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Key Facts

Founded1993

Key PeopleJensen Huang

HeadquartersSanta Clara, USA

ProductsH100, B200, CUDA

Top News

Indie publisher warns generative AI has made video games 'cooked' as usage spreads

Mike Rose, founder of indie publisher No More Robots, declares that generative AI in video games is here to stay, calling it 'mega annoying' from a publisher perspective. During the last Steam Next Fest, approximately one-third of demos featured AI-generated content or art, intensifying market competition for indie publishers and raising concerns about the normalization of AI in games.

Entertainment2 sources

Indie publisher warns generative AI has made video games 'cooked' as usage spreads

Entertainment2 sources

Nvidia acquisition of Slurm software sparks fairness concerns in AI chip race

Nvidia's December acquisition of SchedMD has raised concerns among AI specialists and supercomputer experts about fair access to Slurm, open-source software that powers 60% of supercomputers worldwide. Engineers fear the chip giant may favor its own hardware over rivals like AMD, though Nvidia insists it will maintain vendor-neutral development.

Business3 sources

Nvidia acquisition of Slurm software sparks fairness concerns in AI chip race

Business3 sources

Samsung posts record profit up eightfold as AI chips demand defies geopolitical uncertainties

Samsung Electronics reported a preliminary operating profit of $37.9 billion for Q1 2026, an eightfold increase driven by explosive demand for memory chips used in AI computing and data centers. The result nearly triples the company's previous quarterly record and exceeds its entire 2025 profit, signaling an unprecedented supercycle in the semiconductor industry despite Middle East conflict concerns.

Business14 sources

Samsung posts record profit up eightfold as AI chips demand defies geopolitical uncertainties

Business14 sources

Nvidia-backed Firmus hits $5.5B valuation with $505M raise, eyes $2B ASX IPO in June

Australian AI data center company Firmus has raised $505 million led by Coatue at a $5.5 billion valuation, bringing total capital raised to $1.35 billion in six months. The Nvidia-backed startup is now targeting a $2 billion IPO on the Australian Securities Exchange in June or July, supported by a $10 billion Blackstone debt facility to build AI infrastructure across Australia.

Startups6 sources

Nvidia-backed Firmus hits $5.5B valuation with $505M raise, eyes $2B ASX IPO in June

Startups6 sources

Taiwan Semiconductor's Energy Crisis Could Disrupt Global AI Supply Chain

TSMC controls over 90% of advanced semiconductor manufacturing, but Taiwan's reliance on liquefied natural gas imports through the Strait of Hormuz creates a critical vulnerability. With LNG stockpiles lasting only days, the Middle East crisis threatens to halt chip production that powers Nvidia, AMD, and the entire AI industry.

Business2 sources

Taiwan Semiconductor's Energy Crisis Could Disrupt Global AI Supply Chain

Business2 sources

Nvidia's own DLSS 5 trailer removed by YouTube after Italian TV channel files copyright strike

Nvidia's official DLSS 5 announcement video, which garnered 2.3 million views, was removed from YouTube after Italian channel La7 filed a copyright claim. The irony: La7 used Nvidia's trailer footage in its own broadcast, then filed DMCA complaints against all videos containing the same content—including Nvidia's original upload.

Technology2 sources

Nvidia's own DLSS 5 trailer removed by YouTube after Italian TV channel files copyright strike

Technology2 sources

Intel's Neural Texture Compression slashes VRAM use by 18x as Nvidia shows 6.5GB reduced to 970MB

Intel unveiled Texture Set Neural Compression (TSNC), an AI-powered compression technology that can reduce game texture sizes by up to 18 times while maintaining image quality. Nvidia demonstrated similar capabilities with its Neural Texture Compression, cutting VRAM usage from 6.5GB to just 970MB in demo scenes. Both solutions address mounting storage and memory challenges as modern games demand increasingly detailed assets.

Technology6 sources

Intel's Neural Texture Compression slashes VRAM use by 18x as Nvidia shows 6.5GB reduced to 970MB

Technology6 sources

Apple Silicon Macs gain eGPU support for AI workloads as Apple approves TinyGPU driver

Apple has officially approved TinyGPU drivers from Tiny Corp, enabling AMD and Nvidia eGPU support on Apple Silicon Macs for the first time since the M1 launch. The drivers are designed exclusively for AI workloads, allowing users to run larger local AI models without bypassing system protections. Mac Mini owners running OpenClaw agents can now tap into external GPU power via Thunderbolt/USB4 connections.

