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

Wildfires triggered blackouts in successive years in California. Above, the town of Sausalito in October 2019. Photo: David Paul Morris/Bloomberg/Getty

The Electric: Sunrun and Tesla Residential Batteries Could Help Power Data Centers

By Steve LeVine · Oct 2, 2025 4:30am PDT

At 5:30 p.m. on Tuesday, California-based solar and battery provider Sunrun received an urgent email from Puerto Rico. Starting in just an hour, the U.S. territory needed a big infusion of electricity or it would have to initiate rolling blackouts across the island. At 5:30 p.m. on Tuesday, California-based solar and battery provider Sunrun received an urgent...

Judson Althoff. Photo via Getty

Nadella Wants to Spend More Time With Engineers

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

It seems Microsoft CEO Satya Nadella wants to spend more time hanging out with engineers and less with customers and government officials. That’s the upshot of Microsoft’s announcement early Wednesday that Nadella would hand off some of his business responsibilities to Microsoft’s chief commercial officer, Judson Althoff. Nadella, an engineer by... It seems Microsoft CEO Satya Nadella wants to spend more time hanging out with engineers and less...

Photo by Craig Warga

Will Reinforcement Learning Get Us to AGI? This Anthropic Researcher Thinks So

By Stephanie Palazzolo · Oct 1, 2025 7:00am PDT · 1 comment

Thanks to everyone who attended our AI Agenda Live event in New York yesterday! It was incredible to get to meet so many subscribers in person and hear from leaders in AI research, robotics and VC about what they’re seeing in this crazy industry right now. (For a full recap of the event, check out my colleagues’ write-up here.)My last panel with... Thanks to everyone who attended our AI Agenda Live event in New York yesterday! It was incredible...

Photos by Craig Warga

Business Adoption of AI Will Take Years, Say Venture Capitalists and Executives

By The Information Staff · Sep 30, 2025 3:50pm PDT · 5 comments

Photos by Craig Warga

Business Adoption of AI Will Take Years, Say Venture Capitalists and Executives

By The Information Staff · Sep 30, 2025 3:50pm PDT · 5 comments

Artificial intelligence services will take years to penetrate the economy, because businesses need to figure out how to use new AI products and train workers to use them, according to speakers at The Information’s AI Agenda Live conference on Tuesday. Sarah Guo, founder and partner at venture capital firm Conviction, noted that cloud computing... Artificial intelligence services will take years to penetrate the economy, because businesses...

Art by Clark Miller

SEC Is Moving to Allow Stocks to Trade Like Cryptocurrencies

By Yueqi Yang · Sep 30, 2025 6:00am PDT · 1 comment

The Securities and Exchange Commission is working on a plan to allow stocks to trade like cryptocurrencies on the blockchain, but is facing strong opposition from traditional financial firms such as Citadel Securities, according to people involved in the process. The SEC’s staff is talking to industry representatives about the plan, which is a... The Securities and Exchange Commission is working on a plan to allow stocks to trade like...

OpenAI CFO Sarah Friar via Getty

OpenAI’s First Half Results: $4.3 Billion in Sales, $2.5 Billion Cash Burn

By Stephanie Palazzolo, Amir Efrati and Cory Weinberg · Sep 29, 2025 9:18pm PDT · 31 comments

OpenAI generated around $4.3 billion in revenue in the first half of 2025, about 16% more than it generated all of last year, according to financial disclosures to shareholders. The company said it burned $2.5 billion, in large part due to its research and development costs for developing artificial intelligence and for running ChatGPT. Some of... OpenAI generated around $4.3 billion in revenue in the first half of 2025, about 16% more than it...

OpenAI CEO Sam Altman. Photo via Getty

OpenAI Goes Shopping

By Martin Peers · Sep 29, 2025 5:00pm PDT · 2 comments

You might think the $55 billion buyout of Electronic Arts would be today’s biggest business event. But that’s yesterday’s news—word of the deal broke on Friday. (For more on that, see below). Today’s biggest news, in reality, is OpenAI’s launch of its shopping feature, which puts the ChatGPT creator in competition with everyone from Amazon to... You might think the $55 billion buyout of Electronic Arts would be today’s biggest business...

