Nvidia

Everyone’s talking about Nvidia’s new chips. But there’s a quieter, arguably more important war happening underneath all the GTC 2026 keynote spectacle — and it’s being fought by two Korean companies most people can’t tell apart. Samsung Electronics and SK hynix are locked in an increasingly fierce battle to supply the memory chips that make AI possible. Without high-bandwidth memory (HBM), Nvidia’s fancy GPUs are just expensive paperweights. And at GTC 2026 this week, both companies showed up swinging. ...

Thirty thousand people just descended on San Jose for what might be the most important tech keynote of 2026. NVIDIA’s GPU Technology Conference kicks off today, and Jensen Huang has promised to “surprise the world.” He’s not bluffing. The Training Era Is Over. Welcome to Inference. For three years, the AI hardware playbook was brain-dead simple: buy GPUs, train bigger models, repeat. NVIDIA rode that formula to a $4.4 trillion market cap — the most valuable public company on Earth. ...

The $500 billion Stargate project was supposed to be the physical backbone of the AI revolution. Instead, it’s becoming a cautionary tale about what happens when chips evolve faster than concrete can cure. Two Mega-Deals, Two Months, Two Collapses OpenAI and Oracle just scrapped plans to expand their flagship data center in Abilene, Texas. Oracle had already spent billions on hardware, secured land, hired staff, and started construction on a 600-megawatt expansion. Then OpenAI walked. ...

Meta just did something that should make Jensen Huang lose sleep. The company announced four new custom AI chips — the MTIA 300, 400, 450, and 500 — all shipping by late 2027. One is already in production. The rest arrive every six months. Six months. Most chip development cycles take one to two years. Meta is moving at double speed, and the message couldn’t be louder: total Nvidia dependence is over. ...

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. ...