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

Youtube/Dwarkesh Patel.

Is Andrej Karpathy Right About Overhyped AI?

By Stephanie Palazzolo · Oct 21, 2025 7:05am PDT · 2 comments

Andrej Karpathy, one of the founding members of OpenAI, on Friday threw cold water on the idea that artificial general intelligence is around the corner. He also cast doubt on various assumptions about AI made by the industry’s biggest boosters, such as Anthropic’s Dario Amodei and OpenAI’s Sam Altman.The highly regarded Karpathy called ... Andrej Karpathy, one of the founding members of OpenAI, on Friday threw cold water on the idea...

Sakana AI CEO David Ha. AP Images.

OpenAI’s Japanese Rival Sakana in Talks to Raise Capital at $2.5 Billion Valuation

By Stephanie Palazzolo, Juro Osawa and Katie Roof · Oct 20, 2025 8:57pm PDT

Sakana AI, a Tokyo-based developer of artificial intelligence, is in talks with U.S. and Japanese investors to raise $100 million at a valuation of $2.5 billion, up 66% from a financing a year ago, according to two people involved in the discussions. The funding talks come months after CEO David Ha said publicly that the company would operate... Sakana AI, a Tokyo-based developer of artificial intelligence, is in talks with U.S. and Japanese...

The Oracle data center for OpenAI in Abilene, Texas. Photo via Getty

AI Infrastructure

The Data Center Boom Enters a Speculative Era

By Anissa Gardizy · Oct 20, 2025 10:19am PDT

The Wynn in Las Vegas was buzzing last week as executives, investors and dealmakers from across the data center, cloud and finance world converged at an event to trade notes on how quickly the industry has changed. A year ago, most conversations at Infra/Structure, hosted by Structure Research, focused on how hard it was to find land and... The Wynn in Las Vegas was buzzing last week as executives, investors and dealmakers from across...

Peter Hoeschele. Screenshot via YouTube

OpenAI Executive Explains the Insatiable Appetite For AI Chips

By Sri Muppidi · Oct 20, 2025 7:00am PDT

Peter Hoeschele. Screenshot via YouTube

OpenAI Executive Explains the Insatiable Appetite For AI Chips

By Sri Muppidi · Oct 20, 2025 7:00am PDT

Peter Hoeschele, who runs OpenAI’s Stargate data center team, said at an event last week that the company’s models are essentially in constant training mode. That’s a change from the past, when OpenAI would stop training them when they reached a certain point. “Let’s stop talking about training versus inference,” Hoeschele said after Oracle... Peter Hoeschele, who runs OpenAI’s Stargate data center team, said at an event last week that the...

Microsoft CEO Satya Nadella and Oracle co-founder Larry Ellison. Getty Images

What Microsoft Could Teach Oracle

By Martin Peers · Oct 17, 2025 3:00pm PDT · 1 comment

Was it something they said? Oracle shares fell 7% on Friday, a day after the software and cloud firm offered investors bullish growth projections for the next five years, both for revenue and for profits. In Oracle’s ideal world, those projections would have put to rest concerns about the cost of its artificial intelligence cloud expansion,... Was it something they said? Oracle shares fell 7% on Friday, a day after the software and cloud...

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...

Oracle co-CEO Clay Magouyrk. Getty Images

Oracle’s Hypergrowth Forecasts

By Martin Peers · Oct 16, 2025 5:00pm PDT

Bearish sentiment about the cost-benefit equation of artificial intelligence has become so prevalent lately that it almost feels like conventional wisdom is now skepticism. But that certainly isn’t the case at Oracle, the nearly 50-year-old enterprise software firm turned cloud provider, which declared itself today to be a “hypergrowth company,”... Bearish sentiment about the cost-benefit equation of artificial intelligence has become so...

