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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Liang Wenfeng, founder and CEO of DeepSeek. Photo by AP
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How DeepSeek Is Shaping Huawei’s AI Chips in a Growing Challenge to Nvidia

By Qianer Liu and Juro Osawa · Oct 19, 2026 9:00am PDT
DeepSeek is working closely with Huawei Technologies to shape the design of future AI chips, two people familiar with the matter said, in a collaboration that could help China build frontier AI models without Nvidia’s technology. The relationship goes beyond the kinds of conversations companies have with chip suppliers about their semiconductor... DeepSeek is working closely with Huawei Technologies to shape the design of future AI chips, two...
Art by Clark Miller; Nano Banana
AI Infrastructure

Neocloud Shakeout Looms, and Nvidia Has a Lot to Lose

By Phoebe Liu · Oct 18, 2026 8:30am PDT
How many young AI cloud providers can the market, and Nvidia, support?That’s one of the big questions after a week in which investors worried about the data center buildout and the risks that its unproven participants, known as neoclouds, are taking. Those risks include loading up on debt (CoreWeave) or trying to go public without much of a... How many young AI cloud providers can the market, and Nvidia, support?That’s one of the big...
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Nvidia to Invest in Chip Rival d-Matrix as Its Challengers Choose Partnership

By Phoebe Liu and Valida Pau · Oct 8, 2026 4:24pm PDT
Nvidia plans to invest in d-Matrix, a seven-year-old developer of server chips for AI that aims to compete with Nvidia, according to three people with knowledge of the deal. The planned investment is part of Nvidia’s effort to make its technology compatible with rival chip designers and bring them into its dominant hardware ecosystem, even as it... Nvidia plans to invest in d-Matrix, a seven-year-old developer of server chips for AI that aims...
Firmus Technologies co-founder, Oliver Curtis. Dominic Lorrimer/Fairfax Media via Getty Images.
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Nvidia Moves to Back GPU Cloud Provider Firmus After Investors Balk at Its IPO

By Phoebe Liu · Oct 20, 2026 4:40pm PDT · 1 comment
Nvidia is in talks to invest hundreds of millions of dollars in Australian AI cloud provider Firmus, which abruptly pulled its initial public offering early this month, according to people familiar with the talks. The discussion indicates that Nvidia is likely to continue backing a group of unproven firms known as neoclouds that is... Nvidia is in talks to invest hundreds of millions of dollars in Australian AI cloud provider...
Nvidia CEO Jensen Huang. Getty Images.

Nvidia Has Put More Than $170 Billion on the Line for Neoclouds

By Shane Burke and Phoebe Liu · Oct 20, 2026 3:09pm PDT
Nvidia has become something of a central bank for companies expanding the market for its chips beyond tech giants, backstopping customers and demand. But as Nvidia-backed cloud firms come under pressure, the question is how much further it will go. The chipmaker has already disclosed as much as $164.5 billion in guarantees and other commitments... Nvidia has become something of a central bank for companies expanding the market for its chips...