Latest in Nvidia Spend
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Nvidia’s big GTC event had no big surprises, but here is where the bulls and bears disagree
Some investors are getting nervous about how a downward turn in the economy could affect Nvidia’s capital spending.MarketWatch - 17h -
Nvidia CEO Huang praised this Trump policy. And the stock is bouncing.
Nvidia CEO Jensen Huang praised the Trump administration’s AI policies in an FT interview and said he sees the company spending hundreds of billions on U.S.-made electronics.MarketWatch - 19h -
Nvidia to spend hundreds of billions on US supply chain, says chief
Jensen Huang’s pledge follows onshoring plans by other tech companies as Trump trade policies ripple through industryFinancial Times - 1d -
FirstFT: Musk’s government spending cuts fail to halt rising costs
Also in today’s newsletter, Putin’s frontline visit and a new FT film on Nvidia’s riseFinancial Times - Mar. 13 -
Nvidia’s stock has been ‘brutalized.’ Here’s the big disconnect.
Investors appear worried about the health of AI spending. But big AI customers don’t seem hesitant, an analyst notes.MarketWatch - Mar. 11 -
Nvidia’s stock is rebounding, but the key to a real recovery may surprise investors
While Wall Street may be worried about the sustainability of AI spending, a BofA analyst thinks gross margins are more crucial to the stock trajectory.MarketWatch - Mar. 13 -
FirstFT: Nvidia to spend billions in US as it shifts chip supply chain from Asia
Also in today’s newsletter, the Fed cuts its 2025 growth forecast and how Jeff Bezos made peace with MagaFinancial Times - 22h -
Nvidia announces DGX SuperPOD with Blackwell Ultra GPUs
Nvidia announced what it called the world’s most advanced enterprise AI infrastructure — Nvidia DGX SuperPOD built with Nvidia Blackwell Ultra GPUs.VentureBeat - 2d -
Nvidia launches Blackwell RTX Pro for workstations and servers
Nvidia today announced the Nvidia RTX Pro Blackwell series — a new generation of workstation and server graphics processing units. Nvidia said the GPUs redefine workflows for AI, technical, ...VentureBeat - 2d -
Nvidia Bets Big on Synthetic Data
Nvidia has acquired synthetic data startup Gretel to bolster the AI training data used by the chip maker's customers and developers.Wired - 1d -
Nvidia will take a victory lap at GTC. But investors see hurdles ahead.
Nvidia’s annual developer conference will be an exuberant affair. But is that enough to calm an anxious market?MarketWatch - 3d -
Nvidia’s GTC keynote will emphasize AI over gaming
Don't expect to hear a lot about better framerates and raytracing at the Nvidia GTC keynote. AI will instead be the subject of the day.VentureBeat - Mar. 13 -
Nvidia announces Blackwell Ultra and Rubin AI chips
Nvidia’s sales are up more than sixfold since its business was transformed by the release of OpenAI’s ChatGPT in late 2022.CNBC - 2d -
Nvidia will build accelerated quantum computing research center
Nvidia said it is building a Boston-based research center to provide cutting-edge technologies to advance quantum computing.VentureBeat - 2d -
Nvidia Blackwell accelerates computer-aided engineering software by 50X
Nvidia announced that Nvidia Blackwell hardware will accelerate by 50 times the big computer-aided software engineering firms' software for digital twins.VentureBeat - 2d -
Nvidia CEO Jensen Huang says to stop worrying about this dark cloud on the stock
The Nvidia CEO made the remarks in an interview with our own Jim Cramer.CNBC - 1d -
Nvidia has teamed up with Utah to improve AI education and workforce training
Nvidia has teamed up with the state of Utah on an AI education initiative to improve workforce training and economic growth.VentureBeat - Mar. 10 -
Nvidia partners with telecom leaders to develop AI-native 6G wireless networks
Nvidia said 6G wireless networks are coming, with help from artificial intelligence processing.VentureBeat - 2d -
Nvidia CEO Jensen Huang Says AI Is in the Middle of ‘an Inflection Point’
Nvidia’s Huang unveiled new Rubin AI chips at GTC 2025 and also outlined AI’s ‘extraordinary progress.’Inc. - 2d -
Nvidia Omniverse Blueprint enables better Earth-2 weather forecasting
Nvidia announced the Omniverse Blueprint for Earth-2 weather analytics to accelerate the development of more accurate weather forecasting.VentureBeat - 2d -
Nvidia gets industrial software firms to integrate Omniverse to accelerate physical AI
Nvidia said the big industrial software and service providers are integrating Omniverse into their platforms to accelerate physical AI.VentureBeat - 2d -
Nvidia's Huang says faster chips are the best way to reduce AI costs
"Speed is the best cost-reduction system," Huang said Tuesday, after his keynote speech at Nvidia's GTC conference.CNBC - 1d -
Nvidia unveils 50 Series upgrades like RTX Remix inside Half-Life 2 RTX demo ahead of GDC
Ahead of the Game Developers Conference next week, Nvidia shared more details on the power of its latest Nvidia GeForce RTX 50 Series graphics cards.VentureBeat - Mar. 13 -
Nvidia, GM announce deal for AI, factories and next-gen vehicles
GM and Nvidia have inked new deals that include the carmaker utilizing several AI services from the tech giant for its vehicles, ADAS and factories.CNBC - 1d -
Nvidia’s Cosmos-Transfer1 makes robot training freakishly realistic—and that changes everything
Nvidia releases Cosmos-Transfer1, a groundbreaking AI model that generates photorealistic simulations for training robots and autonomous vehicles by bridging the gap between virtual and real-world ...VentureBeat - 1d -
Nvidia’s stock is cheap by this metric. Can next week’s GTC get it going again?
