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

A rendering of Inversion's Arc spacecraft in orbit. Credit: Inversion

The Robots that Could Beat Optimus to Space

By Rocket Drew · Oct 13, 2025 7:10am PDT

Before we get to our column, we should acknowledge OpenAI’s latest chip deal, this time with Broadcom, announced Monday morning. The Information first reported the two companies were in talks in July of last year but a lot has happened since then. Most obviously, OpenAI has also struck deals for supplies of AI chips with both Nvidia and AMD. We’... Before we get to our column, we should acknowledge OpenAI’s latest chip deal, this time with ...

Venture capitalist Ben Horowitz and Vercel CEO Guillermo Rauch. Photos via Getty and YouTube

Ben Horowitz Hires His ‘Jensen’; Vercel Starts a Venture Fund

By Natasha Mascarenhas · Oct 9, 2025 2:30pm PDT

Andreessen Horowitz co-founder Ben Horowitz says only a small subset of AI companies, such as portfolio companies Safe Superintelligence Inc. and Thinking Machines Labs, need massive compute contracts. But many AI startups still need help getting access to bottlenecked resources, like chips to train their models.The venture firm said Thursday it... Andreessen Horowitz co-founder Ben Horowitz says only a small subset of AI companies, such as...

Art by Clark Miller

The $100 Billion Strategy: OpenAI Is Using Its Cash to Reshape the Chip Market

By The Information Staff · Oct 9, 2025 7:15am PDT

The path to building the most advanced AI is being throttled by a single point of failure: reliance on Nvidia’s hardware. OpenAI, the industry’s most demanding customer, is aggressively moving to dismantle this monopoly through a calculated multi-vendor strategy that is fundamentally reshaping the AI hardware market. We turned to our Deep... The path to building the most advanced AI is being throttled by a single point of failure:...

Art by Mike Sullivan

OpenAI Is Catching Up To Anthropic in AI Coding

By Stephanie Palazzolo · Oct 9, 2025 7:00am PDT

Art by Mike Sullivan

OpenAI Is Catching Up To Anthropic in AI Coding

By Stephanie Palazzolo · Oct 9, 2025 7:00am PDT

OpenAI’s effort to catch up to Anthropic in code-generating artificial intelligence seems to be working. New data show OpenAI’s Codex coding assistant has pulled ahead of Anthropic’s Claude Code assistant in certain coding capabilities. Codex usage among developers is also catching up to Claude Code’s.Developers approved 74.3% of code... OpenAI’s effort to catch up to Anthropic in code-generating artificial intelligence seems to be...

Art by Mike Sullivan

Can Microsoft Resist Trump’s Call for Exec’s Firing as Tech Bends to His Will?

By Sylvia Varnham O'Regan · Oct 9, 2025 6:00am PDT · 10 comments

Recently, President Donald Trump demanded that Microsoft sack its head of global affairs, Lisa Monaco, over her past roles in the Biden and Obama administrations. He added that her position was “unacceptable” given Microsoft’s major contracts with the U.S. government. Microsoft hasn’t yet responded publicly to Trump’s demand. If Monaco stays at... Recently, President Donald Trump demanded that Microsoft sack its head of global affairs, Lisa...

Cursor CEO Michael Truell. Art by Clark Miller; screenshot via YouTube

Cursor-Maker Anysphere Considers Investment Offers at $30 Billion Valuation

By Natasha Mascarenhas · Oct 8, 2025 6:15pm PDT · 1 comment

Anysphere, the maker of coding assistant Cursor, is considering offers to invest in the startup at around a $30 billion valuation, roughly triple its valuation in a round that closed mid-year, according to people familiar with the discussions. The offers indicates that investor excitement about the three-year-old startup has remained high... Anysphere, the maker of coding assistant Cursor, is considering offers to invest in the startup...

AMD CEO Lisa Su and Nvidia CEO Jensen Huang. Photos via Getty

Nvidia Chief’s Not-So-Subtle Dig at AMD

By Martin Peers · Oct 8, 2025 5:00pm PDT · 1 comment

AMD CEO Lisa Su should hope Nvidia CEO Jensen Huang takes digs at her more often. After Huang turned up on CNBC on Wednesday morning—where he discussed both the AMD-OpenAI chip deal announced on Monday and Nvidia's own dealmaking—AMD’s stock rallied 11%! The stock, which had jumped 24% on Monday but only inched up a bit on Tuesday, is now up 43%... AMD CEO Lisa Su should hope Nvidia CEO Jensen Huang takes digs at her more often. After Huang...

