Nvidia just teamed up with Apple and Google to power Apple's Private Cloud Compute using Blackwell GPUs with Confidential Computing. The expanded infrastructure runs on Google Cloud to handle next-gen Apple Intelligence features, with hardware-rooted encryption ensuring no one can peek at your data.
A senior Trump administration official claims Chinese startup DeepSeek trained its upcoming model on banned Nvidia Blackwell chips, reportedly clustered in an Inner Mongolia data center. Officials also suspect the firm will scrub technical markers of chip usage. The leak further inflames Washington's bitter debate over export control enforcement.
Nvidia just made its RTX PRO 5000 72GB Blackwell GPU generally available for desktop workstations. The new card features 72GB of GDDR7 memory—a 50% increase over the 48GB variant—and delivers 2,142 TOPS of AI compute to handle memory-heavy agentic and generative workloads. Why it matters: Developers can now prototype and run tool-using AI agents directly from a local workstation without relying entirely on expensive data-center infrastructure.
Nvidia just posted record October quarter revenue of $57B, up 62% year-over-year, alongside $31.9B in profit, easily beating Wall Street expectations. CEO Jensen Huang dismissed AI bubble worries, noting Blackwell sales are off the charts and cloud GPUs remain sold out. Big Tech's massive appetite for AI infrastructure spending shows zero signs of slowing down.
Nvidia just reported record Q2 revenue of $46.7 billion, up 56% year-over-year, alongside $26.4 billion in net income. Growth was spearheaded by data center demand, with its Blackwell chips alone driving $27 billion in sales. However, regulatory uncertainty left the company with zero sales of its China-focused H20 chip to Chinese customers.
Nvidia and AMD just agreed to pay the U.S. government 15% of their revenue from AI chip sales to China. President Donald Trump said he originally demanded 20% before Jensen Huang negotiated a 5% discount. The deal walks back recent bans on chips like the H20 and opens the door for a trimmed-down Blackwell model to enter China.
NVIDIA just unveiled Helix Parallelism, a technique co-designed with its Blackwell architecture to fix memory bandwidth bottlenecks in multi-million-token decoding. By decoupling how GPUs handle attention and feed-forward networks, it boosts concurrent users by up to 32x at the same latency budget. It basically makes encyclopedia-sized prompts practical for real-time serving.
NVIDIA CEO Jensen Huang just took the stage at COMPUTEX to declare that computing centers are officially turning into token-producing "AI factories." Backing up predictions of a multi-trillion-dollar infrastructure boom, NVIDIA unveiled the semi-custom NVLink Fusion architecture, DGX Spark desktop supercomputers, and a physics engine built with DeepMind and Disney. It is a full-stack push to cement NVIDIA as the bedrock of both digital and physical AI.
Nvidia just announced Isaac GR00T N1.5 and a synthetic motion blueprint called GR00T-Dreams at Computex. Taking a single image as input, it generates simulation videos to train robot behaviors in just 36 hours instead of three months of manual recording. Why it matters: Tackling the data shortage makes scaling humanoids in factories and homes far more practical.
Nvidia just started producing its Blackwell AI GPUs at TSMC’s plant in Phoenix, Arizona, with packaging and testing handled within the state. The company is also teaming up with Foxconn and Wistron to build supercomputer factories in Texas, aiming to ramp up mass production over the next 12 to 15 months.
The IRS is preparing to purchase an Nvidia SuperPod AI supercomputer packing 31 servers with eight Blackwell processors each. According to newly revealed acquisition documents, the system will handle complex machine learning workloads like automated fraud detection. Why it matters: As federal agencies push for automation, specialized government supercomputing could significantly accelerate replacing bureaucratic headcounts.
Nvidia just confirmed its flagship Blackwell AI chips are in full production, brushing off recent server cooling rumors. The company has already shipped 13,000 samples to customers this quarter, with CEO Jensen Huang assuring investors that systems are standing up in great shape. Why it matters: Demand remains voracious, and Nvidia's AI data center revenue engine is showing zero signs of cooling down.
Nvidia just reported a massive 122% jump in Q2 revenue to $30.04 billion, driven by explosive 154% growth in its data center division. However, its gross margin dipped slightly to 75.1% due to Blackwell chip design tweaks, sending shares down over 7% after hours as sky-high investor expectations proved tough to beat.
NVIDIA just unveiled its next-generation Blackwell computing platform at GTC, promising a massive leap forward for trillion-parameter AI models. The new architecture delivers up to 5x better FP4 inference performance than Hopper, alongside the new GB200 Grace Blackwell Superchip and NIM software microservices. Why it matters: Accelerated computing is officially replacing general-purpose silicon, and tech giants are already lining up to build the next wave of generative AI.