Nvidia hosts its annual conference next week at a time when investors have soured on AI stocks.MarketWatch - Mar. 10 -
What Nvidia must do at its biggest event of the year next week to win back investors
Shares of Nvidia are down more than 20% from their all-time highs set earlier this year, as for Thursday's close.CNBC - 6d -
Taco Bell parent Yum Brands partners with Nvidia to speed up its use of AI
Yum Brands and Nvidia are teaming up to bring artificial intelligence to Taco Bell, Pizza Hut and KFC restaurants.CNBC - 2d -
Nvidia will supercharge humanoid robot development with Isaac GR00T N1 foundation model for human-like reasoning
OK, this is not a drill. The robots are coming. Nvidia announced technologies to supercharge humanoid robot development.VentureBeat - 2d -
Nvidia debuts Llama Nemotron open reasoning models in a bid to advance agentic AI
At GTC, Nvidia is rolling out an open source reasoning model family to help advance agentic AI for enterprise deployments.VentureBeat - 2d -
Rune Aero uses Nvidia GPUs to cut virtual wind tunnel costs by 80%
Rune Aero is using Nvidia GPUs to cut virtual wind tunnel costs by 80%, bringing down costs of developing airplanes.VentureBeat - 2d -
Nvidia's new chips and software show how fast the AI king is moving to defend its crown
Nvidia shares fell Tuesday despite a slew of encouraging product updates from CEO Jensen Huang.CNBC - 1d -
Nvidia's Jensen Huang on why DeepSeek's new model will need ‘100 times more computing’
Nvidia CEO Jensen Huang spoke with CNBC's Jim Cramer about DeepSeek's new AI model.CNBC - 1d -
Is the chip sector having a meltdown? By this measure, it’s mostly just Nvidia.
Broadcom and Marvell shares have been hit recently. But Nvidia alone is responsible for about three quarters of the chip sector’s lost market cap in the weeks since the DeepSeek news.MarketWatch - Mar. 10 -
Nvidia, GM announce deal for AI, factories and next-gen vehicles
General Motors and Nvidia have agreed to a strategic collaboration that includes the automaker using several products and artificial intelligence services from the tech giant for its ...NBC News - 2d -
GM and Nvidia collaborate on AI for self-driving cars and vehicle manufacturing
GM, the largest U.S. automaker, has extended its collaboration with Nvidia to develop self-driving cars and enhance vehicle manufacturing through simulation and accelerated computing. At GTC 2025, ...VentureBeat - 2d -
Synchron’s Brain-Computer Interface Now Has Nvidia’s AI
The company has partnered with Nvidia to develop “cognitive AI,” which it says will allow people with severe physical disabilities to have more natural interactions with the world around them.Wired - 1d -
Germany votes for historic boost to defence spending
The move alters the German constitution, allowing the country to increase its military spending.BBC News - 2d -
Nvidia’s GTC 2025 will feature AI’s brightest minds and draw 25K attendees in person
Nvidia today announced GTC 2025, the world’s premier AI conference, will return March 17 to March 21 to San Jose, California.VentureBeat - Mar. 5 -
Nvidia’s next chips are named after Vera Rubin, astronomer who discovered dark matter
Nvidia CEO Jensen Huang is expected to reveal details about Rubin, the chipmaker's next AI GPU, on Tuesday at the company's annual GTC conference.CNBC - Mar. 13