Nvidia has already committed $40B to equity AI deals this year
Nvidia continues to be a big investor in the AI ecosystem.
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Ransomware hackers claim breach at Foxconn, a major electronics manufacturer for Apple, Google, and Nvidia
A ransomware group has claimed responsibility for hacking the electronics manufacturing giant Foxconn and is attempting to extort the company.
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Nvidia posts another record quarter, reveals $43B of holdings in startups
Nvidia announced another record revenue figure after market close on Wednesday, but forecasted that revenue growth would slow in the following quarter.
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AI | Enterprise | TC
Jensen Huang says he’s found a ‘brand new’ $200B market for Nvidia
The next big thing for Nvidia will be CPUs for AI agents, $200 billion worth, CEO Jensen Huang predicts.
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After Nvidia’s $20B not-acqui-hire, AI chip startup Groq reportedly raising $650M
Chipmaker Groq is looking to raise $650 million in internal funding as it pivots from hardware to focus more on AI inference, the process of refining the way AI models respond to prompted requests, per Axios.
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Nvidia chases $200B CPU market with AI agent PCs from Microsoft, Dell, and HP
If Nvidia has cracked a way to bring AI agents easily, safely, and usefully to the masses, it could — and should — be big.
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AI | Enterprise
Amazon hopes to challenge Nvidia more directly by selling its AI chips
AWS is in talks to sell its chips to other data centers. CEO Andy Jassy has said this represents a $50 billion opportunity for the company.
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Nvidia wants to cut data center water use, but that’s not the same as fixing AI’s water problem
Nvidia announced a new cooling system that cuts water use inside the data center. But it does nothing to address AI’s biggest water use — fossil fuel power plants.
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Why Wall Street thinks US memory maker Micron is the next Nvidia
Eager to find more public AI-related companies that may do as well as Nvidia, Wall Street investors think they’ve found a winner with Micron.
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Anthropic is discussing a new custom chip with Samsung
The news comes about a week after OpenAI announced its own custom AI chip in a partnership with Broadcom.
