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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

OpenAI’s Next AI Model Will Have ‘Extreme’ Reasoning

By Stephanie Palazzolo · Mar 4, 2026 7:00am PST · 1 comment
OpenAI’s next GPT model is coming—and soon, according to a person with knowledge of it.Among the highlights, the new model, GPT-5.4, will have more than double the context window of the current GPT-5.2 model. That means the model can handle queries with many more words or data, up to 1 million tokens compared to 400,000 tokens today, the person... OpenAI’s next GPT model is coming—and soon, according to a person with knowledge of it.Among the...
U.S. Secretary of Defense Pete Hegseth (left) and Under Secretary of Defense (Research and Engineering), Emil Michael at the Pentagon in July. Win McNamee/Getty Images.
AI Agenda

The OpenAI and Anthropic Execs at the Center of the Pentagon Action

By Stephanie Palazzolo · Mar 3, 2026 7:00am PST · 1 comment
OpenAI was on the backfoot on Monday. Current and former OpenAI employees took to social media to share concerns about their employer signing an agreement with the Pentagon that seemed to accept at least some terms Anthropic had rejected. A surge in people uninstalling the ChatGPT app from their phones over the weekend, according to TechCrunch,... OpenAI was on the backfoot on Monday. Current and former OpenAI employees took to social media to...
Sam Altman. Photo by Getty Images
AI Agenda

The Loopholes in OpenAI’s Pentagon Deal

By Erin Woo · Mar 2, 2026 7:00am PST
What a weekend! Anthropic is now poised to sue the Pentagon, after being labeled a “supply chain risk,” while OpenAI has its own agreement allowing the agency to use OpenAI’s models in “classified environments.”There are still plenty of unanswered questions, including how big of a business risk being designated a “supply chain risk” poses... What a weekend! Anthropic is now poised to sue the Pentagon, after being labeled a “supply chain...
Art by Mike Sullivan
Apple Discusses Google Hosting New Siri as Need for Cloud Help Grows
By Aaron Tilley and Wayne Ma · Mar 2, 2026 6:00am PST
Art by Mike Sullivan
Exclusive

Apple Discusses Google Hosting New Siri as Need for Cloud Help Grows

By Aaron Tilley and Wayne Ma · Mar 2, 2026 6:00am PST
In January, when Apple announced an agreement to use Google’s Gemini models in Apple products, it was an admission that the iPhone maker hasn’t been able to compete in AI on its own over the past couple years. But the deal also showed that Apple is again relying on an outside company to help it with another deficiency: in cloud computing. Now... In January, when Apple announced an agreement to use Google’s Gemini models in Apple products, it...
Anthropic CEO Dario Amodei. Photo by Getty Images.

As Pentagon Targets Anthropic, OpenAI Moves to Fill the Void

By Rocket Drew and Erin Woo · Feb 27, 2026 7:52pm PST · 8 comments
A rapid escalation of a dispute between Anthropic and the Department of Defense over military use of its AI models has threatened to cut off Anthropic from wide swathes of its customers, after Defense Secretary Pete Hegseth moved to declare Anthropic a “supply chain risk” on Friday. But the government’s threat to bar military contractors from... A rapid escalation of a dispute between Anthropic and the Department of Defense over military use...
Sam Altman, left, and Andrew Jassy. Photos by Getty Images, AP.

What Amazon and Microsoft Will Win or Lose From OpenAI’s New Deals

By Aaron Holmes, Catherine Perloff, Stephanie Palazzolo, Anissa Gardizy, Valida Pau and Shane Burke · Feb 27, 2026 10:38am PST · 2 comments
OpenAI’s wide-ranging partnership with Amazon, announced on Friday as part of a bigger series of funding agreements valuing the company at $730 billion before the investment, means the ChatGPT creator will soon have two of the three biggest cloud firms pitching its services. But can both Amazon and Microsoft get a big boost without encroaching... OpenAI’s wide-ranging partnership with Amazon, announced on Friday as part of a bigger series of...
Illustration: Clark Miller (Photos: Getty Images)
The Big Read

Military Worries Simmer at OpenAI, Google As Anthropic Hits Stalemate With Pentagon

By Erin Woo · Feb 27, 2026 7:34am PST · 1 comment
The conflict between Anthropic and the Department of Defense over how the Pentagon can use the startup’s AI has turned into a standoff. The agency has given the company a Friday evening deadline to give it unfettered access to its technology—or else be cut off from working with military contractors. Anthropic CEO Dario Amodei... The conflict between Anthropic and the Department of Defense over how the Pentagon can use the...
Block CEO Jack Dorsey. Getty Images.
Jack Dorsey Proves AI Job Cut Fears Are True; Ellisons Win Warner
By Martin Peers · Feb 26, 2026 5:00pm PST · 1 comment
Block CEO Jack Dorsey. Getty Images.
The Briefing

