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88Nvidia stock is on a 10-day winning streak and up 18% over that stretch
Nvidia stock is on a 10-day winning streak, increasing by 18%, and the company denied rumors of acquiring a large PC company.
Nvidia CEO Jensen Huang says ‘I think we’ve achieved AGI’
Nvidia CEO Jensen Huang stated in an interview with Lex Fridman that he believes AGI has been achieved, but then appeared to slightly retract the statement.
China AI Firm Discloses $92 Million of Banned Nvidia Chip Servers to Beijing
Following US charges against a Super Micro Computer Inc. co-founder for illegally smuggling Nvidia Corp. AI chips to China, a Shenzhen-based computing company's shares plummeted by 20%. The AI firm disclosed $92 million of banned Nvidia chip servers to Beijing.
Nvidia's Jensen Huang thinks $1 trillion won’t be enough to meet AI demand
Nvidia's CEO Jensen Huang believes that $1 trillion won't be sufficient to meet the rapidly increasing demand for AI infrastructure.
AI's next bottleneck: Why even the best chips made in the U.S. take a round trip to Taiwan
Nvidia has reserved the majority of TSMC’s most advanced packaging capacity, which may become the next bottleneck for AI. Even the best chips made in the U.S. take a round trip to Taiwan for this lesser-known, but critical, chipmaking step.
Accelerated InfiniBand Solutions for HPC
NVIDIA InfiniBand provides high-speed, low-latency, and scalable solutions to supercomputers, AI, and cloud data centers.
NVLink & NVSwitch: Fastest HPC Data Center Platform
NVIDIA's NVLink & NVSwitch combination offers unparalleled performance for efficiently scaling AI in HPC data centers.
The Engine Behind AI Factories
NVIDIA's Blackwell architecture defines the next phase in generative AI, building upon past technologies and offering unparalleled performance, efficiency, and scale for AI factories.
NVIDIA A100
The NVIDIA A100 Tensor Core GPU accelerates AI and HPC across all scales, powering modern data centers.
Anthropic debuts ‘Project Glasswing’ and new AI model for cybersecurity
Anthropic has introduced Project Glasswing, a cybersecurity initiative partnering with Nvidia, Apple, and others, and debuted a new frontier model called Claude Mythos Preview.
Bain Data Center Unit Cuts Ties With Nvidia Buyer After US Probe
Bain Capital's Bridge Data Centres has severed ties with a Southeast Asian company suspected by the U.S. of smuggling Nvidia Corp. chips from its Malaysian computing hub following a US probe.
Every GPU That Mattered
This article presents a visual history of 49 graphics cards over 30 years, tracing their evolution from the Quake era to Cyberpunk.
Nvidia-Backed Firmus Secures $505 Million for Asia-Pacific AI Infrastructure
Firmus Technologies Pty, a data center builder backed by Nvidia, has raised $505 million in an investment round led by Coatue Management LLC to support the construction of AI infrastructure.
NikTek (@NikTek): "The craziest thing ever happened on YouTube. La7, an Italian television channel has used footage from Nvidia DLSS 5 Trailer and then sent a copyright strike to every YouTube video that supposedly used “their footage”, including Nvidia themselves. Nvidia’s own DLSS 5 announcement video has now been taken down by La7 as you can see here."
Italian television channel La7 used footage from Nvidia's DLSS 5 Trailer and filed copyright strikes against YouTube videos using the footage, including Nvidia's own announcement video, resulting in the video being taken down.
Apple approves driver that lets Nvidia eGPUs work with Arm Macs.
Apple has approved a driver from Tiny Corp that allows Nvidia eGPUs to work with Arm Macs, enabling LLM development without disabling System Integrity Protection (SIP).
NVIDIA Launches Space Computing, Rocketing AI Into Orbit
Nvidia has launched space computing platforms designed to bring AI capabilities to orbital data centers, geospatial intelligence, and autonomous space operations.
New Rowhammer attacks give complete control of machines running Nvidia GPUs
New Rowhammer attacks, named GDDRHammer and GeForgerammer, can compromise CPUs by manipulating the memory of Nvidia GPUs. These attacks can give complete control of machines.
Chinese chipmakers claim nearly half of local market as Nvidia's lead shrinks
Chinese GPU and AI chip makers captured nearly 41% of China's AI accelerator server market last year, eroding Nvidia's lead in one of its most important overseas markets, according to data from an IDC report.
Chipwrecked: Can Nvidia avoid the crash?
The Verge discusses the risk of Nvidia propping up AI data center companies (neoclouds) that are taking on debt collateralized by Nvidia GPUs.
