The old rule is breaking For two years Nvidia became one of the most watched tech names on a simple premise: as long as Microsoft, Google, Amazon and Meta kept buying chips, servers and equipment, the upstream supplier kept benefiting. The market watched how much these buyers pledged to spend, because more spend meant more … Read more
NVIDIA has confirmed a strategic investment in Safe Superintelligence, the lab founded by OpenAI co-founder Ilya Sutskever, and opened its next-generation Vera Rubin compute platform to the effort — targeting a tenfold increase in SSI’s capacity within twelve months. First Financial reports the deal is worth about $5 billion. SSI, founded in 2024, has shipped … Read more
In a recent Bloomberg interview, NVIDIA chief executive Jensen Huang said the semiconductor industry will need to grow roughly 5 to 10 times over the next decade to support the next wave of computing. The bet rests on who — and what — will be using computers. “In the future we will have AI agents … Read more
When NVIDIA unveiled its Isaac GR00T reference humanoid at GTC Taipei during ICRA 2026, the industry noted the obvious choices: a Unitree H2 Plus body, Jetson Thor onboard compute, and the open-source Isaac GR00T model as the brain. But the component that drew the sharpest questions was the one few had heard of: the hands. … Read more
Moonshot AI founder Yang Zhilin presenting Kimi Chat’s long-context model capabilities. After DeepSeek, another Chinese model has rattled the United States. On July 22, four things happened in a single day. Michael Kratsios, head of the White House Office of Science and Technology Policy, publicly accused Moonshot AI on X of “large-scale distillation” of American … Read more
On July 24, Jensen Huang posted his first-ever tweet. It wasn’t about NVIDIA’s latest GPU, earnings, or a product launch. It was about open source AI. Huang’s newly created X (Twitter) account shared an open letter titled “Open-Weight Models and American AI Leadership,” signed by NVIDIA, Microsoft, Meta, Hugging Face, Mistral, Y Combinator, and 15+ … Read more
“The government will not give us a penny.” Liang Wenfeng just broke Washington’s favourite DeepSeek story. A transcript of 118 investor answers reveals a very different narrative.