Semiconductors

NVIDIA

NVIDIA sells the shovels, the mine and increasingly the map. Its software moat — CUDA and the libraries above it — matters as much as its silicon, which is why every competitor is really competing with an ecosystem.

Recent coverage

• King Charles to call on tech giants for 'reassurances' over AI (2026-09-17)
• China's Huawei sets 2027 launch for new AI chips as it targets Nvidia (2026-09-17)
• Snap partners with Salesforce, Nvidia and AWS for enterprise augmented-reality glasses — Consumer-focused AR device makers are building workplace tools to compete for corporate budgets. (2026-09-17)
• NVIDIA Vera Rubin NVL72 delivers leading performance in MLPerf Inference v6.1 — System performance gains translate directly to inference economics: more tokens per dollar, efficient scaling, continuous software optimisation. (2026-09-16)
• Apple develops enterprise AI server with M8 Ultra chips — Apple returns to servers with custom silicon, targeting developers and governments with in-house AI compute. (2026-09-16)
• Google, NVIDIA and Emerald AI form coalition to manage data centre power use — As AI factories scale, coordinating electricity demand with grid capacity becomes as critical as compute itself. (2026-09-16)
• University of Manchester uses NVIDIA Earth-2 to forecast air pollution across UK — AI-powered climate simulation offers cheaper, more frequent air quality predictions than traditional chemistry models. (2026-09-16)
• Jensen Huang, Sam Altman and Dario Amodei advocate for AI safety and measured development — Three of AI's most influential leaders are urging the industry to prioritise safety and transparency over velocity. (2026-09-16)
• Salesforce CEO Benioff unveils AIForce product at Dreamforce conference — Amodei and Huang clashed on AI regulation during keynote interviews at the event. (2026-09-15)
• NVIDIA highlights energy efficiency improvements at AI Infra Summit — Peak-load infrastructure design now prioritises tokens-per-watt metrics over raw compute throughput. (2026-09-15)
• Salesforce and Nvidia build open-weight enterprise AI model — Enterprise-focused, open-weight reasoning models challenge frontier labs' competitive moat. (2026-09-15)
• Children's hospital deploys open-source NVIDIA AI for cardiac imaging — Healthcare institutions are adopting open-source AI tools to improve clinical workflows without proprietary vendor lock-in. (2026-09-15)
• Jensen Huang takes Trump call onstage, dismisses robot takeover concerns — A symbolic moment: the president and Nvidia's CEO jointly addressed anxieties about automation, signalling political alignment on AI progress. (2026-09-14)
• ASML's next-generation High NA chipmaking tools sold out through 2027 — Semiconductor supply for AI chips tightens as manufacturers commit to pricier equipment. (2026-09-14)
• Perplexity launches Windows version of Portable Computer agent powered by NVIDIA — Local AI agents running on consumer GPUs reduce latency and keep sensitive data off cloud servers. (2026-09-14)
• NVIDIA expands open source CUDA-Q platform for fault-tolerant quantum computing — A new orchestration layer aims to make quantum programming more practical for real applications. (2026-09-14)
• Anthropic's caution on AI does not dent chip sector outlook — Safety warnings from frontier labs rarely reshape semiconductor demand or investor appetite for compute infrastructure. (2026-09-13)
• Nvidia in talks to invest in Anthropic's planned public listing — A major semiconductor maker's commitment signals confidence in the frontier-model business and its capital demands. (2026-09-11)
• d-Matrix to use Nvidia chip-linking technology in AI inference servers — Inference specialist gains access to Nvidia's interconnect standard as training-to-deployment workload shift accelerates. (2026-09-11)
• Jensen Huang forecasts Nvidia will grow 70 per cent next year — Huang insists the gains reflect broad demand, not circular dealing between Nvidia and its customers. (2026-09-10)
• Skild AI launches S1 robot foundation model that learns tasks from single video — Robots that adapt to changing factory floors without reprogramming could reshape how manufacturers handle task variability. (2026-09-10)
• Global robotaxi market seen reaching $400 billion by 2035 with 6 million vehicles — Physical AI's first commercial breakthrough is already moving people through complex city streets at scale. (2026-09-10)
• d-Matrix to use NVIDIA NVLink Fusion for next-generation Raptor XPUs — An inference chipmaker joins NVIDIA's ecosystem by adopting the platform's networking and rack architecture for chip deployment. (2026-09-10)
• NVIDIA and Palantir collaborate on sovereign AI for critical supply chains — The partnership signals growing enterprise demand for AI systems that keep sensitive data within national borders. (2026-09-10)
• Justice Department investigates Nvidia's $17 billion licensing agreement with Groq — A formal information request signals antitrust scrutiny of chip technology consolidation in AI infrastructure. (2026-09-10)
• NVIDIA collaborates with Australian partners to build 2GW of AI capacity by 2027 — Australia is positioning itself as a regional AI compute hub, attracting major chip makers seeking land and power outside the US. (2026-09-10)
• NVIDIA showcases real-time AI applications for broadcast, sports and streaming at IBC — NVIDIA is demonstrating AI capabilities tailored for media production and live content delivery at the industry's largest annual gathering. (2026-09-09)