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In-depth insights in seconds. Ask Deep Research.

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
Art: Clark Miller
The Big Read

Secretive ZaiNar Exits Shadows, Targets $5 Billion in Deals for GPS Alternative

By Jemima McEvoy · May 1, 2026 9:02am PDT · 3 comments
A couple of weeks ago, Daniel Jacker, CEO and co-founder of ZaiNar, made me an alluring offer: Would I like to see the first-ever public demonstration of the technology his startup had spent nine years laboriously developing in anonymity? He described it as the most accurate location-tracking tech on the planet, capable of pinpointing an object’... A couple of weeks ago, Daniel Jacker, CEO and co-founder of ZaiNar, made me an alluring offer:...
Philip Johnston, CEO of Starcloud. Screenshot via YouTube
Exclusive

Starcloud in Talks for $2.2 Billion Valuation as SpaceX Stirs Interest

By Theo Wayt and Julia Hornstein · Apr 30, 2026 2:24pm PDT · 1 comment
Starcloud, a two-year-old startup building orbital data centers, has told investors it’s in talks to raise at least $200 million at a valuation of around $2.2 billion after the investment, according to a person involved in the deal. The discussions come just one month after Redmond, Wash.-based Starcloud said it raised $170 million at a $1.1... Starcloud, a two-year-old startup building orbital data centers, has told investors it’s in talks...
Amy Hood, CFO of Microsoft. Photo by Chona Kasinger/Getty Images
Applied AI

Microsoft Pushes Usage-Based Pricing as AI Eats into Cloud Margins

By Aaron Holmes and Kevin McLaughlin · Apr 30, 2026 11:59am PDT
Microsoft CEO Satya Nadella said Wednesday that a lot more people were heavily using the company’s AI-powered applications. But his company’s first quarter financial results showed the usage was dragging down profit margins in its cloud unit, prompting Microsoft to effectively boost prices. Microsoft CEO Satya Nadella said Wednesday that a lot more people were heavily using the company’...
Art via Mike Sullivan
Standard Intelligence Rides Neolab Fervor with Computer Use Model
By Rocket Drew · Apr 30, 2026 7:00am PDT
Art via Mike Sullivan
AI Agenda

Standard Intelligence Rides Neolab Fervor with Computer Use Model

By Rocket Drew · Apr 30, 2026 7:00am PDT
Pedestrians in downtown San Francisco are used to seeing Waymos navigating the streets. But two months ago, people in the South Park neighborhood saw something new: a Toyota Rav4 driving around with a laptop propped on the dashboard. The laptop was running a new breed of AI model, known as a “computer use model,” from a two-year-old startup... Pedestrians in downtown San Francisco are used to seeing Waymos navigating the streets. But two...
Art by Mike Sullivan
AI Agenda

XAI Shows How Hard It Is to Use a Lot of GPUs at Once

By Stephanie Palazzolo · Apr 29, 2026 7:05am PDT
AI developers have been desperately scrambling to get ahold of Nvidia server chips lately, as we wrote last week. When developers do get the graphics processing units, they’re under a lot of pressure to wring as much performance as possible from that expensive hardware.That’s easier said than done. Training AI models can be “bursty,” meaning... AI developers have been desperately scrambling to get ahold of Nvidia server chips lately, as we...
AI Agenda Newsletter
Stay ahead of the innovation and disruption happening in AI. Stephanie Palazzolo covers the tech, startups, companies and people making headlines.
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Art via Getty Images
AI Agenda

Startup Founded by Ex-Nvidia Researcher Among New World Models Endeavors

By Stephanie Palazzolo and Julia Hornstein · Apr 28, 2026 7:00am PDT
Young startups such as Fei-Fei Li’s World Labs and Yann LeCun’s AMI Labs have raised billions of dollars in funding in the last year to develop world models. That’s the term for foundation models that approximate the physics of how objects and humans interact with their surroundings—attributes some researchers believe are key to developing... Young startups such as Fei-Fei Li’s World Labs and Yann LeCun’s AMI Labs have raised billions of...
Musk-OpenAI and Big Tech Earnings on Deck This Week
The Briefing

Musk-OpenAI and Big Tech Earnings on Deck This Week

By Martin Peers · Apr 26, 2026 3:00pm PDT
This is going to be a fun week. First, Elon Musk and Sam Altman square off in a California court over the origins of OpenAI (for more details, see here). The final outcome probably won’t have a huge impact on the ChatGPT company—Musk’s chances of both winning the case and getting everything he wants from a victory seem unlikely, as we wrote here... This is going to be a fun week. First, Elon Musk and Sam Altman square off in a California court...
Art: Clark Miller (Photos: courtesy of the Breakthrough Prize)
The Night Hollywood and Silicon Valley Celebrated Together
By The Information Staff · Apr 25, 2026 8:13am PDT
Art: Clark Miller (Photos: courtesy of the Breakthrough Prize)

The Night Hollywood and Silicon Valley Celebrated Together

By The Information Staff · Apr 25, 2026 8:13am PDT
In a festive merger, the glitterati and the technorati combined forces in Los Angeles a week ago for the annual Breakthrough Prize black-tie gala, which hands out million-dollar awards to the world’s leading scientists. In a festive merger, the glitterati and the technorati combined forces in Los Angeles a week...
Art by Clark Miller; Getty Images, YouTube.
Tech Culture

