Jensen Huang

Rule Changes

Making Davos debut amid AI governance debates

For 55 years, the World Economic Forum at Davos was neutral ground where adversaries brokered deals. This year, 65 heads of state and nearly 3,000 leaders arrived just 48 hours after Trump announced 10% tariffs on eight European allies. The tariffs escalate to 25% by June unless Denmark agrees to sell Greenland.

Updated 7 days ago

Money Moves

TSMC's largest customer for AI chips

TSMC manufactures over 90% of the world's most advanced chips. On January 15, 2026, TSMC announced it would spend up to $56 billion this year (a 37% increase from 2025) to expand AI processor capacity.

Updated May 21

New Capabilities

Building DOE AI supercomputers

The White House mobilized America's 17 national laboratories and major tech companies—OpenAI, Anthropic, Google, Microsoft, NVIDIA. The Genesis Mission aims to double US research productivity in a decade by connecting supercomputers, quantum systems, and AI into one discovery platform. Energy Secretary Chris Wright announced 24 corporate partners at a January 11 summit.

Updated May 20

Money Moves

Leading Nvidia through the Blackwell ramp

Nvidia reports first-quarter fiscal-2027 earnings after the U.S. market close. Wall Street expects about $78 billion in revenue, with $73 billion of that coming from data centers — roughly one quarterly print equal to the entire annual revenue of Intel.

Updated May 20

Built World

Leading the AI chip revolution powering datacenter expansion

ChatGPT's November 2022 launch triggered the fastest infrastructure buildout in tech history. Hyperscalers are now on track to spend over $1 trillion in 2026, exceeding the GDP of all but 10 countries.

Updated May 19

New Capabilities

Leading company with 90%+ share of AI chip market

Intel just shipped its first client processors built on 18A, the most advanced semiconductor process ever made in America. The Core Ultra Series 3 chips, unveiled January 5 at CES 2026, went on sale globally January 27 with over 200 PC designs, offering 60% faster performance and 27-hour battery life.

Updated May 19

Money Moves

Finalized $30 billion equity investment in OpenAI; committed to providing 5GW of Vera Rubin capacity

After the $122 billion round closed in April, OpenAI ended its Azure cloud exclusivity and capped Microsoft's revenue share at $38 billion through 2030. On May 18, a jury dismissed Elon Musk's suit seeking $134 billion and the reversal of OpenAI's for-profit structure.

Updated May 18

New Capabilities

Leading AI infrastructure consolidation strategy

On Christmas Eve 2025, Nvidia paid $20 billion for Groq's assets—nearly triple the AI chip startup's $6.9 billion valuation from three months earlier. The deal brings Groq's founder Jonathan Ross, who created Google's original Tensor Processing Unit, and his breakthrough inference technology into Nvidia's fold. It's Nvidia's largest acquisition ever, nearly three times bigger than its $7 billion Mellanox purchase.

Updated May 16

Rule Changes

Lobbying beneficiary of the H200 opening; managing supply constraints and political risk

The Trump administration just did the thing Washington has spent years swearing it wouldn't do: let China buy a near-top-tier Nvidia AI chip again. Now a China hawk in Congress is demanding the Commerce Department explain, in detail, why this isn't a strategic own-goal.

Updated May 15

Money Moves

Sits atop the AI chip market every challenger is targeting

Nvidia sells roughly four out of every five chips running today's large AI models. Investors are now writing nine-figure checks on the bet that the workload coming next, running those models rather than training them, will move to different silicon.

Updated May 13

Money Moves

Leading Nvidia's ecosystem investment strategy

In ten months, Nvidia has poured roughly $14 billion into six companies that supply the chips, networking gear, optical links, and cloud capacity its artificial intelligence platform depends on. The latest: a $2 billion stake in Marvell Technology, the custom-chip designer behind Amazon's Trainium and Microsoft's Maia accelerators, announced March 31, 2026. Marvell's stock jumped 13% on the news.

Updated Apr 1

Money Moves

Shifted from $100 billion deployment deal to $30 billion equity investment in OpenAI

Four months ago, Sam Altman told the world OpenAI had $1.4 trillion in data center commitments. Now the company is telling investors the real number is $600 billion — and that it would rather rent computing power than build its own facilities. The retreat, disclosed to investors in February 2026 and detailed publicly on March 22, marks the sharpest pivot in the short history of the artificial intelligence spending boom.

Updated Mar 22

New Capabilities

Leading Nvidia's dominance in AI chip market

Every company designing custom artificial intelligence chips today — Apple, Google, Amazon, Microsoft — pays someone else to manufacture them. Tesla just announced it will build and operate its own semiconductor fabrication plant, a $20 billion facility called TeraFab targeting the 2-nanometer process node, the most advanced manufacturing technology in existence. No company without decades of chipmaking experience has ever attempted this.

Updated Mar 21

New Capabilities

Announced Space-1 platform at GTC 2026

Earth observation satellites generate petabytes of imagery every day, but only about two percent of it ever reaches the ground. The bottleneck is physics: a satellite in low Earth orbit gets maybe ten minutes of ground-station contact per pass, and radio bandwidth cannot keep up with sensor resolution that doubles every few years. Nvidia's answer, announced at its annual developer conference on March 17, 2026, is to stop trying to move the data down and instead move the AI up. The Vera Rubin Space-1 Module packs 25 times the compute power of Nvidia's H100 chip into a radiation-hardened package designed to run large language models and foundation models directly in orbit.

Updated Mar 17

New Capabilities

Keynote presenter at GTC 2026; positioning Nvidia as the computing backbone of the AV industry

Nvidia and Uber announced a plan to deploy 100,000 Level 4 autonomous robotaxis across 28 cities on four continents by 2028, using Nvidia's new DRIVE Hyperion 10 computing platform and an open-source reasoning model called Alpamayo. Five automakers—BYD, Geely, Stellantis, Lucid, and Mercedes-Benz—will manufacture vehicles with Nvidia's hardware pre-installed. Commercial rides begin in Los Angeles and San Francisco in the first half of 2027.

Updated Mar 17

New Capabilities

Delivered GTC 2026 keynote, unveiled Vera Rubin and NemoClaw

Nvidia has spent four years on an annual architecture cadence that no semiconductor company has sustained before. At GTC 2026, chief executive Jensen Huang unveiled the Vera Rubin platform—a system built around a single graphics processing unit that delivers 50 petaflops of inference compute, roughly five times the performance of its Blackwell predecessor, while claiming to cut the cost of generating each AI token by a factor of ten. In the same keynote, Huang launched NemoClaw, an open-source software platform that lets any company deploy autonomous AI agents across its operations without being locked into a specific cloud provider's hardware.

Updated Mar 16