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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 via Getty Images
AI Agenda

What’s CXL? The Alternative Memory Technology Embraced by Google, Nvidia

By Qianer Liu · Mar 11, 2026 7:00am PDT
The global memory chip shortage sparked by the AI boom has prompted companies including Google and Nvidia to spend more effort on alternatives that could ease the supply crunch. One of them is a technology that allows servers to share memory across a data center.The technology, Compute Express Link, or CXL, is seven years old but was slow to... The global memory chip shortage sparked by the AI boom has prompted companies including Google...
Oracle co-CEO Clay Magouyrk. Kyle Grillot/Bloomberg via Getty Images.
The Briefing

Oracle’s Upbeat Quarter Calms Investors

By Martin Peers · Mar 10, 2026 5:00pm PDT
Oracle managed to calm some frayed nerves on Wall Street on Tuesday. The cloud and software firm, which has become a focal point for investors’ anxiety about AI-related spending, reported slightly better than projected revenue for its February quarter. More importantly, for the second time in two quarters, it raised its revenue projection for... Oracle managed to calm some frayed nerves on Wall Street on Tuesday. The cloud and software firm,...
Photo by Gabby Jones/ Getty Images
Dealmaker

What Quince’s $10 Billion-Valuation Round Says About Consumer Investing

By Katie Roof · Mar 10, 2026 4:24pm PDT
Is investing in consumer startups back? Well, it’s back from the dead.When we broke the news of fashion e-tailer Quince’s $10 billion valuation last week, I thought maybe I was back in 2021. It wasn’t long ago that direct-to-consumer brands like Warby Parker and Daily Harvest and more were raking in investment dollars. But following some... Is investing in consumer startups back? Well, it’s back from the dead.When we broke the news of...
Unreasonable Labs cofounders Yuan Cao and Markus Buehler. Photos courtesy of Unreasonable Labs.
The Startup Trying a New Trick to Develop AI For Science Discovery
By Stephanie Palazzolo · Mar 10, 2026 7:38am PDT
Unreasonable Labs cofounders Yuan Cao and Markus Buehler. Photos courtesy of Unreasonable Labs.
AI Agenda

The Startup Trying a New Trick to Develop AI For Science Discovery

By Stephanie Palazzolo · Mar 10, 2026 7:38am PDT
OpenAI and Anthropic have raised tens of billions of dollars on the promise of artificial intelligence that can make new discoveries in fields like medicine, biology and physics. And yet, we’re nowhere close to that. (You might recall this awkward moment from last fall when a ChatGPT-generated math “discovery” was debunked.) The... OpenAI and Anthropic have raised tens of billions of dollars on the promise of artificial...
The Stargate AI data center in Abilene, Texas in September. Kyle Grillot/Getty Images.
AI Infrastructure

The Real Reason OpenAI Walked Away From an Oracle Stargate Expansion in Abilene

By Anissa Gardizy · Mar 9, 2026 10:30am PDT · 2 comments
Finance and data center executives have been buzzing about a Friday Bloomberg report that Oracle and OpenAI won’t expand a data center for the ChatGPT maker in Abilene, Texas, where the companies launched their first Stargate-branded facilities. As I have since learned, OpenAI several weeks ago declined to expand its data center usage... Finance and data center executives have been buzzing about a Friday Bloomberg report that Oracle...
AI Infrastructure Newsletter
Stay ahead of the AI infrastructure wars. Anissa Gardizy and Ann Davis Vaughan cover how tech titans are disrupting the energy sector and becoming accidental industrial giants to compete on the AI model battlefield.
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Pete Hegseth, left, and Dario Amodei. Photos by Getty.
AI Agenda

Anthropic Has a Strong Legal Case Against Trump’s DoD

By Rocket Drew · Mar 9, 2026 7:00am PDT
Anthropic’s lawyers probably spent the weekend preparing a lawsuit the company said it would file against the Department of Defense for designating the Claude AI maker as a “supply chain risk” and cutting off commercial ties to “protect national security.” The designation followed Anthropic’s request for special assurances its tech wouldn’t be... Anthropic’s lawyers probably spent the weekend preparing a lawsuit the company said it would file...
OpenAI CEO Sam Altman. AP.
True Value

OpenAI’s IPO Hopes Face Skeptical Investor Community

By Anita Ramaswamy and Miles Kruppa · Mar 9, 2026 6:00am PDT · 11 comments
OpenAI is likely at least six months away from going public, and possibly longer. But as the company takes steps toward an initial public offering, investment banks trying to get a piece of the business are contacting public market investors to gauge how they’re thinking about OpenAI’s prospects as a public company, said one person who has been... OpenAI is likely at least six months away from going public, and possibly longer. But as the...
A plume of smoke rises from the Zayed Port following a reported Iranian strike in Abu Dhabi on March 1, 2026. Photo by Ryan Lim / AFP via Getty Images.
Iran War Imperils $300 Billion in Gulf AI Spending
By Miles Kruppa · Mar 8, 2026 8:00am PDT
A plume of smoke rises from the Zayed Port following a reported Iranian strike in Abu Dhabi on March 1, 2026. Photo by Ryan Lim / AFP via Getty Images.

