NVIDIA

NVIDIA’s $7B Poolside Bet: Why Open-Weight AI Is a Hardware Strategy

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NVIDIA CEO Jensen Huang on stage pointing to three open rack-scale AI server hardware modules and GPU compute trays.

NVIDIA is committing approximately $7 billion around AI startup Poolside, channeling the lion’s share of that capital into open-weight model initiatives. At first glance, this looks like an economic contradiction. Why would the world’s undisputed sovereign of accelerated computing spend billions developing architectures and weights that developers, enterprises, and sovereign nations can download, modify, fine-tune, … Read more

AWS and NVIDIA’s 2 Million GPU Deal: The Massive AI Compute Shift

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AWS and NVIDIA partnership for 2 million AI GPUs

Two million GPUs. To put that number in perspective, it is roughly double the total accelerator fleet that most frontier AI labs operated across their entire cloud footprint just two years ago. Amazon Web Services (AWS) announced plans to deploy an additional 2 million NVIDIA GPUs across its global infrastructure between 2027 and 2028. This … Read more

NVIDIA Hugging Face $13 Billion Play: What It Means for the Future of Open-Source AI

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NVIDIA Hugging Face logos representing the reported $13 billion acquisition deal

NVIDIA built its dominance by supplying the raw compute behind the AI boom. Now, the chipmaker is moving straight into the software and developer layer that dictates which models actually run on those chips. Reports indicate that NVIDIA has agreed to acquire Hugging Face—widely known as the “GitHub of AI”—for roughly $12.9 billion. Before diving … Read more

NVIDIA Rubin GPU the powerhouse: Architecture, HBM4, Performance and the Future of AI Inference

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NVIDIA Rubin AI platform rack-scale system with multiple GPU and networking modules in a dark data center environment.

NVIDIA Rubin GPU, the economics of artificial intelligence have reached an inflection point. As frontier reasoning models execute extended test-time compute loops, multi-agent frameworks run continuous tool-use pipelines, and video models generate massive contextual volumes, inference has surpassed training as the primary operational cost for AI enterprises. Running trillion-parameter architectures at production scale under older … Read more

Perplexity + NVIDIA Just Put an AI Agent on Your PC With Zero Cloud Credits for Local Tasks

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NVIDIA CEO Jensen Huang on stage pointing to three open rack-scale AI server hardware modules and GPU compute trays.

Until now, the promise of autonomous AI agents has come with an unavoidable catch: everything had to live in someone else’s data center. Every document analyzed, every file parsed, and every prompt iterated meant shipping sensitive data across the internet while watching cloud credits, API meters, and monthly token bills tick up. That cloud-only default … Read more

NVIDIA Vera CPU Is Powering SpaceXAI’s Grok Agents — and Taking AI Infrastructure Into Orbit

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NVIDIA headquarters building and logo sign in Santa Clara, California

NVIDIA’s newest AI-tailored processor is heading straight into one of the industry’s most ambitious deployments: SpaceXAI’s infrastructure for Grok. In an unprecedented move, Elon Musk’s AI venture is deploying NVIDIA Vera CPUs to handle its next generation of agentic workloads, scaling terrestrial clusters on the comprehensive Vera Rubin platform, and adapting that exact hardware architecture … Read more

NVIDIA AI Server Prices to Rise More Than 15% as Memory Crisis Deepens

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NVIDIA headquarters building and logo sign in Santa Clara, California

If you thought the race to build out AI data centers was already eye-wateringly expensive, things are about to get steeper. NVIDIA has reportedly started notifying its biggest customers that AI server systems shipping in early 2027 will see price hikes exceeding 15%. For massive infrastructure operators ordering thousands of accelerators at a time, this … Read more