According to Nvidia, people with the RTX Spark installed can simply talk to their computer to get stuff done. A designer can get AI to evolve their sketch all the way to a finished 3D model and a movie with Adobe tools with agents doing all the lifting, for example, The Verge reports.
Continue reading “Nvidia launches Arm-based RTX Spark SoC for Windows-based AI computers”
The main focus on the deal is on inference workloads, the process of completing tasks and answers from an AI query — which is growing at pace with AI’s general expansion.
— Inference is hard. It’s wickedly hard, Buck told Reuters. — To be the best at inference, it is not a one chip pony. We actually use all seven chips.
Amazon is betting on a broad mix of chips, Reuters reports, and says in their press release that they are buying Blackwell and Vera Rubin chips.
From what Reuters understands, they will also be buying a number of the newly released Groq 3 LPX servers — which are optimized for inference and can do 700 million tokens per second.
Read more: Reuters report, Amazon press release.
Huang’s most interesting offering at the show was the new Groq 3 LPX, a custom rack made for inference loads.
Continue reading “Nvidia will sell $1 trillion of its AI chips by 2027, launches inference rack”
The startup has entered into «a multiyear strategic partnership» that will provide them with both money and significant Vera Rubin compute early next year — about the same level the first version of Grok was trained on.
The parties are not disclosing a sum total, but 1 GW of Nvidia compute is estimated to be worth about $50 billion, Reuters notes.
Murati’s AI lab has been largely secretive about its actual products, releasing a configurable API in December 2025 and vowing to make AI models more accessible, capable and, yes, customizable.
They raised $2 billion at a $12 billion valuation from Andreessen Horowitz and Nvidia in July 2025.
Read more: Joint press release, writeups on Reuters, CNBC and TechCrunch.
The reason for this is straightforward, suspecting that Anthropic and OpenAI going public «later this year» will shutter the window to private equity deals.
The latest deal to fund OpenAI with $30 billion «might be the last time» to «invest in a consequential company like this,» Huang admits.
Nvidia has invested some $130 billion in OpenAI in two rounds, the recent straight up investment, and one circular deal where they paid $100 billion in return for OpenAI buying $100 billion in chips from them.
Likewise, Nvidia was an investor in a November funding round for Anthropic, buying $15 billion in shares from the company.
Read more: Reuters, CNBC and TechCrunch.
At more than double the cost of last years record deal, the funding highly values OpenAI by investors, according to Reuters.
Amazon invested $50 billion, Nvidia put up $30 billion and SoftBank shelled out $30 billion, agreeing to a $840 billion valuation, the largest of any frontier AI lab by far.
«Strategic partnership» with Amazon
Amazon’s deal structure is slightly different, as it comes in the terms of a strategic partnership where OpenAI will receive $15 billion up front, and then qualify for the rest $35 billion «over the coming months.»
OpenAI has committed to using 2 gigawatts of capacity on AWS’ Trainium platform and will make their models available on Amazon’s services.
None of this is said to change OpenAI’s relationship with Microsoft, OpenAI says in a release.
At the same time, OpenAI’s Nick Turley says they have surpassed 900 million weekly users and has 50 million paying subscribers, up from roughly 800 million before.
Read more: Sama’s thank you thread, writeups on Reuters, CNBC
The full year revenue hit $215.9 billion, up 65% year-on-year, with Data Center revenue hitting a record of $62.3 billion — which is responsible for their AI chips.
Nvidia also raised its guidance for Q1 2026, and is certainly not seeing any slowdown:
Continue reading “Nvidia’s Data Center unit up 75% YoY, Q4 profits beat estimates yet again”
Meta, already a top customer for Nvidia, will use their chips in a «large-scale deployment» to build out data centers «optimized for AI training and inference,» they say.
The cost of the deal will likely run into the tens of billions of dollars or more, CNBC reckons, and includes access to future chips as well as the current Blackwell and Vera Rubin generations.
— We do expect a good portion of Meta’s capex to go toward this Nvidia build-out, chip analyst Ben Bajarin of Creative Strategies tells CNBC.
Reuters notes that Meta is likely one of the top three customers accounting for more than half of Nvidia’s sales.
Read more: Meta announcement, Nvidia announcement. Writeups on CNBC, Reuters and The Verge.
SoftBank and Nvidia will be the largest investors, clocking in at $30 billion each, while Amazon will pitch in «potentially» $20 billion and Microsoft will contribute «less than» $10 billion, according to Reuters and The Information.
Apparently, Amazon’s investment could come with a caveat that OpenAI expands its cloud server rental with the company, which will likely not be a large hitch.
This will also be SoftBank’s second investment in OpenAI, after recently completing a $41 billion investment, and selling out Nvidia.
That would bring their holdings to $71 billion, which is still short of Microsoft’s reported stake of $135 billion.
Read more: Reuters, and The Information, summarized by Reuters.
The H200 was cleared by Commerce for export to China in December and got finally approved this week.
They are much more powerful than anything on the Chinese market, and Nvidia received so many orders, they ran out.
Though the sources from Reuters say officials have not given any reason for this ban, it is likely in order to protect their domestic chip industry.
They do say that chips can be bought «when necessary» or for research and development programs with Chinese universities.
Read the full scoop at Reuters.
The system actually consists of six chips, including a CPU, a GPU, an NVlink chip, a NIC, and a DPU and an optics chip.
It can train a «mixture of experts» model with 10x less inference token cost, and a 4x reduction in GPUs compared to the Blackwell platform, Nvidia says.
The platform is now rolling out to nearly every cloud provider, including to Nvidia partners Anthropic, OpenAI and Amazon, according to TechCrunch.
Jensen Huang estimates that AI companies will be spending between $3 and $4 trillion on infrastructure over the next five years.
Read more: Nvidia’s press release, Nvidia’s CES keynote. Writeups on The Verge, TechCrunch.
Nvidia currently sits on some 600K high performance H200 chips, recently cleared for China, but Chinese companies have placed orders for a whopping 2 million of them for 2026.
This has led Nvidia to re-approach TSMC for another production run, Reuters reports.
This is notwithstanding regulatory pressure from the Chinese government, who have not said if they will allow the chips in the country.
They are instead considering bundling H200 purchases with domestically produced chips, Reuters says, in order to boost their internal industry.
Read the scoop at Reuters.
Nvidia’s H200 is a much more advanced chip than the custom H20 that the company was allowed to export to China earlier, with the newer Blackwell chips being only about 1.5 times faster, Reuters notes.
The H20 chips were recently banned in China, where the authorities instead opted for Huawei chips for data center supplies.
Continue reading “Nvidia gets all clear from Trump Commerce to sell H200 chip in China”
Now CEO Masayoshi Son has revealed that it certainly wasn’t because they were taking profit before any downturn. On the contrary:
— I was crying to sell Nvidia shares, he told the FII Priority Asia forum in Tokyo, and says he «didn’t want to sell a single share,» adding that «I respect Jensen, I respect Nvidia so much,» according to Business Insider.
Continue reading “SoftBank sold $5.83 billion of its Nvidia stock in October: Here’s why”
Under the deal being discussed, Meta would start renting compute on Google’s Tensor Processing Units as early as next year, Reuters reports.
Continue reading “Nvidia responds to report that Meta might use Google’s TPU chips”