# Nvidia
Latest news and articles about Nvidia
Total: 87 articles found
China’s AI Models Overtake US Usage — Rewriting the Hardware Playbook and Roiling Markets
OpenRouter data shows Chinese AI models surpassed US counterparts in weekly token usage in February 2026, driven by multiple efficient architectures and low costs. Markets split: Chinese cloud, data‑centre and power stocks surged while Nvidia’s valuation plunged, signalling a potential reallocation of AI value away from high‑end GPUs toward models and low‑cost infrastructure.
Blowout Quarter, Tepid Market: Nvidia’s Strong Results Undercut by AI‑Monetisation Fears and an Uncertain OpenAI Pact
Nvidia posted a stellar quarter driven by its data‑centre GPUs and issued an aggressive revenue guide, yet the stock fell over 5% as investors fretted about the sustainability of AI capex, lofty valuations and uncertainty around a large potential OpenAI investment. The rout hit other chip names too, reflecting concern about demand sensitivity to hyperscaler spending and a market shift from training to inference workloads.
Mixed US Market Open Highlights AI Winners and China Tech Weakness — Nvidia Slips, Baidu Sinks
US markets opened mixed, with the Nasdaq down modestly and the Dow higher. Nvidia’s stock dipped despite beating fourth-quarter expectations, while Baidu fell sharply after reporting a year-on-year revenue decline for fiscal 2025, underscoring investor focus on guidance and the uneven health of tech-driven growth.
Nvidia’s $68bn Quarter Recasts AI Infrastructure — but China, Competition and Supply Limits Shadow the Rally
Nvidia posted record quarterly revenue of $68.13 billion and GAAP net income of $42.96 billion, propelled by a data‑center business that now supplies over 90% of sales. Management argues falling inference costs from Blackwell and Vera Rubin architectures will drive an era of intelligent agents, even as export controls on China, supply bottlenecks and rising competition present material risks.
Huang’s Rule: In the AI Era, Compute Is Money — Nvidia Maps Out a Cash-Driven Infrastructure Monopoly
Nvidia used its strong quarterly results to reframe the economics of AI around one simple truth: compute generates tokens, and tokens generate revenue. Jensen Huang argued that the company’s architectural compatibility, software ecosystem and new networking products make Nvidia the indispensable infrastructure provider for the agent‑based AI era, while flagging longer‑term bets in robotics and space computing.
Duan Yongping's $17.5bn War Chest Bets Big on Nvidia and AI Infrastructure
Duan Yongping’s H&H International Investment held roughly $17.5bn in US equities at end-2025 and dramatically increased its Nvidia stake while trimming Apple and cutting ASML. The fund also initiated small positions in AI infrastructure and healthcare AI plays — CoreWeave, Credo Technology and Tempus — signaling a strategic pivot toward the AI compute stack and monetizable applications.
Nvidia’s Jensen Huang Teases “Never‑Seen” Chips at GTC — A Shot Across the AI Infrastructure Bow
Nvidia CEO Jensen Huang announced that GTC 2026 will unveil “never‑seen” chips, signalling an aggressive push in AI infrastructure. The declaration underlines Nvidia’s central role in the AI compute market and raises questions about technological novelty, supply‑chain constraints and geopolitical implications.
Fei‑Fei Li’s World Labs Raises $1bn to Advance 3D ‘World Model’ AI as Chipmakers and Autodesk Join the Bet
World Labs, founded by AI pioneer Fei‑Fei Li, raised $1 billion in a round that included Autodesk ($200m), Andreessen Horowitz, Nvidia and AMD. The funding aims to accelerate the company’s work on 3D “world models,” exemplified by its Marble product, to advance robotics, scientific discovery and 3D content applications.
Nvidia Promises Unseen “New Chips” at GTC — A Fresh Leap in the AI Infrastructure Arms Race
Nvidia CEO Jensen Huang announced that the company will unveil multiple unprecedented chips at GTC 2026, positioning the firm to push the next wave of AI infrastructure innovation. The reveal matters for cloud providers, chip rivals and national tech strategies because advances will affect performance, supply chains and geopolitical access to high‑end compute.
Nvidia and Meta Forge Multi‑Year AI Partnership as Meta Orders Millions of Chips
Nvidia and Meta have signed a multi‑year partnership that will see Meta deploy millions of Nvidia chips across on‑premises and cloud infrastructure. The deal secures compute supply for Meta's AI ambitions while reinforcing Nvidia's dominant position in AI hardware, with wide implications for competitors, cloud providers and energy use.
Meta Bets Big on Nvidia: First Major Standalone Roll‑out of Grace CPUs to Power Its AI Future
Meta and Nvidia have widened a strategic partnership to include large‑scale deployment of Nvidia GPUs and the first standalone mass roll‑out of Nvidia’s Grace CPUs, plus future plans to adopt Vera CPUs around 2027. The deal ties Meta’s planned $135 billion capex trajectory to Nvidia’s full‑stack platform while leaving room for other suppliers as a hedge against vendor concentration.
Anthropic’s $30bn War Chest and OpenAI’s Chip Diversification Signal a New Phase in the AI Arms Race
Anthropic has raised $30 billion at a roughly $380 billion valuation to accelerate research and infrastructure, while OpenAI released GPT‑5.3‑Codex‑Spark on Cerebras hardware to lessen its reliance on Nvidia. The moves underscore a shift toward capital‑heavy model development and strategic chip diversification, with Chinese firms simultaneously open‑sourcing large models and pushing robotics and embodied AI.