"Over the course of the call, CEO Jensen Huang repeatedly positioned Nvidia at the center of the AI industry's biggest players. OpenAI's latest Codex model is trained and runs on Nvidia's Blackwell systems, and the companies are close to reaching a multibillion-dollar partnership. Meta is deploying Nvidia GPUs in its push toward superintelligence, and Nvidia also announced an up to $10 billion investment in Anthropic."
"We want to take the great opportunity that we have as we're in the beginning of this new computing era, this new computing platform shift, to put everybody on Nvidia. Huang said his goal is to ensure that every form of AI - from large language models to robotics - is built on its platform."
Nvidia delivered exceptional fourth-quarter earnings that surpassed Wall Street expectations and issued forecasts exceeding analyst estimates, providing reassurance during a period of AI stock fatigue. The company reinforced its position as the backbone of the AI industry, with CEO Jensen Huang highlighting strategic partnerships including OpenAI's Codex model running on Nvidia's Blackwell systems and a multibillion-dollar partnership in development. Meta is deploying Nvidia GPUs for superintelligence initiatives, and Nvidia announced a $10 billion investment in Anthropic. The company shipped its first Vera Rubin chips, offering faster performance and improved energy efficiency. Huang emphasized Nvidia's strategy to consolidate all AI workloads—from large language models to robotics—onto its unified platform.
Read at Business Insider
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