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
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AI Agenda

Why AI Coding Agents Need Multiple Personalities to Do Their Best Work

By Stephanie Palazzolo · Mar 24, 2026 7:00am PDT · 2 comments
Something curious is happening with AI coding agents. Developers have started telling me they’re asking these coding agents to take on different personas so they behave like more of a team than an individual programmer.For instance, a developer creating a software product feature will first tell their AI coding product—whether it be Gemini or ... Something curious is happening with AI coding agents. Developers have started telling me they’re...
Nvidia's GTC conference earlier this week. Josh Edelson/AFP/Getty Images.

Nvidia’s New Server Rack Will Run AI Chips Made by Rivals

By Qianer Liu · Mar 23, 2026 8:00am PDT · 1 comment
Nvidia faces growing competition in the AI chip market. But the chip designer has found a way to make money even from its rivals’ chips. During its annual GTC developer conference last week, the company unveiled a new server rack designed to run chips made either by Nvidia or by its rivals. The new racks include networking technology that... Nvidia faces growing competition in the AI chip market. But the chip designer has found a way to...
Joan Cros/Getty Images.
The Briefing

Stock Comp and Software’s Illusory Profits

By Martin Peers · Mar 22, 2026 3:00pm PDT · 1 comment
Memo to software executives: Now is the time to radically reduce the amount of stock you give employees. That would win you some favor with investors, who’ve generally gone off your sector thanks to worries about the threat posed by AI. Even if those concerns are overblown, cutting costs in the face of a major disruption is a smart idea.It’s no... Memo to software executives: Now is the time to radically reduce the amount of stock you give...
Illustration: Clark Miller
AI’s Enthusiasm Chasm
By Abram Brown · Mar 21, 2026 7:00am PDT
Illustration: Clark Miller
The Weekend

AI’s Enthusiasm Chasm

By Abram Brown · Mar 21, 2026 7:00am PDT
Welcome, Weekenders! In this newsletter:• The Big Read: A rising star at Microsoft has a challenging new job• Defense Tech: Anduril’s big bet? An Ohio weapons factory • Tech Culture: Fat with funding, AI startups binge on private parties• Plus, Recommendations—our weekly pop culture picks: “Blood Will Tell”; “The Complex” and “This Is Where... Welcome, Weekenders! In this newsletter:• The Big Read: A rising star at Microsoft has a...
Deepu Talla, Nvidia's Head of Robotics. Getty Images.
Q&A

Nvidia Robotics Chief: AI Agents Will Bring About ChatGPT Moment for Robotics

By Rocket Drew · Mar 20, 2026 10:00am PDT
Nvidia is so gung-ho about AI agents that it’s betting the buzzy software can power another one of its big bets: robots. The “agentic AI system is being built for digital first,” said Deepu Talla, Nvidia’s vice president of robotics and edge AI, or AI for powering devices, in an interview on the sidelines of Nvidia’s annual GTC conference in San... Nvidia is so gung-ho about AI agents that it’s betting the buzzy software can power another one...
Art by Mike Sullivan.

8 Questions Investors Need to Ask About SpaceX’s IPO

By Theo Wayt · Mar 20, 2026 6:00am PDT · 8 comments
SpaceX is aiming to raise tens of billions of dollars as soon as this summer in what could be the largest initial public offering in history. While CEO Elon Musk has proven he’s uniquely skilled at convincing investors to buy into his grand visions at gigantic valuations, anyone considering buying into the SpaceX IPO may be right to ask whether... SpaceX is aiming to raise tens of billions of dollars as soon as this summer in what could be the...
David Paul Morris/Bloomberg via Getty Images.
The Briefing

Uber’s Self-Driving Car Quest

By Martin Peers · Mar 19, 2026 5:00pm PDT
For all the attention Nvidia gets for its relentless pace of new business partnerships, it can’t hold a candle to Uber. The ride-hailing giant seems to be on a quest to go into business with anyone who’s ever thought about developing a self-driving car. On Thursday, it announced a robotaxi deal with Rivian, the electric truck maker that is... For all the attention Nvidia gets for its relentless pace of new business partnerships, it can’t...
Anjney Midha. Art by Clark Miller, image via AMP
Early Anthropic Investor Develops a ‘Grid’ for AI Servers
By Anissa Gardizy · Mar 19, 2026 10:54am PDT · 1 comment
Anjney Midha. Art by Clark Miller, image via AMP
AI Infrastructure

