Articles by tag: NVIDIA

Nvidia capitalization $5.4 trillion: surpassed Europe

Nvidia reached $5.4 trillion capitalization, outpacing the 10 largest companies in Europe. Analysis of growth reasons, overheating risks, and forecasts for the AI chip market. Read the review.

Quantum computer Alice & Bob Helium: the first upgradable

French startup Alice & Bob has released Helium, the first upgradable quantum computer with cat qubits. Learn how 18 qubits are changing the quantum race and challenging IBM.

New generation memory from Nvidia and SK Hynix for AI supercomputers

Nvidia and SK Hynix form an alliance to develop HBM4 memory and physical AI. Learn about the market implications, winners and losers. Read details.

Chip market crash: KOSPI fall and AI bubble burst

Analysis of chipmaker stock decline and AI bubble burst on June 8, 2026. Why KOSPI collapsed, who won and lost, and what's next. Read forecasts.

Nvidia, LG and Naver create AI factories in Korea: strategy

Analysis of Jensen Huang's visit to South Korea: strategic agreements between Nvidia, LG and Naver to build AI factories. Who wins and who loses. Learn the details.

HBM4: mass production by Samsung and SK Hynix for NVIDIA — problems and reality

Samsung and SK Hynix have started production of HBM4 for NVIDIA Rubin. Doubled bandwidth hides problems: warpage, SK Hynix lagging behind, and capacity reduction. Learn the truth about the AI memory race.

NVIDIA and Kawasaki: Robotics Center in Silicon Valley — Shift in Physical AI

Analysis of NVIDIA and Kawasaki Collaboration: Ecosystem Hub, Physical AI, Market Implications and Hidden Goals. Find out who wins and who loses.

NVIDIA invested in quantum startup Alice & Bob: deal analysis

NVIDIA through NVentures invested €100 million in French quantum startup Alice & Bob. Analyzing the strategy, hybrid computing, and capture of the CUDA-Q standard. Read more.

NVIDIA's cat qubits: investment in quantum startup Alice & Bob

Why did NVIDIA invest in the French startup Alice & Bob with cat qubits? Analysis of strategy, implications for Google and IBM, forecasts for 2026. Read the details.

Cerebras and Fast Tokens: The Deal with OpenAI

How Cerebras is Reshaping the Economics of AI Inference: Speed vs. Intelligence, a $200 Billion Contract with OpenAI, and a Future Without Nvidia. Find Out Who Wins.

Fiber Optic Shortage 2026: How the AI Boom is Changing the Market

Demand for fiber optics has grown by 76% due to AI data centers. Find out why the shortage occurred, who benefits, and how it will affect the industry. Detailed analysis.

Nvidia, Cerebras and the OpenAI Trial: AI Market Analysis

Analysis of Nvidia's report, Cerebras' IPO and the verdict in Musk's lawsuit against OpenAI. Find out who is winning the race of AI giants and what the forecasts are for 90 days. Read the analysis.

Li Auto Mach M100 chips: the end of the NVIDIA era in China

We analyze the new Li Auto Mach M100 chip at 2560 TOPS: why this is not an upgrade, but a lifeboat from NVIDIA and a foundation for robots. Find out who will lose.

US-China Summit: Chips, Sanctions, and AI Race

Analysis of key US-China negotiations: confrontation over AI chips, rare earth metals, and the future of global microelectronics. Find out who will win in the semiconductor bargaining.

NVIDIA Jetson T4000 and Cosmos: AI for Robots

NVIDIA announced the Jetson T4000 module and Cosmos models at CES 2026. Physical intuition for robots, 1200 TFLOPS at the edge. Learn how this is changing the industry.

AI market bubble exceeds dot-com peak — Goldman Sachs analysis

Goldman Sachs analysts warn of AI bubble: NVIDIA's market cap reaches $4.85 trillion, while corporate AI investments yield no returns. Learn about the risks of market overheating and what awaits investors.

NVIDIA Nemotron 3 Nano Omni: multimodal AI 9 times more efficient

NVIDIA introduced the open model Nemotron 3 Nano Omni, combining video, audio, and text. Learn about the 9x efficiency gain and architecture for enterprise AI agents.

NVIDIA CUDA cores accelerated by AI by 38% without human involvement

Multi-agent Cursor system autonomously optimized 235 CUDA cores for Blackwell B200. Results, methodology, and significance for HPC developers.

Tokens in AI: Software Development Economics by NVIDIA | Analysis

How tokens become the foundation of AI economics. Analysis of Jensen Huang's vision on software development transformation. Learn why efficiency per watt determines success.

Huang: AGI achieved, but not for NVIDIA

Jensen Huang stated about AGI in Fridman podcast. Why current agents can't run a corporation? Inference load and OpenClaw. For IT specialists: details and consequences. Read the analysis.

OpenAI: 122 billion investments and leadership over Anthropic

OpenAI attracted 122 billion dollars at a valuation of 852 billion. Revenue comparison with Anthropic, motives of investors Amazon and Nvidia. IPO prospects and AI unit economics. Read the analysis for developers.

Technologies and global markets: AI, crypto regulation, supply chains

Analysis of key trends: NVIDIA shifts focus to AI, SEC regulates crypto market, chip smuggling. For developers and technical specialists.