Art via Getty; Mike Sullivan

Sam Altman Wants 250 Gigawatts of Power. Is That Possible?

By Anissa Gardizy and Amir Efrati · Sep 29, 2025 8:00am PDT · 3 comments

Art via Getty; Mike Sullivan

Special Report Series

Sam Altman Wants 250 Gigawatts of Power. Is That Possible?

By Anissa Gardizy and Amir Efrati · Sep 29, 2025 8:00am PDT · 3 comments

Welcome to the first edition of The Information’s newsletter on AI infrastructure. In the coming months, we’ll cover the data centers, chips, networking and energy that power AI.Artificial intelligence is hungry for power at a scale that defies belief.Last week, OpenAI and Nvidia said they would work together to develop 10 gigawatts of data... Welcome to the first edition of The Information’s newsletter on AI infrastructure. In the coming...

Art by Mike Sullivan.

Product-List Startup Gets a ChatGPT Bump; Huang’s $1 Trillion Claim

By Ann Gehan · Sep 29, 2025 7:15am PDT

Before we get to today’s newsletter, Stephanie’s profile of Mira Murati’s Thinking Machines Lab, the mysterious $10 billion startup, is a fascinating look at Murati’s background and explains why she’s got such a following among AI researchers and, as a result, investors. It’s definitely worth a read.On to today’s column…As artificial... Before we get to today’s newsletter, Stephanie’s profile of Mira Murati’s Thinking Machines Lab,...

Art by Clark Miller

Working at AI Speed Without Going Crazy

By Jessica E. Lessin · Sep 27, 2025 7:00am PDT

Welcome, Weekenders! In this newsletter:Welcome, Weekenders! In this newsletter:• The Big Read: Mira Murati’s enigma machine • Artificial Intelligence: Nvidia’s AI stimulus plan• Plus, our Recommendations: “Desk Set,” “Mission Accomplished” and “It’s Only Drowning”When you’ve worked in an industry for a while, you learn its rhythm. For... Welcome, Weekenders! In this newsletter:Welcome, Weekenders! In this newsletter:• The Big Read: ...

Art by Clark Miller; Getty Images

Artificial Intelligence

How Jensen Huang is Using Nvidia Cash to Rule the AI Economy

By Anissa Gardizy, Nick Wingfield, Wayne Ma and Qianer Liu · Sep 27, 2025 6:00am PDT · 8 comments

Even by the standards of one of the most prodigious dealmakers in tech, the past month or so has been a head-spinning one for Nvidia’s Jensen Huang. Just in September, Nvidia agreed to buy any unused Nvidia graphics processing units that cloud provider CoreWeave doesn’t sell to other customers over the next seven years, a deal potentially... Even by the standards of one of the most prodigious dealmakers in tech, the past month or so has...

Art by Clark Miller; Getty Images

The $10 Billion Enigma of Mira Murati

By Stephanie Palazzolo · Sep 26, 2025 6:00am PDT · 7 comments

Art by Clark Miller; Getty Images

The $10 Billion Enigma of Mira Murati

By Stephanie Palazzolo · Sep 26, 2025 6:00am PDT · 7 comments

This summer, Meta Platforms offered multiple researchers at artificial intelligence startup Thinking Machines Lab sizable compensation packages to join its new AI lab. When all of the researchers declined the offers, Thinking Machines CEO Mira Murati sent a flattering news report about Meta’s attempted raid to her staff over Slack. At the same... This summer, Meta Platforms offered multiple researchers at artificial intelligence startup...

Josh Klahr, a product management leader at Snowflake. Art by Clark Miller; YouTube.

Snowflake Tries to End the AI Data-Access Wars

By Amir Efrati and Kevin McLaughlin · Sep 25, 2025 10:44am PDT

Snowflake is reversing an incendiary trend of software incumbents such as Salesforce and Atlassian walling off data in their applications from artificial intelligence startups that threaten them.On Tuesday, Snowflake said a consortium of more than a dozen other enterprise app and database providers—including, ironically, Salesforce—have... Snowflake is reversing an incendiary trend of software incumbents such as Salesforce and...

