#Nvidia
50 articles with this tag
Jensen Huang says AI doomer math is made up
Jensen Huang told All-In Podcast AI extinction warnings are made up, outlined missed predictions and a control fix, then joined live by President Trump who called doomerism a hoax.
OpenAI says AGI is here, Gary Marcus says not yet
GPT-6 Astra is hailed as AGI after a 100,000-GPU training run, but Gary Marcus says reliable agents and economic impact are still missing.
OpenAI Jalapeño inference chip lands soon
OpenAI's Jalapeño inference chip promises 1.5-1.9x throughput per watt with deployment by year-end, but no prediction market yet prices the rollout.
AI vs steam engine industrial revolution comparison
A 250th anniversary panel says AI repeats Watt's 1776 steam engine shock: faster, more personal, and with a 30-year jobs gap.
Ollama open models cost collapse is real
Ollama CEO says AT&T moved 40% of tokens to open models as Chinese flash models and coding agents drive 150x growth.
AI supercycle Enters Year One of a Ten-Year Run
Chip suppliers in Taiwan say AI demand is year one of a ten-year run, led by Phison, TSMC and GBTC.
Broadcom AI chip forecast fiscal 2027 2028 doubles
Broadcom guided AI chip revenue to double in fiscal 2027 and again in 2028, but shares fell 6% on concentration and competition fears.
Nvidia acquires Hugging Face $13 billion deal
Nvidia is acquiring Hugging Face in a deal valued at about $13 billion, per a Bloomberg Podcast Money Minute.
Nvidia acquires Hugging Face $13 billion
Nvidia keeps Hugging Face as an open, compute-agnostic hub in a $13B deal with $1B in retention and founders staying six years.
Iran, Oil and AI: the main topic Now
WTI hit $90 and Brent neared $96 after US strikes on Iran, while Chevron pledges $7B for Venezuela and Lutnick defends AI data centers.
Cerebras hits 10,000 tokens per second with CS5
Cerebras showed 4,400 TPS on CS4 and promised 10,000 TPS on CS5, with OpenAI already running its largest model 14x faster.
Jensen Huang Nvidia Strategy Bets on Neoclouds
Nvidia will not compete with customers and is resetting gross margins to 72-73% while building Neocloud competition to protect demand.
Global Bond Selloff Wipes Out Bessent Gains
Global bond selloff erased Bessent's buyback gains as US 30-year yields hit 5.29% and UK gilt surge halved fiscal headroom.
Anthropic's Compute Bet Tests AI Limits
Anthropic signs $35B Nvidia-backed Lambda deal as bond yields hit 2008 highs and Apple hands CEO reins to John Ternus.
Anthropic's $35B Lambda Deal Is the main topic
Anthropic's $35B Lambda deal, Nvidia's $3.5B MediaTek bet, and Apple's CEO handover headline Bloomberg Tech's latest briefing.
The 250 People Building Frontier AI Models
250 researchers drive frontier AI, many now see recursive self-improvement within two years, but open models and compute bottlenecks raise urgent security gaps.
U.S.-Iran Strikes Return as Oil Tops $90
U.S. strikes in Hormuz and Iranian retaliation pushed Brent over $90, rattled stocks and lifted Treasury yields as diplomacy stalled.
AI Compute Supply Can't Keep Up With Demand
a16z argues AI demand is accelerating while compute supply is capped through 2028, keeping paybacks inside a year.
a16z Launches $1.1B Machine Age Fund for AI
a16z raised $1.1B for its Machine Age Fund to rebuild US compute infrastructure as AI pushes racks toward 1 MW and gigawatt campuses.
Singularity Slowdown Meets the Grokbot Swarm
Altman calls the singularity a rising tide, Grokbot ships as a usable agent swarm, Waymo taps Zeekr, and Nvidia backs Poolside to fight Chinese open models.
a16z Machine Age Fund Bets $1.1B on AI Hardware
Andreessen Horowitz raised $1.1B for the Machine Age Fund to rebuild AI's physical stack as rack power heads toward 1MW.
Nvidia's 70% Growth Is the main topic
Nvidia guided 70% growth for fiscal 2028 vs 45% expected, saying demand could double supply if chips were available.
LLMs Fail to Write Fast Multi-GPU Kernels
Simran Arora from Together AI discusses the challenges of multi-GPU kernel development and why current LLMs struggle to optimize them, despite ongoing research.
Nvidia's 70% Growth Outlook Driven by AI Demand
Angelo Zino of CFRA Research discusses Nvidia's strong AI-driven growth, projecting 70% revenue expansion. He covers hyperscaler demand, customer diversification, and competitive threats.
Nvidia CFO: Revenue to Grow 70% Amid High AI Demand
Nvidia CFO Colette Kress forecasts 70% revenue growth in fiscal 2028, driven by AI demand, while acknowledging supply chain challenges and a slight dip in margins.
Nvidia's Memory Bottleneck Boosts Asian Chip Stocks
Nvidia's earnings report points to memory supply issues, boosting Asian chip stocks. Chinese AI firms' updates also lift hardware shares. US grid policy impacts Asian energy firms.
Nvidia Fuels AI Rally, Iran-Oman Strike Hormuz Deal
Nvidia projects a 70% revenue surge, boosting AI stocks. Iran and Oman agree on Hormuz fees, while US probe into chip smuggling continues. Malawi's aid experiment and Meta's settlement also discussed.
