Why Nvidia is suddenly one of the most valuable companies in the world

Jim Keller suggests Nvidia should have used Ethernet to stitch together Blackwell GPUs — Nvidia could have saved billions

tomshardware.com/tech-industry/artificial-intelligence/jim-keller-suggests-nvidia-should-have-used-ethernet-to-stitch-together-blackwell-gpus

64

Apr 15

Nvidia CEO Huang Sees AI as Making Society More Equitable: Nvidia CEO Jensen Huang described AI as tech’s “single greatest contribution to social elevation.”

barrons.com/articles/nvidia-ceo-jensen-huang-ai-society-more-equitable-01d2e875

5

Apr 15

Nvidia CEO Jensen Huang Sees AI as the Great Equalizer: Nvidia CEO Jensen Huang described AI as tech’s “single greatest contribution to social elevation.”

on.barrons.com/4azFX3A

43

Apr 11

AI is powering Google to a $2 trillion market cap: Google parent Alphabet's stock is up more than 15% so far this year, and more than 51% over the last 12 months

qz.com/google-alphabet-stock-market-cap-ai-1851404173

1

Apr 15

Big tech in danger? Why the Magnificent 7 could soon be just 5 stocks, according to top experts

boerse-online.de/nachrichten/aktien/big-tech-in-gefahr-darum-koennten-laut-top-experten-die-magnificent-7-bald-nur-noch-5-aktien-sein-20355218.html

7

5

Bloomberg

B

Apr 07

Wall Street Is Searching for AI Winners Across Emerging Markets: Some of the world’s biggest money managers are searching for the next wave of artificial ...

bloomberg.com/news/articles/2024-04-07/wall-street-hunts-ai-winners-beyond-nvidia-in-emerging-markets

12

Apr 06

Upscaling technologies: DLSS 3.7 vs. FSR 2.2 vs. XeSS 1.3 in direct comparison [Report]

pcgameshardware.de/Grafikkarten-Grafikkarte-97980/News/Upscaling-Technologien-im-Vergleich-1444695/

1 similar article

48

10

tomshardware Apr 09

Elon Musk says the next-generation Grok 3 model will require 100,000 Nvidia H100 GPUs to train

tomshardware.com/tech-industry/artificial-intelligence/elon-musk-says-the-next-generation-grok-3-model-will-require-100000-nvidia-h100-gpus-to-train

13

Apr 09

Here's Why We Should Listen to Elon Musk on AI Bypassing Human Smarts: Musk has long predicted AI is capable of beating human brainpower. He's moved up his ...

inc.com/kit-eaton/heres-why-we-should-listen-to-elon-musk-on-ai-bypassing-human-smarts.html

65

Apr 09

Intel reveals details of new AI chip to fight Nvidia dominance: Intel detailed a new version of its artificial intelligence chip at its Vision event on Tuesday ...

reuters.com/technology/intel-reveals-details-new-ai-chip-fight-nvidia-dominance-2024-04-09/

53

Mar 29

OpenAI and Microsoft reportedly planning $100 billion datacenter project for an AI supercomputer

tomshardware.com/tech-industry/artificial-intelligence/openai-and-microsoft-reportedly-planning-dollar100-billion-datacenter-project-for-an-ai-supercomputer

105

Apr 04

Nvidia, Indosat plan $200 mln AI centre investment in Indonesia, government says: Nvidia and Indonesia's telco firm PT Indosat Ooredoo Hutchison plan to build an ...

reut.rs/4aJ53Nd

4 similar articles

11

0

TechCrunch Mar 24

Nvidia could be primed to be the next AWS: The question is whether Nvidia can sustain that growth to become a long-term revenue powerhouse like AWS has become ...

techcrunch.com/2024/03/24/nvidia-could-be-primed-to-be-the-next-aws/

63

Mar 20

RTX off, AI on: Jensen says we'll see fully AI-generated games in 5-10 years: In a press Q&A at GTC 2024, Jensen discussed AI generated content including Sora ...

tomshardware.com/pc-components/gpus/rtx-off-ai-on-jensen-says-well-see-fully-ai-generated-games-in-5-10-years

Quick Glance: AI-generated Games in 5-10 Years

The Nvidia GPU Technology Conference unveiled the Blackwell AI GPU B200, with CEO Jensen expecting AI-generated games within 5 to 10 years.

