Nvidia (NVDA) CEO Jensen Huang kicked off the company’s GTC event in San Jose, California, with his annual keynote speech on Monday. Nvidia has been on a dealmaking spree lately, including its acqui-hire agreement with AI inference chip designer Groq (GROQ.PVT). That could mean either a new kind of chip for Nvidia, or that the company will wrap Groq’s technology into its own processors. Either way, we could learn more at GTC. In other AI news, Nvidia’s strategic partner and AI cloud company Nebius reached a deal with Meta to provide the hyperscaler with up to $27 billion worth of capacity starting in 2027. == Yahoo Finance provides free stock ticker data, up-to-date news, portfolio management resources, comprehensive market data, advanced tools, and more information to help you manage your financial life. Connect with us: — Facebook: https://www.facebook.com/yahoofinance — X/Twitter: https://x.com/YahooFinance — Instagram: https://www.instagram.com/yahoofinance/ — TikTok: https://www.tiktok.com/@yahoofinance — LinkedIn: https://www.linkedin.com/company/yahoo-finance See the Latest News & Data: https://finance.yahoo.com/ Get the Yahoo Finance App: — iOS (https://apple.co/3Rten0R) — Android (https://bit.ly/3t8UnXO)
The Nvidia Way: Jensen Huang and the Making of a Tech G…
"The definitive look at the most remarkable business st…
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
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
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.
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 DGX Station for Windows Puts a Trillion-Parameter AI Supercomputer on Every Enterprise Desk
News Summary: NVIDIA announces DGX Station for Windows — the world’s most powerful deskside AI supercomputer for developing and running agents on Windows — built on the NVIDIA GB300 Grace Blackwell Ultra Desktop Superchip, coming in Q4 this year. DGX Station brings frontier AI agents to Windows — enabling enterprise developers, researchers, engineers, designers and data scientists to build and deploy AI across the workflows and applications their business runs on. DGX Station will support NVIDIA OpenShell on Windows, built on new Windows security and containment primitives. TAIPEI, Taiwan, June 01, 2026 (GLOBE NEWSWIRE) - NVIDIA GTC Taipei - NVIDIA today announced NVIDIA DGX Station™ for Windows , the world’s most powerful deskside AI supercomputer designed to build, run and connect always-on AI agents to Windows applications and workflows, capable of running frontier AI models of up to 1 trillion parameters locally. Historically, heavy-duty enterprise AI workloads —
NVIDIA Shatters MoE AI Performance Records With a Massive 10x Leap on GB200 'Blackwell' NVL72 Servers, Fueled by Co-Design Breakthroughs
Scaling performance on MoE AI models is one of the industry constraints, but it appears that NVIDIA has managed to make a breakthrough.
"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 […]
NVIDIA NIM for Developers
NVIDIA NIM is a set of accelerated inference microservices that allow organizations to run AI models on NVIDIA GPUs anywhere—in the cloud, data center, workstations, and PCs.
Advancing AI Infrastructure for Agentic AI with NVIDIA DOCA In-Silicon Security | NVIDIA Technical Blog
The AI era is driving a new class of infrastructure: AI factories that transform data into intelligence for autonomous AI agents operating at unprecedented scale. Powered by accelerated computing…
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
Prime Intellect on Twitter / X
Announcing our $130M Series A to build the Open Superintelligence StackLed by Radical Ventures, with NVIDIA, Intel Capital, Dell Capital, and existing investorsTrain, deploy, and continuously improve your own models using our stack.Own your intelligence. pic.twitter.com/BM31LfVUNQ— Prime Intellect (@PrimeIntellect) July 8, 2026
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
Where AI Startups Scale to Production
Discover the most efficient way to build, tune and run your AI models and applications on top-notch NVIDIA® GPUs.
