fueled by AI-driven demand and CEO Pat Gelsinger's turnaround strategy. The company's foundry business and advanced packaging technologies are key growth drivers.
Intel's AI Push: Analysts Weigh in on Growth and Challenges
Intel's stock surged on strong earnings, driven by AI demand. Analysts discuss Intel's competitive position and the challenges of meeting the booming AI chip market.
Intel CEO: AI Demand is Driving PC Market Recovery
Intel CEO Pat Gelsinger discusses the company's strong performance, driven by surging AI demand, and how it's outperforming competitors like Nvidia.
Intel's AI Push: Focus on Efficiency and Market Share
Intel CEO Pat Gelsinger discusses the company's strategy to capture AI market share with efficient processors like Gaudi 3 and integrated PC AI.
Intel's AI Push: What's Driving the Chip Giant's Turnaround?
Intel is making a strong push into the AI market, leveraging its manufacturing capabilities and foundry services to compete with industry leaders. Analysts discuss the company's strategy and its potential for growth.
Google's AI Chip Race: Rapprochement with Nvidia?
Google Cloud is reportedly developing its next-generation AI chips, codenamed Trillium, to compete with Nvidia. The move signals a continued push for specialized, cost-effective AI hardware.
Google Bets on Custom AI Chips to Challenge Nvidia
Bloomberg News reporter Dina Bass discusses Google's strategy to develop and deploy custom AI chips, aiming to challenge Nvidia's market dominance in AI hardware.
Nvidia's AI Dominance and Gaming's Future
Nvidia's revenue is now dominated by AI data centers, overshadowing its gaming roots, while AI tech like DLSS 5 sparks debate.
AI Spending Frenzy: CEOs Warn of Budget Blowouts
AI leaders like Dario Amodei and Jensen Huang are sounding the alarm on escalating AI costs, warning of budget blowouts and a shift towards per-token pricing models.
CoreWeave, Meta AI Deals Signal Compute Demand
CoreWeave and Meta strike $21B AI compute deal, while Inflexion CEO discusses quantum tech. Nvidia stock soars amid AI hardware demand.
AI Chip Bottleneck: Advanced Packaging Demands Accelerate
The race for AI supremacy hinges on advanced packaging, a critical bottleneck TSMC, Intel, and Samsung are addressing with new technologies and expanded capacity.
AI's Next Frontier: Nvidia's Huang on Future Chips
Nvidia CEO Jensen Huang discusses the future of AI chip design, hinting at specialized hardware beyond current GPU architectures.
Iran IRGC Targets US Tech Firms Over AI
Iran's IRGC declares US tech and AI companies legitimate targets for retaliation, citing their alleged role in "terrorist operations."
Arm's AI Chip Ambitions Take Center Stage
CNBC gets an inside look at Arm's new AI chip, the Neoverse V2, and its potential to disrupt the data center market, with Meta as a key partner.
Nvidia CEO Jensen Huang on AI's Future
Nvidia CEO Jensen Huang discusses the future of AI, focusing on open frontier models, efficiency, AI agents, and the power of open-source development.
Nvidia CEO Jensen Huang Predicts $1 Trillion AI Market
Nvidia CEO Jensen Huang predicts a $1 trillion AI market within a decade, highlighting the company's platform approach to powering this revolution.
Nvidia's AI Chip Dominance and Future Growth
Nvidia projects massive growth in AI chip revenue, reaching $20 billion in FY25 and $200 billion by 2027, fueled by its Blackwell platform and expanding software ecosystem.
AI Chip Demand Surges as Meta Invests Heavily
Meta Platforms is reportedly investing $27 billion over five years to build its AI infrastructure, including developing custom AI chips to reduce reliance on Nvidia and AMD.
Nvidia's $1 Trillion AI Chip Forecast Raises Questions
Nvidia forecasts $1 trillion in AI chip revenue through 2027, signaling strong demand and highlighting the company's dominant position in the AI hardware market.
Meta Rises After Layoff Reports, OpenAI in Talks for $10B Venture
Meta shares surge on layoff reports, OpenAI eyes $10B AI venture, and Nvidia's GTC conference begins. Plus, Bitcoin hits a six-week high and US senators raise concerns over AI chip exports.
Dollar Tree Earnings Disappoint, Meta AI Investment Soars
Dollar Tree's earnings miss and Meta's $27 billion AI investment highlight market shifts, with Meta partnering with Nvidia for AI infrastructure.
Nvidia's AI Vision: From Silicon to Software
Nvidia's leadership outlines a strategy integrating AI from silicon design to software, aiming to simplify AI adoption and address market concerns.
Oracle's AI Bet Pays Off, Nvidia Invests $2 Billion in AI
Oracle's AI-driven cloud growth boosts its stock, while Nvidia invests $2 billion in AI startups. Campbell Soup faces stock decline amid market headwinds.
US Mulls Permits for Global AI Chip Sales
The US Department of Commerce is considering new regulations requiring permits for global AI chip sales, potentially impacting companies like Nvidia and AMD.
Nvidia AI Chip Sales Hit $100B Target
Nvidia CEO Jensen Huang anticipates $100 billion in AI chip sales next year, driven by a strong integrated ecosystem and broad industry adoption.
Nvidia AI Chip Sales Surge, Robinhood Expands
Nvidia anticipates $100 billion in AI chip sales next year, driven by strong demand from AI leaders. Meanwhile, Robinhood is launching a premium credit card to expand its financial services.
AI Chip Demand Fuels Semiconductor Stock Surge
Bloomberg Stock Movers discusses the booming AI chip market, with Nvidia, AMD, and Intel leading the charge, alongside the impact of geopolitical events on logistics.