Nvidia

Let that number sink in. One hundred and ten billion dollars. Not a country’s GDP — though it’s close to a few. Not a public company’s market cap. That’s the amount of money OpenAI just raised in a single private funding round. On Friday, OpenAI announced the largest private funding round in history — a jaw-dropping $110 billion raise that values the ChatGPT maker at $730 billion pre-money. The round is anchored by three of the biggest names in tech: Amazon ($50B), Nvidia ($30B), and SoftBank ($30B). And the round isn’t even closed yet. ...

The AI cold war just got a lot colder. DeepSeek — the Chinese lab that shook the industry last year with models matching Western competitors at a fraction of the cost — has cut Nvidia and AMD out of its upcoming V4 launch. No early access. No optimization window. Instead, Huawei got a weeks-long head start to tune V4 for its own Ascend processors. This isn’t a technical decision. It’s a geopolitical signal flare. ...

The AI boom isn’t slowing down. It’s accelerating so fast that even Nvidia’s own forecasts can’t keep up. On Wednesday, Nvidia reported fiscal Q4 2026 results that didn’t just beat Wall Street estimates — they made them look quaint. Revenue hit $68.13 billion against expectations of $66.21 billion. Net income nearly doubled year-over-year to $43 billion. And then Jensen Huang’s team dropped a next-quarter forecast of $78 billion that left analysts scrambling to update their models. ...

If you needed proof the AI supercycle isn’t slowing down, Nvidia just handed it to you — on a $68 billion silver platter. Wednesday evening, the chipmaker reported fiscal Q4 2026 results that beat Wall Street across the board. Revenue hit $68.13 billion, blowing past the $66.21 billion consensus. Earnings per share landed at $1.62 versus the expected $1.53. Net income nearly doubled to $43 billion — in a single quarter. ...

Tomorrow evening, Nvidia drops the most consequential earnings report of 2026. And it’s not just about one chipmaker’s quarterly numbers — it’s the entire AI investment thesis going on trial. Nvidia isn’t a semiconductor company anymore. It’s the barometer for the AI economy. The single stock that tells you whether hundreds of billions in AI infrastructure spending are paying off or spiraling into speculative excess. With NVDA sitting at $191, a $4.62 trillion market cap, and an AI market rattled by Anthropic-triggered selloffs, the pressure is immense. ...

What if instead of running an AI model on a chip, you turned the model into the chip? That’s the bet Taalas just went public with — and the numbers are making the entire semiconductor industry sit up straight. This 25-person startup out of Toronto emerged from stealth with $169 million in funding and a working product called the HC1: a chip that hard-wires a large language model directly into silicon transistors. No software stack. No HBM memory. No liquid cooling. Just raw, physics-level inference. ...

The number that broke the internet this week: $30 billion. That’s how much Nvidia — the world’s most valuable company — is about to pour into OpenAI’s latest mega funding round. But the headline number isn’t the story. What happened before this deal, and what it reveals about AI’s increasingly tangled power structure — that’s the story. The $100 Billion Deal That Died Rewind to September 2025. Nvidia and OpenAI announced a blockbuster: Nvidia would invest up to $100 billion to support OpenAI’s chip deployment across massive data centers. Stock soared. AI’s ultimate power couple was born. ...

If you needed proof the AI infrastructure arms race isn’t slowing down, Nvidia and Meta just handed it to you on a silver platter worth tens of billions of dollars. The two companies announced a multiyear, multigenerational partnership that will put millions of Nvidia processors inside Meta’s data centers. Not just GPUs — standalone CPUs, next-gen hardware, networking, and confidential computing for WhatsApp. This isn’t a purchase order. It’s a strategic alignment that reshapes who controls AI’s physical backbone. ...