# Nvidia
Latest news and articles about Nvidia
Total: 28 articles found
From a $100bn Promise to a $20bn Reality: Why Nvidia and OpenAI Are Choosing Caution Over Romance
Nvidia and OpenAI have publicly reaffirmed their partnership after reports that a previously announced $100 billion‑scale LOI had stalled. Sources now say Nvidia is likely to commit about $20 billion in the current financing round, signalling a shift from aspirational headlines to staged, pragmatic investments amid a tight AI hardware supply environment.
AMD Delivers Record 2025 but Tepid Q1 Guidance Sparks Sell‑Off — China Exports and AI Race Loom Large
AMD closed 2025 with record revenue and profit, driven by strong data‑centre and client CPU performance, but its Q1 2026 revenue guidance — a midpoint implying a small quarter‑on‑quarter decline — disappointed investors. Export restrictions on the MI308 product and limited visibility into future China sales added uncertainty, triggering a sharp after‑hours sell‑off despite management’s bullish long‑term growth targets.
Huang Dials Down $100bn OpenAI Talk — Nvidia Says Any Funding Will Be Evaluated 'Round by Round'
Jensen Huang said Nvidia never committed to a $100 billion investment in OpenAI and will evaluate any funding opportunity incrementally. The clarification reduces short‑term market uncertainty and signals Nvidia’s preference to remain a broadly neutral supplier rather than take on outsized financial exposure to a single AI lab.
Jensen Huang’s Taipei Night: Nvidia Reaffirms Taiwan Ties as Supply Chain Faces a ‘Very Tight’ 2026
Nvidia CEO Jensen Huang hosted nearly 40 senior Taiwanese supply‑chain executives in Taipei, using the occasion to thank partners, apologise for recent production disruptions around the Grace Blackwell platform, and warn that 2026 will be "extremely tight" for memory and packaging supply. He confirmed Nvidia’s participation in OpenAI’s next financing round, reaffirmed the company’s full‑stack strategy versus ASIC competition, and underlined Taiwan’s indispensable role in Nvidia’s success.
Nvidia’s $20bn Bet on ‘Extreme’ Inference Chips Signals a Shift from Training to Cheap, High‑Throughput AI
Nvidia’s roughly $20 billion acquisition of Groq’s technology and team marks a strategic bet that AI’s commercial future lies in low‑cost, high‑throughput inference rather than giant training clusters. Chinese startups and spin‑outs are racing to produce specialized inference chips, aiming to slash per‑token costs and capture regional markets as AI applications scale rapidly.
Huang Says Nvidia Will Join OpenAI’s New Fundraise — But $100bn Claim Is Off the Table
Jensen Huang confirmed Nvidia will participate in OpenAI’s current fundraising round but denied the company would invest anywhere near $100 billion, a figure that had been reported earlier. His comments aim to reassure markets that Nvidia–OpenAI ties remain strong while tempering expectations about the scale of Nvidia’s financial commitment.
Nvidia’s Jensen Huang Confirms Company Will Invest in OpenAI — but Not the $100bn Hype
Nvidia CEO Jensen Huang said the company will participate in the current OpenAI funding round and that the investment could be Nvidia’s largest ever, though it will be far below earlier $100 billion speculation. The pledge strengthens ties between a leading GPU supplier and a top AI-model developer, with strategic benefits and regulatory complexities for both firms and their customers.
Chinese Chipmaker Ziguang Guowei Rules Out Nvidia Buy, Underscoring Limits of Cross‑Border Tech Acquisitions
Ziguang Guowei, a Chinese semiconductor firm, told investors it has no plans to acquire Nvidia. The response highlights practical, regulatory and geopolitical obstacles to cross‑border purchases of cutting‑edge chipmakers and points to China’s continued focus on building domestic capabilities.
Mercedes Reboots the S‑Class — Physical Luxury Meets Software Ambition as Nvidia Joins an L4 Push
Mercedes’s refreshed S‑Class combines traditional luxury cues — physical controls and enhanced passive safety — with a new MB.OS software backbone and AI‑driven features. A publicised partnership with Nvidia to pursue Level‑4 autonomy underscores the company’s strategy to reclaim vehicle control through software while preserving high‑margin, bespoke hardware offerings.
Anthropic’s Big Bet: $20bn Fundraise Propels AI Rival to a $350bn Valuation
Anthropic is lining up about $20 billion in investor commitments at a roughly $350 billion valuation, twice its initial fundraising target and driven by strong demand from institutional investors. The round, led by GIC and Coatue with large commitments from Microsoft and Nvidia, highlights investor confidence in Anthropic's enterprise focus even as the company readies an IPO and publicly emphasises AI safety.
Microsoft’s Maia 200 Raises the Stakes in the Cloud AI Chip War
Microsoft has started deploying its Maia 200 AI accelerator built on TSMC 3nm, claiming substantial performance and cost advantages versus Amazon’s Trainium and Google’s TPU. The chip — designed to run large models efficiently at low power — is part of Microsoft’s strategy to secure more predictable, cheaper AI compute for Azure and to lessen reliance on Nvidia. An SDK preview is available to developers, while broader cloud rental availability is promised for the future.
Microsoft Unveils Maia 200 AI Chip to Wean Azure Off Nvidia
Microsoft has deployed Maia 200, its second‑generation AI chip built by TSMC, to some data centres and released developer control software, positioning the company to reduce dependence on Nvidia. Wider availability to Azure customers remains unspecified, but the move intensifies a trend of cloud providers building custom accelerators to control costs, supply risk and performance.