# Nvidia
Latest news and articles about Nvidia
Total: 121 articles found
Amazon Plays Both Sides: $50bn Bet on OpenAI while Doubling Down on Its Own AI Chips
Amazon said it will invest up to $50 billion in OpenAI and host substantial OpenAI workloads on AWS, including a pledge to run 2GW of its Trainium chips on OpenAI’s Frontier platform. The deal, which runs alongside continuing ties with Anthropic, strengthens AWS’s competitive position in the AI cloud market and validates Amazon’s push into custom AI silicon while leaving significant milestones and conditionality unresolved.
Meta Retreats on Ambitious In‑House AI Chip — Turns to AMD, Nvidia and Google to Fill the Gap
Meta has paused work on a high‑end internal AI training chip, Olympus, after design and stability issues, opting instead for a simpler internal design and large purchases from AMD, Nvidia and Google. The move underscores the difficulty of competing with Nvidia’s performance and software ecosystem and signals a pragmatic industry shift toward external partnerships to secure AI compute capacity.
Nvidia Targets the ‘Inference’ Bottleneck with a New Generation of AI Chips
Nvidia is designing a new class of chips optimized for AI inference, prioritizing latency, throughput and energy efficiency for real‑time model serving. The move aims to lower the cost of running large models at scale and strengthens Nvidia’s position across the AI value chain while intensifying competitive and geopolitical pressures in the semiconductor industry.
ChatGPT Nears Billion‑User Threshold as OpenAI Secures a Record $110bn War Chest
OpenAI says ChatGPT has reached 900 million weekly active users and more than 50 million paid subscribers, as subscription additions accelerated early in the year. The announcement coincided with a roughly $110 billion financing round led by Amazon, Nvidia and SoftBank, lifting OpenAI’s pre‑money valuation to about $730 billion and underscoring both the opportunity and the cost of scaling generative AI globally.
When Beats Don’t Boost: Why Nvidia’s Record Quarter Prompted a Market Rethink
Nvidia posted another extraordinary quarter, yet its stock tumbled as investors worried the company’s GPU advantage is shrinking. Structural shifts — from training to inference, rising alternative silicon and cloud providers’ vertical integration — are compressing margins and forcing Nvidia to seek new revenue streams while defending its core franchise.
Amazon, Nvidia and SoftBank Pump $110bn into OpenAI as the Company Recasts Its Spending Plan
OpenAI has raised $110 billion from Amazon, Nvidia and SoftBank, valuing the company at about $730 billion pre‑money. The round includes strategic ties with Amazon and Nvidia and comes as OpenAI trims its 2030 compute spending target to roughly $600 billion while projecting revenue above $280 billion by 2030.
OpenAI Pulls in $110bn, Seals Strategic Ties with Nvidia and Amazon as AI Stakes Soar
OpenAI said it raised $110 billion in a round that values the company at $730 billion pre-money, with SoftBank, Nvidia and Amazon as lead backers. The deal pairs massive capital with strategic access to next‑generation inference hardware and AWS distribution, intensifying competition among cloud providers and magnifying concentration risks in the AI ecosystem.
Amazon, Nvidia and SoftBank Pump $110bn into OpenAI as Valuation Soars to $730bn
OpenAI secured about $110 billion from Amazon, Nvidia and SoftBank, lifting its pre‑money valuation to roughly $730 billion and expanding a strategic AWS partnership. The financing fuels an escalating capital race among AI developers and tightens the ties between model creators, cloud providers and chipmakers, with implications for competition, regulation and geopolitics.
OpenAI Secures $110bn Round as Amazon, Nvidia and SoftBank Bet on an AI Infrastructure Arms Race
OpenAI has closed a record $110 billion private funding round led by Amazon ($50bn), Nvidia ($30bn) and SoftBank ($30bn), lifting its pre‑money valuation to about $730 billion. The financing combines capital with strategic infrastructure deals—AWS exclusivity for the Frontier enterprise distribution and large GPU allocations from Nvidia—marking a consolidation of compute, cloud and software in the AI market.
AI Cap‑ex Concerns Hit Nasdaq; CoreWeave Plummets While Netflix Rallies After Exiting Warner Bros Bid
US markets opened lower as investors fretted over large capital expenditure plans at AI infrastructure providers, sending CoreWeave down over 13% and pressuring broader tech names. Duolingo tumbled on weak bookings guidance while Netflix rose after exiting the Warner Bros bidding contest, underscoring divergent fortunes across the tech and media landscape.
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.