NVIDIA Ships Vera CPU to Labs, Claims $200B Market
NVIDIA delivered first Vera CPUs to Anthropic, OpenAI, and SpaceX on May 17-19 as Q1 FY2027 earnings hit $81.6B, with $20B in standalone Vera CPU orders on the books for 2026.
Articles Tagged "Jensen Huang"
Nvidia Bets $40B on Its Own AI Customers
Nvidia has crossed $40 billion in equity commitments this year, investing in the same AI companies that buy its chips - raising serious questions about circular money flows in the ecosystem.
Jensen Huang Says AGI Is Here - The Evidence
Nvidia's CEO told Lex Fridman he thinks AGI has been achieved. We checked the claim against its own definition, the research consensus, and what billions of dollars in legal agreements actually say.
NVIDIA Fires Up H200 for China After 10-Month Wait
Jensen Huang confirmed at GTC 2026 that NVIDIA has export licenses for multiple Chinese customers and is restarting H200 production, with 82,000 GPUs ready to ship after nearly a year of zero deliveries.
OpenClaw Hits 250K GitHub Stars, Surpasses React
The open-source AI agent framework crossed 250,000 GitHub stars in roughly 60 days, surpassing React's decade-long total. NVIDIA CEO Jensen Huang called it the most important software release ever.
Nvidia Rules Out $100B OpenAI Bet as IPO Nears
Jensen Huang confirmed Nvidia's $30B OpenAI investment will likely be its last direct equity stake, killing the $100B pledge as OpenAI races toward a public listing at a $730B valuation.
Nvidia Drops 4% Despite Crushing Every Estimate - Welcome to 'Beat the Beat' Market
Nvidia posted record Q4 revenue of $68.1 billion, beat EPS by 6%, guided Q1 to $78 billion above all estimates, and the stock still fell 4.33% the next day. The AI trade has entered a new phase where beating expectations is no longer enough.
Nvidia Posts Record $68.1 Billion Quarter, Stock Surges Past $200 as AI Spending Shows No Signs of Slowing
Nvidia reported Q4 FY2026 revenue of $68.1 billion - beating Wall Street estimates by nearly $2 billion - and guided Q1 to $78 billion, sending shares above $200 for the first time.
Nvidia's $100 Billion OpenAI Deal Collapses Into a $30 Billion Equity Bet
Nvidia abandons its $100B infrastructure partnership with OpenAI after five months of stalling, replacing it with a $30B equity stake as OpenAI's record-breaking funding round nears $100B at an $850B valuation.
