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Nvidia Infrastructure Dominance

23 articles, oldest first

1

Intel will start making GPUs, a market dominated by Nvidia

Intel has been bulking up a team to focus on this effort and will develop its GPU strategy around customer needs.

2
funding

Nvidia challenger AI chip startup MatX raised $500M

The startup was founded by former Google TPU engineers in 2023.

3
data-backed

Nvidia has another record quarter amid record capex spends

"The demand for tokens in the world has gone completely exponential," Nvidia CEO Jensen Huang said about the company's earnings.

4
opinion

Jensen Huang says Nvidia is pulling back from OpenAI and Anthropic, but his explanation raises more questions than it answers

Nvidia CEO Jensen Huang said Wednesday that his company's investments in OpenAI and Anthropic will likely be its last — but his explanation may not tell the whole story.

5
announcement

Thinking Machines Lab inks massive compute deal with Nvidia

The multi-year deal involves at least a gigawatt of compute power and also includes a strategic investment from Nvidia.

6
opinion

How to watch Jensen Huang’s Nvidia GTC 2026 keynote — and what to expect

GTC is Nvidia's flagship annual event, where the chipmaker typically announces new products, partnerships, and its vision for the future of computing. Huang's keynote will focus on Nvidia's role in the future of computing and AI.

7
shipped

Nvidia’s DLSS 5 uses generative AI to boost photorealism in video games, with ambitions beyond gaming

Nvidia’s new DLSS 5 uses generative AI and structured graphics data to make video games more realistic. CEO Jensen Huang says the approach could eventually spread to other industries.

8
opinion

With Nvidia Groq 3, the Era of AI Inference Is (Probably) Here

This week, over 30,000 people are descending upon San Jose, Calif., to attendNvidia GTC, the so-called Superbowl of AI—a nickname that may or may not have been coined by Nvidia. At the main event Jensen Huang, Nvidia CEO, took the stage to announce (among other things) a new line ofnext-generation V

9
announcement

GTC Spotlights NVIDIA RTX PCs and DGX Sparks Running Latest Open Models and AI Agents Locally

The paradigm of consumer computing has revolved around the concept of a personal device — from PCs to smartphones and tablets. Now, generative AI — particularly OpenClaw — has introduced a new category: agent computers. These devices, like the NVIDIA DGX Spark desktop AI supercomputer or dedicated N

10
announcement

NVIDIA, Telecom Leaders Build AI Grids to Optimize Inference on Distributed Networks

As AI‑native applications scale to more users, agents and devices, the telecommunications network is becoming the next frontier for distributing AI. At NVIDIA GTC 2026, leading operators in the U.S. and Asia showed that this shift is underway, announcing AI grids — geographically distributed and in

11
shipped

More Than Meets the Eye: NVIDIA RTX-Accelerated Computers Now Connect Directly to Apple Vision Pro

NVIDIA and Apple’s collaboration brings native integration of NVIDIA CloudXR 6.0 to visionOS, securely delivering NVIDIA RTX-powered simulators and professional 3D graphics applications — like Immersive for Autodesk VRED on Innoactive’s XR streaming solutions — to Apple Vision Pro.

12
announcement

From Simulation to Production: How to Build Robots With AI

The latest open models and frameworks from NVIDIA bring together simulation, robot learning and embedded compute to accelerate cloud-to-robot workflows.

13
shipped

Nvidia’s Always-On Chip Detects Faces in Less Than a Millisecond

Always-on vision systems might be used in autonomous vehicles, robotics, or to help consumer electronics save power by turning screens off when no one’s around. But to be used in such a way, these systems need to minimize their own power consumption.An always-on computer vision system developed by N

14
opinion

Nvidia has an OpenClaw strategy. Do you?

CEO Jensen Huang took the stage at Nvidia’s GTC conference this week in his signature leather jacket to deliver a two-and-a-half-hour keynote, projecting $1 trillion in AI chip sales through 2027, declaring that every company needs an “OpenClaw strategy,” and closing w

15
announcement

What happened at Nvidia GTC: NemoClaw, Robot Olaf, and a $1 trillion bet

CEO Jensen Huang took the stage at Nvidia’s GTC conference this week in his signature leather jacket to deliver a two-and-a-half-hour keynote, projecting $1 trillion in AI chip sales through 2027, declaring that every company needs an “OpenClaw strategy,” and closing w

16
opinion

Do you want to build a robot snowman?

On the latest episode of the Equity podcast, we recapped CEO Jensen Huang’s GTC keynote and debated what it means for Nvidia’s future.

17
announcement

Transforming Data Science With NVIDIA RTX PRO 6000 Blackwell Workstation Edition

This is a sponsored article brought to you by PNY Technologies.In today’s data-driven world, data scientists face mounting challenges in preparing, scaling, and processing massive datasets. Traditional CPU-based systems are no longer sufficient to meet the demands of modern AI and analytics workflow

18
announcement

Advancing Open Source AI, NVIDIA Donates Dynamic Resource Allocation Driver for GPUs to Kubernetes Community

Artificial intelligence has rapidly emerged as one of the most critical workloads in modern computing. For the vast majority of enterprises, this workload runs on Kubernetes, an open source platform that automates the deployment, scaling and management of containerized applications. To help the glob

19
announcement

Into the Omniverse: NVIDIA GTC Showcases Virtual Worlds Powering the Physical AI Era

Editor’s note: This post is part of Into the Omniverse, a series focused on how developers, 3D practitioners, and enterprises can transform their workflows using the latest advances in OpenUSD and NVIDIA Omniverse. NVIDIA GTC last week showcased a turning point in physical AI: Robots, vehicles and f

20
shipped

From RTX to Spark: NVIDIA Accelerates Gemma 4 for Local Agentic AI

Open models are driving a new wave of on-device AI, extending innovation beyond the cloud to everyday devices. As these models advance, their value increasingly depends on access to local, real-time context that can turn meaningful insights into action. Designed for this shift, Google’s latest addi

21
research

New Rowhammer attacks give complete control of machines running Nvidia GPUs

GDDRHammer, GeForge and GPUBreach hammer GPU memory in ways that hijack the CPU.

22
opinion

Amazon CEO takes aim at Nvidia, Intel, Starlink, more in annual shareholder letter

Andy Jassy's annual shareholder letter reads something like a diss track to a wide range of competitors as he defends spending $200 billion in capex.

23
research

National Robotics Week — Latest Physical AI Research, Breakthroughs and Resources

This National Robotics Week, NVIDIA is highlighting the breakthroughs that are bringing AI into the physical world — as well as the growing wave of robots transforming industries, from agricultural and manufacturing to energy and beyond. Advancements in robot learning, simulation and foundation mode