GPU focus shifts to AI-generated content like Chat-GPT and Sora, potentially revolutionizing game development.

AI-powered NPCs and game development tools like ACE could revolutionize the gaming world and democratize access to programming.

The future may be shaped by AI-assisted games, but whether this leads to better games remains to be seen.

0 similar articles

505

. 18

Frankfurter Allgemeine Zeitung

A-

Mar 28

Nvidia versus Amazon and co: the race for the superchips: Artificial intelligence needs special semiconductor components. These come from stock market star ...

faz.net/aktuell/wirtschaft/unternehmen/nvidia-gegen-amazon-und-co-das-rennen-um-die-superchips-19615594.html

2 similar articles

1

tomshardware Mar 28

Lenovo says demand for AMD's Instinct MI300 is record high — plans to offer AI solutions from all important hardware vendors

tomshardware.com/tech-industry/artificial-intelligence/lenovo-says-demand-for-amds-instinct-mi300-is-record-high-plans-to-offer-ai-solutions-from-all-important-hardware-vendors

0 similar articles

14

1 7

tomshardware Mar 18

Nvidia’s next-gen AI GPU is 4X faster than Hopper: Blackwell B200 GPU delivers up to 20 petaflops of compute and other massive improvements

tomshardware.com/pc-components/gpus/nvidias-next-gen-ai-gpu-revealed-blackwell-b200-gpu-delivers-up-to-20-petaflops-of-compute-and-massive-improvements-over-hopper-h100

26

Mar 20

New mega price targets for Nvidia shares: Can the stock still live up to the hype?

boerse-online.de/nachrichten/aktien/neue-mega-kursziele-fuer-aktie-von-nvidia-kann-der-titel-dem-hype-noch-gerecht-werden-20353411.html

29

Mar 26

Exclusive: Behind the plot to break Nvidia’s grip on AI by targeting software: Nvidia earned its $2.2 trillion market cap by producing artificial-intelligence ...

reut.rs/3TBi2cP

1 similar article

36

13

Investor's Business Daily

D

Apr 10

Google In Buy Zone As It Joins AI Chip Bandwagon: Google stock reached a record high and sits in a buy zone. Shares got a lift on news of its new artificial ...

investors.com/research/google-stock-googl-artificial-intelligence-ai/

Quick Glance: Google Introduces New Data Center and AI Chips

Google recently unveiled details of an update to its data center AI chips and announced an Arm-based processor.

Google's Tensor Processing Units (TPUs) are a significant alternative to Nvidia's advanced AI chips, accessible through Google Cloud Platform.

The newly introduced Arm-based processor named Axion offers higher performance compared to x86 chips and general Arm chips in the cloud.

Google plans to utilize Axion for services like YouTube Ads in Google Cloud in the future, while the TPU v5p chips are now available through Google Cloud.

7

Apr 04

The Intelligence: Bombs squad: The game theory was simpler during a cold war between two states armed to the teeth; the nuclear world order has since become far ...

play.acast.com/s/theintelligencepodcast/the-intelligence-bombs-squad

39

Mar 22

Micron Sold All of Its High Bandwidth Memory Supply for 2024 and Most of 2025: The high-bandwidth memory market is exploding due to its usage in AI accelerators.

extremetech.com/computing/micron-sold-all-of-its-high-bandwidth-memory-supply-for-2024-and-most-of

160

Mar 29

AI Is Giving Nuclear Power a Big Lift. 4 Stocks Riding the Trend.: Data centers being built to run AI systems require lots of power. Nuclear power is ...

on.barrons.com/3TAMRyf

17

Apr 09

Palantir, Nvidia & Co: 6 tech stocks with up to 50% chance of winning in the next earnings season according to analysts

boerse-online.de/nachrichten/aktien/palantir-nvidia-co-6-tech-aktien-mit-bis-zu-50-kurschance-die-laut-analyst-in-der-naechsten-gewinnsaison-absahnen-20354681.html

