Policy
Top AI Companies Agree to Pentagon Deals for Classified Work
The Defense Department finalized agreements with major AI and cloud players to use their systems in classified settings.
Topic
Nvidia
Coverage of Nvidia, Jensen Huang, and the GPU AI infrastructure boom.
41 stories · Updated 2026-05-01
More on Nvidia
Startups
Nebius agrees to buy Eigen AI in about $643M deal to speed up and cut costs of AI inference
Cloud provider Nebius is acquiring 20-person startup Eigen AI, which optimizes chip performance for running (not training) AI models.
Startups
Nvidia invests in Swedish legal AI startup Legora at $5.6B valuation
Nvidia’s NVentures joined a Series D extension for Legora, which sells agent-style tools for legal workflows and says it has surpassed $100M in ARR.
Startups
DeepMind's David Silver just raised $1.1B to build an AI that learns without human data
Former DeepMind reinforcement learning leader David Silver’s new lab says it wants to build a 'superlearner' that acquires skills without human datasets.
Chips
Nvidia shares hit a record, briefly pushing its market cap past $5 trillion
The rally underscores how central Nvidia’s GPUs remain to AI infrastructure spending across Big Tech.
Big Tech
Meta signs deal to use millions of Amazon’s Graviton chips for AI workloads
The agreement highlights a growing shift toward CPUs and custom silicon for running AI agents after models are trained.
Analysis
Wall Street Turns Bullish on Neoclouds, But Analysts Warn of High Debt and Fragile Economics
CoreWeave surged 42% in April and Nebius drew a new Citi target, yet McKinsey and industry veterans caution that the bare-metal AI cloud model carries outsized risk.
Chips
SpaceX Plans to Manufacture Its Own GPUs at New Semiconductor Fab, S-1 Filing Reveals
Excerpts from the company's confidentially filed $1.75 trillion IPO registration list in-house GPU production as a major capital expenditure, alongside the Terafab chip venture Elon Musk is developing with Tesla and xAI using Intel's 14A process node.
Chips
Intel Reports 7% Revenue Gain as AI Demand Fuels Biggest Beat in Years
First-quarter revenue of $13.6 billion topped Wall Street estimates by more than $1 billion, driven by a 22% jump in the Data Center and AI segment, sending shares up more than 20%.
Chips
Google's Eighth-Generation TPUs Split Training and Inference Into Two Purpose-Built Chips
The TPU 8t delivers 2.8 times the compute of its predecessor for model training, while the TPU 8i offers a 9.8-times improvement per pod for agentic inference — and both will be available from Google Cloud later in 2026.
Chips
TSMC Posts 58% Profit Surge in Q1 2026, Raises Full-Year Forecast to Over 30% Revenue Growth
The world's largest contract chipmaker delivered its fourth consecutive quarter of record earnings as AI chip demand outpaces supply, with Nvidia now its largest customer and Q2 revenue guidance of $39–40.2 billion.
Chips
AMD Signs Letter of Intent With French Government to Power National AI Strategy and Exascale Supercomputer
The multi-year collaboration, signed in Paris on April 16, deepens AMD's role in Alice Recoque — France's planned first exascale supercomputer — and extends to AI research, education, and startup support across the country.
Policy
US Officials Warn Wall Street That Anthropic's Mythos AI Could Usher In a New Era of Cyber Risk
Federal regulators and senior officials, including Federal Reserve Chair Jerome Powell, privately cautioned bank CEOs about the potential dangers of Anthropic's restricted frontier model, as JPMorgan and Morgan Stanley were permitted to test it for defensive security purposes.
Chips
TSMC Reports Record First-Quarter Revenue Ahead of Full Earnings, AI Demand Remains Insatiable
Taiwan's chip giant posted revenue of NT$1.13 trillion for Q1 2026, a 35 percent year-over-year rise, setting the stage for a formal earnings report on April 16 expected to confirm a fourth straight quarterly record.
AI
Anthropic Signs Multibillion-Dollar Cloud Deal With CoreWeave to Power Claude
The agreement gives Anthropic a new tranche of Nvidia-powered data center capacity in the US, as demand for Claude continues to surge past a $30 billion annual run rate.
Chips
Intel secures multiyear Google commitment to use Xeon chips and customize Intel's infrastructure processors in data centers
The partnership gives Intel a crucial validation of its data center chip roadmap at a moment when the company is fighting to stay relevant against Nvidia and custom silicon.
AI
Anthropic launches Project Glasswing cybersecurity initiative, gives Nvidia, Google, Apple, and Microsoft access to Claude Mythos Preview
The restricted AI model can autonomously find critical vulnerabilities across major operating systems and browsers — and Anthropic is keeping it locked away from the public for safety reasons.
Policy
OpenAI, Anthropic, and Google join forces through Frontier Model Forum to combat AI model theft by Chinese rivals
The three competing AI labs are sharing intelligence to detect adversarial distillation — a practice where foreign actors extract proprietary capabilities from frontier models without authorization.
Chips
Foxconn parent Hon Hai posts 30% revenue surge as AI server demand holds strong into 2026
The Nvidia manufacturing partner's quarterly results signal that hyperscaler appetite for AI compute hardware remains robust despite geopolitical headwinds.
AI
OpenAI closes $122B funding round at $852B valuation, setting stage for IPO
The additional $12 billion raised since February, including $3 billion from individual investors through banking channels for the first time, reads less like venture financing and more like an IPO rehearsal.
Chips
Nvidia invests $2B in Marvell to expand AI chip ecosystem with custom silicon and photonics
The investment integrates Marvell's custom chip design and silicon photonics technology into Nvidia's AI infrastructure ecosystem, giving hyperscalers more options beyond standard GPU configurations.