Photo by Craig Warga and Jamie Watts

AI Agenda Live Recap: The Compute Squeeze and the Startup Playbook for Scaling

By The Information Partnerships · Oct 8, 2025 4:10pm PDT

Photo by Craig Warga and Jamie Watts

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AI Agenda Live Recap: The Compute Squeeze and the Startup Playbook for Scaling

By The Information Partnerships · Oct 8, 2025 4:10pm PDT

After a brief reprieve, artificial intelligence enterprises once again find themselves in a bidding war for graphics processing units. For frontier labs and hyperscalers, spending billions on training and inference is business as usual. But for startups and independent developers, compute costs can quickly swallow the bottom line. At a recent... After a brief reprieve, artificial intelligence enterprises once again find themselves in a...

Relace cofounders Preston Zhou and Eitan Borgnia. Photo courtesy of Relace.

Andreessen Backs a Startup Developing Tools That Coding Agents Use

By Stephanie Palazzolo · Oct 8, 2025 7:00am PDT

Countless startups sell tools to software engineers, such as version control systems to track who’s making changes to a codebase, and sandboxes where code can be safely run and tested without affecting the main system.Now, a startup is building such tools for artificial intelligence agents that aim to do the work of human coders. Andreessen... Countless startups sell tools to software engineers, such as version control systems to track who...

Photo via Getty

The AI Profit Fantasy

By Martin Peers · Oct 7, 2025 5:00pm PDT · 6 comments

In years to come, we might look back at this period in tech as one in which the entire industry was in the grip of a mass delusion, namely the idea that artificial intelligence would prove to be good for business. Of course, it’s still early days. But so far, AI has proven lucrative primarily for the companies involved in making and selling AI... In years to come, we might look back at this period in tech as one in which the entire industry...

Peter Thiel. Photo via Getty

Why I’m Covering Defense Tech; Founders Fund’s Concentrated Bets

By Cory Weinberg · Oct 7, 2025 1:47pm PDT

Greetings from Los Angeles, where I’ve taken up a new residence after a cross-country road trip from New York. During a tour of a defunct U.S. Steel mill in Pittsburgh and a visit to the uranium boom-and-bust town of Moab, Utah, I spent time thinking about the technology that has reshaped national security, industrialization, energy and... Greetings from Los Angeles, where I’ve taken up a new residence after a cross-country road trip...

OpenAI DevDay 2025. Screenshot via YouTube/OpenAI

OpenAI Makes it Easier to Build Agents—and Harder to Switch Models

By Aaron Holmes · Oct 7, 2025 10:30am PDT · 1 comment

OpenAI DevDay 2025. Screenshot via YouTube/OpenAI

OpenAI Makes it Easier to Build Agents—and Harder to Switch Models

By Aaron Holmes · Oct 7, 2025 10:30am PDT · 1 comment

Over the past year, companies have been tinkering with generative artificial intelligence to create customized agents that automate complex tasks, but they’ve gotten mixed results. Now, OpenAI is pushing a new suite of tools to make the assembly of agents easier, and to peel customers away from competitors like Anthropic and Google.OpenAI on... Over the past year, companies have been tinkering with generative artificial intelligence to...

Image via Clark Miller

Internal Oracle Data Show Financial Challenge of Renting Out Nvidia Chips

By Anissa Gardizy, Anita Ramaswamy and Cory Weinberg · Oct 7, 2025 8:00am PDT · 8 comments

Oracle became the best-performing megacap stock of 2025 after its executives said last month that the once-sleepy database firm will generate an astonishing $381 billion in revenue from renting out specialized cloud servers to OpenAI and other artificial intelligence developers over the next five fiscal years. But internal documents show the... Oracle became the best-performing megacap stock of 2025 after its executives said last month that...

