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How Nvidia’s Jensen Huang became AI’s global salesman
Chipmaker’s chief is urging countries to build their own AI ecosystems — but using its tech

NVIDIA CEO Jensen Huang GTC 2026 Full Keynote
On Dwarkesh Patel's Podcast With Nvidia CEO Jensen Huang
Some podcasts are self-recommending on the ‘yep, I’m going to be breaking this one down’ level.

NVIDIA Isn't Enron - So What Is It?
If you enjoy this free newsletter, why not subscribe to Where's Your Ed At Premium? It's $7 a month or $70 a year, and helps support me putting out these giant free newsletters! At the end of November, NVIDIA put out an internal memo (that was leaked to Barron's reporter

NVIDIA Partners With Microsoft on Unified Stack for Agentic AI Deployment, From Windows Devices to Cloud to Local
At Microsoft Build, NVIDIA founder and CEO Jensen Huang joined Microsoft chairman and CEO Satya Nadella's keynote via livestream from Taipei to discuss the expanded partnership.

Teaching Everyone to Fish for Tokens
Nvidia wants you building your own model, not buying from Anthropic/OpenAI.

Rohan Paul on Twitter / X
Google is trying to win AI by making compute cheap, not by beating Nvidia on raw speed.Nvidia sells GPUs to clouds with a big 70%+ margin that sits on top of manufacturing and R&D cost and raises cloud prices.Google builds TPUs for itself at near manufacturing cost, adds no… https://t.co/aSgWRf0HY7 pic.twitter.com/T3Fzc6czwg— Rohan Paul (@rohanpaul_ai) November 25, 2025

"AI" centralization
So it seems like NVIDIA has agreed to buy Hugging Face. NVIDIA is the company building most of the chips used in “AI” data centers and Hugging face runs probably the biggest repository for data sets and open weight “AI” models in the world (Hugging Face also offers inference but not at relevant rates and […]

Fool's Expertise | The Observation Deck
I listened to the recent Ezra Klein interview with Nvidia CEO Jensen Huang, which seems to be something of a Rorschach test for AI doomerism: if you are inclined to see doom, Jensen sounds dismissive, but if you (like me) do not fear for the future of humanity at the (metaphorical!) hands of a computer program, Jensen’s responses seem very reasonable. (With some exception: does this guy really not know his own zip code?!)
A New Vision for Consumer Hardware | Framework
SF Compute: Commoditizing Compute to solve the GPU Bubble forever
Selling GPUs to avoid bankruptcy, empowering researchers with short term clusters, and why CoreWeave is maybe a real estate business

Actual Computer › Case Study : GB300 and Nemotron 3.5 Super VL
Department-scale AI from one NVIDIA DGX Station: Nemotron 3.5 Super VL at 8,000+ tokens per second, shared by your whole team through api.actual.inc.

Microsoft, Meta, Nvidia, OpenAI, and Palantir have a message for Washington - AOL
For his first-ever post on X, Nvidia CEO Jensen Huang shared an open letter to DC calling for the protection of open source AI.

Nvidia invests $5 billion into Intel to jointly develop PC and data center chips
Intel will help build x86 chips with Nvidia RTX GPU chiplets

Wall St Engine on Twitter / X
$AAPL WEIGHS RETURN TO SERVER MARKET WITH $NVDA TECHApple is reportedly developing an AI-focused enterprise server using its own M-series chips and has discussed using Nvidia NVLink Fusion networking technology to connect them, according to The Information.The proposed… pic.twitter.com/A0Ixw0GNqf— Wall St Engine (@wallstengine) September 16, 2026
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