2

0

Barron's

A-

Mar 19

Jensen Huang Has Become the Steve Jobs of AI: The Nvidia CEO, alone on the stage, used Monday’s GTC developers conference to talk about the company’s ...

barrons.com/articles/jensen-huang-nvidia-ai-gtc-steve-jobs-keynote-5ba0471b

38

Mar 23

Half-Life 2 RTX Remix: “Every single pixel” is checked: 20 years after its release, the Orbifold studio wants to significantly improve Half-Life 2's graphics ...

pcgameshardware.de/Half-Life-2-Spiel-5176/News/rtx-remix-mod-1443422/

45

Mar 19

Nvidia shares up after company unveils latest AI chips: Nvidia stock rose 2% Tuesday afternoon after the company unveiled its latest generation of artificial ...

cnbc.com/2024/03/19/nvidia-stock-dips-after-company-unveils-latest-ai-chips.html

Quick Glance: Nvidia Expands Partnerships with Chinese EV Makers

Nvidia expands collaborations with Chinese automakers to advance self-driving vehicles and AI technology.

BYD to utilize Nvidia's Drive Thor chips for autonomous driving and digital functions.

Chinese auto brands intensify partnerships with Nvidia to enhance global presence.

Nvidia announces partnerships with companies like Cerence and Lenovo for AI technology development.

57

Apr 10

TSMC posts fastest monthly revenue growth since 2022 on AI chip boom: TSMC posted a surge in revenue in March as it cashes in on a continuing artificial ...

cnbc.com/2024/04/10/tsmc-posts-fastest-monthly-revenue-growth-since-2022-on-ai-chip-boom.html

10 similar articles

7

2

Elektronik Praxis Mar 26

Nvidia Blackwell: AI revolution of the next generation: The chip company Nvidia wants to expand its leading role in artificial intelligence technology ...

elektronikpraxis.de/nvidia-stellt-blackwell-ki-chip-vor-a-7ec98cff80850ee562a3b6b64098c49e/

4

Apr 05

Billion-dollar opportunity for Nvidia shares: Almost no investor has it on their radar

boerse-online.de/nachrichten/aktien/milliarden-chance-fuer-nvidia-aktie-fast-kein-anleger-hat-sie-auf-dem-schirm-20354354.html

3

0

Forbes

C+

Apr 07

The Billionaires Getting Rich From AI 2024: From Jensen Huang to Lisa Su, these new members of the Forbes list are already getting rich off artificial ...

forbes.com/sites/phoebeliu/2024/04/02/the-billionaires-getting-rich-from-ai-2024/

Quick Glance: Billionaires Profiting from AI 2024

The AI gold rush has led to a plethora of new billionaires in the sector, as surging values for both public and private companies with ties to AI have skyrocketed.

Over the past year, tech companies, both new and old, have seen massive share price increases, making the world's tech tycoons even richer and introducing over a dozen new AI billionaires into the Forbes World's Billionaires list.

Nvidia cofounder and CEO Jensen Huang serves as the poster child for this boom. However, other companies like Super Micro Computer, Advanced Micro Devices, and Cloudflare also benefited from the trend. Privately owned AI companies have also gained momentum, with AI-centric startups alone raising nearly $50 billion in funding last year.

Major tech giants like Microsoft, Amazon, and Alphabet have significantly contributed to financing private AI companies to compete in the AI race. However, it remains to be seen if and when the AI bubble will burst and funding could dry up.

14

Mar 18

Artificial intelligence semiconductor powerhouse Nvidia kicked off its annual developer conference with Chief Executive Jensen Huang unveiling the new flagship ...

reut.rs/3TJTj7y

7 similar articles

40

7

tomshardware Mar 21

MediaTek rolls out first processors with built-in Nvidia graphics – aimed at bringing AI-powered entertainment to future vehicles

tomshardware.com/pc-components/gpus/mediatek-rolls-out-first-processors-with-built-in-nvidia-graphics-aimed-at-bringing-ai-powered-entertainment-to-future-vehicles

5 similar articles

8

1 .

