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 Clark Miller; images via YouTube

Benchmark’s AI Pressure Test: High Prices, Smaller Stakes—and a Poached Star

By Natasha Mascarenhas · Oct 31, 2025 9:49am PDT · 2 comments

Last year, Benchmark, the storied venture capital firm, embarked on a lavish courtship of Brendan Foody, founder and CEO of Mercor, a startup that fills a lucrative niche in AI by hiring workers to train AI programs. First, General Partner Victor Lazarte chatted with Foody over Zoom. Then Peter Fenton, the firm’s longest-tenured active GP, took... Last year, Benchmark, the storied venture capital firm, embarked on a lavish courtship of Brendan...

Amy Hood. Photo by Getty Images

How Microsoft Escaped the AI Margin Squeeze; An FDE Boom

By Aaron Holmes and Kevin McLaughlin · Oct 30, 2025 10:33am PDT

Microsoft shared some good and bad news with investors during its quarterly earnings call Wednesday: More customers have been using Microsoft’s suite of AI copilots, but many of them aren’t paying for it. Microsoft said more people are using Copilot Chat, which provides ChatGPT-like features to Office 365 subscribers for free (more advanced... Microsoft shared some good and bad news with investors during its quarterly earnings call...

Asha Sharma, president of product development for Microsoft’s Core AI division. Photo by Erin Beach.

AI Leaders Get Practical; Gemini’s Ascent

By Stephanie Palazzolo · Oct 30, 2025 7:00am PDT

At our Women in Tech, Media and Finance conference Wednesday, AI leaders from Microsoft, PagerDuty and Index Ventures got into the nitty gritty of what it’s like to invest in, develop, buy and use AI products. Our top takeaways.1. Not everyone’s a fan of vibe coding. Lucy Guo, the CEO of creator startup Passes and a cofounder of data labeling... At our Women in Tech, Media and Finance conference Wednesday, AI leaders from Microsoft, ...

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OpenAI CEO Sam Altman and Nvidia CEO Jensen Huang. Getty Images

Nvidia and OpenAI Flood the Zone With AI News

By Martin Peers · Oct 28, 2025 5:00pm PDT

Where’s an AI agent when you need one? We got a flood of AI-related news today, including OpenAI’s revelation that it had completed its long-gestating restructuring into a near-normal company, one that can go public one day. Nvidia CEO Jensen Huang also was busy making news at the company’s GTC event in Washington, revealing the volume of orders... Where’s an AI agent when you need one? We got a flood of AI-related news today, including OpenAI’...

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Big Tech Earnings, Nvidia’s GTC Dominate Crowded Week

By Martin Peers · Oct 26, 2025 3:00pm PDT

This is our first of what we plan to be a regular Sunday evening Briefing, looking out at the coming week. And what a week this promises to be. Nvidia is holding one of its GTC events for developers and customers in Washington Monday through Wednesday—which leather jacket will Jensen Huang wear onstage this time? (For more on GTC, see below.) We... This is our first of what we plan to be a regular Sunday evening Briefing, looking out at the...

Left to right: Broadcom CEO Hock Tan, Nvidia CEO Jensen Huang, AMD CEO Lisa Su. Art: Shane Burke. Photos: Getty

Nvidia, Broadcom and AMD Face New Risks From OpenAI Deals

By Anita Ramaswamy · Oct 17, 2025 6:00am PDT · 3 comments

The deals keep coming for semiconductor firms and OpenAI. In the past month, Nvidia, Advanced Micro Devices and Broadcom have each reached very different agreements to supply chips to OpenAI. The arrangements open up all three to the risk that OpenAI, which expects to burn $115 billion through 2029, can’t afford to keep its commitments. The... The deals keep coming for semiconductor firms and OpenAI. In the past month, Nvidia, Advanced...