Oracle Chair Larry Ellison. Image via Getty

Oracle Assures Investors on AI Cloud Margins as It Struggles to Profit From Older Nvidia Chips

By Anissa Gardizy · Oct 16, 2025 2:15pm PDT · 1 comment

Oracle Chair Larry Ellison. Image via Getty

Oracle Assures Investors on AI Cloud Margins as It Struggles to Profit From Older Nvidia Chips

By Anissa Gardizy · Oct 16, 2025 2:15pm PDT · 1 comment

Oracle on Thursday sought to reassure investors that its business of renting out servers packed with Nvidia chips to OpenAI, Meta and other artificial intelligence developers will become far more profitable as revenue surges. Oracle co-CEO Clay Magouyrk told financial analysts Thursday that the company’s AI data center business, which is mostly... Oracle on Thursday sought to reassure investors that its business of renting out servers packed...

Illustration by Mike Sullivan; Getty Images

XAI’s Unusual Dealmaking to Fund Musk’s Colossus 2

By Theo Wayt and Miles Kruppa · Oct 16, 2025 10:02am PDT · 3 comments

Elon Musk’s xAI is aiming to build and control the world’s most powerful data center and a massive natural gas plant to power it. The scale of the project and xAI’s precarious finances are forcing the company into unusual financial arrangements that rely on outsiders to raise funding and shoulder much of the risk. XAI wants to have as much... Elon Musk’s xAI is aiming to build and control the world’s most powerful data center and a...

Sam Altman. Getty Images.

OpenAI’s Growing Ecosystem Play

By Stephanie Palazzolo · Oct 16, 2025 7:00am PDT · 2 comments

OpenAI CEO Sam Altman said on a podcast last week that he wanted ChatGPT to become “people’s personal AI subscription.” The company last week made moves toward that goal with “apps in ChatGPT,” which lets people use the chatbot to search for homes on Zillow or make Spotify playlists, for instance.In another example, OpenAI has pitched companies... OpenAI CEO Sam Altman said on a podcast last week that he wanted ChatGPT to become “people’s...

Left to right: Microsoft's Satya Nadella and Amy Hood, OpenAI's Sam Altman. Art: Shane Burke. Photos: Getty

Why Microsoft Let OpenAI Play the Field

By Aaron Holmes · Oct 16, 2025 6:00am PDT · 4 comments

Over the past three years, as OpenAI swelled from a tiny research lab into the world’s most valuable startup, one company has captured nearly all of its billions of dollars in annual spending on the servers needed to power OpenAI’s artificial intelligence: Microsoft. In recent months, though, OpenAI announced megadeals with several Microsoft... Over the past three years, as OpenAI swelled from a tiny research lab into the world’s most...

Photo by Craig Warga and Jamie Watts

The AI Memory Crisis: WEKA’s CEO on the Industry’s Hidden Bottleneck

By The Information Partnerships · Oct 15, 2025 2:00pm PDT

Photo by Craig Warga and Jamie Watts

Partner Content

The AI Memory Crisis: WEKA’s CEO on the Industry’s Hidden Bottleneck

By The Information Partnerships · Oct 15, 2025 2:00pm PDT

Analysts worried about an artificial intelligence bubble often point to the staggering costs of computing power needed to power the latest models. Even the most powerful graphics processing units—like Nvidia’s 300GB Blackwell Ultra—can’t keep up with inference demands for models like Meta Llama, which can process nearly 500GB for every instance... Analysts worried about an artificial intelligence bubble often point to the staggering costs of...

Art by Clark Miller

Why Cloud Profits Are Collapsing in the Chip Arms Race

By The Information Staff · Oct 15, 2025 12:27pm PDT

The AI boom is fueling massive cloud revenue growth, yet the true financial story is defined by a deep, hidden vulnerability: the staggering cost of specialized AI chips. This imbalance is creating a profit crisis, forcing cloud providers to accept razor-thin margins on their services and fundamentally altering their core business model. Our... The AI boom is fueling massive cloud revenue growth, yet the true financial story is defined by a...

Traders work on the floor of the New York Stock Exchange. Getty Images

The Other Bubble

By Ken Brown · Oct 14, 2025 5:00pm PDT · 1 comment

If there is a bubble in artificial intelligence, much of the blame can be placed on Wall Street, not Silicon Valley. Financial markets are as frothy as they can be, and the appetite for risk appears to be insatiable. That’s why Sam Altman has been able to get otherwise rational companies and investors to fund his audacious growth plans. On... If there is a bubble in artificial intelligence, much of the blame can be placed on Wall Street,...