tomshardware Mar 25

Tiny Corp decides to make both AMD and Nvidia versions of its TinyBox AI server - GeForce version is 67% more expensive

tomshardware.com/pc-components/gpus/tiny-corp-decides-to-make-both-amd-and-nvidia-versions-of-its-tinybox-ai-server-geforce-version-is-67-more-expensive

5

Mar 19

Meta does not expect new Nvidia chips to arrive until at least next year: Facebook owner Meta Platforms is not expecting to receive shipments of Nvidia's new ...

reuters.com/technology/meta-does-not-expect-new-nvidia-chips-arrive-until-least-next-year-2024-03-19/

37

Apr 04

Nvidia, Alphabet lead market cap surge in March

reuters.com/technology/global-markets-marketcap-2024-04-04/

1

Apr 10

Nvidia faces competition: Intel and Google attack AI top dog: So far, Nvidia has dominated the AI market. But that is about to change: Intel is presenting a ...

n-tv.de/wirtschaft/Intel-und-Google-greifen-KI-Platzhirsch-an-article24861765.html

7

Mar 25

Samsung to Battle Nvidia in 2025 With Its New Mach-1 AI Chip: The company is pouring billions into R&D with plans to disrupt the AI market in the near future.

extremetech.com/computing/samsung-to-battle-nvidia-in-2025-with-its-new-mach-1-ai-chip

43

Apr 14

Gaudi 3: Intel crawls its way in: Nvidia has competition: Intel has announced a new AI chip. Meta and Google also want to follow suit ...

zeit.de/digital/2024-04/ki-chips-nvidia-intel-google-konkurrenz

5

Mar 22

Warren Buffett's biggest mistake? This AI and chip shares go through the roof after Buffett sale

boerse-online.de/nachrichten/aktien/warren-buffetts-schwerwiegendster-fehler-diese-ki-und-chip-aktie-geht-nach-buffett-verkauf-durch-die-decke-20353624.html

5

0

Reuters

A

Mar 19

Nvidia's new AI chip to be priced at over $30,000, CNBC reports: Chip designer Nvidia's latest "Blackwell" B200 artificial intelligence chip will cost between ...

reuters.com/technology/nvidias-new-ai-chip-be-priced-over-30000-cnbc-reports-2024-03-19/

121

Mar 21

Nvidia boss believes: AI-generated gaming future in five to eight years: Are we facing an AI-generated gaming future? At least according to Nvidia CEO Jensen ...

pcgameshardware.de/Spiele-Thema-239104/News/Nvidia-Chef-Aussage-KI-Generierte-Spiele-Zukunft-1443558/

12

Apr 01

Google's AI chief says the billions going into AI means a 'bunch of hype and maybe some grifting'

qz.com/google-ai-chief-deepmind-hassabis-hype-bubble-1851378348

Paid articlePaid

0 similar articles

3

1 0

TechCrunch Mar 23

Apple sued, Microsoft’s AI ambitions and Nvidia’s surprises: In this edition of Week in Review, we have big news on the latest Apple antitrust lawsuit ...

techcrunch.com/2024/03/23/apple-sued-microsofts-ai-ambitions-and-nvidia-surprises/

Quick Glance: Stability AI CEO Resigns - Decentralized AI in Focus

Emad Mostaque, founder and CEO of Stability AI, has stepped down to focus on decentralized AI, while the company has appointed interim co-CEOs.

Mostaque emphasized that centralized AI cannot be beaten with more centralized AI, advocating for more transparent and distributed governance in the AI industry.

His departure comes amid challenges at Stability AI, with high expenditures reported and struggles to secure new funding rounds.

Mostaque's shift in focus towards revenue growth over time, aiming for cash flow positivity and emphasizing open models and enterprise adoption.

