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Key Facts

Founded1993

Key PeopleJensen Huang

HeadquartersSanta Clara, USA

ProductsH100, B200, CUDA

Top News

AMD launches Instinct MI350P PCIe AI accelerator with 144GB HBM3E to challenge Nvidia's dominance

AMD unveiled the Instinct MI350P, a PCIe AI accelerator card with 144GB of HBM3E memory designed for air-cooled enterprise servers. The dual-slot card delivers up to 4,600 TFLOPS performance and outpaces Nvidia's H200 NVL by roughly 40% in FP16 and FP8 theoretical compute. With support for up to eight cards per system, AMD targets enterprises seeking scalable AI infrastructure without major platform overhauls.

Technology7 sources

AMD launches Instinct MI350P PCIe AI accelerator with 144GB HBM3E to challenge Nvidia's dominance

Technology7 sources

Asia's tech giants drive AI bull run as chipmakers post record earnings and Seoul market doubles

A fresh investor frenzy has shifted the AI bull run's focus to Asia, with Seoul becoming the world's hottest stock market. Samsung, TSMC, and SK Hynix are posting record earnings, with chip revenues at Samsung leaping nearly 50 times last quarter. South Korea's KOSPI has doubled in six months as Asian chipmakers cement their pivotal role in the global AI supply chain.

Business2 sources

Asia's tech giants drive AI bull run as chipmakers post record earnings and Seoul market doubles

Business2 sources

OpenAI, Nvidia, AMD and Microsoft unveil MRC protocol to accelerate large-scale AI training

OpenAI has released Multipath Reliable Connection (MRC), a new networking protocol developed with Nvidia, AMD, Intel, Microsoft and Broadcom, through the Open Compute Project. The protocol addresses critical bottlenecks in AI training by distributing data across multiple paths, enabling networks to support up to 131,000 GPUs with microsecond failure recovery. MRC is already deployed in OpenAI's frontier model training and Microsoft's GB200-based AI factories.

Technology3 sources

OpenAI, Nvidia, AMD and Microsoft unveil MRC protocol to accelerate large-scale AI training

Technology3 sources

Nvidia Board Member Mark Stevens Donates $200 Million to USC to Accelerate AI Research

Billionaire venture capitalist and Nvidia board member Mark Stevens and his wife Mary are donating $200 million to the University of Southern California to advance AI research and education. The gift, one of the largest in USC's 146-year history, will fund the recruitment of AI talent and rename the school's advanced computing division to the USC Mark and Mary Stevens School of Computing and Artificial Intelligence.

Science3 sources

Nvidia Board Member Mark Stevens Donates $200 Million to USC to Accelerate AI Research

Science3 sources

Anthropic and SpaceX sign major AI compute deal, eye orbital data centers in space

Anthropic has signed a deal with Elon Musk's SpaceX to access over 220,000 Nvidia GPUs at the Colossus 1 supercomputer in Memphis. The partnership marks a dramatic shift in relations after Musk previously called Anthropic's policies 'evil.' The deal includes expressed interest in developing orbital data centers in space to meet surging AI compute demands.

Technology38 sources

Anthropic and SpaceX sign major AI compute deal, eye orbital data centers in space

Technology38 sources

Anthropic doubles Claude rate limits with SpaceX compute deal, adds 220,000 Nvidia GPUs

Anthropic has doubled Claude Code's five-hour rate limits across Pro, Max, Team, and Enterprise plans while removing peak-hour throttling. The increases in rate limits for Claude Code stem from a new compute agreement with SpaceX that grants Anthropic access to the entire Colossus 1 data center, delivering over 300 megawatts and 220,000 Nvidia GPUs.

Technology3 sources

Anthropic doubles Claude rate limits with SpaceX compute deal, adds 220,000 Nvidia GPUs

Technology3 sources

Nvidia invests $500M in Corning to expand optical fiber production for AI infrastructure buildout

Nvidia has structured a $500 million warrant deal with Corning to build three new manufacturing facilities in North Carolina and Texas, expanding US optical fiber production capacity tenfold. The partnership addresses critical supply chain bottlenecks in AI infrastructure while creating over 3,000 jobs and positioning Nvidia to control a significant portion of American optical connectivity production essential for hyperscale data centers.

