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 by Getty Images

Are OpenAI and Anthropic Moving Away From Reasoning Tech?

By Stephanie Palazzolo · Apr 22, 2026 7:05am PDT

Elon Musk rocked the business world again by announcing Tuesday that his rocket-satellite-social media firm SpaceX has signed a deal agreeing to buy AI coding app Cursor for $60 billion at an undisclosed later date or else SpaceX would pay a $10 billion breakup fee.It’s one of the biggest acquisitions of a venture backed startup ever, though it’... Elon Musk rocked the business world again by announcing Tuesday that his rocket-satellite-social...

Artificial Intelligence

OpenClaw Struggles to Grow Up After Overnight Success

By Juro Osawa and Rocket Drew · Apr 22, 2026 6:00am PDT · 1 comment

OpenClaw, the AI agent software that took the tech world by storm, is reckoning with a difficult choice: whether to transition from an experimental hacker project to a sustainable tool companies can reliably use. One of the fastest-growing open-source software projects ever, OpenClaw is still managed by a group of volunteers who are trying to... OpenClaw, the AI agent software that took the tech world by storm, is reckoning with a difficult...

Art via Shutterstock

Tencent, Alibaba in Talks to Invest in DeepSeek at $20 Billion-Plus Valuation

By The Information Staff · Apr 22, 2026 4:17am PDT

Chinese tech giants Tencent Holdings and Alibaba Group are in talks to invest in DeepSeek, the AI upstart that recently started fundraising for the first time, according to four people with knowledge of the conversations. DeepSeek, owned by Chinese hedge fund High-Flyer Capital Management, is now seeking to raise funding at a valuation of more... Chinese tech giants Tencent Holdings and Alibaba Group are in talks to invest in DeepSeek, the AI...

SpaceX's South Texas production facility. Photo by Reginald Mathalone/Getty Images.

What SpaceX’s Cursor Deal Says About xAI

By Martin Peers · Apr 21, 2026 5:00pm PDT

SpaceX's South Texas production facility. Photo by Reginald Mathalone/Getty Images.

What SpaceX’s Cursor Deal Says About xAI

By Martin Peers · Apr 21, 2026 5:00pm PDT

Elon Musk’s marketing pitch for the SpaceX IPO just got a bit more complicated. SpaceX’s revelation Tuesday afternoon that it was working closely with Cursor, the once-dominant coding firm, and might buy it for $60 billion, raises new questions about the health of xAI, Musk’s AI startup that SpaceX acquired for $250 billion in stock in early... Elon Musk’s marketing pitch for the SpaceX IPO just got a bit more complicated. SpaceX’s ...

Art by Getty Images/Mike Sullivan

Anthropic’s ID Verification Imperils Chinese Founders

By Juro Osawa · Apr 21, 2026 7:00am PDT

Anthropic has quietly flourished in China thanks to businesses—including big tech firms and startups—circumventing Anthropic’s official restrictions on usage. That may soon change.Anthropic last week started requiring some customers to provide a government-issued photo ID and an image of themselves taken from their phone or webcam. It’s the... Anthropic has quietly flourished in China thanks to businesses—including big tech firms and...

Apple's Tim Cook and John Ternus. Getty Images.

Apple’s CEO Switch; Amazon’s AI Hedge

By Martin Peers · Apr 20, 2026 5:00pm PDT

Happy talk. That’s what you get when CEOs pass the baton, and so it was with Apple’s long-anticipated announcement that Tim Cook would give up the top job, effective in September. “I love Apple with all of my being,” Cook said in the announcement (he’s sticking around as executive chair). “I am filled with optimism about what we can achieve in... Happy talk. That’s what you get when CEOs pass the baton, and so it was with Apple’s...

Phononic founder, Tony Atti. Screenshot via YouTube/NYSE.

AI Data Center Startup Phononic Discusses Multi-Billion Dollar Valuation in Possible Sale

By Valida Pau and Anissa Gardizy · Apr 20, 2026 4:25pm PDT

The unrelenting demand for AI data centers is spilling over into lesser-known companies that supply components for essential tasks such as cooling chip servers. Phononic, a 17-year-old company whose semiconductor components prevent overheating in AI data centers, is hoping to cash in on that demand. The Durham, N.C., company is talking to... The unrelenting demand for AI data centers is spilling over into lesser-known companies that...

Images from Reddit.

OpenAI Takes Aim at Google with New Image Model

By Stephanie Palazzolo · Apr 20, 2026 7:00am PDT

Images from Reddit.

OpenAI Takes Aim at Google with New Image Model

By Stephanie Palazzolo · Apr 20, 2026 7:00am PDT

If you’ve been on X or Reddit in recent weeks, you’ve likely seen images created by an upcoming model from OpenAI floating around. Sharp-eyed people have pointed out that the new model is potentially being tested with some ChatGPT users and on leaderboards under code names. The images generated by that model, which some are calling “... If you’ve been on X or Reddit in recent weeks, you’ve likely seen images created by an upcoming...

Sunday Insights

China’s 10 Most Important Chip Design Firms

By Qianer Liu · Apr 19, 2026 8:00am PDT · 2 comments

Ask Washington’s most plugged-in politicians and lobbyists which Chinese chip company is the biggest threat to Nvidia and you’ll hear one name: Huawei Technologies. Nvidia CEO Jensen Huang has repeatedly cited Huawei’s rising prominence in both private meetings with lawmakers and public forums. Huawei has become shorthand for China’s... Ask Washington’s most plugged-in politicians and lobbyists which Chinese chip company is the...