3

Mar 19

Super Micro Computer, one of the hottest AI plays alongside Nvidia, tanks 10% on share offering

cnbc.com/2024/03/19/super-micro-computer-one-of-the-hottest-ai-plays-alongside-nvidia-tanks-10percent-on-share-offering.html

9 similar articles

13

5

tomshardware Mar 28

Nvidia's new ChatGPT-like AI chatbot falls victim to high-severity security vulnerabilities - urgent ChatRTX patch issued

tomshardware.com/tech-industry/artificial-intelligence/nvidias-new-ai-chatbot-falls-victim-to-high-severity-security-vulnerabilities-urgent-chatrtx-patch-issued

1

Apr 11

New Competition Isn’t Hurting Nvidia—Yet: Nvidia was edging up early on Thursday despite a flurry of announcements from rivals developing processors powering ...

on.barrons.com/3TOTxsG

0 similar articles

0

Der Standard

C+

Mar 21

Nvidia unveils Blackwell B200, the "world's most powerful chip": The new graphics power will be used primarily in the area of artificial intelligence

derstandard.at/story/3000000212266/nvidia-stellt-blackwell-b200-vor

26

Mar 19

AMD Could Grab 7% of the AI Market With MI300X Accelerators: Analysts: Nvidia's backlog for its H100 and A100 accelerators could leave the door open for AMD to ...

extremetech.com/computing/amd-could-grab-7-of-the-ai-market-with-mi300x-accelerators-analysts

1 similar article

26

16

t3n.de Mar 22

Earth‑2: Nvidia simulates complete copy of Earth: Extreme weather events are becoming more and more frequent and cause a lot of suffering - also from an economic ...

t3n.de/news/earth-2-nvidia-simuliert-erde-klimawandel-1615335/

0 similar articles

7

.

tomshardware Mar 18

Despite U.S. sanctions, researchers in China can still access high-end Nvidia GPUs for AI

tomshardware.com/pc-components/gpus/despite-us-sanctions-researchers-in-china-can-still-access-high-end-nvidia-gpus-for-ai

2

Apr 15

The AI craze is no dot-com bubble. Here’s why: Skeptics are warning of a tech stock bubble that will inevitably burst. The sense of alarm is short-sighted ...

qz.com/ai-stocks-dot-com-bubble-nvidia-google-microsoft-amazon-1851407019

0

Mar 28

Jerry Jones Bet Big On Natural Gas Last Week — The Rise Of Energy Hungry A.I. Means You Should Too

forbes.com/sites/christopherhelman/2024/03/28/jerry-jones-bet-big-on-natural-gas-last-week---the-rise-of-energy-hungry-ai-means-you-should-too/

9

Mar 19

Nvidia supplier SK Hynix begins mass production of next generation memory chip: SK Hynix Inc said on Tuesday it has begun mass production of next-generation ...

reuters.com/technology/nvidia-supplier-sk-hynix-begins-mass-production-next-generation-memory-chip-2024-03-19/

47

Mar 20

Nvidia unveiled its next big AI chip along with several partnerships and software tools at its annual developer conference this week ... Show more

1 similar article

36

4

Business Insider Mar 28

Zuckerberg on Nvidia CEO: The Taylor Swift of the tech industry: Mark Zuckerberg recently praised Nvidia CEO Jensen Huang on social media. It also reveals how ...

businessinsider.de/wirtschaft/international-business/zuckerberg-ueber-nvidia-ceo-die-taylor-swift-der-tech-branche/

6 similar articles

0

tomshardware.com

C

Mar 21

HP uses banned made-for-China AI GPU for Z workstations — A800 GPU is given a new purpose

tomshardware.com/pc-components/gpus/hp-uses-banned-made-for-china-ai-gpu-for-z-workstations-a800-gpu-is-given-a-new-purpose

7

Mar 22

AI briefing: Chips as heavy as a Ferrari - is Nvidia igniting the AI turbo?: CEO Jensen Huang draws absurd comparisons, the first analysts smell a bubble and we ...

handelsblatt.com/technik/ki/ki-briefing-chips-so-schwer-wie-ein-ferrari-zuendet-nvidia-den-ki-turbo/100016956.html

3

Mar 20

This is Nvidia’s lesser-known plan to stay dominant in the AI chip business: The company wants to become a platform on the level of Google, Apple, and Microsoft ...

fastcompany.com/91065684/this-is-nvidias-lesser-known-plan-to-stay-dominant-in-the-ai-chip-business

0

Mar 20

Saudi Arabia wants to become the world's biggest AI investor — and has $40 billion to do it

qz.com/saudi-arabia-ai-public-investment-fun-1851350604

1

Mar 24

Nvidia all the time, Elon Musk wants a piece, and Apple looks to Google: AI news roundup

qz.com/nvidia-ai-chips-elon-musk-apple-google-gemini-meta-1851356713

0

Mar 22

Wooden KI like wood with AI: Don't fool the robot - he could imitate you: At the Nvidia GTC conference, CEO Jensen Huang presented an AI that allows robots to ...

handelsblatt.com/technik/ki/holzki-wie-holz-mit-ki-machen-sie-dem-roboter-nichts-vor-er-koennte-sie-nachmachen/100026442.html

0 similar articles

1

.

