Jensen Huang

NVIDIA released Nemotron 3, an open-source model family with hybrid mixture-of-experts architecture that delivers 4x higher throughput than Nemotron 2 and enables efficient multi-agent AI systems at scale.

“Author of "NVIDIA Debuts Nemotron 3 Family of Open Models" in NVIDIA News”

Nvidia has instructed component suppliers to halt H20 chip production for China after Beijing imposed a de facto ban citing alleged security backdoor concerns, throwing the chip's return to the Chinese market into further doubt.

“Nvidia CEO acknowledged China's security concerns about H20 backdoors and stated the company is in discussions with Beijing.”

NVIDIA's Jetson AGX Thor, powered by Blackwell GPU, delivers 7.5x higher AI compute than its predecessor and enables robots to run multiple generative AI models at the edge for real-time physical AI applications.

“NVIDIA founder and CEO discusses Jetson Thor as the supercomputer for physical AI and general robotics”

NVIDIA reported record Q2 fiscal 2026 revenue of $46.7 billion with Data Center revenue at $41.1 billion, driven by strong Blackwell demand and 56% year-over-year growth.

“CEO stated that Blackwell is delivering an exceptional generational leap with full production ramp and extraordinary demand.”

Industry leaders disagree on whether current record AI valuations and massive infrastructure spending represent a speculative bubble or a justified investment in transformative technology.

“Nvidia CEO dismissed fears of an AI bust during earnings call, stating from their vantage point they see something very different than a bubble.”

Nvidia reported record $68 billion quarterly revenue with 73% year-over-year growth driven by exponential demand for AI compute, while maintaining near-monopoly control over GPU supply despite emerging Chinese competitors.

“CEO discussing record profits, exponential demand for AI compute, and pending OpenAI investment”

Alibaba unveiled RynnBrain, an open-source physical AI model for robots, positioning itself alongside Nvidia and Google DeepMind in the race to commercialize vision-language-action systems driven by demographic pressures in advanced economies.

“Nvidia CEO quoted calling physical AI a 'multitrillion-dollar growth opportunity'”

Alibaba launched RynnBrain, an open-source AI model for robotics, as tech giants compete in the fast-growing physical AI sector where China is positioning itself as a leader.

“Nvidia CEO bullish on robotics as multitrillion-dollar growth opportunity”

AI hardware accounting uses straight-line depreciation that mismatches actual value generation curves, creating a $680 billion accounting gap similar to Bitcoin mining rigs, where older chips remain profitable only due to supply constraints.

“Quoted on Nvidia's annual chip release cadence and commenting that older Hopper chips couldn't be given away when Blackwell starts shipping”

Nvidia officially launched its Rubin computing architecture at CES, a new AI hardware system designed for handling skyrocketing computational demands and already in full production with deployments planned across major cloud providers.

“Nvidia CEO officially launched the Rubin computing architecture at CES and discussed its role in addressing AI computation demands.”

Nvidia has requested TSMC increase H200 AI chip production to meet over 2 million Chinese orders in 2026, potentially generating $54 billion in revenue under new Trump administration export policy.

“Nvidia CEO expressed confidence in meeting GPU demand and discussed securing supply chain relationships.”

Entry-level tech employment is declining sharply due to generative AI adoption, particularly among programmers whose jobs fell 27.5% between 2023-2025, while demand grows for AI engineers and security analysts.

“Nvidia CEO predicted that AI users, not AI itself, will displace workers in tech jobs.”

Nvidia is acquiring Groq's AI inference technology assets and talent for $20 billion in the chipmaker's largest deal ever, integrating low-latency processors into its AI factory architecture while Groq continues as an independent company.

“Nvidia CEO who outlined plans to integrate Groq's technology into Nvidia's AI factory architecture.”

NVIDIA and AWS expanded their strategic partnership to integrate NVIDIA NVLink Fusion with AWS custom silicon (Trainium4, Graviton) to create unified high-performance AI infrastructure for enterprise deployment.

“NVIDIA founder and CEO discussing the strategic partnership and AI compute demand with AWS”

Nvidia CEO Jensen Huang stated the market did not appreciate the company's exceptional quarter, warning that missing it would prove an AI bubble exists while beating it only fuels bubble concerns.

“Nvidia CEO commented in all-hands memo that market did not appreciate the company's quarter and discussed AI bubble concerns.”

Microsoft and Nvidia invested $15 billion combined into Anthropic, valuing the AI startup at $350 billion and signaling Microsoft's strategy to diversify AI partnerships beyond OpenAI.

“Nvidia CEO expressed enthusiasm about the partnership, stating 'This is a dream come true for us' and committing to accelerating Claude.”

China may be catching up to or overtaking the U.S. in the AI race due to infrastructure advantages including cheaper energy, streamlined regulation, and leadership in open-source AI downloads.

“Nvidia CEO stated China is winning the AI race, then walked back comments claiming China is 'nanoseconds behind' America.”

South Korea is building sovereign AI infrastructure with NVIDIA, deploying up to 50,000 GPUs across national clouds and private AI factories to establish domestic AI computing independence.

