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Key Facts

Founded1993

Key PeopleJensen Huang

HeadquartersSanta Clara, USA

ProductsH100, B200, CUDA

Top News

Anthropic CEO compares Nvidia's AI chip sales to China to selling nuclear weapons to North Korea

Dario Amodei stunned the World Economic Forum in Davos by publicly criticizing Nvidia's H200 chip exports to China, comparing the move to nuclear proliferation. The remarks are particularly striking given Nvidia's $10 billion investment in Anthropic and their deep technology partnership announced just two months ago.

Policy16 sources

Anthropic CEO compares Nvidia's AI chip sales to China to selling nuclear weapons to North Korea

Policy16 sources

Humans& Raises $480M to Build AI Models Designed for Coordination, Not Just Chat

A three-month-old AI startup founded by alumni from Anthropic, xAI, and Google DeepMind just raised one of the largest seed rounds ever. Humans& secured $480 million at a $4.48 billion valuation to build foundation models designed for social intelligence and collaboration. The company argues that coordination between people and AI systems is the next frontier, moving beyond chatbots that serve one user at a time.

Startups9 sources

Humans& Raises $480M to Build AI Models Designed for Coordination, Not Just Chat

Startups9 sources

Nvidia accused of seeking pirated books from shadow library to train AI models amid lawsuit

Nvidia faces expanded allegations in a class-action lawsuit claiming the company sought high-speed access to 500 terabytes of pirated books from Anna's Archive for AI training. Internal emails reportedly show management approved the deal despite warnings about illegally obtained data, raising questions about how tech giants source training data for their language models.

Policy4 sources

Nvidia accused of seeking pirated books from shadow library to train AI models amid lawsuit

Policy4 sources

FuriosaAI targets $500M funding round as RNGD chip production begins, eyes 2027 IPO

Seoul-based AI chip developer FuriosaAI is raising $300 million to $500 million in a Series D funding round to challenge Nvidia. The startup, valued at $735 million in July, will receive its first mass-produced RNGD chips from TSMC this month. The company plans an initial public offering as early as 2027 while scaling production of its tensor contraction-based processors.

Startups2 sources

FuriosaAI targets $500M funding round as RNGD chip production begins, eyes 2027 IPO

Startups2 sources

OpenAI shifts 2026 strategy to practical adoption as revenue soars to $20 billion

OpenAI CFO Sarah Friar announced the company will prioritize practical adoption of AI in 2026, focusing on closing the gap between AI capabilities and real-world usage. With annualized revenue growing from $2 billion to over $20 billion between 2023 and 2025, the company targets health, science, and enterprise sectors while managing $1.4 trillion in infrastructure commitments.

Business5 sources

OpenAI shifts 2026 strategy to practical adoption as revenue soars to $20 billion

Business5 sources

Sequoia Capital Joins Anthropic's $25B Funding Round, Breaking Traditional VC Rules

Venture capital firm Sequoia Capital is preparing a significant investment in Anthropic alongside GIC and Coatue, each contributing $1.5 billion. The funding round aims to raise at least $25 billion at a $350 billion valuation. This marks a shift in venture capital strategy, as Sequoia already backs rival AI startups OpenAI and Elon Musk's xAI, signaling the end of the traditional 'one winner' model in AI investing.

Startups11 sources

Sequoia Capital Joins Anthropic's $25B Funding Round, Breaking Traditional VC Rules

Startups11 sources

AI bubble concerns intensify as tech leaders seek returns on trillions in investment

At Davos 2026, the conversation shifted from AI investment excitement to proving returns, with industry leaders declaring it the "year of AI ROI." But growing investor anxiety about trillions of dollars in risk and comparisons to the dot-com bust have economists and market prophets warning of a potential bubble. While companies tout enterprise traction, questions loom about whether massive AI spending can deliver promised productivity gains.

Business6 sources

AI bubble concerns intensify as tech leaders seek returns on trillions in investment

Business6 sources

Nvidia overtakes Apple as TSMC's largest customer as AI demand reshapes chip industry

Jensen Huang confirmed that Nvidia has dethroned Apple as TSMC's largest customer, marking a significant shift in the semiconductor industry. The change reflects explosive AI demand, with enterprise customers pouring billions into AI GPUs while Apple faces unprecedented competition for advanced chip supply and potentially higher silicon costs.

