# NVIDIA
Latest news and articles about NVIDIA
Total: 63 articles found
Microsoft’s Declaration of Independence: Inside the Strategic Pivot Away from OpenAI Reliance
Microsoft has commercially launched three internally developed AI models, marking a major strategic effort to reduce its dependency on OpenAI. Led by Mustafa Suleyman, the initiative aims for technical autonomy by 2027, leveraging aggressive pricing and proprietary hardware integration to compete with Google and OpenAI.
NVIDIA’s Strategic Gambit and Biotech M&A Surge Fuel Wall Street Rally
US markets opened strongly on March 31, 2026, driven by NVIDIA’s $2 billion investment in Marvell and a massive wave of biotech acquisitions by Biogen and Eli Lilly. This tech and healthcare-led rally stands in stark contrast to European markets, which faced a double-digit decline over the course of the month.
Geely Deepens NVIDIA Partnership to Build an AI Foundation for Next‑Generation Mobility
Geely has agreed with NVIDIA to deepen cooperation across physical, enterprise and industrial AI, integrating NVIDIA’s software and hardware stack into its assisted driving platform and using DRIVE AGX Hyperion for robotaxi development. The partnership targets vehicle intelligence, smart cabins, and factory optimisation and could accelerate Geely’s autonomy roadmap while raising supply‑chain and geopolitical tradeoffs.
Oracle Doubles Down on Enterprise AI with Expanded NVIDIA Partnership at GTC 2026
At NVIDIA GTC 2026 Oracle announced an expanded partnership with NVIDIA to accelerate AI workloads on Oracle Cloud Infrastructure, emphasising scalable performance, faster vector database operations and cloud‑native services for enterprise deployment. The move strengthens Oracle’s competitive position for production AI while further embedding NVIDIA’s software‑hardware stack across public clouds.
Nvidia Goes to Orbit as Beijing Announces Pro-growth Fiscal and Data Push — What It Means for AI, Chips and Markets
Nvidia unveiled the Vera Rubin orbital module to run LLMs in space, promising dramatic on‑orbit inference gains, while China’s finance ministry pledged more proactive fiscal policy in 2026 and Beijing moved to commercialize public data for AI training. Together these developments accelerate demand for compute, datasets and resilient hardware, reshaping supply chains and competitive dynamics in the global AI industry.
Huang’s GTC Playbook: NVIDIA Repackages AI as Token Factories — Hardware, Agents and a $1tn Inference Bet
At GTC Huang declared a structural shift from training to inference, unveiling a hardware and software roadmap — Vera Rubin systems, Groq LPU integration, Kyber racks, and OpenClaw/NemoClaw agent frameworks — he says could create at least $1 trillion in revenue by 2027. The announcements reframe AI as a token‑generation business that will reshape data centre design, software stacks and corporate IT strategy.
SK Group Warns Memory Shortage Could Last to 2030, Raising Stakes for AI Growth
SK Group chairman Chey Tae-won warned at NVIDIA’s GTC that global shortages of memory chips—especially HBM used in AI accelerators—could persist until 2030. He cited systemic production bottlenecks and rising AI demand that will likely keep DRAM, NAND and HBM prices elevated and prompt further investment and strategic moves by chipmakers.
Jensen Huang Takes NVIDIA’s Driving Stack for a Spin: 22 Minutes of Hands‑Off City Driving in San Francisco
NVIDIA CEO Jensen Huang completed a 22‑minute, hands‑off ride in a Mercedes‑CLA running MB.DRIVE ASSIST PRO, a production L2 system built with NVIDIA’s DRIVE AV stack and Alpamayo 1. The demonstration showcases NVIDIA’s evolution from chipmaker to provider of integrated driving software, simulation and AI models, while highlighting the remaining limits of L2 systems and the challenge of scaling to diverse, long‑tail driving scenarios.
When Memory Rules: How HBM Is Rewriting the Economics of AI Chips
The AI chip competition has pivoted from raw compute to memory capacity and bandwidth as HBM and advanced packaging now dominate costs and performance requirements. Persistent HBM shortages and soaring prices favour cloud buyers who prioritise memory-rich GPUs and push chipmakers toward software and system optimisations to reduce memory demand.
OpenAI Says It Has Secured $110 Billion in Fresh Investment — A Game‑Changer for the AI Race
OpenAI has announced $110 billion in new investment, a claim that—pending disclosure of investors and terms—would dramatically reshape the AI industry. The capital would strengthen OpenAI's technical lead but also raise competition, governance and regulatory challenges.
Anthropic Faces at Least $80 Billion Cloud Bill by 2029, Underscoring Hyperscalers’ Grip on AI
Anthropic expects to pay at least $80 billion to Amazon, Google and Microsoft by 2029 to host and run its Claude AI on cloud infrastructure. The projection highlights the centrality of hyperscaler compute in the AI economy and carries implications for corporate margins, cloud vendor leverage, chip demand, and regulatory attention.
OpenClaw’s Viral Surge Is Redrawing AI’s Playbook — But Copycats Won’t Win the Race
OpenClaw — an open‑source agent orchestration framework — has ignited a community frenzy, spawning new social and marketplace experiments and attracting attention from high‑profile Chinese tech figures. Its agent‑to‑agent model shifts productivity dynamics, creating structural opportunities in multi‑agent platforms, security tooling, elastic compute markets and edge hardware, while raising novel privacy and governance risks.