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Jensen Huang says Nvidia is pulling back from OpenAI and Anthropic, but his explanation raises more questions than it answers

Nvidia CEO Jensen Huang said Wednesday that his company’s investments in OpenAI and Anthropic will likely be its last — but his explanation may not tell the whole story.

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Nvidia’s spending $4 billion on photonics to stay ahead of the curve in AI

Nvidia announced on Monday that it’s investing $2 billion each into Lumentum and Coherent, which are both developing photonics technology for data centers, like optical transceivers, circuit switches, and lasers, which are used to move data at high speeds over long distances. Their tech could improve energy efficiency, data transfer speeds, and bandwidth in future […]

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Meta’s new deal with Nvidia buys up millions of AI chips

Meta has struck a multiyear deal to expand its data centers with millions of Nvidia’s Grace and Vera CPUs and Blackwell and Rubin GPUs. While Meta has long been using Nvidia’s hardware for its AI products, this deal “represents the first large-scale Nvidia Grace-only deployment,” which Nvidia says will deliver “significant performance-per-watt improvements in [Meta’s] […]

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Nvidia’s RTX 50-series Super refresh is delayed, and the RTX 60-series might miss 2027

The Super refresh to Nvidia’s RTX 50-series GPUs was expected at CES 2026 in January, but it didn’t make an appearance. The Information reports that in December, Nvidia managers decided not to release the new cards as scheduled, choosing to prioritize AI chips instead due to the limited supply of RAM currently available. On top […]

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