Designs graphics processing units and AI accelerators. The dominant supplier of compute hardware to the AI buildout.
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Meta and Nvidia each released open-weight AI models this week, joining a broader U.S. industry push to compete with Chinese laboratories as the debate over open-source AI regulation intensifies in Washington.
Sara Montes de Oca · 2 HR AGO
Nvidia has partnered with Apollo, Blackstone, BlackRock, Brookfield, Goldman Sachs, and KKR on a $500 billion financing push aimed at treating AI compute infrastructure as a bankable asset class, CEO Jensen Huang said Monday.
Jay Goldberg · 2 DAYS AGO
Nvidia disclosed a 9.3% equity stake in Amsterdam-based neocloud Nebius on Tuesday, lifting its shares 7% in premarket trading, while Mizuho argued Oracle's 38% year-to-date decline has created a rare buying opportunity in enterprise cloud infrastructure.
Jay Goldberg · 22 DAYS AGO
A top U.S. Commerce Department official confirmed Tuesday that "very few" Nvidia H200 AI chips have been shipped to China under licenses issued earlier this year, signaling a limited but notable reopening of a market Nvidia had told investors to discount entirely.
TechEchelon Staff · 29 DAYS AGO
AI company executives pushed back on concerns about slowing demand this week, even as chip stocks swung sharply and enterprises began scrutinizing the return on their AI investments more closely.
TechEchelon Staff · 31 DAYS AGO
Hesai Technology, a Shanghai-based lidar manufacturer blacklisted by the U.S. Defense Department as a Chinese military entity, is expanding its commercial reach in America through a partnership with Nvidia, raising alarms among security researchers about potential cyberthreats to critical infrastructure.
TechEchelon Staff · 36 DAYS AGO
Written for readers who already know the basics — markets, AI, and the policy decisions that shape both.