Business7 sources

Nvidia overtakes Apple as TSMC's largest customer as AI demand reshapes chip industry

Business7 sources

Memory shortage to persist beyond 2026 as AI demand reshapes chip industry and drives prices up

Major memory manufacturers including Kioxia, Micron, and SK Hynix report sold-out capacity through 2026 as AI infrastructure consumes available supply. The memory chip shortage is driving prices up by as much as 30%, affecting everything from consumer SSDs to smartphones. Micron calls the shortage unprecedented, while industry executives warn that affordable storage options may be gone for good.

Business12 sources

Memory shortage to persist beyond 2026 as AI demand reshapes chip industry and drives prices up

Business12 sources

SiFive becomes first RISC-V designer to integrate Nvidia NVLink for AI data centers

SiFive has become the first maker of RISC-V chip designs to integrate Nvidia NVLink Fusion interconnect technology. The partnership enables RISC-V CPU cores to connect with Nvidia's AI chips at speeds matching Intel and Arm implementations. Products featuring this integration won't reach the market until 2027 or later, but the move signals a multi-generational commitment between both companies.

Technology2 sources

SiFive becomes first RISC-V designer to integrate Nvidia NVLink for AI data centers

Technology2 sources

Nvidia backs Harmonic's $120M Series C as AI math startup reaches $1.45 billion valuation

Nvidia's venture arm has invested in Harmonic, an AI math startup developing Aristotle, a mathematical reasoning engine that formally verifies accuracy. The $120 million Series C round valued Harmonic at $1.45 billion. The company is expanding beyond mathematics into coding and chip design, achieving 96.8% on verifiable code generation benchmarks.

Startups2 sources

Nvidia backs Harmonic's $120M Series C as AI math startup reaches $1.45 billion valuation

Startups2 sources

Trump administration pressures tech companies to fund $15B power plants amid AI energy crisis

The Trump administration is pushing the nation's largest grid operator to hold an emergency auction forcing tech giants to pay for $15 billion in new power generation. The move targets surging energy demands from AI data centers that have driven electricity prices up 10-15% in the Mid-Atlantic region, sparking voter backlash ahead of midterm elections.

Policy16 sources

Trump administration pressures tech companies to fund $15B power plants amid AI energy crisis

Policy16 sources

US imposes 25% tariff on Nvidia and AMD AI chips bound for China, turning restrictions into revenue

The Trump administration has formalized a 25% tariff on advanced AI semiconductors from Nvidia and AMD shipped to China. The move converts previous export restrictions into a government revenue stream while allowing chip sales to resume. Nvidia's H200 and AMD's MI325X processors face the levy when imported to the US before reexport, though domestic AI infrastructure remains exempt.

Policy11 sources

US imposes 25% tariff on Nvidia and AMD AI chips bound for China, turning restrictions into revenue

Policy11 sources

Nvidia's China market share crashes from 66% to 8% as export curbs fuel domestic AI chip surge

Nvidia faces a dramatic decline in China as its market share plummets from 66% in 2024 to just 8% this year. The collapse stems from tightening US export restrictions on high-end AI chips and rapid advances by homegrown Chinese AI hardware makers like Huawei and Moore Threads. While the Trump administration has opened limited sales of Nvidia H200 chips with a 25% surcharge, Beijing is drafting its own purchase rules as domestic suppliers now meet 80% of local demand.

Policy19 sources

Nvidia's China market share crashes from 66% to 8% as export curbs fuel domestic AI chip surge

Policy19 sources

Nvidia DLSS 4.5 brings AI upscaling improvements to all RTX GPUs, but older cards may struggle

Nvidia has rolled out DLSS 4.5 Super Resolution through its app, bringing enhanced image quality to over 400 games across all RTX GPUs. The update features a second-generation transformer model that improves lighting and reduces ghosting, but requires 5x more power. RTX 20 and 30 series users may experience up to 20% performance loss compared to DLSS 4.

Technology3 sources

Nvidia DLSS 4.5 brings AI upscaling improvements to all RTX GPUs, but older cards may struggle

Technology3 sources

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