Jensen Huang

Leading Nvidia's reported acquisition of Hugging Face

Nvidia agreed to buy Hugging Face, the platform where developers share open-source AI models, for $12.9 billion, The Information reported Wednesday. The deal is not signed yet, and Business Insider says talks could still fall apart.

Updated Yesterday

Partnering with Perplexity to run AI agents on local Nvidia hardware

Perplexity launched Portable Computer on Tuesday, a version of its agentic Computer platform that runs entirely on a user's own hardware. Local work costs no tokens, and nothing leaves the machine unless the user approves a specific cloud step.

Updated Yesterday

Sits atop the AI chip market every challenger is targeting

Nvidia still runs roughly four of every five AI chips sold today. In December 2025, Nvidia paid $20 billion to license rival Groq's chip design and hire its founding team. It then built its own inference-only rack from that technology, launched at Nvidia's GTC conference in March 2026.

Updated Aug 19

Defends deals as real demand

Nvidia sells OpenAI its chips. It has also agreed to guarantee up to $105 billion of OpenAI's rent and power bills for a huge new data center in rural Ohio, according to a securities filing made public August 17.

Updated Aug 18

Defending Nvidia's lead with the Vera Rubin platform

AMD began shipping Helios racks in Q3 2026, with OpenAI, Meta, Microsoft, Oracle, and Anthropic all committed as launch customers. A deal with Anthropic on July 22 added 2 gigawatts of MI450 GPU capacity and an AMD equity investment of up to $5 billion, pushing total committed deployments to 14 gigawatts. Each Helios rack lists at $5.25 million, roughly 40% above Nvidia's competing second-generation Rubin rack.

Updated Aug 5

Defending Nvidia's lead as big customers build rival chips

Chip stocks lost more than $1 trillion in market value on July 28, 2026. Memory maker SK Hynix fell about 14% and Samsung dropped over 10%, pulling South Korea's Kospi down roughly 9%. Nvidia slid more than 5% and briefly handed the title of world's most valuable company back to Apple.

Updated Jul 28

Introduced Nvidia's Rubin platform and its physical-AI strategy at CES 2026

For years, the buzz at CES was software: apps, chatbots, voice assistants. In 2026, the biggest crowds gathered around machines that walk, lift, and drive themselves.

Updated Jul 20

Leading Nvidia's ecosystem investment strategy

Since May 2025, Nvidia has committed more than $40 billion to companies building AI infrastructure, a total dominated by a $30 billion stake in OpenAI confirmed in February 2026. May brought two more deals: $3.2 billion for glass and fiber maker Corning, and $2.1 billion for data center operator IREN.

Updated Jul 2

Faces a major customer building an alternative

Every time you ask ChatGPT a question, OpenAI rents the chips that answer it, mostly from Nvidia. On June 24, OpenAI and Broadcom unveiled Jalapeño, OpenAI's first chip of its own, built to do that work for roughly half the cost.

Updated Jun 25

Largest buyer of high-bandwidth memory for AI accelerators

Modern AI chips can crunch numbers faster than memory can feed them data. On June 18, 2026, SK hynix said it shipped samples of HBM4E, a stacked memory chip built to narrow that gap, to major customers.

Updated Jun 18

Unveiled RTX Spark Superchip at Computex 2026; confirmed three-generation roadmap to 2030

On June 1 in Taipei, Nvidia CEO Jensen Huang unveiled what the company is calling the RTX Spark Superchip, a 20-core Arm processor co-designed with MediaTek carrying a Blackwell GPU with 6,144 CUDA cores. Microsoft confirmed Windows on Arm support the same morning. ASUS, Dell, HP, Lenovo, Microsoft Surface, and MSI committed to shipping RTX Spark laptops this fall, with Acer and GIGABYTE announced as follow-on brands.

Updated Jun 16

Guided Q2 to $91 billion after Q1 beat; projects combined Blackwell and Rubin revenue of $1 trillion across 2026 and 2027

Nvidia reported Q1 fiscal-2027 revenue of $81.6 billion on May 20, beating Wall Street's $78 billion consensus by $3.6 billion. Data center revenue hit $75 billion, up 92% from a year earlier. The company guided Q2 to $91 billion, above the $85 billion estimate, but the stock closed down 1.8% the next day as analysts said the beat was already priced in.

Updated Jun 3

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 May 30

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 May 30

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 May 30

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

Nvidia and Uber announced plans to deploy 100,000 Level 4 autonomous robotaxis across 28 cities on four continents by 2028, using Nvidia's new DRIVE Hyperion 10 platform and Alpamayo, an open-source reasoning model. 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 May 30

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, Jensen Huang unveiled Vera Rubin (a single-GPU system delivering 50 petaflops, five times Blackwell's performance, at one-tenth the cost per token) and NemoClaw, an open-source platform letting companies deploy autonomous AI agents without cloud-provider lock-in.

Updated May 30

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 29

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 May 22

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

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

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

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

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

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