# Nvidia
Latest news and articles about Nvidia
Total: 87 articles found
Nvidia’s DLSS 5 Promises a ‘GPT Moment’ for Real‑Time Graphics — But the Race Is Only Beginning
Nvidia introduced DLSS 5, a real‑time neural rendering system that synthesises photoreal lighting and material properties per pixel. Jensen Huang called it a “GPT moment” for graphics, underlining the company’s intent to couple generative AI with traditional rendering and deepen its hardware‑software advantage.
Oil Retreats, Markets Cheer — for Now: Geopolitics, Central Banks and Huang’s GTC Take Centre Stage
Oil prices fell on signs of U.S. tolerance for Iranian tanker transit and reports of a multinational escort plan, easing a recent risk premium and lifting global equity markets. Still, supply disruptions such as ADNOC’s production curtailments and a raft of central‑bank decisions this week keep the outlook uncertain, while Nvidia’s GTC speech and large corporate AI deals continue to support investor optimism.
AI Compute Deal Propels Tech Stocks — Nasdaq Leads as Meta Agrees $27bn Capacity Purchase
U.S. markets opened higher as technology stocks rallied after Meta agreed to buy about $27 billion of AI compute capacity from Nebius, boosting chip and memory shares. The deal and the start of Nvidia’s GTC conference underpin optimism about sustained data‑centre spending, even as macro risks could trigger intermittent corrections.
Wall Street Dips as Tech Slips and Gold Miners Plunge; Oil and the Dollar Push Markets Around
U.S. equity markets closed lower as technology names led declines while gold miners plunged amid a firmer dollar and rising oil prices. The session reflected sector rotation and macro uncertainty, with investors weighing the implications of commodity strength and higher real yields on earnings and valuations.
Amazon Taps Cerebras for Cloud Inference Push, Taking Aim at Nvidia’s Dominance
AWS will deploy Cerebras inference chips alongside its Trainium3 processors in a new service aimed at faster, cheaper AI inference for chatbots and coding tools. The move reflects a market shift from GPU‑heavy training towards specialised, lower‑latency inference hardware and intensifies competition with Nvidia’s GPU ecosystem.
OpenClaw and the Rise of the 'Anxiety Tax': How Consumer AI Is Turning Compute into Cash
OpenClaw's consumer rollout has turned expensive compute into a new "anxiety tax," driving token spending among ordinary users and creating secondary markets for installers and course sellers. While cloud vendors and chipmakers reap the benefits, many consumers pay for emotional reassurance rather than clear productivity gains.
Meta Accelerates Own AI Silicon Push with Four New MTIA Chips, Betting on in‑House Efficiency
Meta announced four new AI chips under its MTIA programme, with MTIA 300 already in production and three further models slated through 2027. The chips aim to accelerate both training and inference for generative features and ranking systems, reflecting a broader industry move toward custom silicon to cut costs and control performance.
Meta Accelerates Push for Custom AI Chips to Power Generative Models and Wean Off Nvidia
Meta revealed plans to roll out four in‑house MTIA chips through 2027, with MTIA 300 already in production and later chips slated for inference-heavy generative AI workloads. The move signals a deliberate strategy to diversify suppliers, lower operating costs, and pair continued purchases of Nvidia/AMD hardware with bespoke silicon aimed at Meta’s unique demands.
Nvidia Commits $2 Billion to Nebius to Build a Next‑Generation AI Cloud
Nvidia has entered a strategic partnership with cloud provider Nebius to build a hyperscale AI cloud platform, and will invest $2 billion in the company. The move accelerates Nvidia’s expansion beyond chips into the cloud infrastructure that will host large AI models and could reshape competition among cloud providers.
Stargate Stumbles: Oracle and OpenAI Abandon Texas Expansion as Meta Eyes the Site
Oracle and OpenAI have abandoned a planned expansion of a flagship AI data‑centre near Abilene, Texas — part of the broader Stargate programme — after financing stalled and OpenAI’s capacity needs changed. Meta is exploring leasing the stalled expansion, with Nvidia facilitating talks, highlighting chipmakers’ growing influence over where AI compute is built.
AI Surge and Private Valuations Propel Musk Back to No.1 as China Reclaims Top Spot for Billionaires
Hurun’s 2026 Global Rich List records a historic jump to 4,020 billionaires as global wealth on the list rises 28%. AI-driven valuation gains and private-company growth catapult Elon Musk back to the top while China, led by Shenzhen’s tech ecosystem and ByteDance’s Zhang Yiming, surpasses the United States in billionaire headcount.
AMD Shares Slip Further as Chip Sector Wobbles, Decline Widens to 5%
AMD shares fell about 5% on March 3 amid a wider pullback in semiconductor stocks, even as some brokers maintain bullish price targets. The move underscores investor sensitivity to AI‑hardware demand, macro risks and sector rotation, leaving AMD vulnerable to near‑term volatility until clearer demand signals emerge.