Nvidia

Jensen Huang dropped another $2 billion like it was couch change. The recipient? Marvell Technology — a company whose core business is helping hyperscalers build custom chips so they don’t have to buy Nvidia GPUs. Read that again. Nvidia just invested $2 billion in a competitor enabler. Huang called it “a marvelous investment” on CNBC. Yes, he really said that. Marvell’s stock popped 13%. Nvidia climbed 3-4%. Everyone made money. But the real story isn’t the dad joke — it’s the strategy hiding behind it. ...

There’s a new unicorn in AI — and it’s literally in orbit. Starcloud, a Redmond-based startup building solar-powered data centers in space, just announced a $170 million raise at a $1.1 billion valuation. Led by Benchmark and EQT Ventures, the round brings total funding to $200 million and launches what might be the most audacious infrastructure play in AI history. But Starcloud isn’t alone up there. SpaceX has filed FCC plans for up to one million orbital data center satellites. Blue Origin is circling the same idea. Nvidia is providing the chips. And here’s the kicker — Starcloud already has an H100 GPU running Google’s Gemma model in orbit right now. ...

Nvidia’s deepest moat was never the silicon. It was CUDA — the software ecosystem that made every AI developer on Earth, including China’s, completely dependent on Nvidia’s way of doing things. You could build a faster chip, but if developers had to rewrite their entire codebase to use it? Dead on arrival. Huawei just found the side door. The Ascend 950PR, paired with Huawei’s overhauled CANN Next software stack, has reportedly won over ByteDance and Alibaba — two of China’s largest AI consumers. After years of Beijing practically begging its tech giants to go domestic, Huawei may have finally built a chip they actually want to use. ...

Four words from the most powerful man in AI just broke the internet: “We’ve achieved AGI.” Jensen Huang — CEO of NVIDIA, the $4 trillion company whose GPUs power essentially every AI system on the planet — sat down with Lex Fridman this week and casually dropped what should be the most consequential claim in the history of technology. Artificial general intelligence, the holy grail researchers have chased for decades, is apparently already here. ...

Jensen Huang just told the world Nvidia expects $1 trillion in revenue by 2027. That’s double last year’s forecast. But the real story from GTC 2026 isn’t the number — it’s the machine that’s supposed to earn it. Vera Rubin Isn’t a Chip. It’s an Ecosystem. Stop thinking about Nvidia as a GPU company. The star of this year’s GTC is the Vera Rubin platform — a five-rack-scale AI supercomputer built from seven different chips, each purpose-designed for a specific slice of the AI workload. ...

The biggest bottleneck in AI isn’t training anymore. It’s inference — the moment a model actually does something useful. And AWS just partnered with Cerebras Systems to attack that bottleneck with an approach nobody has tried at this scale. The deal: Cerebras’ massive wafer-scale CS-3 chips will sit inside AWS data centers, accessible through Amazon Bedrock. The promise: 5x faster inference. The method: tearing the inference pipeline in half. Splitting the Brain Traditional AI inference runs both stages on the same GPU. You send a prompt, the chip processes it (prefill), then generates a response token by token (decode). One chip, both jobs. ...

Federal agents arrested Super Micro Computer co-founder Wally Liaw on Thursday for allegedly running a $2.5 billion scheme to smuggle Nvidia-powered AI servers to China. The playbook included dummy servers staged in warehouses, hair dryers to peel off serial numbers, and a bribed auditor who skipped inspections to enjoy paid entertainment. This is the biggest AI export control enforcement action in U.S. history. And it reads like a heist movie. ...

Jensen Huang stood in front of 18,000 people at San Jose’s SAP Center on Monday, wearing his signature black leather jacket, and casually dropped a number that would make most Fortune 500 CEOs choke on their coffee: $1 trillion. That’s the revenue opportunity Nvidia now sees for its AI chips through 2027 — doubled from the $500 billion estimate it gave investors just last month. And after a nearly three-hour keynote that covered everything from space-based data centers to Disney robots to the future of gaming graphics, one thing is crystal clear: Nvidia isn’t just riding the AI wave anymore. It’s building the ocean. ...

The AI race has a new front, and it’s not about who builds the smartest model. It’s about who controls the pipes. Meta just signed a $27 billion, five-year infrastructure deal with Nebius Group — a company that, two years ago, was busy shedding its identity as Yandex’s international arm. The deal gives Meta priority access to purpose-built GPU clusters running Nvidia’s next-generation Vera Rubin chips. And it tells us something crucial about where the AI industry is actually heading. ...

Jensen Huang walked into a packed San Jose hockey arena, leather jacket and all, and casually doubled NVIDIA’s AI revenue forecast to $1 trillion through 2027. Then he announced chips purpose-built for AI agents, a partnership with a former competitor, Disney robots, self-driving car deals, and — because apparently Earth isn’t big enough — data centers in space. GTC 2026 wasn’t a product launch. It was a declaration of what comes next. ...