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.

Recent Articles about Nvidia

Analog Devices CEO Vincent Roche. Photo by Getty.

Analog Devices in Talks to Buy AI Power Chip Startup for $1.5 Billion

By Valida Pau and Cory Weinberg · May 18, 2026 6:22pm PDT

Chipmaker Analog Devices is in advanced talks to buy startup Empower Semiconductor for about $1.5 billion, in a deal that reflects demand for technology that can manage the intense energy needs of AI chips, according to people familiar with the discussion. The acquisition of the 12-year-old startup would expand Analog Devices’ portfolio of chips... Chipmaker Analog Devices is in advanced talks to buy startup Empower Semiconductor for about $1.5...

Michael Gonzalez/AFP/Getty.

Musk Loses in Court; Uber Buys More of Delivery Hero

By Martin Peers · May 18, 2026 5:00pm PDT

Elon Musk’s big week isn’t starting out too well. Firstly, the all-important test launch of Starship got delayed by a day. Meanwhile, news broke that a worker died on Friday at SpaceX’s Starbase complex in Texas, where the rocket will launch. Separately, Musk on Monday lost the lawsuit against his fellow OpenAI founders, Sam Altman and Greg... Elon Musk’s big week isn’t starting out too well. Firstly, the all-important test launch of...

The ‘Price is Right’ for GPUs: The Startup Turning Nvidia Chips Into ‘Boring’ Bankable Assets

AI Infrastructure

The ‘Price is Right’ for GPUs: The Startup Turning Nvidia Chips Into ‘Boring’ Bankable Assets

By Anissa Gardizy · May 18, 2026 10:18am PDT · 1 comment

Good morning, Anissa here!The AI boom requires an enormous amount of new power plants, chips and data centers. But it also requires something that’s less visible: new financial plumbing that makes it possible to lend against this costly hardware.Miami fintech startup Barkr is one of the firms building the pipes, specifically for valuing AI chips... Good morning, Anissa here!The AI boom requires an enormous amount of new power plants, chips and...

Krishna Rangasayee. Photo By Shauna Clinton/ Getty Images

Edge Inference Chip Startup SiMa.ai Raising at $1.4 Billion Valuation

By Stephanie Palazzolo and Anissa Gardizy · May 18, 2026 7:00am PDT

Krishna Rangasayee. Photo By Shauna Clinton/ Getty Images

Edge Inference Chip Startup SiMa.ai Raising at $1.4 Billion Valuation

By Stephanie Palazzolo and Anissa Gardizy · May 18, 2026 7:00am PDT

Nvidia might be on a tear, but some investors are still convinced that there’s demand for another kind of specialized chips. And they’re putting their money where their mouth is. For example: San Jose, Calif.-based SiMa.ai, which develops chips that work on devices such as drones or cameras, is in talks with investors to raise more than... Nvidia might be on a tear, but some investors are still convinced that there’s demand for another...

Art via Mike Sullivan

Microsoft Executives Sound the Alarm Over GitHub’s Eroding AI Lead

By Aaron Holmes · May 18, 2026 6:00am PDT

No part of Microsoft better illustrates its predicament in AI than GitHub. The AI boom has boosted usage and revenue of the code repository as well as GitHub Copilot, an AI coding assistant. But GitHub has struggled to respond to new AI coding competitors that have since overtaken it. And the service has suffered from frequent and major outages,... No part of Microsoft better illustrates its predicament in AI than GitHub. The AI boom has...

Elon Musk attends a state banquet at the Great Hall of the People in Beijing on May 14. Brendan Smialowski/AFP/Getty.

SpaceX Launch, Google I/O Headline a Big News Week in Tech

By Martin Peers · May 17, 2026 3:00pm PDT

This should be an action-packed week in tech news, what with Nvidia’s first-quarter earnings, Google’s annual I/O developer conference and Meta Platforms’ scheduled layoffs of 8,000 employees. But it is Elon Musk who has the biggest week coming up.For one thing, the first test launch of SpaceX’s Starship in seven months is scheduled for Tuesday.... This should be an action-packed week in tech news, what with Nvidia’s first-quarter earnings,...

