Nvidia is one of the world’s biggest computer chip companies, best known for its line of graphics processing units or GPUs. Although the firm had its start in the world of consumer gaming, in recent years it’s grown into a true tech titan with diverse investments in self-driving cars, cloud computing, supercomputing, and artificial intelligence. The parallel processing power of Nvidia’s GPUs has proven to be particularly good at machine learning tasks, and its chips are in high demand not only from AI researchers but any business with an interest in artificial intelligence. From 2015 onwards, Nvidia’s share price grew sharply, allowing the company to make some key acquisitions, including UK chip designer ARM, which it announced it would purchase in September 2020 for $40 billion. Nvidia was founded in 1993 by Jensen Huang, who is currently the firm’s CEO. Known for his leather jackets and upbeat corporate presentations, Huang is a familiar figure to anyone interested in tech.
Reuters reports that Nvidia is working on a version of its new “Blackwell” chips for the Chinese market, which would be in line with strict US export controls for AI training chips.
Nvidia will reportedly work with Chinese distributor partner Inspur on launching the so-called “B20” chip, which is pitched to compete against domestic offerings from Huawei and Tencent-backed startup Enflame.
It’s a “global outage,” according to an Nvidia status message. “We are working on a fix to bring back the service as soon as possible.”
Nvidia’s other GeForce Now services appear to be operational, so perhaps this issue is tied to everything else going on.
According to The Information, OpenAI is in discussion with Broadcom and other semiconductor designers about developing its own artificial intelligence chip to address shortages in its supply chain and reduce dependency on Nvidia. OpenAI has apparently also hired former Google chip staffers.
Bloomberg previously reported in January that OpenAI CEO Sam Altman was planning to raise billions of dollars to set up a network of chip factories.
[The Information]
The two tech CEOS (and jacket-swapping friends) will have a live-streamed “fireside chat” at the SIGGRAPH conference to discuss AI. Their conversation will take place on July 29th at 6PM ET.
IDC and Canalys disagree whether this is the second or third consecutive quarter of growth, but either way, the slump is definitively behind us — and we haven’t even seen the impact of this year’s Qualcomm, AMD and Intel chip launches yet.
Riding a valuation pumped up by generative AI and its chips that power many of the tools, Nvidia’s market cap has passed not only Apple but now Microsoft, too, at more than $3.3 trillion, as reported by Bloomberg.
The markets are still open, but the rise has been fast — Nvidia shares are up 160 percent in 2024, passing $2 trillion in February.
Nvidia has updated its new beta app with 120fps AV1 video capture, one-click automatic GPU tuning, and an improved overlay today. The Nvidia app is designed to combine GeForce Experience and the Control Panel into a single app. Nvidia is planning to add the remaining Control Panel options in future updates, including display and video settings and DLSS controls. Multi-monitor support for RTX HDR is also coming soon.
The free VLC media player will soon get Nvidia’s RTX Video HDR feature on top of its existing Super Resolution support. RTX Video HDR uses AI to convert SDR color space videos into HDR ones, ideal for the latest crop of OLED HDR monitors. DaVinci Resolve is also getting RTX Video support to upscale lower-quality videos up to 4K and HDR.
It lets modders bring modern graphics to old games, including but definitely not limited to ray-traced Half-Life and Half-Life 2. This month, there’ll be an SDK to extend it beyond DX8 and DX9 games, new AI modding tools, and more in open source.
Nvidia CEO Jensen Huang is on stage at Computex talking about how much better GPUs are for AI tasks than CPUs. Nvidia just made $14 billion of profit in a single quarter thanks to AI chips. “The more you buy, the more you save,” Huang jokes. “That’s called CEO math. It’s not accurate, but it is correct.”
Nvidia is gearing up for more AI announcements during its Computex 2024 keynote. CEO Jensen Huang will take the stage in Taiwan at 7AM ET / 4AM PT / 12PM UK today to detail more of Nvidia’s AI plans. While it’s unlikely we’ll hear about RTX 5000 GPUs, I’m sure Nvidia will have some GeForce-related news. You can tune in, below.
WoW Dragonflight, WoW Classic and Cataclysm Classic flavors are each represented, and Nvidia says The War Within expansion is on the way. They’re the latest Blizzard Battle.net games to make it to GFN, following StarCraft, Diablo, Hearthstone, and Overwatch 2.
