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
Sam Altman, left, and Jensen Huang. Photos via Getty
AI Agenda

Nvidia and OpenAI’s Fates Get Even More Intertwined

By Anissa Gardizy · Sep 23, 2025 7:00am PDT · 1 comment
Larry Ellison might have thought his firm’s 4.5 gigawatt cloud deal with OpenAI was unmatched.That is, until he woke up on Monday morning to see OpenAI CEO Sam Altman and Nvidia CEO Jensen Huang announcing something much bigger: data center plans that are more than double the size of Oracle’s. The numbers are quite staggering. If OpenAI and... Larry Ellison might have thought his firm’s 4.5 gigawatt cloud deal with OpenAI was unmatched....
Blackstone's Jon Gray, left, and Macquarie's Shemara Wikramanayake. Photos by Getty

AI Data Center Lenders to Watch

By Miles Kruppa · Sep 23, 2025 6:00am PDT
The astounding financial demands of artificial intelligence have forced the tech industry to embrace a new source of funding: lenders that can quickly write multi-billion dollar checks. These banks and investors range from giants like JPMorgan Chase and Blackstone to lesser known lenders such as Sumitomo Mitsui Banking Corp. and Macquarie. They... The astounding financial demands of artificial intelligence have forced the tech industry to...
Jensen Huang, left, and Sam Altman. Photos via Getty
The Briefing

Nvidia Pays OpenAI to Buy Its Chips

By Martin Peers · Sep 22, 2025 5:00pm PDT · 2 comments
OpenAI loves to make grand announcements. Earlier this year we had the hoopla about its Stargate data center venture, worth up to $500 billion. Today the ChatGPT creator announced a letter of intent to form a strategic partnership with Nvidia to “build and deploy” artificial intelligence data centers holding “millions” of Nvidia’s AI chips. To... OpenAI loves to make grand announcements. Earlier this year we had the hoopla about its Stargate...
Art via Mike Sullivan
Japan Strikes Back
By Juro Osawa · Sep 22, 2025 7:00am PDT
Art via Mike Sullivan
AI Agenda

Japan Strikes Back

By Juro Osawa · Sep 22, 2025 7:00am PDT
As Western artificial intelligence developers accelerate international expansion, Japan, the world’s fourth-largest economy, is shaping up to be a key battleground. ChatGPT and Gemini are already popular there. Anthropic is preparing to open a Tokyo office after appointing a Japan country head last month. Canada-based Cohere also hired a... As Western artificial intelligence developers accelerate international expansion, Japan, the...
Art by Clark Miller.

How Crypto Upended Financial Markets and What Comes Next

By Yueqi Yang · Sep 22, 2025 6:00am PDT · 1 comment
Crypto stormed into the traditional financial system over the past four months, wedging itself deeper than ever into banking and the stock market. The head-spinning changes created billions in profits for the industry and added more risks for investors and regulators. The changes came so fast that they were hard to keep straight. We’ve rolled... Crypto stormed into the traditional financial system over the past four months, wedging itself...
People lined up on Friday for the release of Apple's new iPhone 17 in New York. Photo via Getty
The Briefing

Why the Phone is the Best AI Device

By Martin Peers · Sep 19, 2025 3:00pm PDT · 1 comment
It’s hard to believe, but 18 years after the iPhone first hit store shelves, people still line up outside Apple stores whenever a new model first becomes available. We saw that again on Friday, when the iPhone 17 series went on sale. As we reported earlier, preorders for the entry-level iPhone 17—the cheap one—were strong enough to prompt Apple... It’s hard to believe, but 18 years after the iPhone first hit store shelves, people still line up...
Art by Clark Miller; Getty Images
The Big Read

How an Ex-Oilman Became the Face of Elon Musk’s Supercomputers

By Theo Wayt · Sep 19, 2025 9:00am PDT
In February, a peace summit of sorts took place on the top floor of Memphis City Hall. On one side there were a handful of local politicians and environmental activists. On the other was the city’s mayor, Paul Young, and Brent Mayo—a youthful, bearded, hoodie-clad Texan—who came with a message that his boss, Elon Musk, had become... In February, a peace summit of sorts took place on the top floor of Memphis City Hall. On one...
Art by Clark Miller; Getty Images
OpenAI to Spend $100 Billion on Backup Servers for AI Breakthroughs
By Sri Muppidi · Sep 19, 2025 7:00am PDT · 1 comment
Art by Clark Miller; Getty Images
Exclusive