Chips
SK Hynix files confidentially for $10–14B US IPO that could ease AI memory shortage
The South Korean memory giant's planned US listing aims to fund HBM capacity expansion and could help relieve the supply crunch stalling AI hardware builds worldwide.
Analysis
GTC 2026 in Review: Nvidia Pivots From GPUs to Full-Stack Inference Architecture
The conference confirmed that Nvidia's competitive edge is shifting from selling individual chips to delivering integrated rack-scale systems built for the age of autonomous AI agents.
Startups
Mistral Unveils Forge at GTC 2026, Letting Enterprises Train Custom AI Models from Scratch
The French AI startup's new platform challenges the fine-tuning approach favored by rivals by enabling governments and corporations to build proprietary models on their own data with embedded engineering support.
Chips
Nvidia Launches Space Computing Initiative, Targets Orbital AI Data Centers
Jensen Huang declared that space computing "has arrived" as Nvidia announced chip platforms for orbital deployments in partnership with Axiom Space, Starcloud, and Planet.
Chips
Nvidia Unveils Vera Rubin Platform and Groq LPU at GTC 2026, Eyes $1 Trillion in Orders
Jensen Huang's keynote at the SAP Center in San Jose introduced a seven-chip computing platform and an entirely new class of AI inference processor derived from Nvidia's $20 billion Groq acquisition.
AI
Nvidia Launches NemoClaw to Make OpenClaw Agent Platform Enterprise-Ready
The open-source stack adds policy enforcement, privacy routing, and network guardrails to OpenClaw, which Huang called the most popular open-source project in history and said every company will need a strategy for.
AI
Nvidia Adds BYD, Hyundai, Nissan, and Geely to Autonomous Vehicle Platform
Four new automaker partnerships announced at GTC 2026 bring Nvidia's Drive Hyperion autonomous vehicle development platform to some of the world's largest car manufacturers.
Analysis
TechCrunch Midpoint Report: The AI Stories Shaping 2026's First Quarter
From Anthropic's Pentagon battle to the data center construction boom and hardware price inflation, a roundup of the defining AI narratives through mid-March finds the industry at a pivotal inflection.
Analysis
At Morgan Stanley's TMT Conference, Sam Altman and Jensen Huang Warned AI Will 'Shock' Investors
Executives from leading AI labs told attendees that a non-linear capability leap is coming by mid-2026, while a Morgan Stanley survey found AI already caused a 4% average net workforce reduction globally.
Chips
Meta Unveils Four Generations of Custom MTIA AI Chips in Bid to Reduce Reliance on Nvidia
The social media giant's accelerated silicon roadmap targets both ranking and generative AI inference, with all four chip generations deploying within two years at a pace far faster than industry norms.
Analysis
Morgan Stanley Names Amazon, Nvidia, and Western Digital as Top Conviction Picks After TMT Conference
Following a week of AI-dominated presentations from hundreds of company executives, the bank's analysts said nearly every business is now defining itself as either an AI enabler or AI adopter.
Big Tech
Nscale's 'Stargate Norway' Project Targets 100,000 Nvidia GPUs by Year End as European AI Compute Race Accelerates
The British AI infrastructure company's $2 billion raise adds Sheryl Sandberg and Nick Clegg to its board, positioning it for a potential 2026 IPO with OpenAI and Microsoft as anchor customers.
Startups
Yann LeCun's AMI Labs Raises $1.03 Billion to Build AI That Understands the Physical World
The Turing Award winner's new startup, backed by Nvidia, Samsung, and Bezos Expeditions, is betting that world models will surpass large language models for real-world applications.
Big Tech
Oracle Plans Thousands of Layoffs as AI Data Center Expansion Strains Cash Flow
The job reductions will affect divisions across the company and may begin this month, with some cuts targeting roles Oracle expects AI to make redundant.
Big Tech
Apple Launches $599 MacBook Neo, Its Most Affordable Laptop Ever, Powered by iPhone Chip
The MacBook Neo uses Apple's A18 Pro mobile processor — a first for any Mac — targeting Chromebook and Windows users with a breakthrough entry price.
Big Tech
Apple Announces M5 MacBook Air and Updated MacBook Pro with Performance Jumps
The new MacBook Air doubles base storage to 512GB and gains Wi-Fi 7, while the MacBook Pro gains M5 Pro and M5 Max chips with larger base storage.
Analysis
Inside the Trillion-Dollar Race to Build AI Infrastructure: $700 Billion in 2026 Spending, Stargate Construction Underway
A comprehensive analysis of AI infrastructure commitments finds hyperscalers planning nearly $700 billion in 2026 data center spending, with Stargate construction underway in Texas and Oracle locking in $300 billion in compute contracts.
Startups
OpenAI Raises $110 Billion From Amazon, Nvidia, and SoftBank at a $730 Billion Valuation
OpenAI's record-shattering funding round, led by a $50 billion Amazon commitment, is the largest private financing in history and cements deep infrastructure partnerships running on Amazon's cloud and Nvidia's Vera Rubin chips.
Chips
Nvidia Posts $43 Billion Quarterly Profit on Record $68 Billion Revenue as AI Chip Dominance Deepens
Nvidia's fiscal fourth quarter delivered its most profitable period ever, surpassing the quarterly earnings of Apple, Microsoft, and Alphabet, with data center revenue surging 75% year-over-year to $62.3 billion.
Chips
Meta Strikes Multibillion-Dollar Chip Deal With AMD, Takes Up to 10% Equity Stake Option
AMD and Meta announced a sweeping chips-for-stock agreement under which Meta will acquire AI chips equivalent to six gigawatts of capacity and gain the option to purchase up to a 10% stake in AMD.
