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Key Facts

OrganizerNVIDIA

Known ForAI & GPU

LocationSan Jose, USA

Typical TimeMarch

Top News

Nvidia's networking business overtakes Cisco as AI infrastructure dominance expands beyond chips

Nvidia's networking division generated $31 billion in annual revenue, surpassing Cisco to become the world's largest networking company. The business grew 267% year-over-year, driven by demand for AI data center infrastructure. This expansion signals Nvidia's push beyond chips into end-to-end AI solutions, challenging established players across multiple categories.

Technology3 sources

Nvidia's networking business overtakes Cisco as AI infrastructure dominance expands beyond chips

Technology3 sources

Nvidia GTC 2026: Jensen Huang shifts focus from chips to AI agents with NemoClaw launch

At Nvidia's annual GTC developer conference in San Jose, CEO Jensen Huang unveiled NemoClaw, an open-source platform for building AI agents, marking a strategic pivot beyond hardware. The chipmaker also detailed its $20 billion Groq technology integration to accelerate AI inference and showcased next-generation Rubin GPUs, positioning itself as the operating system for AI's future.

Technology27 sources

Nvidia GTC 2026: Jensen Huang shifts focus from chips to AI agents with NemoClaw launch

Technology27 sources

Samsung and SK Hynix win exclusive HBM4 supply for Nvidia's Vera Rubin AI accelerator

Samsung Electronics and SK Hynix have been confirmed as the sole HBM4 suppliers for Nvidia's Vera Rubin AI accelerator, excluding Micron Technology from the flagship platform. SK Hynix will provide roughly 70 percent of the allocation while Samsung holds approximately 30 percent, marking a significant shift in the AI memory market as demand for high-bandwidth memory intensifies.

Business3 sources

Samsung and SK Hynix win exclusive HBM4 supply for Nvidia's Vera Rubin AI accelerator

Business3 sources

Nvidia unveils AI chip with Groq technology at GTC 2026 as OpenAI commits major capacity

Nvidia is set to launch a dedicated AI inference chip at its GTC conference next month, integrating technology from startup Groq acquired in a $20 billion licensing deal. OpenAI will be among the earliest adopters, committing 3GW of dedicated inference capacity to address growing demands for faster, more efficient AI processing.

Technology4 sources

Nvidia unveils AI chip with Groq technology at GTC 2026 as OpenAI commits major capacity

Technology4 sources

Jensen Huang teases AI chip that will 'surprise the world' at Nvidia's GTC Conference in March

Nvidia CEO Jensen Huang has promised to unveil a chip that will surprise the world at GTC 2026 on March 16. While details remain scarce, speculation points to advanced Rubin architecture developments, HBM4 memory integration, or possibly an early reveal of Feynman architecture. The mystery chip emerges from Nvidia's partnership with SK Hynix and could address critical memory bottlenecks in AI computing.

Technology3 sources

Jensen Huang teases AI chip that will 'surprise the world' at Nvidia's GTC Conference in March

Technology3 sources

Samsung HBM4 nears Nvidia approval as rivalry with SK Hynix intensifies for Rubin AI platform

Samsung is close to securing Nvidia certification for its HBM4 AI memory chips, entering final qualification phases after supplying initial samples in September. The company prepares for mass production in February, aiming to debut alongside Nvidia's Rubin AI platform at GTC 2026. Meanwhile, SK Hynix reports significant progress in its own HBM4 tests, setting up an intense competition between South Korean rivals.

Technology8 sources

Samsung HBM4 nears Nvidia approval as rivalry with SK Hynix intensifies for Rubin AI platform

Technology8 sources

Nvidia upgrades Vera Rubin specs with higher power and memory to counter AMD Instinct MI455X

Nvidia has significantly upgraded its Vera Rubin AI accelerator specifications in response to competitive pressure from AMD's Instinct MI455X. The chip now features 22.2TB/s memory bandwidth—a 10% increase—and a 2.3kW TDP, up from the originally announced 1.8kW. These Vera Rubin upgrades aim to secure hyperscaler adoption and maintain Nvidia's dominance in AI datacenter infrastructure.

Technology3 sources

Nvidia upgrades Vera Rubin specs with higher power and memory to counter AMD Instinct MI455X

Technology3 sources

Nvidia Surges Past $5 Trillion Market Cap as CEO Huang Reveals $500 Billion Order Backlog

Nvidia's market capitalization has crossed the historic $5 trillion milestone, driven by massive AI chip demand and CEO Jensen Huang's announcement of $500 billion in secured orders through 2026. The surge reflects growing enterprise and government investments in AI infrastructure worldwide.

Business5 sources

Nvidia Surges Past $5 Trillion Market Cap as CEO Huang Reveals $500 Billion Order Backlog

Business5 sources

Deepfake Jensen Huang Crypto Scam Outdraws Real Nvidia GTC Keynote by 5x on YouTube

A sophisticated deepfake livestream featuring Nvidia CEO Jensen Huang promoting cryptocurrency scams attracted nearly 100,000 viewers, five times more than the official GTC keynote. The fake stream used AI-generated video to deceive viewers into scanning QR codes for fraudulent crypto investments.

Technology5 sources

Deepfake Jensen Huang Crypto Scam Outdraws Real Nvidia GTC Keynote by 5x on YouTube

Technology5 sources

Nvidia CEO Dismisses AI Bubble Concerns as Company Projects Half-Trillion Dollar Revenue

Jensen Huang rejects AI bubble warnings while announcing major partnerships and projecting massive revenue from new Blackwell and Rubin chips. The company faces growing competition but maintains market dominance.

Business2 sources

Nvidia CEO Dismisses AI Bubble Concerns as Company Projects Half-Trillion Dollar Revenue

Business2 sources

Nvidia CEO Jensen Huang Pushes for China Market Access Amid Ongoing Trade Restrictions

Nvidia CEO Jensen Huang advocates for resuming chip sales to China despite ongoing export restrictions, while the company faces a complete market shutdown in the region and seeks to navigate complex US-China trade tensions.

Business27 sources

Nvidia CEO Jensen Huang Pushes for China Market Access Amid Ongoing Trade Restrictions

Business27 sources

Nvidia Unveils Omniverse DSX Blueprint for Gigawatt-Scale AI Data Centers

Nvidia announces a comprehensive blueprint for designing and operating massive AI data centers requiring nuclear reactor-level power. The Omniverse DSX combines digital twin technology with real-world engineering to create gigawatt-scale AI factories.

Technology4 sources

Nvidia Unveils Omniverse DSX Blueprint for Gigawatt-Scale AI Data Centers

Technology4 sources

Nvidia and Uber Partner to Deploy 100,000 Robotaxis by 2027

Nvidia and Uber announce ambitious partnership to create world's largest autonomous vehicle fleet using Nvidia's Drive AGX Hyperion 10 platform. The collaboration aims to deploy 100,000 Level-4 robotaxis starting in 2027, with automotive partners including Stellantis, Mercedes-Benz, and Lucid Motors.

Business7 sources

Nvidia and Uber Partner to Deploy 100,000 Robotaxis by 2027

Business7 sources

Nvidia Brings GTC to Washington D.C. for First Time, Emphasizing AI Leadership and Government Partnerships

Nvidia held its first-ever GPU Technology Conference in Washington D.C., marking a strategic shift toward government engagement. CEO Jensen Huang emphasized American AI leadership while announcing partnerships with Nokia, Palantir, and Uber, alongside the formation of an AI workforce task force.

Technology5 sources

Nvidia Brings GTC to Washington D.C. for First Time, Emphasizing AI Leadership and Government Partnerships

Technology5 sources

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