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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Nvidia CEO Jensen Huang via Getty
Exclusive

Nvidia Says It Will Take a Cut of Some Customers’ Cloud Revenues

By Phoebe Liu · Jul 1, 2026 8:31pm PDT · 1 comment
Nvidia is using its powerful balance sheet to help more companies buy its expensive AI chips, and possibly make some money back too. It’s promising to financially backstop young cloud providers that rent out its graphics processing units in exchange for a share of their revenues. The backstop would come in the form of promising to rent back... Nvidia is using its powerful balance sheet to help more companies buy its expensive AI chips, and...
From left: Phoebe Liu, Leo Schwartz, Dakin Campbell and Grace Kay. Photos courtesy of the subjects.

The Information Hires Reporters to Expand Coverage of Nvidia, Musk, Finance, Washington

By The Information · Jun 17, 2026 8:00am PDT · 4 comments
The Information is pleased to announce four new hires to continue our newsroom’s award-winning reporting. They will focus on Nvidia, finance, Elon Musk’s companies and tech policy. Dakin Campbell, Finance Dakin brings deep knowledge and a wealth of sources in finance. He has already started to help break news for The Information, reporting... The Information is pleased to announce four new hires to continue our newsroom’s award-winning...
Nvidia CEO Jensen Huang. Photo by Josh Edelson/AFP via Getty Images.
AI Infrastructure

Nvidia’s Share of AI Inference Chip Market Appears to Be Rising

By Phoebe Liu · Jun 15, 2026 8:31am PDT
As AI developers and cloud providers have launched server chips to lessen their dependence on Nvidia’s, some analysts and executives at these firms expected the chips to eat into Nvidia’s market share.That doesn’t seem to be happening.Nvidia has actually increased its share of the market for chips that power existing AI models, known as... As AI developers and cloud providers have launched server chips to lessen their dependence on...
Getty Images.
The Briefing

Nvidia and the Neocloud Gold Rush

By Martin Peers · Jul 2, 2026 3:31pm PDT
Hands up if you’ve got a neocloud going up in your backyard! I’m joking, of course, but it almost feels like some people must be putting AI chip servers in their gardens, given the rush of people wanting to start a neocloud business. (That’s the tech world’s term for firms that rent AI servers to others.)SoftBank on Thursday announced the... Hands up if you’ve got a neocloud going up in your backyard! I’m joking, of course, but it almost...