Sales jumped 262 percent in Q1 2025 to hit a record $26B in revenue, of which nearly three-quarters ($19.4B) was data center compute — especially its Hopper GPUs for training LLMs and generative AI apps, says Nvidia. Gaming only accounted for $2.6 billion revenue this quarter.
Nvidia’s expecting record revenue again next quarter — $28B. Shovels in a gold rush, people.
Microsoft mentioned yesterday that in addition to all the Snapdragon-powered PCs announced, we would also see those AI PC experiences ship in computers powered by Intel, AMD, and Nvidia as well. Now Nvidia suggests it won’t be a long wait:
In the coming months, Copilot+ PCs equipped with new power-efficient systems-on-a-chip and RTX GPUs will be released, giving gamers, creators, enthusiasts and developers increased performance to tackle demanding local AI workloads, along with Microsoft’s new Copilot+ features.
Mozilla Firefox now supports Nvidia’s AI upscaling, and, in joining Chrome and Edge, it’s become the first non-Chromium browser on the list. Nvidia’s tech taps into your Windows PC’s RTX GPU to enhance low resolution video and add HDR.
CEO Sundar Pichai just announced new Trillium chips, coming later this year, that are 4.7 times faster than their predecessors, as Google competes with everyone else building new AI chips. Pichai also highlighted Axion, Google’s first ARM-based CPU, which the company announced last month.
Google will also be “one of the first” cloud companies to offer Nvidia’s Blackwell GPU starting in 2025.
Correction: Axion was announced last month, not last year. Also, corrected the spelling of Axion.
60 Minutes ran a segment last night on Nvidia’s ascent. It’s a solid look at how the company has become a dominant force in the AI industry.
But also, just check out this photo. Nvidia’s top boss and 60 Minutes’ Bill Whitaker know how to get after it with their Denny’s order, which I have no choice but to respect.
Don’t know how I missed this the other week: Nvidia’s quietly pointing its board partners towards small GPUs again! I sincerely hope this means blower cards are back on the menu to exhaust hot air from my case. Nvidia cracked down on those years back, allegedly to avoid cannibalizing workstation GPU sales. It’s one way GPUs might head back in the right direction.
The WSJ reports that Nvidia’s Jensen Huang and Google’s Sundar Pichai also have a seat on the board, which the Department of Homeland Security formed to promote AI safety and security. Other members include academics, civil rights leaders, and government officials, according to the WSJ.
Run:ai’s software lets users share computing power and easily manage GPUs running on cloud and on-premises data centers. It will be part of Nvidia’s DGX Cloud platform, which sells access to Nvidia’s GPUs for a monthly fee. TechCrunch reports the deal cost $700 million.
Intel first introduced its Gaudi 3 AI accelerator last year, but now the company has revealed more details on performance. When compared to the H100 GPU, Intel says its Gaudi 3 accelerator can deliver “50% faster time-to-train on average across the Llama2 models” with better efficiency.
The company also says the Gaudi 3 AI Accelerator will be a “fraction of the cost” of Nvidia’s pricey H100. It will become available to companies like Dell, HPE, and Lenovo in the second quarter of this year.
The home to some of the world’s most advanced chip factories suffered its biggest earthquake in the last 25 years, temporarily halting production at display makers like Innolux and AUO, and contract chipmakers like United Microelectronic.
But it’s also home to TSMC — the world’s top chipmaker favored by Apple and Nvidia, among others — which has many supply-chain watchers concerned.
Here’s TSMC’s statement following the magnitude-7.2 quake:
“Preventative measures were initiated according to procedure and some fabs were evacuated. All personnel are safe, and those evacuated are beginning to return to their workplaces. The company is currently confirming the details of the impact.”
The free no-cloud chatbot can now pull up photos based on your queries thanks to CLIP integration. Google Photos hooked me in 2015 with free unlimited photo storage, but now that’s gone, photo search is the biggest reason I stay. Maybe I’ll just hook up a future Chat with RTX to a photo-filled NAS and call it a day?
Also, it now does voice chat: I asked it a sentence in basic spoken Japanese and it knew what I meant. Both features are coming “soon,” says Nvidia’s Kedar Potdar.
Will the ‘world’s most powerful chip’ for AI actually cost up to 25 times less than the H100? Maybe not per part: Huang told CNBC that the B200 chip costs between $30,000 and $40,000.
That was the going rate for H100 cards on eBay, so it doesn’t sound like they’ll be cheaper. (But maybe he meant you get two? Nvidia is selling them in pairs as the GB200 “Superchip.”)