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Key Facts

Founded1993

Key PeopleJensen Huang

HeadquartersSanta Clara, USA

ProductsH100, B200, CUDA

Top News

Bitcoin Miners Abandon Crypto for AI as $70 Billion in Contracts Reshape the Industry

Bitcoin mining companies are undergoing a dramatic transformation, pivoting from cryptocurrency production to AI and high-performance computing infrastructure. Firms like Hut 8, IREN, and Core Scientific have secured over $70 billion in AI-related contracts, with some miners expected to derive 70% of revenue from AI by end of 2026. The shift comes as mining costs soar and AI demand for power capacity creates new opportunities.

Business2 sources

Bitcoin Miners Abandon Crypto for AI as $70 Billion in Contracts Reshape the Industry

Business2 sources

Apple AI strategy shifts as Google Gemini and Nvidia power new Siri in major cloud pivot

Apple is working to distill Google's multi-trillion-parameter Gemini model to run locally on iPhones, but complex queries will route to Google Cloud using Nvidia chips. The move marks a significant shift from Apple's privacy-focused, on-device AI stance as the company prepares to unveil its enhanced Siri at WWDC, blending local processing with cloud capabilities.

Technology5 sources

Apple AI strategy shifts as Google Gemini and Nvidia power new Siri in major cloud pivot

Technology5 sources

MediaTek unveils edge-to-cloud AI innovations for Agentic AI era at COMPUTEX 2026

MediaTek is set to showcase its comprehensive edge-to-cloud AI technologies at COMPUTEX 2026 under the theme "AI Without Limits." The lineup includes NVIDIA DGX Spark built on the GB10 Grace Blackwell Superchip with 1-PetaFLOP GPU, the Dimensity AX C-X1 flagship smart cockpit platform for automotive AI integration, and advanced data center solutions featuring Co-Packaged Optics reaching 400Gbps per fiber. The showcase demonstrates MediaTek's push for ubiquitous AI adoption across devices, vehicles, and cloud infrastructure.

Technology2 sources

MediaTek unveils edge-to-cloud AI innovations for Agentic AI era at COMPUTEX 2026

Technology2 sources

Orbital Industries raises $50M Series B to scale AI-designed cooling fluid and data centers

Orbital Industries, formerly Orbital Materials, has closed a $50 million Series B round led by Plural with participation from Nvidia's NVentures. The London-and-San-Francisco startup is deploying AI to discover new materials for data centers, including a PFAS-free cooling fluid designed for next-generation GPUs and modular compute infrastructure that cuts deployment timelines from three years to six months.

Technology2 sources

Orbital Industries raises $50M Series B to scale AI-designed cooling fluid and data centers

Technology2 sources

Jensen Huang Slams Executives Using AI as a Lazy Excuse for Layoffs

Nvidia CEO Jensen Huang criticized executives for blaming AI layoffs on automation, calling it a lazy excuse to sound smart. With AI driving 49,135 job cuts this year, Huang argues the real culprits are soaring costs, mismanagement, and over-hiring during the pandemic—not AI productivity gains that only recently emerged.

Business3 sources

Jensen Huang Slams Executives Using AI as a Lazy Excuse for Layoffs

Business3 sources

Nvidia quietly integrates DLSS 5 Neural Rendering profiles into latest GeForce driver release

Nvidia has begun laying groundwork for DLSS 5 by adding Neural Rendering profile entries to its GeForce Game Ready Driver 610.47. The discovery reveals three new DLSS-NR entries that don't yet activate any functionality but signal active preparation for the controversial AI image enhancement technology's planned Autumn 2026 release.

Technology3 sources

Nvidia quietly integrates DLSS 5 Neural Rendering profiles into latest GeForce driver release

Technology3 sources

Nvidia's Jensen Huang calls Taiwan AI epicenter as company commits $150 billion annual spend

At Computex Taipei 2026, Nvidia CEO Jensen Huang declared Taiwan the epicenter of the AI revolution, revealing the company now spends roughly $150 billion annually on the island. The announcement came alongside the full production launch of the Vera Rubin platform and RTX Spark, Nvidia's first Arm-based Windows PC. Despite ongoing supply constraints, Huang assured investors the company has secured enough capacity to sustain robust growth in both CPUs and GPUs.

