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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Meta CEO Mark Zuckerberg. David Paul Morris/Bloomberg via Getty Images.
The Briefing

What Meta’s Nebius Deal Signals

By Martin Peers · Mar 16, 2026 5:00pm PDT · 2 comments
If you’ve got a ticket on the AI gravy train, times are good. That could be because you’re a supplier to Nvidia—and therefore enjoying booming business, as Nvidia CEO Jensen Huang pointed out in his speech on Monday at the company’s GTC convention. Or it could be because you’re a small data center operator picking up business from a big tech... If you’ve got a ticket on the AI gravy train, times are good. That could be because you’re a...
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AI Infrastructure

5 Ingenious Hacks That Are Boosting AI Data Centers

By Ann Davis Vaughan · Mar 16, 2026 8:00am PDT
The frantic rush to power and stand up AI data centers has spurred a range of speed hacks—from building AI tent cities, to firing up jet engines, to taking over abandoned industrial sites. What’s most surprising is all of the different ways the biggest AI data centers have improvised and scrounged to meet the staggering electricity demands of... The frantic rush to power and stand up AI data centers has spurred a range of speed hacks—from...
SES AI CEO Qichao Hu has pivoted from batterymaking to scientific discovery with a database he calls Molecular Universe. Photo: Courtesy SES AI.
The Electric

The Electric: The U.S. Is Good at Finding New Molecules. But Can it Turn Them Into Products?

By Steve LeVine · Mar 16, 2026 4:30am PDT
In manufacturing, some factories use so few humans that operators can turn out the lights and save money on electricity. In the pharmaceutical industry, too, AI has discovered new drugs with almost no human involvement after the prompt. In manufacturing, some factories use so few humans that operators can turn out the lights and...
Jensen Huang, CEO of Nvidia, speaks during a keynote address at the Nvidia GTC. Photo by David Paul Morris/Getty Images
AI Agenda

Nvidia Needed Groq After All

By Wayne Ma and Anissa Gardizy · Mar 17, 2026 7:00am PDT
Greetings from the San Jose Convention Center, where Nvidia is throwing its annual AI conference. The AI craze is palpable here. Humanoid robots offer fist-bumps to conferencegoers, and attendees are buying sweaters with Nvidia CEO Jensen Huang’s face on them. Nebius, a cloud provider that rents out Nvidia graphics processing units, took... Greetings from the San Jose Convention Center, where Nvidia is throwing its annual AI conference....