Nvidia CEO Jensen Huang revealed at a Morgan Stanley conference that the company's recent stakes in OpenAI and Anthropic are likely its final investments in both, citing upcoming IPOs as the closing window for such deals.
NVIDIA announces GTC 2026 will take place March 16–19 in San Jose, California, with CEO Jensen Huang delivering the keynote on the latest AI stack advancements, drawing 30,000+ attendees from 190 countries.
Optical interconnect startup Ayar Labs closes a $500 million funding round backed by NVIDIA and AMD, reaching a $3.75 billion valuation, as demand for high-speed AI data center networking accelerates.
Nvidia is set to announce a new inference chip platform at its upcoming GTC conference in March, aiming to further solidify its dominance in the AI hardware market.
Tech giants like Microsoft, Google, and Oracle are pouring billions into AI infrastructure, striking massive deals with OpenAI and other AI companies to power the next generation of artificial intelligence.
OpenAI has closed one of the largest private funding rounds in history at $110 billion, with Amazon investing $50 billion and Nvidia and SoftBank each contributing $30 billion at a $730 billion pre-money valuation.
Nvidia reported record Q4 FY2026 revenue of $68.1 billion, up 73% year-over-year, while announcing Vera Rubin AI GPU samples have been delivered to customers and Q1 guidance of $78 billion exceeded all expectations.
Nvidia reported record fiscal Q4 revenue of $68.1 billion, beating Wall Street estimates, with data center revenue up 75% year-over-year. The company guided Q1 revenue to $78 billion, signaling sustained AI infrastructure demand.
UK-based autonomous driving software startup Wayve secured $1.2 billion in new funding from a coalition of automotive and tech giants, signaling strong industry confidence in its AI-first approach to self-driving.
Nvidia reports fiscal Q4 2026 results after market close on February 25, with analysts projecting $66B in revenue and $1.53 EPS, while investors weigh hyperscaler capex commitments against competitive chip threats.
A US official revealed that China's DeepSeek trained its latest AI model on Nvidia's most advanced Blackwell chips, despite US export restrictions, raising urgent questions about the effectiveness of American chip controls.
Nvidia is set to launch its own AI-optimized system-on-chip processors for laptops, partnering with Intel and MediaTek to enter the PC silicon market and directly challenge AMD and Intel's dominance in consumer computing.
India's AI Impact Summit concluded with landmark announcements: Adani pledged $100B for data centres, Reliance committed $110B, Microsoft announced a $50B global south investment, and OpenAI partnered with Tata Group.
Nvidia is close to finalizing a $30B investment in OpenAI as part of a massive funding round valuing the AI startup at $730B, replacing the previous $100B commitment.
Meta and NVIDIA announce massive multiyear partnership deploying millions of Blackwell and Rubin GPUs, Grace CPUs, and Spectrum-X networking for AI infrastructure.
Shanghai Jiao Tong and Tsinghua University researchers developed LightGen, a revolutionary all-optical computing chip with 2 million photonic neurons that processes AI workloads 100 times faster than Nvidia's A100 GPU.
NVIDIA's Blackwell GB200 NVL72 achieves 10x better tokenomics than Hopper. Leading AI providers adopt 72-chip configuration.
Commerce Secretary Howard Lutnick confirms that Nvidia must adhere to strict guardrails around AI chip sales to China, emphasizing the Biden administration's commitment to maintaining technological leadership while managing national security concerns in semiconductor exports.
AI startup Anthropic raises double its initial target with $20B round led by Nvidia and Microsoft, valuing the company at $350 billion amid fierce competition.
Nvidia, Micron, and Taiwan Semiconductor surpass Wall Street expectations as AI adoption accelerates beyond analyst predictions.