Technology15 sources

Nvidia's Jensen Huang calls Taiwan AI epicenter as company commits $150 billion annual spend

Technology15 sources

NVIDIA Vera CPU with Olympus cores delivers unprecedented ARM performance against Intel and AMD

NVIDIA's Vera CPU with custom Olympus cores has posted benchmark results that challenge the x86 dominance of Intel and AMD in data centers. Early testing shows the ARM-based CPU delivering 63% gains over its Grace predecessor while beating AMD's EPYC 9575F by 10% and Intel's Xeon 6980P by 55%. Anthropic, OpenAI, and Oracle are among the first customers adopting this processor designed specifically for agentic AI workloads.

Technology6 sources

NVIDIA Vera CPU with Olympus cores delivers unprecedented ARM performance against Intel and AMD

Technology6 sources

Nvidia enters Arm-based PC market with RTX Spark chip targeting AI workloads and gaming

Nvidia unveiled RTX Spark, a high-end processor combining a 20-core Grace CPU with Blackwell GPU architecture and up to 128GB unified memory for Windows on Arm. Launching this fall in laptops from Asus, Dell, HP, Lenovo, and Microsoft Surface, the chip targets AI workloads, creative professionals, and gamers. But memory shortages and premium pricing may limit its reach compared to Apple's M1 moment.

Technology57 sources

Nvidia enters Arm-based PC market with RTX Spark chip targeting AI workloads and gaming

Technology57 sources

France commits €1.5 billion to quantum computing and advanced microchips in global tech race

French President Emmanuel Macron announced €1.5 billion in funding for quantum computing and advanced microchips, declaring France has the means to win the global technology race. The investment comes one day after the US unveiled $2 billion in quantum computing stakes, intensifying competition in cutting-edge technology that promises breakthroughs in drug discovery, financial modeling, and cryptography.

Policy2 sources

France commits €1.5 billion to quantum computing and advanced microchips in global tech race

Policy2 sources

Kawasaki Heavy ties up with Nvidia on physical AI, and the rideable robot horse gets a foundation model

Kawasaki Heavy Industries partnered with Nvidia, Microsoft, and others to advance physical AI for robots through a new San Jose development center. Shares jumped 12% as the collaboration targets healthcare applications and brings foundation model capabilities to CORLEO, Kawasaki's four-legged rideable robot concept aimed at off-road mobility.

Technology4 sources

Kawasaki Heavy ties up with Nvidia on physical AI, and the rideable robot horse gets a foundation model

Technology4 sources

Lenovo AI revenue surges 84% as company posts record earnings and targets $100 billion sales

Lenovo delivered its strongest quarter ever with $21.6 billion in Q4 revenue, beating estimates by $2.2 billion. AI revenue surged 84% year-over-year and now represents 38% of total sales, while net profit jumped 479% to $521 million. CEO Yuanqing Yang announced plans to reach $100 billion in annual revenue within two years, driven by booming demand for AI servers and Copilot+ devices.

Business4 sources

Lenovo AI revenue surges 84% as company posts record earnings and targets $100 billion sales

Business4 sources

Taiwan launches first major crackdown on Nvidia chip smuggling to China as Jensen Huang urges compliance

Taiwan authorities have detained three suspects in the island's first formal semiconductor smuggling crackdown, targeting illegal exports of Nvidia AI chips to China through forged documents. The investigation connects to a larger $2.5 billion smuggling network involving Super Micro Computer servers, prompting Nvidia CEO Jensen Huang to call for stronger export control compliance from partners.

Policy7 sources

Taiwan launches first major crackdown on Nvidia chip smuggling to China as Jensen Huang urges compliance

Policy7 sources

Nvidia Vera Rubin AI systems now cost $7.8 million as memory costs explode 435% to $2 million per rack

Nvidia's next-generation Vera Rubin AI infrastructure faces a dramatic memory price surge, with a single VR200 NVL72 rack now estimated at $7.8 million. Memory costs have jumped 435% compared to previous systems, now accounting for over $2 million—or 25% of the total system cost. The spike reflects surging demand for HBM4 & LPDDR5X memory and 3D NAND storage as cloud service providers race to deploy cutting-edge AI infrastructure.

Business3 sources

Nvidia Vera Rubin AI systems now cost $7.8 million as memory costs explode 435% to $2 million per rack

Business3 sources

AMD commits over $10 billion to Taiwan AI ecosystem to scale next-generation infrastructure

AMD announced a massive investment of over $10 billion across Taiwan's semiconductor sector to expand partnerships and manufacturing capabilities for AI systems. The commitment supports the company's Helios platform, featuring 6th Gen EPYC CPUs and Instinct MI450X GPUs, as AMD positions itself to compete more aggressively with Nvidia in the rapidly growing AI accelerator market.

Technology5 sources

AMD commits over $10 billion to Taiwan AI ecosystem to scale next-generation infrastructure

Technology5 sources

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