Business11 sources

Nvidia invests $500M in Corning to expand optical fiber production for AI infrastructure buildout

Business11 sources

Hut 8 signs $9.8 billion AI data center lease in Texas as Bitcoin miner pivots to hyperscale

Hut 8 secured a 15-year, $9.8 billion lease for its Beacon Point AI data center campus in Texas, covering 352 megawatts of capacity with an undisclosed investment-grade tenant. The deal sent shares surging over 30% to an all-time high and brings the company's total contracted AI capacity to 597 MW valued at $16.8 billion. The move marks a decisive shift from Bitcoin mining to AI infrastructure as demand for computing power accelerates.

Business8 sources

Hut 8 signs $9.8 billion AI data center lease in Texas as Bitcoin miner pivots to hyperscale

Business8 sources

DeepSeek valuation surges to $45 billion as China's Big Fund leads first investment round

DeepSeek, the Chinese AI lab known for cost-effective large language models, is raising its first venture capital funding at a valuation that skyrocketed from $20 billion to $45 billion in just weeks. China's state-backed semiconductor fund is leading the round, signaling Beijing's strategic push for AI self-sufficiency amid US technology restrictions.

Startups6 sources

DeepSeek valuation surges to $45 billion as China's Big Fund leads first investment round

Startups6 sources

Alphabet challenges Nvidia for world's biggest company spot as AI investments pay off

Alphabet is closing in on Nvidia to become the world's most valuable company, fueled by explosive cloud growth and its own AI chip development. Google Cloud revenue jumped 63% in Q1 2026, while the company's custom processors are winning customers like Anthropic. The shift marks a dramatic change in market sentiment as Big Tech's AI spending begins to show returns.

Business3 sources

Alphabet challenges Nvidia for world's biggest company spot as AI investments pay off

Business3 sources

Super Micro Computer beats revenue forecast on AI servers demand, shares surge 17%

Super Micro Computer projected fourth-quarter revenue between $11 billion and $12.5 billion, surpassing Wall Street estimates despite missing third-quarter targets. The server maker's shares climbed 17% in extended trading as the company banks on robust demand for artificial intelligence servers and expanding U.S. manufacturing capacity.

Business3 sources

Super Micro Computer beats revenue forecast on AI servers demand, shares surge 17%

Business3 sources

Anthropic weighs $50bn funding round for near $1tn valuation as revenue explodes to $45bn

Anthropic is considering raising tens of billions this summer to fund a massive expansion in computing capacity, potentially valuing the AI company at $900bn pre-money. The Claude maker's annualized revenue run rate is expected to cross $45bn imminently—a fivefold jump from $9bn at year-end 2025. CEO Dario Amodei revealed the company experienced 80x growth when it had planned for just 10x, creating severe compute constraints.

Startups11 sources

Anthropic weighs $50bn funding round for near $1tn valuation as revenue explodes to $45bn

Startups11 sources

OpenAI IPO ambitions collide with financial reality as losses mount to billions

OpenAI is preparing for a potential IPO in 2026 or 2027, but the path forward looks increasingly challenging. Despite reaching 900 million weekly ChatGPT users and $20 billion in annual revenue, the company missed key internal targets and faces projected losses of $14 billion in 2026 alone. The AI pioneer's struggle to balance explosive growth with massive infrastructure costs raises questions about the sustainability of the broader AI investment thesis.

Business2 sources

OpenAI IPO ambitions collide with financial reality as losses mount to billions

Business2 sources

Astera Labs unveils Scorpio X switch to tackle AI compute cluster networking bottlenecks

Astera Labs introduced Scorpio X, a vendor-agnostic AI fabric switch featuring 320 lanes of PCIe 6.0 connectivity and 5.12 TB/s bandwidth. The chip aims to solve networking bottlenecks in massive AI compute clusters by enabling GPUs to access distributed resources like local memory. Production is expected in the second half of 2026.

Technology2 sources

Astera Labs unveils Scorpio X switch to tackle AI compute cluster networking bottlenecks

Technology2 sources

Jensen Huang tells graduates AI revolution offers chance to reindustrialize America

Nvidia CEO Jensen Huang delivered a commencement address at Carnegie Mellon University, telling graduates they're entering the workforce at the start of the largest computing platform shift in history. He framed AI as creating an enormous number of jobs rather than eliminating them, and positioned the technology as a once-in-a-generation opportunity to reindustrialize America and restore the nation's capacity to build.

Business10 sources

Jensen Huang tells graduates AI revolution offers chance to reindustrialize America

Business10 sources

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