Silicon Valley Embraces New Breed of Bodyguards After Altman Attack, AI Backlash

By Eli Rosenberg · Apr 25, 2026 7:00am PDT · 2 comments
Nvidia CEO Jensen Huang cuts a distinctive image, habitually clad in one of his many leather jackets. But it wasn’t Huang’s outfit that caught the attention of another tech founder who saw him in Manhattan last year: it was the phalanx of security guards walking behind him. “He had a posse,” said the founder, who estimates Huang had at least... Nvidia CEO Jensen Huang cuts a distinctive image, habitually clad in one of his many leather...
Photos of Elon Musk and Sam Altman via Getty Images; art by Mike Sullivan

Elon Musk’s Legal War With OpenAI’s Sam Altman Set for Showdown in Court

By Rocket Drew · Apr 24, 2026 12:54pm PDT · 1 comment
The artificial intelligence era’s biggest legal battle heads to a showdown next week, as Elon Musk and OpenAI CEO Sam Altman are scheduled to face off in a federal courtroom in Oakland, Calif., over the future of the company that pioneered the AI boom. The trial in Musk’s lawsuit against Altman, OpenAI and its partner Microsoft starts with jury... The artificial intelligence era’s biggest legal battle heads to a showdown next week, as Elon...
Art via Mike Sullivan
Exclusive

Microsoft Tightens Grip on GPUs, Pressuring AI Customers

By Aaron Holmes, Anissa Gardizy and Stephanie Palazzolo · Apr 24, 2026 6:00am PDT · 1 comment
AI startups are struggling to access Nvidia graphics processing units as Microsoft and other cloud providers divert GPU stockpiles to their internal teams or bigger cloud customers, leaving smaller firms scrambling for the remaining servers at higher prices. The supply crunch is impacting well-funded AI startups that have raised money from... AI startups are struggling to access Nvidia graphics processing units as Microsoft and other...
Michael Truell, CEO of Cursor. Photo by Big Event Media/Getty Images.
Behind Cursor’s Deal With SpaceX, Anthropic and Compute Costs Loomed Large
By Cory Weinberg, Julia Hornstein, Erin Woo and Katie Roof · Apr 23, 2026 7:41pm PDT
Michael Truell, CEO of Cursor. Photo by Big Event Media/Getty Images.
Exclusive

Behind Cursor’s Deal With SpaceX, Anthropic and Compute Costs Loomed Large

By Cory Weinberg, Julia Hornstein, Erin Woo and Katie Roof · Apr 23, 2026 7:41pm PDT
Weeks before Cursor agreed to a $60 billion potential takeover from SpaceX, the hot AI coding startup set out to raise billions of dollars. As its leaders made the rounds among tech’s largest investors, they started to hear an unfamiliar message: No, thanks. Many investment firms usually capable of writing the largest checks into startups,... Weeks before Cursor agreed to a $60 billion potential takeover from SpaceX, the hot AI coding...
Tony Avelar/AP.
The Briefing

Big Tech's New Layoffs Phase is Underway

By Martin Peers · Apr 23, 2026 5:00pm PDT
We’re in a tech layoff era again—although a more accurate term may be an “employee replacement” phase. Meta Platforms told staff on Thursday it plans to lay off 10% of its staff, or about 8,000 people, next month. (The next few weeks won’t be fun at Meta!) The latest layoffs follow Meta’s cuts of about 2,000 people earlier this year and a spate... We’re in a tech layoff era again—although a more accurate term may be an “employee replacement”...
Art via Getty Images
AI Agenda

New Security Breaches at Anthropic and OpenAI Proved Mark Zuckerberg Right

By Aaron Holmes and Rocket Drew · Apr 23, 2026 7:00am PDT
Hours after Anthropic said it was investigating a report that users had gained unauthorized access to its ballyhooed Mythos model, OpenAI accidentally made a slate of its own unreleased models available on its Codex app. The breaches are a reminder that Anthropic and OpenAI have plenty of their own cybersecurity issues even as they help... Hours after Anthropic said it was investigating a report that users had gained unauthorized...
Elon Musk. Fabrice Coffrini/AFP/Getty Images.
The Briefing

Elon Musk Strikes Unusually Cautious Tone on Tesla Call

By Theo Wayt · Apr 22, 2026 5:00pm PDT · 1 comment
Tesla’s earnings calls are usually freewheeling affairs, with pulsating electronic music and wildly optimistic projections from CEO Elon Musk, who often likes to crack crude jokes and giggle. Today was different. Instead of the typical sci-fi rhapsodies about self-driving vehicles taking over the world and robots solving poverty, Musk spent much... Tesla’s earnings calls are usually freewheeling affairs, with pulsating electronic music and...
The Briefing Newsletter
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Michael Intrator, co-founder and chief executive officer of CoreWeave Inc. Photo by Chris J. Ratcliffe/Getty Images
How CoreWeave Seduced the Bond Market
By Ken Brown · Apr 22, 2026 8:01am PDT
Michael Intrator, co-founder and chief executive officer of CoreWeave Inc. Photo by Chris J. Ratcliffe/Getty Images
The Information Finance

How CoreWeave Seduced the Bond Market

By Ken Brown · Apr 22, 2026 8:01am PDT
CoreWeave’s shares are up 55% this month, but that rally tells just part of the story about the AI cloud provider. The company has tapped a range of sources for much-needed capital, giving it a commanding role in the AI build-out. CoreWeave’s big fundraising haul—totaling nearly $16 billion—also signals that both stock and debt investors... CoreWeave’s shares are up 55% this month, but that rally tells just part of the story about the...
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