OpenAI to Spend $100 Billion on Backup Servers for AI Breakthroughs

By Sri Muppidi · Sep 19, 2025 7:00am PDT · 1 comment
When OpenAI in March released ChatGPT features that could turn photos into animated characters, a spike in usage forced the company to put temporary limits on the features. It wasn’t the first time this had happened. Chief Financial Officer Sarah Friar told investors at a Goldman Sachs conference last week that the company has to regularly hold... When OpenAI in March released ChatGPT features that could turn photos into animated characters, a...
Mark Zuckerberg introduces the Meta Oakley Vanguard AI glasses at Meta Connect. Photo via Getty
The Briefing

Meta’s AR Presence

By Martin Peers · Sep 18, 2025 5:00pm PDT · 1 comment
If Mark Zuckerberg has his way, in a few weeks you could be talking to a friend wearing Meta’s new “display” glasses (you might call them augmented reality-lite glasses). All of a sudden, your friend will get a glazed look in their eyes and their fingers will start twitching. “Oh no,” you’ll realize. “They got just a text and now they’re... If Mark Zuckerberg has his way, in a few weeks you could be talking to a friend wearing Meta’s...
Anjney Midha, General Partner, Andreessen Horowitz. Image via Getty.
Dealmaker

How Andreessen Horowitz’s ‘Compute Whisperer’ Wins AI Deals

By Natasha Mascarenhas · Sep 18, 2025 1:14pm PDT
Andreessen Horowitz general partner Anjney Midha’s main job is to lead investments in AI startups such as France’s Mistral AI and Germany’s Black Forest Labs. But behind the scenes, he’s also functioned as what he calls the firm’s “compute whisperer,” setting up and managing a group of thousands of Nvidia chips that the firm then rents to... Andreessen Horowitz general partner Anjney Midha’s main job is to lead investments in AI startups...
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Photo via Getty
Applied AI

Studios Say AI Is Finally Good Enough to Design Videogames

By Catherine Perloff and Aaron Holmes · Sep 18, 2025 10:30am PDT
Without video games, the artificial intelligence boom may not have happened: the Nvidia chips that powered recent AI breakthroughs were originally designed to process video game graphics.Now, game studios are increasingly turning to generative AI to automate the work of developing their games. Without video games, the artificial intelligence boom may not have happened: the Nvidia chips...
Art by Clark Miller
OpenAI’s Models Are Getting Too Smart For Their Human Teachers
By Stephanie Palazzolo · Sep 17, 2025 7:00am PDT
Art by Clark Miller
AI Agenda

OpenAI’s Models Are Getting Too Smart For Their Human Teachers

By Stephanie Palazzolo · Sep 17, 2025 7:00am PDT
In the fight to improve AI models, Anthropic and OpenAI have doubled down on two methods: letting models train on fake clones of apps—otherwise known as reinforcement learning environments or gyms—and getting experts in various fields to teach models new things, as I reported in this Tuesday story.One problem is emerging, though: It’s getting a... In the fight to improve AI models, Anthropic and OpenAI have doubled down on two methods: letting...
Image via Getty
The Briefing

Why TikTok America’s Growth Could Surge

By Martin Peers · Sep 16, 2025 5:00pm PDT
Our long international nightmare may soon be over. Both China and the U.S. seem to be in agreement about the terms under which TikTok U.S. will be sold to a new company majority-owned by Americans, judging by a statement overnight from a Chinese government official. We don’t know the details, including the full investor lineup in the new TikTok,... Our long international nightmare may soon be over. Both China and the U.S. seem to be in...
Art via Getty
AI Agenda