Super Micro Co-Founder Pleads Not Guilty in China Smuggling Case
Super Micro Computer Inc. co-founder Yih-Shyan “Wally” Liaw pleaded not guilty in New York to charges that he helped illegally divert billions of dollars in Nvidia Corp.-powered servers to China.
Iran threatens Nvidia, Apple and other tech giants with attacks
Iran's Revolutionary Guard has threatened tech companies like Nvidia and Apple with attacks if they continue operations in the Middle East.
Iran threatens imminent attacks on US tech companies in the Middle East
Iran threatens imminent attacks on US tech companies, including Apple, Google, Microsoft, Meta, NVIDIA, and Tesla, in the Middle East.
Nvidia rolls out DLSS 4.5 update with new frame generation features
Nvidia launched DLSS 4.5, a major update to its Deep Learning Super Sampling feature, introducing AI-powered frame generation modes.
Nvidia Invests $2 Billion in Marvell, Announces Partnership
Nvidia invested $2 billion in Marvell Technology Inc. to collaborate on silicon photonics technology.
UK chip start-up Fractile seeks to raise $200mn to challenge Nvidia
UK chip start-up Fractile is seeking to raise $200 million to compete with Nvidia in developing faster AI processors, joining a growing number of UK companies in this field.
Mistral raises $830mn to build Nvidia-powered AI centres in Europe
Mistral has raised $830 million in debt financing to build Nvidia-powered AI centers in Europe, seeking alternatives to US groups.
AI chip startup Rebellions raises $400 million at $2.3B valuation in pre-IPO round
AI chip startup Rebellions has secured $400 million in a pre-IPO funding round at a $2.3 billion valuation, aiming to challenge Nvidia in the AI inference chip market.
Mistral raises $830mn to build Nvidia-powered AI centres in Europe
Mistral, a French company, raised $830 million in debt financing to build Nvidia-powered AI centers in Europe, addressing the rising demand for alternatives to US-based AI groups.
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Mistral, a French AI company, has raised $830 million in debt financing to build Nvidia-powered AI centers in Europe, aiming to provide alternatives to US-based AI groups.
Memory chip stocks shed $100bn as AI-driven shortage trade unwinds
Memory chip stocks experienced a $100 billion decline due to new research indicating that AI data centers will require significantly less memory than previously anticipated by investors. This suggests an unwinding of the AI-driven shortage trade.
Exclusive: Huawei's new AI chip finds favour with ByteDance, Alibaba which plan to place orders, sources say
Huawei's new AI chip has performed well in customer testing, leading ByteDance and Alibaba to plan orders as they seek alternatives to Nvidia in the Chinese market.
Anthropic closes latest funding round above $10 billion and could go higher, sources say
Anthropic is closing a funding round above $10 billion, and the round could increase if Microsoft and Nvidia contribute.
Feds Arrest Trio for Nvidia GPU Smuggling Scheme Involving Supermicro Servers
Federal authorities arrested a Chinese national and two Americans for attempting to smuggle export-controlled Nvidia GPUs to China; Nvidia and Supermicro detected irregularities in the orders and canceled them.
How io_uring Overtook libaio: Performance Across Linux Kernels
io_uring, a Linux kernel interface for asynchronous I/O, significantly outperforms libaio across various kernel versions, according to the study. The research also uncovered an unexpected IOMMU trap, which is a memory management unit issue, that impacted performance and required specific kernel configurations to resolve.
Jensen Huang: NVIDIA - The $4 Trillion Company & the AI Revolution
This YouTube video features Jensen Huang discussing Nvidia's potential as a $4 trillion company and the ongoing AI revolution in a Lex Fridman Podcast episode.
Ubisoft’s death by a thousand cuts
Ubisoft's Red Storm studio will stop game development, Nvidia DLSS 5 caused controversy, and Krafon lost an important legal case.
Transcript for Jensen Huang: NVIDIA - The $4 Trillion Company & the AI Revolution
This article is a human-generated transcript of the Lex Fridman Podcast #494 featuring Jensen Huang, CEO of Nvidia, discussing AI and Nvidia's role in the AI revolution, including a table of contents with clickable links to specific parts of the conversation.
Startup Gimlet Labs is solving the AI inference bottleneck in a surprisingly elegant way
Gimlet Labs, an AI startup, raised an $80 million Series A to solve AI inference bottlenecks, enabling AI to run simultaneously across various chips, including NVIDIA, AMD, Intel, ARM, Cerebras, and d-Matrix.
