nvidia Archives - Teknotum

Alibaba partners with Nvidia for «physical AI» training software

Alibaba is massively expanding its AI research and reach, and is recruiting help from Nvidia. — Alibaba won’t say if they’ll use any Nvidia chips, but says they can help out with robotics. (Picture: Adobe)

Nvidia chips are as good as banned in China, but that doesn’t stop the internet giant Alibaba from partnering with the chip supplier — and see its stocks surge 10%.

Alibaba recently decided to «double down» on AI, according to this Reuters report, and promised $53 billion in AI infrastructure investments during the next three years – with even more coming.

Nvidia is slated to help develop physical AI functions like data synthesis, model training, environmental simulation and validation testing, Reuters says.

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Nvidia and OpenAI reach «strategic partnership» worth $100 billion

Nvidia invests $100 billion in OpenAI, to be returned in the form of chip purchases. — The deal will see Nvidia become OpenAI’s «preferred» partner for chips. (Picture: Adobe)

Nvidia has made a deal to invest the money in ten gigawatts of compute capacity for OpenAI, and the first gigawatt data center should be coming online in the second half of 2026.

The money will be disbursed in stages and then be «returned» from OpenAI in the form of 4-5 million next-gen gpu purchases by the AI lab.

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Huge AI investments in Britain? Nvidia, OpenAI chiefs to travel with Trump

Could it be a new Stargate node in the UK? Billions of AI dollars are reported to be incoming. — Jensen Huang and Sam Altman are on the brink of some serious UK investments. (Picture: Adobe)

There is a UK/US summit coming up next Tuesday, where Donald Trump is expected to get a royal, red carpet welcome — but take a look at the guest list, and some real investments might be behind it, CNBC reports

Traveling with Trump is both OpenAI’s Sam Altman and Nvidia chief Jensen Huang, and speculation is rife that they are carrying some serious investment news.

«Sizable deal»
According to CNBC, both OpenAI and Nvidia are in discussions about a «major investment,» and a «sizable deal» for data center development in the UK that «could be worth billions of dollars.»

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Just three customers accounted for half of Nvidia’s chip sales last quarter

Half of Nvidia's sales went to three customers, and they wont say who. — Jensen Huang’s deep pocketed buyers seem happy to purchase even more. (Picture: ETC-USC, CC BY 2.0)

In a filing with the SEC, the company reveals that 53% of its revenue came from just three sources.

They are anonymized in the filing, but Nvidia clearly states that they account for 23%, 16% and 14% of sales.

Last quarter, two top customers accounted for 14% and 11% of revenue, writes CNBC.

OEM manufacturers?
These customers are not end users of the product, but rather systems manufacturers who buy chips directly from Nvidia and put them on circuit boards and servers — which they call «Direct customers.»

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So, who really has the most GPUs in the AI race?

AI companies are investing greatly in GPUs and its hard to catch up. Here's what we know so far. — According to this chart, the best compute units are GPUs, by far — and those green dots are all made by Nvidia. (Picture: Steve Jurvetson, CC BY 2.0)

Sam Altman says OpenAI will deploy more than a million GPUs by the end of the year. Meta says it’ll beat that. Elon says xAI is building the world’s biggest AI supercomputer.

But here’s the truth: None of these numbers are easy to verify — and each company counts differently.

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Quick Friday news roundup

Google can predict hurricanes with accuracy unheard of before — Google has launched a freakishly accurate Hurricane forecast, currently being tested with the U.S. National Hurricane Center. (Picture: Screenshot)

Nvidia is building in Europe!
The AI chip maker announced at the GTC Paris conference that they are working with partners in European countries to build both infrastructure and factories, marking probably the largest AI investment so far on the continent.
More at Investor’s Business Daily, and Nvidia’s press release.

A novel approach to the AI embargo in China
Chinese AI companies have found a route around the embargo of advanced AI chip sales to the country. Much like the early days of desktop publishing, they have taken to flying suitcases full of high density hard drives to neighboring Malaysia, to hook them up to a nicely unrestricted supercomputer and process the data.
More at The Wall Street Journal. See also: Sneakernet.

Massive Google Cloud outage affects just about everyone
Google’s cloud service went down from 11:46 until 14:23 PST yesterday, affecting a lot of internet services, like Spotify, Cloudflare, Discord and Snapchat. It also affected certain login features at OpenAI, impacted most services at Anthropic and, of course Google’s own Gemini, listing the entire time span as «full outage.»
More at: TechCrunch, and r/singularity.

Google AI with high precision hurricane forecasts
Google DeepMind & Google Research have launched a model that simulates 50 storm scenarios up to 15 days out, now being trialed with the U.S. National Hurricane Center. Early results show forecasts are ~87 miles more accurate than Europe’s ECMWF model. It’s a smarter, data-rich companion to traditional physics systems—and a potentially big step forward in saving lives.
More at The Verge and check it out at Google’s weather lab.

Every chip designer will have a thousand AI agents, says Jensen Huang

Jensen Huang sees great opportunities for AI agents in chip design. (Picture: screenshot)

Nvidia is already known for leading the charge in chip design for AI applications, and CEO Jensen Huang has a few bold ideas about where agentic AI is taking us.

In a May 15 on-stage interview with Cadence CEO Anirudh Devgan at CadenceLIVE 2025, Huang reflected on the future of chip design—and offered a glimpse into how cutting-edge companies are thinking about AI’s next phase.

Much like how software engineers today increasingly rely on AI coding tools—and soon, autonomous agents—Huang envisions every chip and systems engineer being supported by “assistant chip designers” that help with everyday tasks:

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Eskplosiv vekst for Nvidias kunstig intelligens-brikker

Selger som varmt hvetebrød. Denne H100-brikken driver verdensmarkedet for AI-maskinvare, og Nvidia tjener milliarder. (Bilde: Nvidia.)

Selskapet er allerde en børsfavoritt på grunn av boomen i kunstig intelligens, som de lager maskinvaren for, men kvartalsresultatene i natt blåste forventningen av skaftet.

«Alle» skal ha sin egen generative AI, og vi må nesten ta frem tigangeneren for å sammenligne fortjenelsten med tidligere år.

Ingenting vil bli det samme som før, skal man tro Nvidia ved presentasjonen av tallene.

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