Iran War Imperils $300 Billion in Gulf AI Spending

By Miles Kruppa · Mar 8, 2026 8:00am PDT
The war in Iran is complicating plans by Gulf nations to spend more than $300 billion on data centers, chips and other AI investments, crimping a potential source of funding for power-hungry tech companies. Countries such as the UAE and Saudi Arabia have become big destinations for data centers. Local firms are developing the projects,... The war in Iran is complicating plans by Gulf nations to spend more than $300 billion on data...
Spencer Platt/Getty Images.
The Briefing

OpenAI’s Shopping Glitch

By Martin Peers · Mar 5, 2026 5:00pm PST
This wasn’t a fun day on Wall Street—the S&P 500 fell 0.5%—but one group of stocks bucked the downward trend. That would be those of several travel-booking and food-delivery firms, such as DoorDash, Booking Holdings and Expedia, which climbed between 3% and 13%. One likely reason is OpenAI’s astounding retreat from offering shopping directly... This wasn’t a fun day on Wall Street—the S&P 500 fell 0.5%—but one group of stocks bucked the...
Vipul Ved Prakash, CEO of Together AI. Photo by Getty Images
Exclusive

Nvidia Cloud Ally Together AI in Talks to Raise at $7.5 Billion Valuation

By Valida Pau, Stephanie Palazzolo and Anissa Gardizy · Mar 5, 2026 1:57pm PST
Together AI, one of several up-and-coming cloud providers renting out Nvidia chip servers to AI developers, is in talks with investors to raise around $1 billion in funding at a $7.5 billion valuation before the investment, according to two people with knowledge of the fundraise. The funding would more than double its valuation from a year ago... Together AI, one of several up-and-coming cloud providers renting out Nvidia chip servers to AI...
Art via Getty Images
AI Agenda

OpenAI Develops a ‘Bidirectional’ Audio Model to Boost Voice Assistants

By Stephanie Palazzolo · Mar 5, 2026 7:00am PST
Wow, what a day of news! In case you missed it (which would have been difficult), we broke a number of stories yesterday regarding OpenAI and Anthropic. Most memorable was this piece about the fiery, 1,600-word memo Anthropic CEO Dario Amodei penned to staff last Friday criticizing the OpenAI-Pentagon deal. (You can check out the full memo... Wow, what a day of news! In case you missed it (which would have been difficult), we broke a...
Art by Clark Miller
Demand from Alibaba and Other Giants Boosts China’s Homegrown Memory Suppliers
By Qianer Liu · Mar 5, 2026 6:00am PST
Art by Clark Miller
Exclusive

Demand from Alibaba and Other Giants Boosts China’s Homegrown Memory Suppliers

By Qianer Liu · Mar 5, 2026 6:00am PST
Chinese tech heavyweights including Alibaba Group, ByteDance and Tencent Holdings are turning to domestic chipmakers to ease the pain from a deepening global shortage of memory chips, according to four people with direct knowledge of the matter. The three companies are in talks to buy more standard memory chips—known as DRAM, or dynamic... Chinese tech heavyweights including Alibaba Group, ByteDance and Tencent Holdings are turning to...
Art by Clark Miller.
Exclusive

OpenAI Selects Law Firms Cooley, Wachtell for IPO Prep

By Valida Pau and Sri Muppidi · Mar 4, 2026 5:48pm PST
OpenAI has picked two law firms, Cooley and Wachtell Lipton Rosen & Katz, to prepare for an initial public offering that could come as soon as this year, according to people familiar with the matter. Selecting lawyers to prepare for a listing is one of the first concrete steps the ChatGPT maker has made towards a public listing and usually... OpenAI has picked two law firms, Cooley and Wachtell Lipton Rosen & Katz, to prepare for an...
Anthropic CEO Dario Amodei and Matthew Rhys, who could play Amodei in a movie. Photos via Getty and Shutterstock.
The Briefing

Anthropic CEO’s Candid Comments Imperil Chances of a Compromise

By Martin Peers · Mar 4, 2026 5:00pm PST · 1 comment
Who hates Sam Altman more—Elon Musk or Anthropic CEO Dario Amodei? If you guessed Elon Musk, our scoop today about the no-holds-barred memo Amodei sent to his staff on Friday about the Pentagon brouhaha might change your mind. Apart from calling OpenAI’s messaging over the Pentagon issue “mendacious,” Amodei explained the Pentagon’s targeting of... Who hates Sam Altman more—Elon Musk or Anthropic CEO Dario Amodei? If you guessed Elon Musk, our...
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