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Silicon Valley
fromwww.businessinsider.com
5 hours agoJensen Huang to Sam Altman: The guest list turning a Stanford AI class into a tech summit
Stanford's 'Frontier Systems' course prepares students for AI integration in various industries with prominent guest speakers and a focus on practical applications.
Silicon Valley
fromMetro Silicon Valley | Silicon Valley's Leading Weekly
2 weeks agoNvidia GTC in San Jose Highlights AI Boom & Data Center Growth
Nvidia's major tech conference brought significant economic activity to downtown San Jose through robot demonstrations, pop-up installations, and increased restaurant and retail business.
fromTheregister
3 weeks agoNvidia GTC: We predict an agentic AI enterprise hype fest
gamers are probably going to feel left out since Nvidia seems to have decided renting cloud rigs to them is better than selling consumer hardware, small companies looking for AI chip compromises will be excited, and agentic AI is gonna be so hot that our Mann on the ground this week in San Jose isn't gonna need a jacket.
Silicon Valley
Artificial intelligence
fromTechCrunch
2 weeks agoNiv-AI exits stealth to wring more power performance out of GPUs | TechCrunch
AI data centers waste significant power due to GPU demand surges, forcing operators to throttle performance by up to 30%, prompting startups like Niv-AI to develop precision power management solutions.
#ai-infrastructure
Artificial intelligence
fromTechzine Global
2 weeks agoDell gives AI Factory an Nvidia Vera Rubin upgrade
Dell's AI Factory has 4,000 customers achieving 2.6x ROI, addressing three critical requirements: data readiness, distributed AI infrastructure, and faster deployment through orchestration and automation.
fromTechRepublic
1 month agoArtificial intelligence
Nvidia's Vera Rubin Promises 10x Efficiency as AI Power Demands Surge
Nvidia's Vera Rubin system prioritizes energy efficiency and modularity over raw speed, delivering 10 times more performance per watt than Grace Blackwell to address data center power constraints and scaling challenges.
Artificial intelligence
fromTechzine Global
2 weeks agoDell gives AI Factory an Nvidia Vera Rubin upgrade
Dell's AI Factory has 4,000 customers achieving 2.6x ROI, addressing three critical requirements: data readiness, distributed AI infrastructure, and faster deployment through orchestration and automation.
Venture
fromTechCrunch
3 weeks agoThinking Machines Lab inks massive compute deal with Nvidia | TechCrunch
Mira Murati's Thinking Machines Lab signed a multi-year strategic partnership with Nvidia involving at least one gigawatt of Vera Rubin systems deployment starting in 2027, with Nvidia also making a strategic investment in the $12 billion-valued AI research company.
Artificial intelligence
fromTechRepublic
1 month agoNvidia's Vera Rubin Promises 10x Efficiency as AI Power Demands Surge
Nvidia's Vera Rubin system prioritizes energy efficiency and modularity over raw speed, delivering 10 times more performance per watt than Grace Blackwell to address data center power constraints and scaling challenges.
Venture
from24/7 Wall St.
3 weeks agoNvidia Had Another Helping of Nebius Stock. Should You Follow Jensen Huang's Lead?
Nvidia continues rapid deal-making across the AI industry, investing in chip customers, inference companies, optical infrastructure providers, and emerging AI firms to maintain dominance through the next phase of AI development.
Artificial intelligence
fromEntrepreneur
2 weeks agoNvidia Says AI Chip Orders Could Hit At Least $1 Trillion by 2027. Here's Why Demand Keeps Climbing.
Nvidia projects AI chip orders will reach at least $1 trillion through 2027, driven by the shift from model training to productive AI deployment and agentic AI systems.
Artificial intelligence
fromInfoWorld
3 weeks agoNvidia launches Nemotron 3 Super to power enterprise AI agents
Nemotron 3 Super's hybrid architecture combining Mamba and Transformer technologies enables enterprises to run complex AI agents more efficiently with lower costs and faster execution on existing infrastructure.
Tech industry
fromTechCrunch
2 weeks agoNvidia is quietly building a multibillion-dollar behemoth to rival its chips business | TechCrunch
Nvidia's networking division, grown from a 2020 acquisition, has become the company's second-largest revenue driver with $31 billion annual revenue, surpassing Cisco's networking business despite receiving minimal market attention.
Artificial intelligence
from24/7 Wall St.
3 weeks agoThe AI Revolution May Still Be in Early Innings. And NVIDIA's Stepping Up to Bat
AI technology stocks are currently discounted despite potential for long-term transformative impact, offering attractive entry points for patient investors despite near-term market volatility.
from24/7 Wall St.
1 month agoNvidia Just Made Another Pair of Brilliant AI Bets
Either way, I think the AI boom is alive and well, but with much of the short-term hype fading away, the big question is whether the long-term trajectory is still there and whether it makes sense for investors to hit the buy button now that the near-term is somewhat less hyped while the long-term is as exciting as ever.
Artificial intelligence
Artificial intelligence
from24/7 Wall St.
1 month agoNVIDIA Cements Its Role as the Backbone of AI Infrastructure
NVIDIA's networking revenue grew 162% year-over-year to $8.2 billion, nearly tripling GPU growth, signaling a shift from chip seller to integrated infrastructure provider selling complete AI data center systems.
from24/7 Wall St.
1 month agoNvidia Is Building an AI Infrastructure Empire
Nvidia's investment portfolio operated as a modest initiative valued around $230 million two years ago, focusing on smaller companies and chip designers. By the end of 2025, however, the public equity portfolio alone had reached more than $13 billion, according to its 13F filing. This expansion stems directly from cash generated by Nvidia's core GPU sales, particularly in the data center segment, which have driven record revenue.
Artificial intelligence
Artificial intelligence
fromFortune
1 month agoNvidia's Jensen Huang says tech's $700 billion AI capex is just the start of something far bigger | Fortune
Nvidia's massive AI chip revenue growth depends on hyperscalers' continued massive capital spending, raising questions about sustainability and whether this represents an unsustainable bubble peak.
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