Groq Cofounder Explains How The $20 Billion Deal With Nvidia Came Together—And What’s Next
Nvidia made a $20 billion deal with Groq on Christmas Eve, betting on Groq's inference-speed technology inside a newly announced chip platform. The deal is considered Nvidia's biggest in its 30-year history and occurred at a precarious moment for Groq.
Super Micro co-founder indicted on Nvidia smuggling charges leaves board
Super Micro co-founder Yih-Shyan "Wally" Liaw has resigned from the company's board after being indicted in the U.S. on charges related to Nvidia smuggling.
Nvidia's Huang pitches AI tokens on top of salary as agents reshape how humans work
Nvidia's Jensen Huang is promoting AI tokens alongside salaries as AI agents reshape human work, noting that most enterprise AI projects have failed since 2018.
Sharp Tech
This Sharp Tech episode discusses OpenAI's enterprise pivot, the rise of agents, bubble counterpoints, and Nvidia's changes to its inference story.
U.S. prosecutors charge Super Micro Computer employees with smuggling Nvidia chips to China
U.S. prosecutors have charged a Super Micro co-founder, an employee, and a contractor with illegally smuggling top-tier Nvidia AI chips to China, in violation of U.S. export controls.
Nvidia has lost the plot with gamers
The Verge reports on Nvidia's perceived misstep in marketing its DLSS 5 technology as a method to enhance existing games, rather than presenting it as a next-generation gaming advancement.
Chip testing latest chokepoint as Nvidia, Google designs grow more complex
Chip testing companies are struggling to keep up with the surge in demand driven by the AI boom, particularly for testing Nvidia and Google's increasingly complex designs.
NVIDIA GTC Keynote 2026
This article refers to NVIDIA's GTC Keynote 2026, likely detailing advancements in AI and GPU technology.
GitHub - NVIDIA/NemoClaw: NVIDIA plugin for secure installation of OpenClaw · GitHub
This is a GitHub repository for NemoClaw, an NVIDIA plugin designed for the secure installation of OpenClaw.
Nvidia CEO Jensen Huang says OpenClaw is 'definitely the next ChatGPT'
Nvidia CEO Jensen Huang identifies OpenClaw as a fast-rising AI project poised to be the next ChatGPT.
OpenClaw-Linked Chinese AI Stocks Jump After Nvidia CEO’s Bullish Remarks
Chinese shares related to OpenClaw rose after Nvidia's CEO made positive remarks about the potential of artificial intelligence agents.
Nvidia Gets in on OpenClaw Craze With NemoClaw
Nvidia CEO Jensen Huang believes OpenClaw could revolutionize AI agents, similar to how Windows impacted computing, and Nvidia's NemoClaw aims to facilitate secure OpenClaw adoption for enterprises.
Jensen Huang says gamers are 'completely wrong' about DLSS 5
Nvidia CEO Jensen Huang stated that gamers are wrong about DLSS 5 and artistic control remains with developers.
Exclusive: Nvidia preparing Groq chips that can be sold in Chinese market, sources say
Nvidia is reportedly preparing a version of its Groq AI chips for sale in the Chinese market, according to sources.
DLSS 5 Off / DLSS 5 On
This article from Know Your Meme discusses the "DLSS 5 Off / DLSS 5 On" meme trend, which originated from Nvidia's announcement of DLSS 5.
@willsmith.fun on Bluesky
This Bluesky post jokes about Nvidia introducing ray tracing for realistic lighting, only to then use a "yassify filter" to make everything look overly sexualized.
Jensen Huang outlines Nvidia's AI vision at San Jose event
Nvidia CEO Jensen Huang outlined his company's AI vision at a San Jose event, predicting a $1 trillion backlog in orders within the next year.
NVIDIA and Bolt team up for European robotaxis
NVIDIA and Bolt are partnering to develop robotaxis in Europe, although a specific timeline has not yet been announced.
An Interview with Nvidia CEO Jensen Huang About Accelerated Computing
Ben Thompson of Stratechery interviews Nvidia CEO Jensen Huang about accelerated computing in March 2026, discussing the company's strategies and vision for the future of computing.
CUDA-X
The URL directs to NVIDIA's CUDA-X page, which highlights NVIDIA's GPU-acceleration libraries designed for Artificial Intelligence (AI) and High-Performance Computing (HPC). The libraries empower developers and researchers to harness the computational power of NVIDIA GPUs for advanced AI and HPC applications.