Nvidia Acquires Hugging Face for $12.9 Billion
Nvidia has reportedly finalized a deal to acquire Hugging Face, the prominent open-source AI platform, for approximately $12.9 billion. This acquisition marks a significant consolidation in the artificial intelligence industry.
Nvidia's Earnings, Apple's New Macs, and OpenAI's Chip Claims
Nvidia faces a crucial earnings report as its stock aims to rebound. Apple also launches new Macs with upgraded processors, while OpenAI claims its new chips outperform Nvidia's.
Nvidia Earnings Preview, Apple's AI Macs & OpenAI's Chip Ambitions
Nvidia's stock rebound, Apple's new Mac Minis, and OpenAI's custom chip claims dominate tech news. Experts discuss Nvidia's earnings outlook and the shifting software market.
OpenAI Unveils Jalapeño Chip
OpenAI reveals Jalapeño, its custom AI inference chip, demonstrating industry-leading performance and signaling a move towards greater infrastructure control.
AI Capital Race: Nvidia Earnings, SoftBank & Alibaba
Nvidia's earnings, SoftBank's OpenAI investment, and Alibaba's AI race funding are driving the global capital race in AI.
Nvidia Price Hikes: Demand Outstrips Supply
Simon Leopold of Raymond James discusses Nvidia's upcoming price hikes, driven by memory costs, and the company's financial strategies.
Nvidia Faces Price Hikes Amid AI Chip Demand Surge
Nvidia's AI servers face price hikes, while Apple cuts jobs to focus on AI. SoftBank and Alibaba make major funding moves in the global AI race.
Rep. McCormick: AI Data Centers and US Debt Concerns
Rep. Rich McCormick discusses the critical need for AI infrastructure, the growing U.S. national debt, and strategic military alliances.
Rep. McCormick: Data Center Alarmism Undermines U.S. Competitiveness
Rep. Rich McCormick argues against opposition to data centers, citing their vital role in US competitiveness and suggesting their development on military bases.
Nvidia Acquires Poolside AI for $1 Billion, Licenses Tech
Nvidia has made a significant move in the AI landscape, reportedly investing $1 billion to acquire AI startup Poolside and committing an additional $6 billion to license its technology.
Broadcom's $60B AI Debt Deal, Nvidia's Ecosystem Play
Mandep Singh of Bloomberg Intelligence discusses Nvidia's evolving AI strategy, Broadcom's debt financing, Anthropic's IPO prospects, and the resilient US consumer.
Alibaba's AI Push Hits Profits, Meta's Circular Financing
Alibaba's profits tanked amid AI spending, Meta's reliance on Microsoft raises concerns, and a defense tech startup hits $13B valuation.
GV's Dave Munichiello on AI's Application Layer
GV's Dave Munichiello discusses AI investment trends, the strategic acquisition of Modular by Qualcomm, and the continued importance of Silicon Valley.
OpenAI inks massive Ohio data center deal
OpenAI is securing 8 GW of IT capacity in Ohio for a new data center, promising job creation and community investment.
Ed Zitron: Nvidia's AI Funding Is 'Desperate Marketing'
Analyst Ed Zitron slams Nvidia's AI funding announcements as 'desperate marketing,' questioning their financial sustainability and highlighting risks of an AI bubble.
Jensen Huang's Blackwell Blueprint and Nvidia's AI Factory Strategy
Nvidia's GB200 NVL72 treats 72 GPUs as a single processor and delivers 30x faster LLM inference than the H100, while Jensen Huang argues the software stack running on top is now the harder-to-replicate asset.
Nvidia GPU Bonds: Jensen Huang Reframes Compute as Financial Asset
Bernie Sanders calls for an AI development pause, Nvidia views GPUs as financial assets, and Grok 4.7 is set to leverage SpaceX data.
Ilya Sutskever's SSI Eyes First Model After Two Years of Silence
Investor Gavin Baker let slip on the Invest Like the Best podcast that Safe Superintelligence plans its first model release in August 2026, ending two years of total silence after $8 billion raised.
GitHub Universe 2026 Schedule Drops
GitHub Universe 2026 schedule is out, focusing on AI development, Copilot, and enterprise DevSecOps with top industry speakers.
SK Hynix's $720B AI Memory Bet: Inside Korea's Chipmaking Giant
CNBC goes inside SK Hynix's massive Korean HBM chipmaking facilities and interviews Chairman Chey Tae-won about the company's $720 billion bet on AI.
Kimi K3: China's AI Challenger Rattles Silicon Valley
Moonshot AI's Kimi K3, a powerful new AI model, is challenging US dominance and raising questions about innovation and global competition in the AI race.
Microsoft's CARE-X tackles radiology AI
Microsoft Research's CARE-X advances radiology AI with a unified VLM for chest X-ray interpretation, combining generation, structured prediction, and tool-augmented measurement.
Mira Murati Bets on Open Weights: Inkling vs. the Closed AI Stack
Thinking Machines Lab launched Inkling, a 975-billion-parameter open-weight model, under Apache 2.0 in July 2026. Here is how Mira Murati's open customisation strategy differs from OpenAI and Anthropic's proprietary approaches, and what the Nvidia gigawatt deal means for the lab's compute ambitions.