Nvidia

Nvidia is a technology company that specializes in the development and production of graphics processing units (GPUs) and other high-performance computing technologies. The company's key executives include CEO Jensen Huang, CFO Colette Kress, and CTO Michael Kagan. The company's competitors include other technology giants such as Intel, AMD, and Qualcomm.

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Art by Mike Sullivan

The Big Idea That Drove a Strong Year in Tech Dealmaking

By Valida Pau · Dec 18, 2025 2:25pm PST

It’s a no-brainer these days to say AI is driving tech mergers. As I wrote earlier this month, big AI deals and a deal-friendly presidential administration have pushed the value of U.S. announced tech mergers to more than $543 billion this year, the highest level since 2021. To Morgan Stanley bankers, the deals this year and over the next... It’s a no-brainer these days to say AI is driving tech mergers. As I wrote earlier this month,...

Art by Mike Sullivan

OpenAI’s ChatGPT Problem

By Stephanie Palazzolo · Dec 18, 2025 7:00am PST

OpenAI has a problem and, unfortunately for it, that problem is also how it makes most of its money: ChatGPT.In this story that Sri, Amir and I published this morning, we revealed that over the past year OpenAI staffers had noticed that improvements to the company’s models weren’t necessarily lifting ChatGPT usage. Their quandary is that... OpenAI has a problem and, unfortunately for it, that problem is also how it makes most of its...

OpenAI CEO Sam Altman. Art by Clark Miller; Getty Images.

OpenAI Has Discussed Raising Tens of Billions at Valuation Around $750 Billion

By Sri Muppidi and Katie Roof · Dec 17, 2025 4:15pm PST · 10 comments

OpenAI has held preliminary discussions with some investors about raising new funding at a valuation of around $750 billion, according to three people with knowledge of the discussions. It could raise tens of billions of dollars, and as much as $100 billion, according to two of the people. Talks are early and nothing has been finalized. A... OpenAI has held preliminary discussions with some investors about raising new funding at a...

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Artwork by Clark Miller

Why Tech Giants Are Partnering with Broadcom to Break Free from Nvidia

By The Information Staff · Dec 11, 2025 1:17pm PST

Broadcom has established itself as the premier design partner for custom AI chips (ASICs), carving out a lucrative role at the center of the industry’s “shadow war” against Nvidia dominance. The company’s strategy is to enable major tech giants, including Google, Apple, and OpenAI, to reduce their costly reliance on proprietary hardware by... Broadcom has established itself as the premier design partner for custom AI chips (ASICs),...

Art by Mike Sullivan

DeepSeek is Using Banned Nvidia Chips in Race to Build Next Model

By The Information Staff · Dec 10, 2025 4:00am PST · 5 comments

DeepSeek, the Chinese AI startup, has been developing its next major model using several thousand Nvidia’s state-of-the-art Blackwell chips which the U.S. has forbidden from being exported to China, according to six people with knowledge of the matter. The chips DeepSeek is using were smuggled into China, the people said, through a convoluted... DeepSeek, the Chinese AI startup, has been developing its next major model using several thousand...