How Jensen Huang, who engaged little in politics until 2024, is using his newfound star power to strike deals in Europe, the Middle East, Japan, and elsewhere
Financial Times : X: @pawlega and @zephyr_z9 X: @pawlega : “People are starting to feel now that they have become critically dependent not just on Nvidia, but almost on Jensen himself,” says one exec...
Nvidia starts making its Blackwell chips at TSMC's Phoenix plant and says it aims to make up to $500B of AI infrastructure in the US in the next four years
Nvidia opens first US factories Reuters : Nvidia to produce AI servers worth up to $500 billion in US over four years Taiwan News : Nvidia to invest NT$16 trillion in US AI infrastructure with Taiwane...
Microsoft says it is on track to invest ~$80B in FY 2025 to build out datacenters to train AI and deploy AI and cloud apps, with 50%+ of the spending in the US
plans to spend tens of billions of dollars to build out AI data center … Rounak Jain / Benzinga : Microsoft To Invest $80 Billion In AI Data Centers For Fiscal 2025 Minh Le / Tech in Asia : Microsoft ...
A look at Nvidia's AI startup investments through Nventures and its corporate development team, deals that come with intangibles, like access to research teams
Richard Nieva / Forbes : X: @alexvoica , @alexrkonrad , @richardjnieva , and @hkanji X: Alexandru Voica / @alexvoica : Working with Nvidia's world-class research team and having NVentures as an inves...
A look at Nvidia's AI startup investments through Nventures and its corporate development team, deals that come with intangibles, like access to research teams
The trillion-dollar chipmaker has done over two dozen deals, through its Nventures investing arm and corporate development team. X: @alexvoica , @alexrkonrad , @hkanji , and @richardjnieva X: Alexandr...
Nvidia announces AI products and updates, including the DGX GH200 supercomputer platform, gaming features, data center networking tools, and a robotics platform
Watch how Jensen Huang very well explains how industry will digitaly transform, and become digital first. … Alan Vaksman : Clear structured communication is still the key to success in the AI age. — ...
Q&A with Nvidia CEO Jensen Huang on AI's iPhone moment, the DGX Cloud service, the US' export controls, Nvidia's position in the stack in an LLM world, and more
Ben Thompson / Stratechery : Tweets: @bradneuberg , @trengriffin , @wenyee_lee , and @stratechery Tweets: Brad Neuberg / @bradneuberg : Excellent interview between two smart folks who I like to follo...