Business Insider Mar 19

Nvidia CEO Jensen Huang introduces new AI chip: Blackwell: The Blackwell chip is much faster than its predecessor and, according to Huang ...

businessinsider.de/wirtschaft/nvidia-ceo-jensen-huang-stellt-neuen-ki-chip-vor-blackwell/

0 similar articles

0

TechSpot

A-

Apr 17

Los Alamos' Nvidia-powered Venado supercomputer trades accuracy for efficiency with AI workloads

techspot.com/news/102647-los-alamos-nvidia-powered-venado-supercomputer-trades-accuracy.html

1 similar article

0

1

Business Insider Apr 11

Nvidia: Intel and Google compete in the AI chip race: Nvidia shares fell due to new competition in the AI chip market. But the company has a decisive ...

businessinsider.de/wirtschaft/international-business/nvidia-intel-und-google-machen-konkurrenz-im-ki-chip-rennen/

11 similar articles

0

heise online

C

Apr 16

Playstation 5 Pro: Almost all details known: Several sources agree on the specifications of the PS5 Pro. According to them, the GPU is getting the biggest ...

heise.de/news/Playstation-5-Pro-Vor-allem-die-GPU-profitiert-9686290.html

1 similar article

0

tomshardware.com

C

Apr 15

Enthusiast arms 12-slot NVMe NAS with an Nvidia RTX GPU to run local ChatGPT: StorageReview put an RTX A4000 into a QNAP NAS, enabling a local flavor of ChatGPT ...

tomshardware.com/tech-industry/artificial-intelligence/enthusiast-arms-12-slot-nvme-nas-with-an-nvidia-rtx-gpu-to-run-local-chatgpt

0

11h

Microsoft and OpenAI Will Spend $100 Billion to Wean Themselves Off Nvidia GPUs: The companies are working on an audacious data center for AI that's expected to ...

extremetech.com/computing/microsoft-and-openai-will-spend-100-billion-to-wean-themselves-off-nvidia

0

12h

50% price chance: AI discovers a stock that is supposed to be better than Nvidia: AI identifies Enphase Energy as a potentially better investment than Nvidia ...

boerse-online.de/nachrichten/aktien/50-kurschance-ki-entdeckt-aktie-die-besser-sein-soll-als-nvidia-20355572.html

0

Golem.de

C

17h

Prototype or special version?: Improved Nvidia A100 discovered in China - Golem.de

golem.de/news/prototyp-oder-spezialversion-verbesserte-nvidia-a100-in-china-entdeckt-2404-184265.html

0 similar articles

0

BÖRSE ONLINE

C

Apr 12

Sell AI stocks and invest in these stocks instead, says Goldman Sachs: Goldman Sachs advises locking in profits in AI tech stocks and investing in undervalued ...

boerse-online.de/nachrichten/aktien/ki-aktien-verkaufen-und-stattdessen-in-diese-aktien-investieren-sagt-jetzt-goldman-sachs-20354930.html

2 similar articles

0

heise online

C

Apr 11

Intel's AI accelerator Gaudi 3 is said to dismantle Nvidia's H100: Intel presents its new generation of AI accelerators from Habana Labs: The Gaudi 3 ...

heise.de/news/Intels-KI-Beschleuniger-Gaudi-3-soll-Nvidias-H100-zerlegen-9679278.html

4 similar articles

0

The Register

A-

Apr 16

AI cloud startup TensorWave bets AMD can beat Nvidia: Starts racking MI300X systems - because you can actually buy them and they beat the H100 on many specs

theregister.com/2024/04/16/amd_tensorwave_mi300x/