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Nvidia

GPU and accelerator designer for AI training and inference.

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Jensen Huangceo Jonathan Rosschief software architect Dion Harrissenior director

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Interviews (21)

Tae Kim: NVIDIA's inference wave is just beginning — Groq acquisition, TSMC wafer wars, and the coming CPU shortage

NVIDIA beats earnings estimates as Doug O'Laughlin flags GPU shortage and power bottleneck as the next big constraint

Dylan Patel on space data centers, the TSMC bottleneck returning in 2027, and why OpenAI is fine

Tae Kim on Nvidia's culture, the TPU threat, and why Blackwell demand is 'bonkers'

Dylan Patel on Google's TPU going external: how it's already saving OpenAI 30% on Nvidia spend before deploying a single chip

SemiAnalysis's Jordan Nanos on hyperscaler IT asset life extension, GPU depreciation, and Microsoft's Azure strategy

Nvidia's Dion Harris previews GTC: $3–4T AI infrastructure buildout, GPU-accelerated Oracle databases, and AI factories everywhere

Pippa Lamb on the UK-US state visit: $30B Microsoft and Nvidia commitments, Revolut IPO watch, and UK as AI superpower

Bill Bishop on China's Nvidia probe, TikTok framework deal, and CCP chip indigenization strategy

Bill Bishop on why selling H20 chips to China is strategically naive despite Jensen Huang's lobbying wins

Nvidia H20 export debate: Aaron Ginn argues sales to China increase US soft power, not military risk

Former Biden White House official Peter Harrell: the Nvidia 15% revshare is unprecedented, legally dubious, and sets a dangerous precedent

Aaron Ginn: US export controls are backfiring — China is demolishing the US on AI efficiency because we gave them Nerf chips

Nvidia's H20 China sales resume after Jensen meets Trump — Zak Kukoff breaks down the security trade-offs

Groq CEO Jonathan Ross: LPUs beat GPUs on inference economics, new European data center live in under a month

Aaron Ginn on why America must become an AI exporter like Boeing — and why the China chip ban is backfiring

Sriram Krishnan (White House AI Adviser) breaks down the US-UAE AI acceleration partnership and American AI dominance strategy

Tim Fist on the Nvidia-China H20 chip saga, Middle East AI deals, and why Washington is dangerously behind on AI

Live from Riyadh: insider breakdown of the Saudi-US tech summit and Syria sanctions lift

Aaron Ginn on Nvidia GPU exports, the AI Belt and Road, and why the US must win the open-source race

Institute for Progress researcher: US export controls on H20 chips were overdue and enforcement gaps remain critical

News (40)

Nvidia restarts H200 chip sales to China with purchase orders in hand

Jensen Huang: Nvidia is building data centers in space with Vera Rubin Space One

Cerebras lands AWS deal; Nvidia's Jensen Huang sees $1T in revenue through 2020s at GTC

Nvidia invests in Mira Murati's Thinking Machines Lab with 1 gigawatt chip deployment deal

Nvidia posts $68B quarter, up 73% YoY, but stock sells off 5% at open

NVIDIA skips new gaming chips in 2026 for first time in 30 years due to memory shortage

Nvidia-OpenAI $100B investment talks stall as Jensen publicly walks back the commitment

Nvidia invests additional $2B into CoreWeave to accelerate capacity buildout

Trump reverses Biden-era chip controls, letting Nvidia sell H200s to China for a 25% tariff

Operation Gatekeeper: DOJ busts $160M Nvidia chip smuggling ring sending GPUs to China

Trump approves NVIDIA H200 chip sales to China with 25% US revenue cut

Lisa Su's AMD nearly quadrupled in value to $335B since 2022 AI pivot, now challenging Nvidia

Nvidia posts near-perfect quarter with $57B revenue, guides $65B next quarter

SoftBank books OpenAI paper gains while selling Nvidia stake to actually fund the investment

Trump signals openness to selling NVIDIA Blackwell chips to China as part of trade deal

OpenAI's chip partnership blitz: NVIDIA cosigns loans, AMD deal announced as Sam Altman plays the supply chain

Singaporean firm Mega Speed scrutinized by US officials for alleged China chip diversion scheme

Nvidia invests $100B in OpenAI in circular deal critics are calling the 'Lucent moment' of AI

Nvidia commits $100B letter of intent to invest in OpenAI in circular AI infrastructure deal

Nvidia acquires networking startup Infabrica for $900M to lock down AI data center backbone

Nvidia invests $5B in Intel as Intel stock surges 22%

China hits Nvidia with antitrust violation tied to Mellanox acquisition — fines could reach billions

Nvidia widens inference lead with Rubin CPX prefill-specialized accelerator

DeepSeek's R2 model delayed as Beijing pressures the lab to ditch Nvidia for Huawei chips

Jensen Huang's behind-the-scenes White House deal unlocked H20 chip sales to China

Intel lays off 15% of workforce as sixth consecutive quarterly loss widens to $2.9B

Meta expands AI chip roadmap with new ARC project on TSMC 2nm, delays Olympus to compete with Nvidia Rubin

Nvidia launches cloud AI playground, moving further into direct cloud computing

Nvidia and Foxconn to deploy humanoid robots at Houston AI server plant in 2026

Nvidia posts record $44B quarter despite China chip ban — surpasses Meta in quarterly revenue

Nvidia launches GPU cloud marketplace, announces AI campuses in Taiwan, France, and Middle East

Nvidia in advanced talks to invest in quantum startup PsiQuantum, reversing Jensen's earlier skepticism

US scraps AI diffusion rule, opening chip sales to allies including Saudi Arabia, UAE, and India

Trump's Saudi Arabia tour triggers $600B in commitments and Nvidia AI factory deal

AMD enters 'wartime mode' with developer-first pivot to challenge Nvidia's CUDA dominance

Nvidia commits to 500 billion in US AI infrastructure, starts Blackwell production in Arizona

Nvidia unveils Rubin AI chips at GTC, claims computing needs will surge 100x

Nvidia partners with Yum Brands to power AI ordering at Taco Bell and Pizza Hut

NVIDIA beats earnings but stock falls 6% as inference era redefines the chip landscape

DeepSeek hysteria and Palmer Luckey's theory: Chinese hedge fund psyop or genuine breakthrough?

Mentioned (11)

Will AWS buy TPUs from Google? Breaking down the AI chip supply chain war

AI market jitters: CoreWeave down 45%, Nvidia sliding, and the AI boom fragility debate

OpenAI CFO floats federal 'backstop' for AI infrastructure, sparking immediate controversy

Nvidia hits $5T market cap — Jensen Huang's reign of consecutive 'top signals' explained

Nvidia CEO says company went from 95% China market share to 0% — Palantir's Shyam Sankar fires back in the WSJ

Export control expert Jimmy Goodrich: H20 is the world's best inference chip by cost-per-token and China can't replicate it yet

Lennart Heim on the Nvidia-Huawei gap: 200K Ascend chips vs. 700K-1M H20s headed to China this year

China's 50-year semiconductor ambition: from state fabs to Huawei's 'nuclear-level' AI cluster

Nvidia Q4 earnings: what's at stake for the AI boom

DeepSeek R1 tanks Nvidia 15% — hosts break down the bull and bear case for Nvidia stock

Jevons paradox vs. Nvidia bear case: tech Twitter reacts to DeepSeek's market shock