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NVIDIA’s Jensen Huang calls Taiwan the ‘epicentre’ of the AI revolution as spending hits $150bn a year

NVIDIA chief executive Jensen Huang told a Taipei audience at Computex 2026 on Wednesday that Taiwan is the “epicentre” of the AI revolution, and that the company’s annual spending on the island will reach roughly $150bn a year. The number, the highest specific Taiwan-spend figure Huang has yet disclosed publicly, makes Nvidia’s commitment to the […]

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Nvidia has retired its GeForce Control Panel app after 20 years

Nvidia announced more than two years ago that it was working to replace its Control Panel app on Windows with a new Nvidia app. After porting across various features to the Nvidia app, Nvidia is announcing today that it has officially retired the Control Panel app. “With the introduction of our most recent Nvidia App […]

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China blocks NVIDIA’s RTX 5090D V2 imports while Jensen Huang was in Beijing

The ban on the China-only Blackwell card landed during the Trump delegation’s state visit, on which the Nvidia CEO was a late addition. Chinese AI buyers had been using the 5090D V2 as a workaround for the H200 procurement vacuum. China stopped granting import permits for Nvidia’s RTX 5090D V2 gaming card on 15 May, […]

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US clears H200 sales to 10 Chinese firms, but not a single chip has shipped

Washington has approved Alibaba, Tencent, ByteDance, JD.com, and six others to buy Nvidia’s H200, with each licence good for up to 75,000 units. Beijing has told its tech sector to wait, and Jensen Huang has now been added to Trump’s Beijing trip to try to break the deadlock. The US has cleared roughly 10 Chinese […]

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Jensen Huang tells Carnegie Mellon’s class of 2026 their career starts at the AI revolution

NVIDIA’s CEO delivered the keynote at CMU’s 128th commencement on Sunday and received an honorary doctorate. The address framed AI as a reindustrialisation moment for the US, and pressed both engineers and policymakers to advance capability and safety in step. NVIDIA founder and CEO Jensen Huang delivered the keynote address at Carnegie Mellon University’s 128th […]

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NVIDIA tops $40bn in AI equity bets in 2026, anchored by $30bn OpenAI investment

$30bn went to OpenAI; the rest is spread across CoreWeave, IREN, Corning, Nebius, and roughly two dozen private rounds. The pattern is closer to vertical integration than to venture investing, and is starting to draw the inevitable circular-deal questions. NVIDIA has committed more than $40 billion to AI equity investments in the first four months […]

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NVIDIA takes $2.1bn warrant in IREN as part of 5GW AI data-centre deal

NVIDIA will invest up to $2.1bn in IREN as part of a deal that pairs the chipmaker’s reference architecture with the data-centre operator’s 5-gigawatt infrastructure pipeline. The two companies announced the partnership on Thursday. The structure is unusual. Rather than a straight equity round, IREN has issued Nvidia a five-year warrant for up to 30 […]

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The Thai end of the Supermicro chip-smuggling case has a name, and it sits inside Bangkok’s national AI plan

US prosecutors believe a company at the centre of Thailand’s national AI strategy helped move billions of dollars in Nvidia-equipped Supermicro servers into China, with Alibaba among the eventual customers, Bloomberg reported on Friday. The company is OBON Corp., a Bangkok-based AI infrastructure firm that has been a public partner of Thailand’s National AI Strategy […]

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