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Total 215 articles

A $12B Baby With No Product Just Locked In a Gigawatt Deal
TechEN
A $12B Baby With No Product Just Locked In a Gigawatt Deal

Mira Murati's Thinking Machines Lab has signed a multi-year compute partnership with Nvidia, committing to at least one gigawatt of Vera Rubin systems by 2027. The deal raises sharp questions about what it takes to win the AI arms race.

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DH
Doyun Han
Nvidia's AI Agent Play Just Moved the Crypto Market
EconomyEN
Nvidia's AI Agent Play Just Moved the Crypto Market

A Wired report on Nvidia's NemoClaw open-source AI agent platform sent AI-linked tokens surging 4.8%, outpacing the broader crypto market. Here's what it means for investors at the intersection of AI and blockchain.

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SP
Seoyeon Park
Nvidia Just Bet $14.6B on Who Controls AI's Backbone
EconomyEN
Nvidia Just Bet $14.6B on Who Controls AI's Backbone

Nscale, an Nvidia-backed GPU cloud startup, just hit a $14.6 billion valuation. Inside the neo-cloud arms race reshaping who controls AI infrastructure—and what it means for investors and founders.

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SP
Seoyeon Park
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Nvidia's $30B OpenAI Bet May Be Its Last
PoliticsEN
Nvidia's $30B OpenAI Bet May Be Its Last

Nvidia invests $30B more in OpenAI but warns it might be the final round before IPO, as AI profitability concerns mount among tech giants.

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HK
Haneul Kim
Trump's AI Chip Export Controls Could Reshape Global Tech Power
TechEN
Trump's AI Chip Export Controls Could Reshape Global Tech Power

Trump administration drafts rules requiring US approval for all AI chip exports worldwide. While aimed at control, the move might accelerate global tech fragmentation.

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DH
Doyun Han
Nvidia CEO Hints at End of OpenAI, Anthropic Investments
EconomyEN
Nvidia CEO Hints at End of OpenAI, Anthropic Investments

Jensen Huang suggests Nvidia may exit investments in OpenAI and Anthropic as AI giants mature. What does this mean for the AI ecosystem's power balance?

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SP
Seoyeon Park
Why Nvidia Is Really Pulling Back from OpenAI and Anthropic
TechEN
Why Nvidia Is Really Pulling Back from OpenAI and Anthropic

Jensen Huang says no more investments in OpenAI and Anthropic after their IPOs. But the real story involves circular funding, Pentagon conflicts, and a $70 billion reduction in commitments.

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DH
Doyun Han
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Nvidia's "Last Dance" with OpenAI: What $30B Really Means
EconomyEN
Nvidia's "Last Dance" with OpenAI: What $30B Really Means

Nvidia CEO Jensen Huang says the company's $30 billion OpenAI investment will be its last before the AI startup goes public. A relationship redefinition or strategic retreat?

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SP
Seoyeon Park
Nvidia's 73% Growth Hides a $0 Problem in China
EconomyEN
Nvidia's 73% Growth Hides a $0 Problem in China

Nvidia posted 73% revenue growth but revealed zero H200 chip sales to China despite Trump's export approval, highlighting deepening tech decoupling

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SP
Seoyeon Park
US Eyes 75,000 Chip Cap Per Chinese Firm in New Nvidia Restrictions
PoliticsEN
US Eyes 75,000 Chip Cap Per Chinese Firm in New Nvidia Restrictions

Trump administration considers limiting Chinese companies to 75,000 Nvidia H200 chips each, less than half what Alibaba and ByteDance want to buy. The move could reshape AI development globally while Nvidia shares slip on the news.

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HK
Haneul Kim
Nvidia Bets $4B on Light: The Hidden Power Play Behind AI Infrastructure
EconomyEN
Nvidia Bets $4B on Light: The Hidden Power Play Behind AI Infrastructure

Nvidia invests $2B each in Lumentum and Coherent, betting on photonics to solve AI data centers' massive power consumption problem. A strategic move beyond chips.

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SP
Seoyeon Park
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Huawei Breaks Silicon Curtain with AI Supercomputer Challenge to Nvidia
EconomyEN
Huawei Breaks Silicon Curtain with AI Supercomputer Challenge to Nvidia

US-blacklisted Huawei debuts its most advanced AI supercomputer overseas, claiming Nvidia-level performance. A new chapter in the global chip war begins.

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SP
Seoyeon Park
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