BYD, Geely, Isuzu and Nissan Adopt NVIDIA DRIVE Hyperion for Level 4 Vehicles
NVIDIA announced that BYD, Geely, Isuzu, and Nissan are adopting the NVIDIA DRIVE Hyperion platform for Level 4 autonomous vehicles. This reflects growing momentum towards safe and scalable AV development, as leading mobility providers integrate the platform.
NVIDIA Completes Acquisition of Mellanox, Creating Major Force Driving Next-Gen Data Centers
NVIDIA finalized its acquisition of Mellanox Technologies for $7 billion. The acquisition aims to create a major force driving next-generation data centers by combining NVIDIA's GPU technology with Mellanox's networking solutions.
Nvidia GTC and ASICs, The Power Constraint, The Pareto Frontier
Ben Thompson analyzes Nvidia's advancements in chip technology and the increasing importance of ASICs (Application-Specific Integrated Circuits) due to power constraints. He argues that the industry is approaching a Pareto Frontier, where improvements in one area necessitate trade-offs in others, especially concerning energy efficiency and performance in AI applications.
AI Inference Accelerator
NVIDIA's Groq 3 LPX AI inference accelerator delivers ultra-low latency and high throughput. It is designed for agentic systems and is meant to be paired with NVIDIA Vera Rubin NVL72 to scale long-context workloads and massive token generation.
InferenceX v2: NVIDIA Blackwell Vs AMD vs Hopper
This SemiAnalysis newsletter analyzes inference performance of various AI chips. It compares Nvidia's upcoming Blackwell B200 against AMD's MI355X and Nvidia's Hopper H100, covering aspects like disaggregated serving, wide expert parallelism, and software frameworks like SGLang, vLLM, and TRTLLM.
Intel Xeon 6 used as Host CPUs in NVIDIA DGX Rubin NVL8 Systems
NVIDIA's DGX Rubin NVL8 systems will use Intel Xeon 6 processors as host CPUs. This marks a significant win for Intel in the high-performance computing space, showcasing the adoption of Xeon 6 in demanding AI infrastructure.
Moore's law
Moore's law is an observation made by Gordon Moore in 1965 that the number of transistors on a microchip doubles approximately every two years, leading to exponential increases in computing power and decreases in cost. While not a physical law, it served as a guide for the semiconductor industry and a predictor of technological advancement for several decades; however, its economic viability and future applicability are now debated.
NVIDIA cuEquivariance Documentation
The URL provides documentation for NVIDIA's cuEquivariance, a library designed to help developers build equivariant neural networks. Equivariance ensures that the model's output transforms in a predictable way in response to transformations of the input.
Introducing Nemotron 3 Super: An Open Hybrid Mamba-Transformer MoE for Agentic Reasoning
Nvidia introduces Nemotron 3 Super, an open hybrid Mamba-Transformer Mixture of Experts (MoE) model designed for agentic reasoning. The model excels at reasoning, coding, and advanced mathematics, making it well-suited for addressing complex technical challenges autonomously.
AI Is a 5-Layer Cake
The NVIDIA blog post "AI is a 5-Layer Cake" frames AI as essential infrastructure comparable to electricity and the internet, rather than a mere app or model. It provides a layered framework for understanding AI's complexity.
Nvidia’s GTC Keynote, The Nvidia Stack, The Omniverse
Ben Thompson's Stratechery article analyzes Nvidia's GTC keynote, focusing on the Nvidia stack and the Omniverse platform. The piece details Nvidia's strategic shift towards a full-stack offering and the potential of Omniverse to revolutionize various industries through real-time 3D simulation and collaboration.
Nvidia’s Integration Dreams
Ben Thompson's Stratechery article "Nvidia's Integration Dreams" analyzes Nvidia's strategy and future potential in the context of its evolving business model. The piece explores how Nvidia's integration of hardware and software, combined with its focus on specific markets, positions the company for continued growth and success.
An Interview with Nvidia CEO Jensen Huang about Manufacturing Intelligence
Ben Thompson interviews Nvidia CEO Jensen Huang about the company's focus on "manufacturing intelligence." Huang discusses how Nvidia's technology is being used to create digital twins of factories, optimize processes, and improve efficiency in various industries.
An Interview with Nvidia CEO Jensen Huang About AI’s iPhone Moment
This Stratechery article is an interview with Nvidia CEO Jensen Huang, where he discusses how AI is reaching its "iPhone moment." Huang highlights the democratization of AI, Nvidia's role in enabling this shift, and the future potential of AI across various industries.
