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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AI Agenda

What Trump's AI Manhattan Project Means for the AI Industry

By Rocket Drew · Nov 26, 2025 7:00am PST
On Monday, the President signed an executive order laying out his vision for a “Manhattan Project” for AI. The plan calls for the national labs—the Department of Energy-funded research centers—to work together with AI companies to train AI models based on government science data. For instance, it tasks the Secretary of Energy with assessing the... On Monday, the President signed an executive order laying out his vision for a “Manhattan Project...
SpaceX flags fly as people wait on South Padre Island to watch the SpaceX Starship rocket launch from Starbase, Tex. in May. Getty Images. (edited)
Dealmaker

‘Tis the Season for SpaceX Tenders

By Katie Roof · Nov 25, 2025 2:24pm PST
The holidays are coming up, which means it’s time for another surge in SpaceX share prices. The Elon Musk-founded company is planning to keep up its tradition of a twice-annual tender offer, with the new price expected to be set in December, according to multiple people familiar with the space giant’s plans. It was last valued at $400... The holidays are coming up, which means it’s time for another surge in SpaceX share prices. ...
Dev Rishi, general manager of AI at Rubrik. Photo Credit: Felicis
Applied AI

Rubrik Tests ‘Undo Button’ for Malfunctioning AI Agents

By Kevin McLaughlin · Nov 25, 2025 12:01pm PST
Many chief information officers at large companies are hesitant to put critical parts of their business operations in the hands of AI agents. That’s because when agents go off the rails, the damage can be potentially catastrophic, as one customer of AI coding startup Replit learned this summer after its service deleted the contents of one of his... Many chief information officers at large companies are hesitant to put critical parts of their...
Art by Mike Sullivan.
Exclusive

China Is Slowly but Surely Breaking Free From Nvidia

By Qianer Liu · Nov 26, 2025 4:00am PST
ByteDance bought more Nvidia chips than any other Chinese company in 2025, according to three people with direct knowledge of its purchases. Racing to secure computing power for its billion-plus users and fearing Washington might suddenly cut off supply, the TikTok parent hoarded its stock of the chips. ByteDance’s fears about a supply crunch... ByteDance bought more Nvidia chips than any other Chinese company in 2025, according to three...
Nvidia CEO Jensen Huang. Getty Images
The Briefing

Google’s Meta Talks Put the Ball in Nvidia’s Court

By Martin Peers · Nov 25, 2025 5:00pm PST
We’re getting close to the year’s end, when reporters’ minds turn to predictions for the new year. So here’s one: I predict sometime soon Nvidia will announce it is investing billions of dollars into Meta Platforms, in exchange for Meta committing to continue using Nvidia’s AI chips. This is just a wild guess, to be clear, but it’s based on how... We’re getting close to the year’s end, when reporters’ minds turn to predictions for the new...
Art by Clark Miller
Exclusive

Google Further Encroaches on Nvidia’s Turf With New AI Chip Push

By Amir Efrati, Erin Woo and Anissa Gardizy · Nov 24, 2025 2:43pm PST · 14 comments
Google is picking up the pace of its efforts to compete directly with Nvidia in the AI chip business. For years, the search giant has rented its own AI chips, known as tensor processing units, to cloud customers who use them in its Google Cloud data centers. Now, though, Google has begun pitching some of those customers—including Meta... Google is picking up the pace of its efforts to compete directly with Nvidia in the AI chip...