Technology4 sources

Apple Silicon Macs gain eGPU support for AI workloads as Apple approves TinyGPU driver

Technology4 sources

TSMC revenue growth beats estimates as AI demand survives Middle East war disruption

Taiwan Semiconductor Manufacturing Co. reported a 35% quarterly revenue increase to $35.6 billion, signaling that global AI chip demand remained robust during the first weeks of Middle East conflict. The chipmaker for Nvidia and Apple is expected to post its fourth straight quarter of record profit with a 50% surge in net income, driven by insatiable demand for 3-nanometre technology and advanced packaging.

Business9 sources

TSMC revenue growth beats estimates as AI demand survives Middle East war disruption

Business9 sources

AI memory shortage to drive 625x demand surge by 2028 as PC hardware prices soar

Dell's CEO predicts total memory demand from AI will increase 625 times between 2022 and 2028, driven by expanding AI accelerator memory requirements and massive data center buildouts. The High Bandwidth Memory shortage is already forcing DRAM price increases exceeding 100%, with memory consuming 30% of hyperscaler spending in 2026—up from just 8% in 2023.

Business11 sources

AI memory shortage to drive 625x demand surge by 2028 as PC hardware prices soar

Business11 sources

DeepSeek V4 model to run on Huawei chips, testing China's AI self-sufficiency ambitions

DeepSeek's anticipated V4 model will run on Huawei chips instead of Nvidia hardware, marking a strategic shift in China's AI development. Chinese tech giants including Alibaba, ByteDance, and Tencent have ordered hundreds of thousands of Huawei chips ahead of the launch. The move signals China's push for AI self-sufficiency amid US export restrictions.

Technology5 sources

DeepSeek V4 model to run on Huawei chips, testing China's AI self-sufficiency ambitions

Technology5 sources

Nebius Group plans 310 MW AI data center in Finland, stock surges on infrastructure expansion

Nebius Group unveiled plans to build a 310 MW AI factory in Lappeenranta, Finland, sending shares up 12.5%. The facility will become one of Europe's largest AI compute centers when operational in 2027. The announcement comes alongside a $4.3 billion convertible notes offering to fund data center construction and GPU procurement across its global expansion strategy.

Business2 sources

Nebius Group plans 310 MW AI data center in Finland, stock surges on infrastructure expansion

Business2 sources

Microsoft pushes to develop state-of-the-art AI models by 2027 after ending OpenAI restrictions

Microsoft AI chief Mustafa Suleyman announced plans to develop cutting-edge AI models by 2027, marking a major shift toward AI self-sufficiency. The move follows a renegotiated OpenAI deal that previously barred Microsoft from building broadly capable models. However, computing power constraints mean the company still can't compete with frontier AI leaders like Anthropic and OpenAI.

Technology6 sources

Microsoft pushes to develop state-of-the-art AI models by 2027 after ending OpenAI restrictions

Technology6 sources

Singapore charges third person in AI chip fraud case linked to Nvidia export violations

Singapore prosecutors charged Jenny Lim with fraud for allegedly misleading Dell Technologies about server purchases containing Nvidia chips. The case expands an ongoing investigation into the circumvention of U.S. export bans, with servers routed through Singapore to Malaysia and potentially China. Lim joins two co-conspirators previously charged in February 2025.

Policy5 sources

Singapore charges third person in AI chip fraud case linked to Nvidia export violations

Policy5 sources

Sharon AI shares surge on $1.8 billion deal despite posting bigger losses in debut earnings

Australia-based Sharon AI announced a $1.8 billion supply agreement and a partnership with Canva, sending shares skyward despite reporting increased losses in its first earnings since its February Nasdaq debut. The artificial intelligence company rents access to high-end computer chips from Nvidia and AMD for AI processing needs.

Business2 sources

Sharon AI shares surge on $1.8 billion deal despite posting bigger losses in debut earnings

Business2 sources

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