Art via Mike Sullivan

More AI Startups Join the $100 Million ARR Club. But Will They Stay?

By Stephanie Palazzolo and Natasha Mascarenhas · Sep 25, 2025 7:00am PDT · 3 comments

These days, it seems like each week another artificial intelligence startup announces it’s surpassed $100 million in annualized revenue, a milestone that historically meant a startup had achieved “product-market fit”—in other words, customers really want to pay for its products.In the last five months, our reporting shows that at least six “AI... These days, it seems like each week another artificial intelligence startup announces it’s...

Photos courtesy of the subjects

The Investment Bankers Winning at the AI Deal Game

By Valida Pau · Sep 25, 2025 6:00am PDT

There’s nothing like an earth-changing new technology to get the tech industry’s dealmaking juices flowing. That’s been good news and bad news for bankers, who have pocketed fees but have been boxed out of some of the biggest deals. We’ve pulled together a list of the bankers who have led the way on artificial intelligence dealmaking. The... There’s nothing like an earth-changing new technology to get the tech industry’s dealmaking...

Art by Clark Miller.

Who Will Build the First True AI Device?

By The Information Staff · Sep 24, 2025 9:46am PDT

Art by Clark Miller.

Who Will Build the First True AI Device?

By The Information Staff · Sep 24, 2025 9:46am PDT

The race to develop personal AI devices is in full swing. Meta’s announcement of a new line of smart glasses with a built-in AI assistant is the latest example of tech giants and ambitious startups trying to transform AI into the next personal device after the smartphone. We asked Deep Research to create a comprehensive report on the topic. The race to develop personal AI devices is in full swing. Meta’s announcement of a new line of...

Photo courtesy of Scale

Inside Scale AI’s New Robot Labs

By Rocket Drew · Sep 24, 2025 7:00am PDT

After Meta Platforms bought nearly half of the data labelling startup Scale AI and hired its co-founder Alexandr Wang and other key employees, Scale’s future looked uncertain. Even more so after the nine-year old startup laid off 200 employees and customer OpenAI wound down its work with the company.Now, we’re getting a sense of how Scale’s... After Meta Platforms bought nearly half of the data labelling startup Scale AI and hired its...

Art via Mike Sullivan

U.S. Loses Appeal for Chinese AI Researchers

By Juro Osawa and Qianer Liu · Sep 24, 2025 6:00am PDT

The U.S. artificial intelligence sector is so crowded with Chinese researchers that some joke the global AI race is between two groups of Chinese—those in the U.S. and those in China. That joke may soon feel a bit stale. A growing number of Chinese AI researchers and doctorate students in the U.S. are seriously considering moving back to... The U.S. artificial intelligence sector is so crowded with Chinese researchers that some joke the...

Sam Altman. Photo via Getty

Can We Afford AI?

By Martin Peers · Sep 23, 2025 5:00pm PDT

Hey, ChatGPT, can you explain this artificial intelligence disconnect? In a blog post today, OpenAI CEO Sam Altman said, “Growth in the use of AI services has been astonishing.” Meanwhile, countless news reports cite businesses who say they’ve yet to see enough benefit in AI to pay for it. We reported last week, for instance, that Microsoft was... Hey, ChatGPT, can you explain this artificial intelligence disconnect? In a blog post today,...

Nvidia CEO Jensen Huang via Getty

In OpenAI Megadeal, Nvidia Discusses a New Business Model: Chip Leasing

By Anissa Gardizy and Sri Muppidi · Sep 23, 2025 2:31pm PDT · 7 comments

Nvidia CEO Jensen Huang via Getty

In OpenAI Megadeal, Nvidia Discusses a New Business Model: Chip Leasing

By Anissa Gardizy and Sri Muppidi · Sep 23, 2025 2:31pm PDT · 7 comments

OpenAI and Nvidia are discussing an unusual way to structure their new artificial intelligence data center partnership, under which OpenAI would lease Nvidia’s AI chips rather than buying them, according to two people who spoke to executives at the companies about it. The discussion shows how Nvidia is considering new business models to sell its... OpenAI and Nvidia are discussing an unusual way to structure their new artificial intelligence...