“NVIDIA founder and CEO discussing sovereign AI infrastructure plans for South Korea and the AI industrial revolution.”

NVIDIA successfully manufactured its first Blackwell wafer in the United States at TSMC's Phoenix facility, marking a major step in domestic AI chip production and reducing vulnerability to geopolitical supply chain risks.

“NVIDIA founder and CEO quoted celebrating the first US-manufactured Blackwell wafer at a company event.”

NVIDIA shipped DGX Spark, a desktop-sized AI supercomputer delivering 1 petaflop of performance with 128GB unified memory, enabling developers to locally run inference on 200B-parameter models and fine-tune 70B-parameter models.

“NVIDIA founder and CEO quoted comparing DGX Spark to original DGX-1 delivered to Elon Musk at OpenAI in 2016.”

OpenAI has secured approximately $1 trillion in infrastructure and chip deals in 2025 including partnerships with Nvidia ($100B investment), AMD (stock exchange), Oracle ($500B Stargate + $300B cloud), and SoftBank, with CEO Sam Altman signaling more major deals are forthcoming.

“Nvidia CEO discusses his surprise about OpenAI's AMD deal and explains Nvidia's $100 billion investment and direct GPU sales strategy to OpenAI.”

OpenAI and NVIDIA announced a $100 billion strategic partnership to deploy at least 10 gigawatts of NVIDIA GPU systems for OpenAI's next-generation AI infrastructure, with the first gigawatt coming online in the second half of 2026.

“NVIDIA founder and CEO discussing the landmark partnership and investment in OpenAI's infrastructure.”

Nvidia CEO Jensen Huang states the U.S. is 'not far ahead' of China in the AI race and warns the country needs a nuanced strategy, praising China's open-source models while highlighting competitive pressure from domestic chip development.

“Nvidia CEO discusses U.S.-China AI competition, stating the U.S. is 'not far ahead' and praising China's open-source models while warning of competitive pressure.”

NVIDIA and OpenAI announced a landmark strategic partnership with NVIDIA committing up to $100 billion in investment to deploy at least 10 gigawatts of AI infrastructure for OpenAI's next-generation models, with initial deployment targeted for late 2026.

“NVIDIA founder and CEO discussing the landmark partnership and $100B investment in OpenAI for AI infrastructure deployment.”

Nvidia is investing $5 billion in Intel to develop integrated CPU-GPU laptop chips, directly targeting AMD's dominance in the fused processor market where AMD holds significant advantage with Ryzen AI Max and Strix Halo.

“Nvidia CEO explaining the $5 billion Intel investment and denying it's about Trump or US manufacturing strategy.”

NVIDIA and Intel announced a multi-generational collaboration to jointly develop custom data center and PC products using NVIDIA NVLink and Intel x86 CPUs, with NVIDIA investing $5 billion in Intel stock.

“NVIDIA founder and CEO discussing the strategic collaboration between NVIDIA and Intel architectures.”

NVIDIA and Intel have been collaborating for approximately one year on jointly developed custom processors combining Intel x86 CPUs with NVIDIA GPUs using NVLink interconnect technology, with three architecture teams working across client and data center product lines.

“NVIDIA CEO discussing the joint processor development partnership with Intel and clarifying Trump administration non-involvement”

Nvidia is investing $5 billion in Intel to co-develop data center and PC chips, joining SoftBank and the U.S. government in supporting Intel's turnaround.

“Nvidia CEO quoted on the strategic importance of coupling Nvidia's AI stack with Intel's CPUs and x86 ecosystem.”

The UK and US have signed a landmark technology partnership whereby US tech giants including Nvidia, Microsoft, OpenAI, and Google are pledging billions of pounds in AI infrastructure investment, with a major data centre project in Northumberland expected to create 5,000 jobs.

“Nvidia CEO commenting on historic US-UK technology collaboration and UK's 'Goldilocks position' in AI”

China's government has officially banned domestic tech companies from purchasing Nvidia AI chips, intensifying restrictions on the chipmaker's access to the Chinese market amid U.S.-China geopolitical tensions.

“Nvidia CEO commented on the Chinese government ban, expressing disappointment but patience about the geopolitical tensions between China and the U.S.”

Nvidia CEO Jensen Huang argues that AI and robotics advances will make humans busier rather than more leisurely, contradicting narratives like Elon Musk's vision of universal automation enabling free time.

“Nvidia CEO discusses how AI and robotics will make humans busier, not more leisurely, in the future.”

Nvidia reported record $46.7 billion quarterly revenue with 56% year-over-year growth, primarily driven by AI data center demand, with Blackwell chips generating $27 billion in sales.

“CEO quoted on Blackwell platform as central to AI race and infrastructure spending expectations of $3-4 trillion by end of decade”

NVIDIA releases Nemotron 3, an open model family with hybrid mixture-of-experts architecture delivering 4x higher throughput than Nemotron 2 for building efficient, scalable multi-agent AI systems.

“Referenced in "NVIDIA Releases Nemotron 3, an Open Model Family Built for Large-Scale Multi-Agent AI Systems" in NVIDIA”