The Secrets OpenAI Revealed About ChatGPT

By Stephanie Palazzolo and Aaron Holmes · Sep 16, 2025 7:00am PDT
Public interest in ChatGPT's impact on society is rising fast, especially given recent high-profile lawsuits filed by family members of people who used the chatbot before taking their own life. On Monday, OpenAI opened the chabot's kimono a little bit, with a new study showing exactly how users are using ChatGPT.  Notably, non-work... Public interest in ChatGPT's impact on society is rising fast, especially given recent...
Photo via Getty
The Briefing

On Quarterly Earnings, Trump Has a Point

By Martin Peers · Sep 15, 2025 5:00pm PDT
Imagine a world where companies report earnings only twice a year, instead of every quarter. As John Lennon put it, “you may say I’m a dreamer, but I’m not the only one.” Donald Trump reminded us on Monday that he is a big proponent of switching to a half-yearly corporate reporting cadence, away from the quarterly one. His pitch is that doing so... Imagine a world where companies report earnings only twice a year, instead of every quarter. As...
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Satya Nadella, left, and Sam Atman. Photos by Getty
Why Microsoft and OpenAI Announced a Tentative Deal
By Amir Efrati · Sep 12, 2025 3:00pm PDT
Satya Nadella, left, and Sam Atman. Photos by Getty
The Briefing

Why Microsoft and OpenAI Announced a Tentative Deal

By Amir Efrati · Sep 12, 2025 3:00pm PDT
As we wrap up what has been a busy week in artificial intelligence-cloud land—one dominated by Oracle—we want to circle back to the striking announcement on Thursday night from Microsoft and OpenAI. Anytime two companies, worth at least $4.5 trillion combined, issue a three-sentence press release with no concrete information about a highly... As we wrap up what has been a busy week in artificial intelligence-cloud land—one dominated by...
Art by Clark Miller; Getty Images
The Big Read

As Tech Leaders Flatter Trump, Anthropic Takes a Cooler Approach

By Sylvia Varnham O'Regan · Sep 12, 2025 9:00am PDT
In June, the artificial intelligence startup Anthropic was finally getting close to hiring a candidate—a Republican—for its top government relations job after months of searching for someone. That decision marked a shift: Anthropic had hired several former Biden staffers earlier in the year, which had aggravated people in the... In June, the artificial intelligence startup Anthropic was finally getting close to hiring a...
Nvidia CEO Jensen Huang via Getty
Exclusive

Nvidia Steps Back From Cloud Effort to Compete with AWS

By Anissa Gardizy · Sep 12, 2025 6:00am PDT
Nvidia is stepping back from its nascent cloud computing business, which had put it in quasi-competition with Amazon Web Services. It has lessened its efforts to attract businesses to the cloud service, dubbed DGX Cloud, said a person with direct knowledge of the situation. Instead, Nvidia plans to primarily use the service, which consists of... Nvidia is stepping back from its nascent cloud computing business, which had put it in...
Photo via Getty
Dealmaker

The AI Haves and Have Nots at Goldman's Big Tech Event

By Valida Pau · Sep 11, 2025 2:31pm PDT
At the historic Palace Hotel in San Francisco, Goldman Sachs is wrapping up three and half days of its annual Goldman Sachs Communacopia + Technology Conference.Attendees were mostly in a buoyant mood, but not because this week is on track to be the biggest of the year for initial public offerings. Instead, the biggest pop during the conference... At the historic Palace Hotel in San Francisco, Goldman Sachs is wrapping up three and half days...
OpenAI’s $350 Billion Computing Cost Problem
By Amir Efrati and Sri Muppidi · Sep 11, 2025 9:12am PDT · 9 comments
True Value

OpenAI’s $350 Billion Computing Cost Problem

By Amir Efrati and Sri Muppidi · Sep 11, 2025 9:12am PDT · 9 comments
The most popular consumer internet services usually figure out how to make money even after a decade or more of losses. Amazon, Uber, Netflix and Snap all started generating cash by raising prices or leveraging their large audiences to sell ads or other services. OpenAI’s growing audience would seem to put it in a similar position. Its... The most popular consumer internet services usually figure out how to make money even after a...