Sunday Insights

Anthropic and OpenAI’s Share of AI Startup Revenues Rises to 89%

By Amir Efrati and Stephanie Palazzolo · May 17, 2026 7:00am PDT · 4 comments

Anthropic and OpenAI are widening the revenue gap between themselves and the rest of the AI startup field. A group of 34 leading startups in that sector, including Anthropic and OpenAI, is generating nearly $80 billion in annualized revenue, or $6.6 billion per month, from selling AI applications or access to the models that power such apps,... Anthropic and OpenAI are widening the revenue gap between themselves and the rest of the AI...

Art: Mike Sullivan

San Francisco’s Robo-Fight Club, General Catalyst’s Divisive Virality

By Julia Hornstein and Abram Brown · May 16, 2026 8:00am PDT

Art: Mike Sullivan

San Francisco’s Robo-Fight Club, General Catalyst’s Divisive Virality

By Julia Hornstein and Abram Brown · May 16, 2026 8:00am PDT

Welcome, Weekenders! In this newsletter:• The Big Read: Why Trump officials and VCs love a nuclear power startup’s brute-force approach• Biotech: The case of the disappearing embryo startups • Plus, Recommendations—our weekly pop culture picks: “Are We Doomed?” “Steve Jobs in Exile” and “Lord of the Flies” The legal slugfest between Elon... Welcome, Weekenders! In this newsletter:• The Big Read: Why Trump officials and VCs love a...

Michael Nagle/Bloomberg via Getty Images.

Cerebras IPO Stock Pop; Apple-OpenAI Drama

By Martin Peers · May 14, 2026 5:00pm PDT

This was quite the day. OpenAI is jumping up and down about its unhappiness with Apple (it’s doubtful Tim Cook is shaking in his boots). Big telecom threw down the gauntlet to Elon Musk and Amazon (not that they should worry). We get to both news items lower down. But first…the AI trade on Wall Street is booming, as demonstrated by today's... This was quite the day. OpenAI is jumping up and down about its unhappiness with Apple (it’s...

Art by Clark Miller.

Cerebras Shows IPO Market Will Pay Up for Messy AI Math

By The Information Staff · May 14, 2026 1:05pm PDT

Cerebras’ shares surged in their trading debut Thursday, showing that public investors are willing to look past unusual financial risks for companies tied to the AI infrastructure boom. That’s a striking reception for a company that does not look like the clean software listings investors used to love: Cerebras is an expensive... Cerebras’ shares surged in their trading debut Thursday, showing that public investors are...

Photo via Getty Images

AGI Is the Elephant in the Musk v. OpenAI Courtroom

By Rocket Drew · May 14, 2026 7:00am PDT

Lawyers for Elon Musk and OpenAI are set today to deliver closing arguments in their trial, which centers on Musk’s allegations that OpenAI breached a charitable trust, in part by violating its charitable mission. The two sides disagree on almost everything in the case, but one phrase is likely to be mentioned in both speeches: artificial... Lawyers for Elon Musk and OpenAI are set today to deliver closing arguments in their trial, which...

Cerebras IPO Winners Include Foundation, Benchmark—and OpenAI

By Julia Hornstein, Katie Roof and Cory Weinberg · May 14, 2026 6:00am PDT

Cerebras IPO Winners Include Foundation, Benchmark—and OpenAI

By Julia Hornstein, Katie Roof and Cory Weinberg · May 14, 2026 6:00am PDT

Over the last decade, there were times when Cerebras investors could be forgiven for losing hope. The company, which was attempting the difficult and expensive task of developing an alternative to Nvidia’s graphics processing units, didn’t deliver its first chips until five years into its existence. Then, after it filed to go public in 2024, the... Over the last decade, there were times when Cerebras investors could be forgiven for losing hope....