Jack Dorsey Proves AI Job Cut Fears Are True; Ellisons Win Warner

By Martin Peers · Feb 26, 2026 5:00pm PST · 1 comment
Jack Dorsey has been many things in his career, including social media pioneer and crypto advocate. Now he’s the grim reaper of AI. Dorsey on Thursday revealed he will lay off 40% of the employees, or about 4,000 people, at his fintech firm, Block. The reason? AI. “The core thesis is simple,” he explained in a shareholder letter. “Intelligence... Jack Dorsey has been many things in his career, including social media pioneer and crypto...
From left: Meta CEO Mark Zuckerberg, Nvidia CEO Jensen Huang, Google CEO Sundar Pichai via Getty
Exclusive

Google Strikes Multibillion-Dollar AI Chip Deal With Meta, Sharpening Nvidia Rivalry

By Amir Efrati and Anissa Gardizy · Feb 26, 2026 3:14pm PST
Meta Platforms has signed a deal to rent Google’s AI chips, known as tensor processing units, to develop new AI models, according to a person involved in the talks. The multi-year deal is worth billions of dollars, said a person who was briefed about it. Meta has also been talking to Google about buying TPUs for its data centers as... Meta Platforms has signed a deal to rent Google’s AI chips, known as tensor processing...
Exclusive

Meta’s Internal Chip Design Efforts Hit Roadblocks

By Jyoti Mann, Wayne Ma and Qianer Liu · Feb 26, 2026 12:59pm PST
As Meta Platforms strikes new chip supply deals with AMD and Nvidia, it has been running into problems with AI chips it is designing internally, according to six people with direct knowledge of the matter. Meta last week scrapped the most advanced chip it was developing for training AI models, after struggling with the chip’s design, and shifted... As Meta Platforms strikes new chip supply deals with AMD and Nvidia, it has been running into...
Marc Benioff. Photo by Krisztian Bocsi/ Getty Images
Applied AI

From ‘Parasites’ to ‘SaaSquatch,’ Salesforce and Workday Leaders Take Swipes at AI Rivals

By Kevin McLaughlin and Laura Bratton · Feb 26, 2026 12:38pm PST
Leaders from Salesforce, Workday and Snowflake tried different tactics this week to show they’re benefiting from AI and will emerge as winners—even though their fast-growing AI products aren’t boosting overall revenue growth, fueling concerns known as the SaaSpocalpyse. (See details of their financial results here, here and here.) Some... Leaders from Salesforce, Workday and Snowflake tried different tactics this week to show they’re...
Image from Getty Images.
A Robot Data Startup Raises $60 Million
By Rocket Drew · Feb 26, 2026 7:00am PST
Image from Getty Images.
AI Agenda

A Robot Data Startup Raises $60 Million

By Rocket Drew · Feb 26, 2026 7:00am PST
Companies developing AI models to power humanoid and other robots have been hard at work collecting videos and other data for training their models, even paying people to record themselves completing tasks in homes and workplaces. As these data-collection efforts start to pay off, and robots take on some of those tasks, the robot developers... Companies developing AI models to power humanoid and other robots have been hard at work...
Art by Clark Miller; Getty Images.
Exclusive

Amazon’s $50 Billion Investment in OpenAI Could Hinge on IPO, AGI

By Sri Muppidi, Anissa Gardizy and Aaron Holmes · Feb 25, 2026 5:51pm PST · 4 comments
Amazon’s decision to invest up to $50 billion in OpenAI could hang on whether OpenAI goes public or reaches a loosely defined milestone known as artificial general intelligence, which generally refers to AI that is on par with human abilities, according to three people involved who have communicated with OpenAI executives. Under the terms of the... Amazon’s decision to invest up to $50 billion in OpenAI could hang on whether OpenAI goes public...
Nvidia CEO Jensen Huang. Bridget Bennett/Getty Images.
The Briefing

Nvidia and Salesforce Show Different Sides of AI

By Martin Peers · Feb 25, 2026 5:00pm PST
It was a tale of two AI cities when Nvidia and Salesforce on Wednesday reported the January-quarter earnings that ended their 2026 fiscal years. Nvidia kept its place at the top of the class, reporting better than projected 73% revenue growth. Net income rose 94% to $42.9 billion. For the full fiscal year, Nvidia had revenue of $216 billion and... It was a tale of two AI cities when Nvidia and Salesforce on Wednesday reported the...
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