An Interview with Nvidia CEO Jensen Huang About Chip Controls, AI Factories, and Enterprise Pragmatism
Ben Thompson interviews Nvidia CEO Jensen Huang about chip controls, the concept of AI factories, and Nvidia's pragmatic approach to the enterprise market. Huang discusses navigating geopolitical tensions, particularly regarding chip exports to China, and Nvidia's focus on providing comprehensive AI infrastructure solutions.
NVIDIA GTC 2026: Live Updates on What’s Next in AI
NVIDIA's GTC 2026 event in San Jose will feature live updates, including NVIDIA CEO Jensen Huang's keynote, news highlights, and live demos through March 20. The event focuses on the latest advancements in artificial intelligence.
DLSS 5 clearly overwrites game characters with AI beauty standards, but Nvidia says devs have 'artistic control'
A demo of Nvidia's DLSS 5 sparked controversy due to apparent alterations of game characters to fit AI-generated beauty standards. Nvidia responded by stating that developers retain 'artistic control' over the final output, despite the AI's influence.
Nvidia offers DGX Cloud to AI foundation model labs for new Nemotron Coalition
Nvidia is providing access to its DGX Cloud platform for AI foundation model labs participating in the new Nemotron Coalition. This aims to bolster open-source support and collaboration in AI model development, offering labs the resources to experiment and innovate.
Nvidia announces space compute modules, including Space-1 Vera Rubin
Nvidia announced new space compute modules including the Space-1 Vera Rubin, which will be used by companies such as Aetherflux, Axiom Space, Kepler Comms, Planet, Sophia Space and Starcloud. These modules will enable computing in space environments.
Nvidia says China’s BYD and Geely will use its robotaxi platform
Nvidia announced that BYD and Geely will use its robotaxi platform. Uber and Lyft are also participants in the program as the chipmaker increases its presence in the automotive business.
Nvidia crams 256 Vera CPUs into a single liquid cooled rack • The Register
Nvidia is cramming 256 of its new Vera CPUs into a single liquid-cooled rack. The company showcased the rack at GTC, emphasizing its suitability for agentic AI workloads.
Nvidia's NemoClaw is OpenClaw with guardrails
Nvidia's NemoClaw, is an agent platform that combines OpenClaw with components from its Agent Toolkit. NemoClaw adds privacy and security controls to address concerns surrounding AI agents and their potential vulnerabilities.
Nvidia Puts Groq LPU, Vera CPU And Bluefield-4 DPU Into New Data Center Racks
Nvidia announced at GTC 2026 new data center racks featuring the Groq LPU, Vera CPU, and Bluefield-4 DPU. These racks are designed for high-performance AI computing and are slated for release in the second half of the year.
NVIDIA Launches Vera CPU, Purpose-Built for Agentic AI
NVIDIA has launched the NVIDIA Vera CPU, a processor designed for agentic AI and reinforcement learning. The Vera CPU offers twice the efficiency and is 50% faster than traditional rack-scale CPUs.
Nvidia Sees $1 Trillion in AI Chip Revenue by 2027, CEO Says
Nvidia CEO Jensen Huang predicts the company's AI processors will generate $1 trillion in sales through 2027. Huang unveiled new products at the company's annual event and anticipates substantial revenue growth driven by its flagship AI chips.
Nvidia's new DLSS 5 Brings Photo-Realistic Lighting To RTX 50-Series
Digital Foundry reports that Nvidia's new DLSS 5 is expected to bring photo-realistic lighting to the RTX 50-series GPUs. This represents a significant technological leap in graphics capabilities.
NVIDIA
The YouTube channel "NVIDIA" showcases the company's pioneering work in accelerated computing since 1993 and its invention of the GPU. NVIDIA's innovations have significantly impacted the PC gaming market and redefined modern computer graphics.
NVIDIA GTC Keynote 2026
The YouTube video titled "NVIDIA GTC Keynote 2026" likely presents future advancements, announcements, and strategies related to NVIDIA's technology and products in the field of AI. The GTC (GPU Technology Conference) is a key event for NVIDIA to showcase its progress in AI, graphics processing, and related areas.
Meta to Spend Up to $27 Billion on AI Infrastructure From Nebius
Meta Platforms will invest up to $27 billion over the next five years in AI infrastructure provided by Nebius Group NV. The investment aims to bolster Meta's capacity to compete in the development of cutting-edge AI models.
Acquired Podcast
Acquired is a podcast hosted by Ben Gilbert and David Rosenthal that explores the stories behind major tech IPOs and acquisitions. The podcast delves into the history, strategies, and key players involved in some of the most significant deals in the technology industry.