NVIDIA

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Key Facts

Founded1993

Key PeopleJensen Huang

HeadquartersSanta Clara, USA

ProductsH100, B200, CUDA

Top News

China bans Nvidia RTX 5090D V2 while Jensen Huang visits Beijing with Trump delegation

Beijing added Nvidia's RTX 5090D V2 to its banned imports list on May 15 while CEO Jensen Huang was visiting China alongside President Trump. The gaming chip, designed to comply with US export controls, had become a workaround for Chinese AI developers cut off from advanced processors. The move signals China's determination to support domestic chipmakers like Huawei as the US-China AI race intensifies.

Policy5 sources

China bans Nvidia RTX 5090D V2 while Jensen Huang visits Beijing with Trump delegation

Policy5 sources

Bitcoin Miners Control 27 GW Power Capacity, Emerge as Key Players in AI Infrastructure Race

Bitcoin miners are becoming critical players in the AI infrastructure race, controlling over 27 gigawatts of planned power capacity across the United States. Investment bank Bernstein reports the industry has secured more than $90 billion in AI-related contracts as access to electricity becomes the primary bottleneck for scaling AI data centers, with grid connections taking over four years to secure.

Business2 sources

Bitcoin Miners Control 27 GW Power Capacity, Emerge as Key Players in AI Infrastructure Race

Business2 sources

LG UltraGear breaks 1000Hz barrier with first native 1080p gaming monitor for esports

LG unveiled the UltraGear 25G590B, the first gaming monitor to achieve a native 1000Hz refresh rate at 1080p resolution. Previous 1000Hz displays maxed out at 720p, causing visual degradation. The 24.5-inch IPS display targets esports competitors, though pushing games to 1000 FPS remains challenging even with top hardware like Ryzen 7 9850X3D and RTX 5090.

Technology2 sources

LG UltraGear breaks 1000Hz barrier with first native 1080p gaming monitor for esports

Technology2 sources

Blue Yonder bets on AI agents for supply chain, declares systems integrators 'a product feature'

At ICON 2026, Blue Yonder CEO Duncan Angove announced the company will only sell its cognitive platform, partnering with NVIDIA to build domain-trained AI models for autonomous supply chain management. In a bold move, Angove declared the $480 billion systems integration industry is about to become a product feature, promising 72-hour deployments using AI agents.

Technology6 sources

Blue Yonder bets on AI agents for supply chain, declares systems integrators 'a product feature'

Technology6 sources

Nvidia's Vera CPU aims for $200B market as company pursues dominance in agentic AI infrastructure

Nvidia CEO Jensen Huang announced the company expects nearly $20 billion in CPU revenue this year, positioning it to become the world's leading CPU supplier. The Vera CPU, designed specifically for agentic AI workloads, opens a $200 billion market opportunity that Nvidia has never addressed before, directly challenging Intel and AMD in the traditional server CPU market.

Technology13 sources

Nvidia's Vera CPU aims for $200B market as company pursues dominance in agentic AI infrastructure

Technology13 sources

Decart raises $300M to scale world models and real-time AI across Amazon, Nvidia, and Google chips

Decart raises $300M in funding led by Radical Ventures, with backing from Nvidia, Sequoia, Adobe, and Toyota. The AI research lab is deploying real-time world models across gaming, retail, and robotics, with its Lucy2 model now running on Amazon's Trainium3 chips. The round values the two-year-old company at nearly $4 billion.

Technology2 sources

Decart raises $300M to scale world models and real-time AI across Amazon, Nvidia, and Google chips

Technology2 sources

Dell Technologies overhauls enterprise AI infrastructure with local agentic AI systems

Dell Technologies unveiled a sweeping AI infrastructure overhaul at Dell Technologies World, introducing deskside-to-data center solutions for agentic AI. The company claims enterprises can achieve 20x-30x productivity gains while cutting cloud costs by up to 87%. Over 5,000 companies including Lilly, Samsung, and Honeywell now run AI workloads on Dell AI Factory with NVIDIA.

Technology14 sources

Dell Technologies overhauls enterprise AI infrastructure with local agentic AI systems

Technology14 sources

US National Labs Turn to Exotic Chips as AI Boom Reshapes Supercomputing Landscape

As the chip industry chases AI, US national labs face a supply crunch for high-precision computing. Sandia National Laboratories is testing NextSilicon's dataflow processors as alternatives to GPUs for supercomputers, marking a shift in how nuclear weapons simulations and critical scientific work gets done. The move signals growing concerns about Nvidia's declining focus on FP64 performance.

