#Nvidia
7 posts
Nvidia’s $81.6 Billion Quarter Shows AI Factories Are Becoming the Market
Nvidia’s latest quarter shows that the center of gravity in AI has shifted from model announcements to the data-center supply chain turning frontier AI demand into capital spending.
Nvidia’s Corning Deal Makes Fiber the New AI Infrastructure Constraint
Nvidia’s partnership with Corning shows that the AI buildout is moving beyond GPUs and power into the optical links that determine whether giant clusters can actually run efficiently.
Nvidia’s SchedMD Deal Turns Slurm Into the Most Sensitive Chokepoint in AI Infrastructure
The most important AI story today is not another model launch or another funding headline. It is Nvidia’s control of Slurm through its acquisition of SchedMD. That may sound niche at first glance. It…
Huawei’s New AI Chip Is Becoming China’s Domestic Compute Strategy
The most important AI story today is not a model release. It is a supply-chain signal. Reuters reported that ByteDance and Alibaba are planning to place orders for Huawei's new AI chip. If that…
Nvidia’s GTC 2026 CPU Pivot May Reshape the Next AI Infrastructure Cycle
The most important AI story today is not another chatbot feature drop. It is the signal going into Nvidia GTC 2026: the conversation is shifting from “just buy more GPUs” to how the full AI compute…
OpenAI's $110 Billion Funding Round - The AI Arms Race Enters a New Era
The AI just got real. OpenAI announced a massive $110 billion funding round on February 27, 2026, with a jaw-dropping $730 billion pre-money valuation. This isn't just big—it's one of the largest…
Nvidia's Earnings Prove the AI Boom Is Far From Over
After weeks of AI scare trade and hand-wringing about whether the AI bubble has burst, Nvidia just delivered a reality check. The stock is up, earnings beat expectations, and CEO Jensen Huang handed…