Nvidia

Nvidia is a technology company that specializes in the development and production of graphics processing units (GPUs) and other high-performance computing technologies. The company's key executives include CEO Jensen Huang, CFO Colette Kress, and CTO Michael Kagan. The company's competitors include other technology giants such as Intel, AMD, and Qualcomm.

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Thomas Kurian, left, and Jensen Huang. Photos via Getty; art by Mike Sullivan
AI Infrastructure

Exclusive: Behind Google’s TPU Ground War to Lure Nvidia’s Most Loyal Customers

By Amir Efrati, Catherine Perloff and Phoebe Liu · Jul 13, 2026 8:00am PDT
Google is kicking off a ground war with Nvidia.While Google is one of the biggest buyers of Nvidia AI server chips, it has also been developing its own competing AI chip business that represents a threat to Nvidia’s dominant market share. Before this year, Google’s tensor processing units were housed almost entirely in Google facilities and... Google is kicking off a ground war with Nvidia.While Google is one of the biggest buyers of...
Photo by Andrew Sozinov/Shutterstock
Exclusive

China Plans to Let Top AI Firms Buy Limited Amount of Nvidia H200 Chips

By Qianer Liu · Jul 8, 2026 7:54am PDT
China plans to allow some of the country’s biggest AI companies to buy a small number of Nvidia’s H200 chips, according to two people with direct knowledge of the matter. The chip purchase approvals would offset a shortage caused by soaring demand for AI chips. U.S. President Donald Trump gave Nvidia permission in December to ship H200 chips to... China plans to allow some of the country’s biggest AI companies to buy a small number of Nvidia’s...
Nvidia CEO Jensen Huang. Photo by I-Hwa Cheng/Getty Images.
Exclusive

Nvidia’s New Hedge Against Chip Competitors? Partner with Them

By Phoebe Liu · Jul 7, 2026 5:49pm PDT · 1 comment
Nvidia has a plan to deal with the growing list of AI server chip competitors: partner with them. In the latest example, Nvidia and AI chip startup d-Matrix are combining their respective hardware in a new system to power AI models, the companies told The Information exclusively. Nvidia has a plan to deal with the growing list of AI server chip competitors: partner with them....
Art by Clark Miller/Nano Banana.
AI Agenda

Anthropic’s Robot Ambition; Nvidia Ramps Up Vera Rubin

By Phoebe Liu, Stephanie Palazzolo and Rocket Drew · Jul 21, 2026 8:01am PDT
Over the weekend, tech blogger Robert Scoble claimed Anthropic was in the process of acquiring Physical Intelligence, an AI robotics software developer that was most recently in talks to raise capital at a valuation of $11 billion. Scoble’s claim sent X into a frenzy.Scoble may not be right, as Physical Intelligence CEO Karol Hausman denied to... Over the weekend, tech blogger Robert Scoble claimed Anthropic was in the process of acquiring ...
Art by Mike Sullivan
Applied AI

Nobody is Immune From the Nvidia GPU Crunch

By Catherine Perloff · Jul 16, 2026 1:28pm PDT
Earlier this week, I wrote about startups moving some of their workloads from Amazon Web Services and other traditional cloud providers to young challengers such as Nebius. That’s in part because startups are having trouble getting the Nvidia chips they need on AWS, sometimes because those chips are only available in too expensive packages.... Earlier this week, I wrote about startups moving some of their workloads from Amazon Web Services...