Technology2 sources

US National Labs Turn to Exotic Chips as AI Boom Reshapes Supercomputing Landscape

Technology2 sources

Nvidia concedes China market to Huawei as export restrictions reshape AI chip landscape

Nvidia CEO Jensen Huang acknowledges the company has largely conceded China's AI chip market to Huawei amid ongoing U.S. export restrictions. Despite this retreat, Nvidia reported record Q1 revenue of $81.6 billion, an 85% year-over-year increase driven by the AI boom. Huang maintains that his $200 billion CPU market forecast still includes China, signaling long-term optimism even as the company's market share in the region has evaporated.

Business11 sources

Nvidia concedes China market to Huawei as export restrictions reshape AI chip landscape

Business11 sources

Foxconn Q1 Profit Jumps 19% as AI Server Demand Drives Revenue to $1.58 Billion

Foxconn reported a 19% increase in first-quarter profit to $1.58 billion, beating analyst expectations as AI hardware sales surge. The world's largest electronics manufacturer now generates nearly half its revenue from cloud and networking products, including AI servers for Nvidia and Amazon, marking its transformation from an iPhone assembler to a key player in the AI revolution.

Business3 sources

Foxconn Q1 Profit Jumps 19% as AI Server Demand Drives Revenue to $1.58 Billion

Business3 sources

NVIDIA CEO Jensen Huang's Foundation Donates $108M in CoreWeave AI Compute to Researchers

NVIDIA CEO Jensen Huang's foundation has purchased $108.3 million in AI computing capacity from CoreWeave and plans to donate it to universities and nonprofit research institutes. The donation will support science and artificial intelligence research, though it raises questions about NVIDIA's financial ties with CoreWeave amid ongoing investor scrutiny over potential circular financing.

Business2 sources

NVIDIA CEO Jensen Huang's Foundation Donates $108M in CoreWeave AI Compute to Researchers

Business2 sources

Recursive Superintelligence raises $650M to build AI systems that autonomously improve themselves

Recursive Superintelligence emerged from stealth with $650 million in funding at a $4.65 billion valuation. Founded by Richard Socher and AI leaders from Meta, Google DeepMind, and OpenAI, the startup aims to create self-improving AI that autonomously identifies its own weaknesses and redesigns itself without human involvement—a long-held goal in AI research.

Startups3 sources

Recursive Superintelligence raises $650M to build AI systems that autonomously improve themselves

Startups3 sources

Fractile raises $220 million for AI inference chips as Anthropic eyes UK silicon

London-based Fractile secured $220 million in Series B funding to develop AI inference chips that promise to run frontier models 25 times faster at one-tenth the cost of current GPUs. The round, led by Accel with former Intel CEO Pat Gelsinger joining as an angel investor, comes as Anthropic enters early discussions to become a customer when the chips launch in 2027.

Startups2 sources

Fractile raises $220 million for AI inference chips as Anthropic eyes UK silicon

Startups2 sources

NVIDIA Partners with Ineffable Intelligence to Build Next-Gen Reinforcement Learning Infrastructure

NVIDIA has announced an engineering-level collaboration with Ineffable Intelligence, the London-based AI startup founded by AlphaGo architect David Silver. Together, they're building reinforcement learning infrastructure that enables AI systems to discover new knowledge through trial and error, rather than just learning from existing human data. The partnership will leverage NVIDIA's Grace Blackwell platform and upcoming Vera Rubin system.

Technology2 sources

NVIDIA Partners with Ineffable Intelligence to Build Next-Gen Reinforcement Learning Infrastructure

Technology2 sources

GM lays off 600 IT workers in deliberate AI skills swap as automaker rebuilds tech workforce

General Motors cut more than 10% of its IT department—about 600 employees—not to reduce costs, but to execute a skills swap. The automaker is clearing out workers whose expertise no longer fits and hiring AI-native developers, data engineers, and prompt specialists. The move signals what enterprise AI adoption looks like in practice: rebuilding the workforce from the ground up rather than adding AI tools on top of existing teams.

Business7 sources

GM lays off 600 IT workers in deliberate AI skills swap as automaker rebuilds tech workforce

Business7 sources

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