# Nvidia
Latest news and articles about Nvidia
Total: 46 articles found
Duan Yongping's $17.5bn War Chest Bets Big on Nvidia and AI Infrastructure
Duan Yongping’s H&H International Investment held roughly $17.5bn in US equities at end-2025 and dramatically increased its Nvidia stake while trimming Apple and cutting ASML. The fund also initiated small positions in AI infrastructure and healthcare AI plays — CoreWeave, Credo Technology and Tempus — signaling a strategic pivot toward the AI compute stack and monetizable applications.
Nvidia’s Jensen Huang Teases “Never‑Seen” Chips at GTC — A Shot Across the AI Infrastructure Bow
Nvidia CEO Jensen Huang announced that GTC 2026 will unveil “never‑seen” chips, signalling an aggressive push in AI infrastructure. The declaration underlines Nvidia’s central role in the AI compute market and raises questions about technological novelty, supply‑chain constraints and geopolitical implications.
Fei‑Fei Li’s World Labs Raises $1bn to Advance 3D ‘World Model’ AI as Chipmakers and Autodesk Join the Bet
World Labs, founded by AI pioneer Fei‑Fei Li, raised $1 billion in a round that included Autodesk ($200m), Andreessen Horowitz, Nvidia and AMD. The funding aims to accelerate the company’s work on 3D “world models,” exemplified by its Marble product, to advance robotics, scientific discovery and 3D content applications.
Nvidia Promises Unseen “New Chips” at GTC — A Fresh Leap in the AI Infrastructure Arms Race
Nvidia CEO Jensen Huang announced that the company will unveil multiple unprecedented chips at GTC 2026, positioning the firm to push the next wave of AI infrastructure innovation. The reveal matters for cloud providers, chip rivals and national tech strategies because advances will affect performance, supply chains and geopolitical access to high‑end compute.
Nvidia and Meta Forge Multi‑Year AI Partnership as Meta Orders Millions of Chips
Nvidia and Meta have signed a multi‑year partnership that will see Meta deploy millions of Nvidia chips across on‑premises and cloud infrastructure. The deal secures compute supply for Meta's AI ambitions while reinforcing Nvidia's dominant position in AI hardware, with wide implications for competitors, cloud providers and energy use.
Meta Bets Big on Nvidia: First Major Standalone Roll‑out of Grace CPUs to Power Its AI Future
Meta and Nvidia have widened a strategic partnership to include large‑scale deployment of Nvidia GPUs and the first standalone mass roll‑out of Nvidia’s Grace CPUs, plus future plans to adopt Vera CPUs around 2027. The deal ties Meta’s planned $135 billion capex trajectory to Nvidia’s full‑stack platform while leaving room for other suppliers as a hedge against vendor concentration.
Anthropic’s $30bn War Chest and OpenAI’s Chip Diversification Signal a New Phase in the AI Arms Race
Anthropic has raised $30 billion at a roughly $380 billion valuation to accelerate research and infrastructure, while OpenAI released GPT‑5.3‑Codex‑Spark on Cerebras hardware to lessen its reliance on Nvidia. The moves underscore a shift toward capital‑heavy model development and strategic chip diversification, with Chinese firms simultaneously open‑sourcing large models and pushing robotics and embodied AI.
Safe‑haven Surge and Regulatory Tightening: Gold Rallies as Tech Slips and Beijing Reins in Platform Lending
Gold and silver surged as investors skittishly rotated away from technology stocks amid heightened geopolitical rhetoric from Washington and mixed macro signals. In China, regulators tightened rules on platform‑linked consumer lending while the central bank reported continued credit growth, underscoring Beijing’s dual focus on innovation and financial stability.
Anthropic’s $30bn Haul Pushes Valuation to $380bn — Wall Street Poised for an AI IPO Showdown
Anthropic raised about $30 billion in a financing that values the AI startup at around $380 billion, placing it with OpenAI and SpaceX among the most valuable private companies. The round cements deep commercial ties with Microsoft and other cloud and chip vendors, sharpens the race toward high‑profile AI IPOs, and highlights risks around profitability, compute concentration and regulatory scrutiny.
Claude and the Rise of AI Agents: Is Enterprise SaaS Next on the Chopping Block?
Anthropic’s Claude Opus 4.6 and its accompanying developer tools have sharpened AI agents’ ability to write code and run business workflows, prompting investor concern about the fate of standardised SaaS. The technology raises governance and trust questions even as industry figures argue it will augment, not replace, software. The most plausible near‑term outcome is market segmentation: commodity SaaS will be under pressure while outcome‑oriented platforms that offer auditable, domain‑specific value will survive and likely thrive.
Blackstone Backs Australian AI Play with $10bn Debt Package — A Bet on Data‑centre Nation
Firmus Technologies secured a US$10 billion debt package led by Blackstone to speed construction of AI‑focused data centres across Australia, including Project Southgate which targets up to 1.6GW of capacity by 2028. The deal underscores strong institutional demand for AI infrastructure while spotlighting operational, energy and market‑demand risks inherent in debt‑financed expansion.
Dreame’s CEO Declares Bid for the Top: A Brash Ambition, and a Message to Musk
Dreame CEO Yu Hao publicly declared an ambition to become the world’s richest person within five years while taunting Elon Musk and praising domestic rivals. The comments are part PR stunt and part strategic repositioning, signalling Dreame’s aim to be judged alongside global tech heavyweights as it expands from consumer appliances into a broader smart-technology ecosystem.