Early Anthropic Investor Develops a ‘Grid’ for AI Servers

By Anissa Gardizy · Mar 19, 2026 10:54am PDT · 1 comment
Anjney Midha, the former Andreessen Horowitz general partner and early personal investor in Anthropic, is finally ready to talk about his highly anticipated AI infrastructure venture, for which he was trying to raise more than $10 billion, my colleague Katie has reported.Midha says the new firm, AMP, is creating a “grid for AI,” similar to how... Anjney Midha, the former Andreessen Horowitz general partner and early personal investor in...
Giga Energy cofounders Brent Whitehead and Matt Lohstroh. Photo courtesy of Giga.
AI Agenda

Meet Giga, a AI Data Center Developer That Has Barely Raised Capital

By Stephanie Palazzolo · Mar 19, 2026 7:00am PDT
Startups developing data centers to power AI are among the most capital-hungry businesses around right now. Many are raising billions of dollars in equity and debt to build complicated facilities.There are few like Houston-based Giga Energy, however. Founded in 2019 by two Texas A&M juniors studying finance and industrial distribution, Giga... Startups developing data centers to power AI are among the most capital-hungry businesses around...
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Deep Research

The Buildout Behind AI Is Shaking Investor Confidence

By The Information Staff · Mar 18, 2026 1:05pm PDT · 1 comment
The buildout required to support next-generation AI is proving far more complex and expensive than many expected. The scramble to secure power and finance large-scale data centers is beginning to influence how investors evaluate the economics of the AI industry. We asked Deep Research to examine how these infrastructure demands are shaping Wall... The buildout required to support next-generation AI is proving far more complex and expensive...
Jensen Huang speaks during a keynote address at the Nvidia GTC. Photo by David Paul Morris/ Getty Images
AI Agenda

Nvidia’s Build-A-Claw Workshop

By Rocket Drew · Mar 18, 2026 9:15am PDT
Nvidia’s developer conference has agent fever. On Tuesday, one of the most popular spots at the company’s GTC convention was Nvidia’s “Build-A-Claw” tent, where attendees could try out Nvidia’s newly unveiled NemoClaw, open-source software for creating AI agents based on the popular OpenClaw.Many of the people who stopped by the Build-A-Claw... Nvidia’s developer conference has agent fever. On Tuesday, one of the most popular spots at the...
Sheryl Sandberg, left, and Nick Clegg were named to the Nscale board last week. Photos by Getty
Nscale Crashes the Big Leagues of Data Center Developers
By Ken Brown · Mar 18, 2026 8:49am PDT · 1 comment
Sheryl Sandberg, left, and Nick Clegg were named to the Nscale board last week. Photos by Getty
The Information Finance

Nscale Crashes the Big Leagues of Data Center Developers

By Ken Brown · Mar 18, 2026 8:49am PDT · 1 comment
A year ago, CoreWeave looked like AI’s riskiest play. Then last fall, Oracle stepped in front. More recently, Masayoshi Son’s SoftBank, no stranger to big bets, has borrowed its way to the top.This week, though, a new company took the title as riskiest AI firm: Nscale, a company run by a former coal miner that appears to have been independent... A year ago, CoreWeave looked like AI’s riskiest play. Then last fall, Oracle stepped in front....
Fidji Simo, CEO of Applications at OpenAI. David Paul Morris/Bloomberg via Getty Images Message Shane Burke
The Briefing

OpenAI, Musk and Focus

By Martin Peers · Mar 17, 2026 5:00pm PDT
OpenAI has decided the “everything everywhere all at once” strategy isn’t ideal, after all. As we and others reported on Monday night, senior OpenAI executive Fidji Simo told staffers last week that the company needed to “refocus on business customers and cut down on side quests that were becoming a distraction.” (Is that the understatement of... OpenAI has decided the “everything everywhere all at once” strategy isn’t ideal, after all. As we...
A photo of the Getty Villa, where the Montgomery Summit held its opening event. Photo courtesy of March Capital.
Dealmaker

The AI Worries Keeping Investors Up at Night

By Julia Hornstein · Mar 17, 2026 3:45pm PDT
It’s no surprise that if you bring hundreds of venture capitalists and limited partners together in 2026, most will have bought into AI—literally. So it was interesting to hear what investors gathered in Santa Monica, Calif., last week for March Capital’s annual The Montgomery Summit thought were the AI boom’s weak links. Take Matt... It’s no surprise that if you bring hundreds of venture capitalists and limited partners together...