NVIDIA company headlines, earnings, strategy, leadership, and market-moving business updates.
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The Information reports OpenAI is in talks to lease a large-scale data center on federal land in Ohio, in a deal that could involve financial support from Nvidia as AI compute demand accelerates.
THE APEX TIMES
THE APEX TIMES
Tesla CEO Elon Musk says his next-generation AI chip will deliver roughly 2 to 3 times the performance of NVIDIA’s offering at about 10% of the cost. NVIDIA has not responded, and many specifics about the claimed chip performance and bill-of-materials economics have not been independently verified.
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The AI hardware bellwether fell in Tuesday’s sell-off, with traders watching a decisive bounce versus further downside around a widely followed price area.
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Alex Sacerdote of Whale Rock Capital cited a steep valuation benchmark from NVIDIA’s earlier AI surge during a recent appearance, as investors continue to debate whether today’s multiples are justified.
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Vertiv said it is deepening its work with NVIDIA on electrical infrastructure for AI-focused data centers, centered on an 800-volt direct current (DC) power architecture. The move comes as investors and customers weigh how quickly power systems scale with the pace of AI compute.
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In a move aimed at expanding AI computing beyond the server room, NVIDIA is rolling out a new chip designed to bring AI capabilities directly into desktop PCs and laptops. The update is positioned as part of an effort with Microsoft to “reinvent the PC” for the AI era.
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The move intensifies competition in quantum computing, a field where building hardware, manufacturing capabilities, and error-correction timelines are capital-intensive.
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The neo-cloud company Nebius Group said it is starting a six-month, NVIDIA-supported program aimed at helping UK and European robotics teams run and test “physical AI” projects using high-performance GPU infrastructure and simulation tools.
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A new market call points to Micron’s upcoming results as the key near-term datapoint for the AI semiconductor supply chain, even as Nvidia remains the sector’s most watched benchmark.