Sam Altman. Screenshot via YouTube

OpenAI’s Walled-Garden Moment

By Stephanie Palazzolo and Catherine Perloff · Oct 7, 2025 7:00am PDT

OpenAI on Monday unveiled its biggest-yet effort to bring all of the web’s consumer activities directly into ChatGPT, as it aims to turn the chatbot into a so-called superapp that people can use to control any app in their lives—similar to Facebook’s efforts from 15 years ago. But before we get too excited, we should remember we’ve been... OpenAI on Monday unveiled its biggest-yet effort to bring all of the web’s consumer activities...

Sam Altman at OpenAI DevDay 2025. Photo via YouTube/OpenAI

OpenAI’s ‘Everything Everywhere All at Once’ Strategy

By Martin Peers · Oct 6, 2025 5:00pm PDT · 3 comments

Sam Altman’s “Everything Everywhere All at Once” strategy for OpenAI was on full display on Monday. Early in the day, the ChatGPT creator revealed that it will work with Advanced Micro Devices to use that company’s artificial intelligence chips, the latest example of OpenAI’s wide-ranging efforts to assure itself of more computing capacity. The... Sam Altman’s “Everything Everywhere All at Once” strategy for OpenAI was on full display on...

Art via Mike Sullivan

Why OpenAI Offered to Pay $500 Million For A Startup With Videogame Data

By Stephanie Palazzolo · Oct 6, 2025 7:00am PDT · 2 comments

Art via Mike Sullivan

Why OpenAI Offered to Pay $500 Million For A Startup With Videogame Data

By Stephanie Palazzolo · Oct 6, 2025 7:00am PDT · 2 comments

Before we get to today’s column, in a sign of how insatiable OpenAI’s appetite for computing power is, the ChatGPT-maker and Nvidia rival Advanced Micro Devices announced a partnership Monday morning that would see OpenAI deploy six gigawatts of AMD’s chips over multiple years, starting in the second half of next year. As part of the deal,... Before we get to today’s column, in a sign of how insatiable OpenAI’s appetite for computing...

Sam Altman, left, and Peter Thiel. Photos by Getty

Founders Fund Shifts From Caution to Concentrated Bets on AI

By Miles Kruppa · Oct 6, 2025 6:00am PDT · 4 comments

Peter Thiel’s Founders Fund is doubling down on its biggest artificial intelligence bets, embracing a concentrated strategy as rivals spread their bets across a wide swath of startups. Among them are OpenAI, data center builder Crusoe and General Matter, a nuclear fuel startup the firm has incubated, Founders Fund said at its recent annual... Peter Thiel’s Founders Fund is doubling down on its biggest artificial intelligence bets,...

Jeff Bezos today at Italian Tech Week 2025. Photo via Getty

Bezos Calls the AI Bubble

By Martin Peers · Oct 3, 2025 3:09pm PDT · 4 comments

Jeff Bezos made news today, putting his imprimatur on the idea that we’re in an AI bubble, although I think the fact that he’s now sporting a light beard was just as interesting. But that’s just me. Bezos’ declaration—at an Italian tech conference—shows that the idea of a bubble is no longer much of a debate. In fact, it’s pretty much... Jeff Bezos made news today, putting his imprimatur on the idea that we’re in an AI bubble,...

Photo by Craig Warga

Anthropic Says Its AI Can Clone Enterprise Apps Like Slack

By Aaron Holmes and Kevin McLaughlin · Oct 2, 2025 10:30am PDT · 2 comments

When AI coding tools came into vogue in 2023 and 2024, chief information officers salivated at the idea of using them to develop their own versions of Salesforce and Slack and stop paying a fortune for enterprise apps. But the AI wasn’t accurate or consistent enough to do that.Now Anthropic is reawakening these app-replacement dreams. In a... When AI coding tools came into vogue in 2023 and 2024, chief information officers salivated at...

Elon Musk. Photo via Getty

XAI Broke Its Safety Policy With Coding Model

By Rocket Drew · Oct 2, 2025 7:00am PDT

Elon Musk. Photo via Getty

XAI Broke Its Safety Policy With Coding Model

By Rocket Drew · Oct 2, 2025 7:00am PDT

California Gov. Gavin Newsom signed SB 53 on Monday, a law that will require the largest AI companies to abide by their own safety and cybersecurity policies. One company that should take heed of the new law is Elon Musk's xAI.The ink had barely dried on xAI’s safety policy, which it published in August, when the company released its model Grok... California Gov. Gavin Newsom signed SB 53 on Monday, a law that will require the largest AI...