NVIDIA Fights AI Restrictions
NVIDIA’s simultaneous push to lock in massive memory supplies from South Korea while leading a coalition against restrictive AI policies reveals a calculated effort to shape both the technical and regulatory foundations of the coming agentic era. At…
Nvidia Boosts AI Efficiency
Nvidia is positioning its upcoming Vera Rubin platform as a decisive leap in AI infrastructure efficiency, claiming a 10-fold improvement in tokens per watt over the prior Grace Blackwell generation when running DeepSeek’s R1 model at CoreWeave. The…
NVIDIA Eyes Agent-Driven Worlds
NVIDIA’s SIGGRAPH Showcase Signals a Shift Toward Agent-Driven Physical Worlds At SIGGRAPH 2026, NVIDIA positioned its latest advances in neural rendering, world models, and physics simulation as foundational to an emerging class of agentic systems that…
Alibaba Takes on Nvidia
Alibaba’s push to dismantle Nvidia’s software lock-in through open-source tools coincides with its largest-ever pre-IPO bet on domestic memory chips, even as the company’s shares sit 19.7 percent lower for the year. These moves signal a deliberate…
Nvidia CEO’s Jacket Sells
The sale of a pre-worn Tom Ford leather jacket once worn by Nvidia CEO Jensen Huang for $960,000 at Sotheby’s underscores how artifacts tied to artificial intelligence leadership now command prices far exceeding their material value. The garment, signed…
Apple Reclaims Top Spot
Apple has reclaimed its position as the world’s most valuable company, briefly surpassing Nvidia with a market capitalization of $4.9 trillion against the chipmaker’s $4.8 trillion. This shift occurred amid a broader investor rotation away from AI…
Japan Leads AI Revolution
NVIDIA’s announcement of the world’s first national AI infrastructure dedicated to physical AI has placed Japan at the center of the next industrial transformation. During CEO Jensen Huang’s July 2026 visit, the company revealed a coalition with Japan’s…
US Limits Nvidia Chip Sales
Nvidia’s position at the center of U.S.-China technology tensions took on new clarity this week when a senior Commerce Department official disclosed that only minimal volumes of the company’s H200 AI accelerators have reached Chinese buyers…
Nvidia’s AI Dominance Challenged
Nvidia’s position at the center of AI infrastructure is being tested by a fundamental shift in where value is accruing within data-center supply chains. While the company’s graphics processors remain essential, investors have reassessed its valuation as…
NVIDIA Expands to Space
NVIDIA’s expansion into orbital infrastructure marks a decisive step beyond terrestrial data centers, as the company quietly recruits for its first low-Earth orbit compute module while its core AI ecosystem continues to mature on the ground. The move…