NVIDIA

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Key Facts

Founded1993

Key PeopleJensen Huang

HeadquartersSanta Clara, USA

ProductsH100, B200, CUDA

Top News

Nvidia invests $4 billion in photonics firms to secure supply chain for next-generation AI

Nvidia has committed $4 billion across two photonics manufacturers, Lumentum and Coherent, in a strategic move to secure advanced optical technologies for AI infrastructure. The investment includes multibillion-dollar purchase commitments and capacity rights for laser components that enable light-based data transfer in AI data centers, addressing bandwidth limitations as AI workloads grow.

Business10 sources

Nvidia invests $4 billion in photonics firms to secure supply chain for next-generation AI

Business10 sources

MWC 2026 reveals how AI boom collides with memory chip shortage, threatening smartphone market

At MWC 2026 in Barcelona, telecommunications companies and phone makers confronted a severe memory chip shortage threatening to shrink smartphone sales by 13% this year. The AI boom has created insatiable demand from data centers, forcing device makers to pivot strategies. Major alliances emerged as Nvidia, Nokia, and Qualcomm announced partnerships to build AI-ready 6G mobile networks.

Technology2 sources

MWC 2026 reveals how AI boom collides with memory chip shortage, threatening smartphone market

Technology2 sources

Lenovo unveils modular AI PC, foldable gaming handheld, and 3D laptop concepts at MWC 2026

Lenovo showcased three innovative concept devices at MWC 2026 in Barcelona, targeting creators and gamers. The ThinkBook Modular AI PC features removable screens, keyboards, and ports. The Legion Go Fold transforms from a 7.7-inch handheld to an 11.6-inch gaming laptop. The Yoga Book Pro 3D Concept offers glass-free 3D displays for creators, powered by Intel Core Ultra 7 processors.

Technology2 sources

Lenovo unveils modular AI PC, foldable gaming handheld, and 3D laptop concepts at MWC 2026

Technology2 sources

China's humanoid robot industry dominates supply chain as U.S. scrambles for alternatives

China shipped over 12,000 humanoid robots in 2025, led by Unitree and Agibot, while controlling critical supply chains for actuators and motors. The U.S. faces a stark reality: no American humanoid robot can function without Chinese parts. OpenAI is now hunting for domestic suppliers as the humanoid arms race between U.S. and China intensifies.

Technology3 sources

China's humanoid robot industry dominates supply chain as U.S. scrambles for alternatives

Technology3 sources

Qualcomm and Nvidia race to define AI-native 6G as telecom industry shifts focus at MWC 2026

At Mobile World Congress 2026, Qualcomm and Nvidia announced competing initiatives to build AI-native 6G networks, with both tech giants forming alliances with major telecom operators. Despite no finalized 6G standards, the companies aim for commercial rollouts by 2029, positioning the next generation of wireless networks as essential infrastructure for physical AI applications like autonomous vehicles and robots.

Technology10 sources

Qualcomm and Nvidia race to define AI-native 6G as telecom industry shifts focus at MWC 2026

Technology10 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

ChatGPT reaches 900 million active users as OpenAI secures $110 billion in historic funding

OpenAI announced that ChatGPT has reached 900 million weekly active users and 50 million paying subscribers, marking one of the fastest adoption curves in consumer technology history. The milestone comes alongside a massive $110 billion funding round led by Amazon, Nvidia, and SoftBank, valuing the company at $730 billion.

Business4 sources

ChatGPT reaches 900 million active users as OpenAI secures $110 billion in historic funding

Business4 sources

Nvidia DGX Spark hits $4,699 as memory shortages drive 18% price jump across global markets

Nvidia announced an 18% price increase for its DGX Spark AI mini-PC, raising the cost from $3,999 to $4,699. The company attributes the $700 hike to worldwide memory supply constraints affecting the tech industry. The portable AI supercomputer powered by the GB10 Grace Blackwell Superchip maintains its specifications despite the pricing adjustment.

