Explore AIstify's latest reporting, research, and expert analysis tagged with "nvidia", collected in one continuously updated archive.
nvestor Michael Burry alleges that major AI infrastructure firms are overstating profits by extending chip depreciation timelines, potentially inflating industry earnings by $176 billion.
SoftBank has sold its entire $5.83 billion stake in Nvidia to help fund a $22.5 billion investment in OpenAI, part of its broader push into artificial intelligence and advanced robotics.
Tesla CEO Elon Musk said the company will likely build its own massive chip manufacturing facility to meet rising AI demand — and suggested Intel could be a potential partner.
Nvidia CEO Jensen Huang revised remarks about China’s AI lead, stressing that the U.S. can stay competitive by accelerating development and maintaining global reliance on Nvidia chips.
Google is making its seventh-generation TPU, called Ironwood, publicly available as it aims to win more AI infrastructure business and challenge Nvidia’s dominance in model training and deployment.
Stanford professor Stefano Ermon’s startup Inception secured $50 million to expand diffusion-based AI for software development, aiming to reduce latency and compute costs.
Nvidia CEO Jensen Huang clarified remarks suggesting China would win the AI race, saying the U.S. can stay ahead by innovating faster and empowering global developers.
Nvidia and Deutsche Telekom agreed to a €1 billion partnership to build an AI factory in Munich, aiming to increase Germany’s AI computing power by 50% using Blackwell-based systems.
Deutsche Telekom and NVIDIA will launch a €1 billion AI cloud in Munich by early 2026, featuring 10,000 Blackwell GPUs and SAP software to power industrial and public sector applications.
HSBC and General Atlantic executives caution that AI investments are accelerating faster than revenue, creating risks of overvaluation and slow productivity gains.
Microsoft will invest $15.2 billion in the UAE over four years, shipping advanced Nvidia GPUs and building AI infrastructure while training local talent.
OpenAI and Amazon Web Services have announced a $38 billion multi-year partnership that will provide OpenAI with massive AWS infrastructure to power advanced AI workloads and future models.
Cisco and NVIDIA unveil industry-first solutions for AI-ready data centers, including the N9100 series switch and Secure AI Factory enhancements, empowering enterprises, neocloud, and telecom customers with unmatched flexibility, performance, and security.
Nvidia hits a $5 trillion market valuation, cementing its role at the heart of the global AI surge and propelling CEO Jensen Huang into Silicon Valley legend status.
Nvidia CEO Jensen Huang announced that the company’s Blackwell AI chips are now in full production in Arizona, marking a major step in bringing semiconductor manufacturing back to U.S. soil.