#Nvidia
50 articles with this tag
AWS CEO: AI Business is 'Massive' and Broadly Driven
AWS CEO Matt Garman discusses the massive, broad-based growth of AWS's AI business, the shift towards inference, custom silicon, and the importance of customer choice in AI models.
AI's Future: Personal, Not Predictive
AI agents are becoming deeply personal, not through intimacy, but through access to your apps and data. Control and privacy are key.
Jensen Huang vs Lisa Su: Inside the AI Chip Gap Defining 2026
Nvidia's data center segment generated $75.2 billion in Q1 2026, while AMD posted $5.8 billion from the same category. The gap tells the story of AI infrastructure in 2026.
Amazon Surges as Apple Stumbles in Divergent Big Tech Earnings
Amazon soared on AWS cloud growth while Apple stock dropped following supply chain stumbles in Tim Cook's final CEO quarter.
Amazon Surges on AI Cloud Growth While Apple Faces Supply Shortages
Amazon soared on 37% AWS growth and custom AI silicon, while Apple dropped 9% after misjudging iPhone chip demand on Tim Cook's final earnings call as CEO.
How Together AI Solves LLM Cold Starts
Together AI details native metrics and cold start benchmarks to fix nonlinear latency degradation in LLM autoscaling.
AI Spending Jitters Grip Chip Stocks
Chip stocks like Micron reel from AI spending jitters, while space infrastructure startup Nebex aims to modernize the burgeoning space economy.
Nvidia's $5 Billion Bet on Ilya Sutskever's Secretive AI Lab
Nvidia invested $5 billion in Ilya Sutskever's Safe Superintelligence on July 27, giving the secretive lab Vera Rubin GPU access and a tenfold compute increase. StartupHub.ai data shows SSI has raised $9.1 billion since its June 2024 founding with no product released.
Nvidia's AI Deals and "Circular AI" Fears
Bloomberg's Businessweek Daily podcast discusses Nvidia's AI deals, market concerns, and the future of work with AI.
Nvidia's AI Investment Spree, Geopolitical Tensions
Bloomberg News covers President Trump's pause on Iran strikes, Nvidia's major AI deals, LVMH earnings, and a tragic shooting in Seattle.
Nvidia's $750 Billion AI Deals Face 'Circular' Scrutiny
Nvidia's massive AI deals, the tech industry's scrutiny of capex, Meta's internal struggles, and the tin can industry's tariff woes were discussed on the Bloomberg Intelligence Podcast.
Nvidia's $750B Deals Spark Circular AI Financing Debate
Nvidia's massive $750B in deals, particularly with SK Hynix, are raising questions about the transparency and nature of AI financing.
Nvidia's Huang: AI Will Require 10x Chip Industry Growth
Nvidia CEO Jensen Huang anticipates a tenfold increase in the semiconductor industry to meet AI demands and details a $500B investment with SK Group.
Nvidia CEO Jensen Huang on AI, Korea, and Open Models
Nvidia CEO Jensen Huang discusses major AI investments in South Korea, HBM supply chain challenges, the future of computing, and the critical role of both open and closed AI models.
Semiconductor Multiples Are Unremarkable
Semiconductor stocks are trading at average multiples despite record AI-driven growth, reflecting investor concerns about industry cyclicality and future supply gluts.
Nvidia's AI Chip Rollout & China's AI Race
Nvidia's new AI chips, TSMC's price hikes, and U.S.-China AI talks dominate this Bloomberg Tech episode.
China's Moonshot AI Challenges US Dominance
Bloomberg discusses China's Moonshot AI Kimi K3 model, its impact on global markets, and geopolitical tensions at the ASEAN meeting.
Nvidia Dev: ML Security Flaws Are 'Boring' Mistakes
Nvidia's Lavina D'Mello argues that ML security failures stem from 'boring' infrastructure misconfigurations, not exotic AI attacks, urging a return to foundational security practices.
AMD's Helios: A Make-or-Break AI System
AMD unveils its first rack-scale AI system, Helios, aiming to challenge Nvidia with a powerful, integrated solution backed by major tech clients like Microsoft and Meta.
Nvidia Stabilizes, Prologis Sweetens Segro Bid
Bloomberg's Luis Moon discusses Nvidia's stabilizing chip stock, Prologis's new bid for Segro, Domino's sales slowdown, and Urban Outfitters' stock surge.
Mira Murati Ships Inkling: 975B-Parameter Open Model Backed by Nvidia
Thinking Machines Lab released Inkling on July 15, a 975-billion-parameter open-weight mixture-of-experts model trained from scratch on 45 trillion tokens, 22 months after Mira Murati left OpenAI.
China's AI Leap and US Concerns
Moonshot AI's new model, geopolitical tensions, and the race for AI dominance are discussed with Bloomberg's Mike Shepard and Minmin Low.
Jensen Huang’s Nvidia: $81.6B Q1 Revenue and the Sovereign AI Empire Behind It
Nvidia posted $81.6 billion in Q1 FY2027 revenue on May 20, 2026, an 85 pct increase year-on-year. Here is Jensen Huang’s segment-by-segment breakdown: $75.2B in data center (half from non-hyperscale buyers) and a reclassified Edge Computing segment, set against sovereign AI factory deals in Japan, South Korea, and Germany.
On Tuesday, three AI chip companies raised $2.55 billion in one day. The inference wars are moving from research to capital.
Three AI chip companies raised $2.55B on one Tuesday. Lyzr AI let an agent run its $100M raise. Ollama got funded with 9M users and 14 employees. The inference wars are moving from research to capital.
Nvidia's $1 Trillion Slide: AI Boom Valuation Tested
Nvidia's market valuation has fallen by roughly $1 trillion, returning to pre-AI boom levels amidst growing competition from hyperscalers developing their own AI chips.
Amazon Fuels AI Debt Boom With Another Bond Sale
Amazon raises $25 billion in a bond sale to fuel its AI infrastructure investments, signaling aggressive expansion in the AI race.
Jensen Huang's 2026 Keynotes: $1 Trillion Orders and the AI Factory Era
Nvidia posted $81.6 billion in Q1 FY2027 revenue as Jensen Huang used back-to-back keynotes at GTC San Jose and Computex Taipei to detail a $1 trillion order backlog and declare the start of the AI factory era.
Valar Atomics Powers Nvidia Chip with Nuclear Reactor
Valar Atomics has achieved a US first by powering an Nvidia AI chip with a 100kW nuclear reactor, showcasing a new path for sustainable AI infrastructure.
AI Cost Reality Check Hits Tech Stocks
Bloomberg Intelligence discusses the "AI cost reality check" impacting tech stocks, driven by Apple's price hikes and surging demand for AI components.
Nvidia Aims for Safer Humanoid Robots
Nvidia is prioritizing safety in humanoid AI robots, focusing on robust AI, reliability, and safety-integrated hardware and software systems, along with extensive simulation.
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.