Reflection AI CEO Misha Laskin and The Information reporter Akash Pasricha.

Why Nvidia Is Shying Away From the ‘Lead Investor’ Mantle

By Miles Kruppa · Oct 14, 2025 2:11pm PDT · 1 comment

When somebody writes the biggest check in a round of venture funding, they usually want to shout it from the rooftops. Not so for Nvidia in its latest investment.The chip giant caused a stir last week when it objected to being called the lead investor in a $2 billion round of funding for Reflection, a one-year-old company developing open-source... When somebody writes the biggest check in a round of venture funding, they usually want to shout...

Amazon CEO Andy Jassy. Photo via Getty

Amazon’s Solution to Tough AI Cloud Margins: Non-Nvidia Chips

By Kevin McLaughlin and Laura Mandaro · Oct 14, 2025 10:39am PDT

Amazon CEO Andy Jassy. Photo via Getty

Amazon’s Solution to Tough AI Cloud Margins: Non-Nvidia Chips

By Kevin McLaughlin and Laura Mandaro · Oct 14, 2025 10:39am PDT

Welcome back! Salesforce’s annual customer conference Dreamforce is under way, so check back in the coming days for our coverage of the event and what it means for artificial intelligence in enterprises.Now on to today’s column…Last week, our report on the razor-thin gross profit margins Oracle generates from renting out Nvidia chips to AI... Welcome back! Salesforce’s annual customer conference Dreamforce is under way, so check back...

Reducto cofounders Raunak Chowdhuri and Adit Abraham. Photo courtesy of Reducto.

The Startup Using AI to Translate Documents Into Data

By Stephanie Palazzolo · Oct 14, 2025 7:00am PDT

If you’ve ever uploaded a picture of a receipt to an expense report or read a PDF of a book online, you’ve likely used optical character recognition, a decades-old technique that converts images of typed, handwritten or printed text into text that’s editable on a computer.OCR might not sound like the sexiest market. But it’s interesting enough... If you’ve ever uploaded a picture of a receipt to an expense report or read a PDF of a book...

Together AI CEO Vipul Ved Prakash. Photo via Getty

The Race to Rent Out Nvidia Chips in the Cloud Intensifies

By Stephanie Palazzolo, Wayne Ma, Miles Kruppa and Katie Roof · Oct 14, 2025 6:00am PDT

Demand for Nvidia’s artificial intelligence chips has spawned half a dozen multibillion-dollar cloud providers that buy the chips, install them in data centers and rent them out to OpenAI and other AI developers. Another upstart, Together AI, is now joining the race among these neoclouds, which compete against traditional cloud providers such as... Demand for Nvidia’s artificial intelligence chips has spawned half a dozen multibillion-dollar...

Hock Tan, CEO of Broadcom. Getty Images

OpenAI’s Computing Capacity Binge

By Martin Peers · Oct 13, 2025 5:00pm PDT · 3 comments

The hardest-working people in tech right now must be the OpenAI team responsible for writing press releases. On Monday—Columbus Day or, if you prefer, Indigenous People’s Day—when much of American business and government was closed, OpenAI put out its sixth big news announcement of the past three weeks. The company unveiled another chip-supply... The hardest-working people in tech right now must be the OpenAI team responsible for writing...

OpenAI's Sam Altman, left, and SoftBank's Masayoshi Son. Images via Getty.

OpenAI Is Working With SoftBank’s Arm on AI Chip Effort

By Qianer Liu and Anissa Gardizy · Oct 13, 2025 3:16pm PDT · 3 comments

OpenAI's Sam Altman, left, and SoftBank's Masayoshi Son. Images via Getty.

OpenAI Is Working With SoftBank’s Arm on AI Chip Effort

By Qianer Liu and Anissa Gardizy · Oct 13, 2025 3:16pm PDT · 3 comments

OpenAI’s development of its own artificial intelligence chip could end up benefiting SoftBank, one of its biggest shareholders, which is also helping the ChatGPT maker develop and finance its ambitious data center plan. OpenAI is talking with SoftBank’s Arm subsidiary about using an Arm-designed central processing unit with OpenAI’s AI... OpenAI’s development of its own artificial intelligence chip could end up benefiting...