Business2 sources

Nvidia DGX Spark hits $4,699 as memory shortages drive 18% price jump across global markets

Business2 sources

Micron champions 96GB VRAM GPUs while abandoning consumer RAM market amid global shortage

Micron published a blog post promoting GDDR7 RAM technology that could enable GPUs with up to 96GB of VRAM for enhanced gaming and AI applications. The timing raises eyebrows as the company recently shut down its Crucial consumer brand to focus on AI data centers, all while the industry faces a severe memory shortage and delayed GPU launches from Nvidia and AMD.

Technology2 sources

Micron champions 96GB VRAM GPUs while abandoning consumer RAM market amid global shortage

Technology2 sources

Meta abandons advanced AI chips after design roadblocks, turns to Nvidia and AMD instead

Meta scrapped its most advanced in-house AI training chip due to design challenges and is shifting to a simpler version. The setback highlights the difficulty of building custom silicon to rival Nvidia and raises questions about Meta's ability to reduce its dependence on external suppliers despite committing up to $135 billion in capital expenditures for 2026.

Technology3 sources

Meta abandons advanced AI chips after design roadblocks, turns to Nvidia and AMD instead

Technology3 sources

SaaSpocalypse fears grip markets as AI agents challenge traditional SaaS business model

The SaaS industry faces mounting pressure as AI agents enable companies to build software in-house, threatening per-seat pricing models. Investor fears wiped nearly $1 trillion from software stocks in February, with Salesforce and Workday sliding. Yet venture investors argue this isn't the death of SaaS—it's an evolution demanding AI-native approaches and vertical specialization.

Business6 sources

SaaSpocalypse fears grip markets as AI agents challenge traditional SaaS business model

Business6 sources

Google and Meta strike multibillion-dollar AI chip deal as tech giants race to scale AI infrastructure

Meta has signed a multibillion-dollar agreement to rent Google's Tensor Processing Units through Google Cloud for developing new AI models. The multi-year deal allows Meta to diversify its AI hardware beyond Nvidia and AMD as the company projects $135 billion in AI infrastructure spending by 2026. Meta is also in talks to purchase TPUs outright for its own data centers.

Business7 sources

Google and Meta strike multibillion-dollar AI chip deal as tech giants race to scale AI infrastructure

Business7 sources

CoreWeave shares plunge 13% as $35 billion AI spending plan triggers investor concerns

CoreWeave's stock tumbled after the AI cloud infrastructure provider announced plans to more than double capital expenditure to $35 billion in 2026. The company posted a wider-than-expected loss of 89 cents per share while revenue hit $1.57 billion. Despite a $66.8 billion revenue backlog and partnerships with OpenAI and Microsoft, investors worry about margin pressure and the company's ability to deliver returns on massive infrastructure investments.

Business10 sources

CoreWeave shares plunge 13% as $35 billion AI spending plan triggers investor concerns

Business10 sources

Nvidia eyes orbital datacenters with new job posting as Jensen Huang weighs space-based AI future

Nvidia posted a job listing for an Orbital Datacenter System Architect to develop AI in orbit, signaling serious interest in space-based computing. CEO Jensen Huang acknowledged the concept faces poor economics and cooling challenges today, but noted improvements are coming as terrestrial data centers hit power grid limitations.

Technology3 sources

Nvidia eyes orbital datacenters with new job posting as Jensen Huang weighs space-based AI future

Technology3 sources

Nvidia targets Intel and AMD dominance as Jensen Huang bets big on CPUs for AI agents

Nvidia is making a bold push into the CPU market, challenging Intel and AMD's long-held dominance. CEO Jensen Huang announced that the company's Grace and Vera CPU chips will play a central role as AI workloads shift from model training to deployment, particularly for AI agents that handle tasks like coding and document analysis.

Technology2 sources

Nvidia targets Intel and AMD dominance as Jensen Huang bets big on CPUs for AI agents

Technology2 sources

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