Nvidia

Nvidia doesn’t just want to sell you the shovels anymore. It wants to dig the gold too. Buried inside a financial filing and confirmed by executives in interviews with WIRED, Nvidia plans to spend $26 billion over five years building open-weight AI models. To prove this isn’t vaporware, they simultaneously dropped Nemotron 3 Super — a 128-billion-parameter beast with a hybrid Mamba-Transformer architecture that’s already topping agentic AI benchmarks. This is the most strategically significant move in AI since Meta released the original Llama. Here’s why it matters. ...

Forget March Madness. The real buzzer-beater lands Monday when Jensen Huang takes the stage at San Jose’s SAP Center for GTC 2026 — and the pre-game leaks suggest this could be the most consequential tech keynote in years. NVIDIA is now the world’s most valuable company at roughly $4.6 trillion. GTC has evolved from a niche developer gathering into a market-moving, policy-shaping global event. Nearly 20,000 attendees from 190 countries. Millions on the livestream. And an entire industry holding its breath. ...

NVIDIA just wrote another $2 billion check. This time it’s going to Nebius Group, a Dutch-headquartered AI cloud company that crawled out of the wreckage of Russia’s Yandex. Nebius stock popped 16% on the news. And somewhere, a critic muttered something about circular investments. They’re not wrong. But the story is more interesting than that. What Is Nebius? Nebius isn’t your typical cloud startup. After Yandex split its international operations amid geopolitical fallout, Nebius rebranded, relocated to Amsterdam, and went all-in on AI-specific cloud infrastructure. No general-purpose computing. No email hosting. Every server optimized for one thing: running AI workloads. ...

When Mira Murati quietly left OpenAI in late 2024, the AI world held its breath. Now we know what she’s been building — and Nvidia just wrote a very large check to prove it matters. On Tuesday, Nvidia and Thinking Machines Lab announced a multiyear strategic partnership: a “significant investment” from Nvidia plus a commitment to deploy at least one gigawatt of next-gen Vera Rubin systems starting early 2027. Industry estimates peg the infrastructure cost at roughly $50 billion. ...

Everyone’s talking about the latest AI models. The chatbots. The agents. The demos that make your jaw drop. But here’s the thing nobody at your dinner party is discussing: none of it works without an absurd amount of GPU compute, and a scrappy UK startup just raised the largest single equity round in European history to make sure that compute exists. On Monday, Nscale announced a $2 billion Series C at a $14.6 billion valuation — more than doubling its Series B from just six months ago. The round was led by Norway’s Aker ASA and 8090 Industries, with participation from Nvidia, Dell, Citadel, Jane Street, Lenovo, Nokia, and Point72. ...

The AI chip wars just got a lot more interesting. Broadcom CEO Hock Tan dropped a number so staggering it made Wall Street’s collective jaw hit the floor: AI chip revenue exceeding $100 billion in 2027. Not total revenue — just the AI chip slice. Last quarter, that number was $8.4 billion. This isn’t just a big number. It’s a signal that the way we build AI infrastructure is fundamentally changing — and Nvidia might not be the only kingmaker anymore. ...

For a decade, Nvidia sold the world a simple story: GPUs are all you need. Training? GPUs. Inference? Also GPUs. That story built a $3 trillion empire. On March 16 at GTC 2026 in San Jose, Jensen Huang is expected to blow it up himself. Nvidia will reportedly unveil a dedicated inference processor — not a GPU — built on technology from Groq, the inference startup it absorbed in a $20 billion deal last December. OpenAI is lined up as the first major customer. And the implications for the entire AI hardware ecosystem are enormous. ...

The largest private investment in the history of technology just happened. Not the history of AI — the history of technology. OpenAI raised $110 billion in a single round, valued at $840 billion post-money. The investors: Amazon ($50B), Nvidia ($30B), and SoftBank ($30B). Three companies that together own the entire AI supply chain from silicon to cloud. This isn’t venture capital anymore. This is nation-state money flowing into a single company. ...

Jensen Huang isn’t satisfied owning the data center. Now he wants the airwaves. At Mobile World Congress 2026 in Barcelona, Nvidia unveiled a coalition of 13 major companies — Nokia, T-Mobile, Deutsche Telekom, Cisco, Ericsson, SoftBank, SK Telecom, BT Group, and more — all committed to building sixth-generation wireless networks on open, AI-native platforms. Not AI-assisted. Not AI-enhanced. AI as the foundation. This is Nvidia doing what Nvidia does best: establishing the platform layer that everyone else builds on, then collecting rent for the next decade. ...

The AI chip wars just escalated from skirmish to full-blown conflict. Meta and AMD announced a multiyear deal worth over $100 billion — six gigawatts of AMD computing power, plus warrants giving Meta up to 160 million AMD shares at a penny each. That’s roughly 10% of the entire company. Read that again. The company that owns Facebook, Instagram, and WhatsApp could soon own a tenth of its chip supplier. This isn’t a procurement contract. It’s a hostile restructuring of the AI hardware economy. ...