Nvidia’s AI advantage is moving beyond the GPU
The new generation of data center systems is increasing efficiency with smarter traffic control instead of just more processor cycles.
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Open-weight AI companies are the Valley’s hottest acquisition targets
There’s a lot of capital pouring into the business of giving models away.
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DLSS 5 leaked and modders are putting Nvidia’s AI effects on everything
Modders are trying out an unofficial version of Nvidia’s DLSS 5 on Skyrim, Cyberpunk 2077, GTA V, and a bunch of other games after code for the AI upscaling tech appeared in an early-access build of NBA 2K27. Members of the RenoDX modding channel on Discord reportedly found a way to extract the DLSS “Neural […]
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Nvidia has paused parts of the revenue-sharing programme it launched in July
Nvidia has halted some of the transactions under the financing programme it introduced eight weeks ago, in which it extends credit to AI cloud companies buying its chips and takes a cut of what those chips later earn, the Wall Street Journal reported on Thursday. The scheme was announced on 1 July, and it does […]
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Nvidia ships first H200 chips to China, but expects no data-centre revenue from them
Nvidia shipped its first H200 processors to China under a new US licensing scheme, and they accounted for less than 1% of $89B in quarterly data centre revenue. Its $108B forecast for the current quarter assumes no data centre computing revenue from China at all. Nvidia has started shipping H200 processors to China and told […]
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Jensen Huang says Nvidia achieved AGI, again — not that it matters
On Nvidia’s earnings call Wednesday, CEO Jensen Huang casually announced the company had “achieved AGI,” one of the tech industry’s ultimate goals some of its biggest players have spent years chasing. Almost immediately, Huang dismissed the coveted milestone as “senseless.” He’s right. For the supposed finish line of the AI race, there is no consensus […]
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Nvidia is reportedly in talks to buy Hugging Face for $12.9bn
Nvidia has been in talks to acquire Hugging Face at a valuation above $13bn, according to Business Insider, days after reports that the open-model hub was exploring a sale at roughly that figure. The Information puts the process further along than that, reporting an agreed deal at $12.9bn, and Nvidia did not respond to a request […]
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Nvidia reported revenue of $96.2bn for the second quarter
Nvidia reported revenue of $96.2bn for the quarter, up 106% from the same period last year, and then did something it has never done before by guiding a full year ahead. The shares slipped about 1.3% on the release and only turned sharply higher once chief financial officer Colette Kress reached the section of the […]
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Nvidia reported revenue of $96.2bn for the second quarter Read More »
Amazon just tripled its order of Nvidia chips over ‘surging demand’
Amazon is adding another 2 million Nvidia GPU chips to its data centers over the next two years. But this extended partnerships stretches beyond buying more chips.
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Nvidia is about to be a hundred-billion-dollar-a-quarter company
Nvidia’s predicting it will pull in $108 billion in revenue within just a few months. It wouldn’t be the first company to rake in over $100 billion in quarterly revenue – Amazon, Apple, and Alphabet have repeatedly reached the milestone. Nvidia said in its latest earnings report that it brought in a record $96.2 billion […]
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