Photo by David Paul Morris/ Getty Images

Google in Talks With Marvell to Build New AI Chips for Inference

By Qianer Liu · Apr 19, 2026 6:00am PDT

Google is in talks with Marvell Technology to develop two new chips aimed at running AI models more efficiently, according to two people with direct knowledge of the discussions. One is a memory processing unit designed to work alongside Google’s tensor processing unit. The other is a new TPU built specifically for running AI models. The moves... Google is in talks with Marvell Technology to develop two new chips aimed at running AI models...

Anthropic CFO Krishna Rao. Art by Mike Sullivan.

Anthropic’s CFO Wields Power Behind the Scenes

By Sri Muppidi, Valida Pau and Cory Weinberg · Apr 18, 2026 7:30am PDT · 4 comments

These days, Anthropic is a crowded place: a startup with its own in-house philosopher, researchers devoted to preventing Armageddon and a CEO willing to go toe-to-toe with the Pentagon. And then there’s Chief Financial Officer Krishna Rao, who has emerged as a key force within the company while staying far out of the spotlight. When Rao... These days, Anthropic is a crowded place: a startup with its own in-house philosopher,...

Art by Clark Miller; YouTube

How Dylan Patel and SemiAnalysis Grabbed Sway in Silicon Valley

By Abram Brown · Apr 17, 2026 9:05am PDT · 4 comments

Art by Clark Miller; YouTube

How Dylan Patel and SemiAnalysis Grabbed Sway in Silicon Valley

By Abram Brown · Apr 17, 2026 9:05am PDT · 4 comments

For Dylan Patel, founder of SemiAnalysis, an influential AI industry newsletter and research firm, Nvidia deserves the kind of dogged observation and study the tabloid press once devoted to Princess Diana. He scrutinizes the chip giant’s new products, documents its delays and scoops details about its inner workings.... For Dylan Patel, founder of SemiAnalysis, an influential AI industry newsletter and research...

Art by Mike Sullivan

China’s DeepSeek is Raising Money for First Time, At $10 Billion-Plus Valuation

By Qianer Liu, Jing Yang and Juro Osawa · Apr 17, 2026 7:36am PDT

DeepSeek is in talks to raise outside capital for the first time, seeking to beef up its financial war chest so it can better compete in the costly battle to develop leading AI models, according to five people familiar with the matter. DeepSeek is owned by Chinese hedge fund High-Flyer Capital Management, which has financed the startup so far.... DeepSeek is in talks to raise outside capital for the first time, seeking to beef up its...

Sam Altman (left) and Andrew Feldman (right). Art by Clark Miller; Getty Images.

OpenAI to Spend More Than $20 Billion on Cerebras Chips, Receive Equity Stake

By Anissa Gardizy and Valida Pau · Apr 16, 2026 6:19pm PDT · 1 comment

OpenAI recently struck an unusual deal to lessen its dependence on Nvidia’s AI chips and potentially lower its computing expenses in the coming years. OpenAI has agreed to pay chip designer Cerebras more than $20 billion to use servers powered by the firm’s AI server chips over the next three years, according to multiple people with knowledge of... OpenAI recently struck an unusual deal to lessen its dependence on Nvidia’s AI chips and...

TSMC CEO C. C. Wei. Getty Images.

TSMC’s Strong Results is One More Bullish AI Sign

By Martin Peers · Apr 16, 2026 5:00pm PDT

Upbeat signals about the AI business are proliferating. The latest was chipmaking giant Taiwan Semiconductor Manufacturing Co.’s first-quarter report on Thursday, showing revenue growth of 40.6%, above the top end of its projected range. The company raised its full-year growth rate to above 30%. According to TSMC CEO C.C. Wei, “AI-related demand... Upbeat signals about the AI business are proliferating. The latest was chipmaking giant Taiwan...

Boston Dynamics' humanoid robot, Atlas. Photo by Chris Jung/NurPhoto via Getty Images

Google’s New Model Makes Robotic Brains Slightly Smarter

By Rocket Drew · Apr 16, 2026 7:00am PDT

Boston Dynamics' humanoid robot, Atlas. Photo by Chris Jung/NurPhoto via Getty Images

Google’s New Model Makes Robotic Brains Slightly Smarter

By Rocket Drew · Apr 16, 2026 7:00am PDT

Earlier this week, Google DeepMind released Gemini Robotics-ER-1.6, a new vision and language model to help robots make sense of their surroundings. To show off its capabilities, Boston Dynamics—which has an agreement to use Gemini in its humanoid robots—published a video of its robot dogs using the model to read a thermometer during an... Earlier this week, Google DeepMind released Gemini Robotics-ER-1.6, a new vision and language...

Art by Mike Sullivan

China’s Probe of Meta’s Manus Purchase Sends Startups Scrambling

By Jing Yang and Juro Osawa · Apr 15, 2026 7:00am PDT

China’s AI startup founders are jittery. The Chinese government’s investigation of Manus’ sale to Meta Platforms has cast a shadow over a popular exit path for startup founders. And it has caused some startups to consider moving out of China or to shift some operations to Singapore.While some AI startups are happy to stay in China, relying on... China’s AI startup founders are jittery. The Chinese government’s investigation of Manus’ sale to...