Musk Building His Own Chip Factory to Ditch Nvidia
Musk is building a chip factory for robots, AI, and satellites—and he's doing it without asking permission from Nvidia.
Continue reading ›Nvidia
posts
THE WIRE:
All
AI Agent EconomyAgents
Real World AssetsRWA
Human ImperativeHumans
The SignalSignal
Wire WeeklyWeekly
IntelIntel
Wall Street Walked Out on Nvidia's Biggest Product Launch
Nvidia threw a party, and Wall Street left early. Nvidia's latest conference failed to move investors despite the industry shrugging off AI bubble fears The disconnect: builders are bullish, capital allocators are hesitant
Continue reading ›
AI Hype Just Hit Its Absurdity Threshold: Martinis and Nazi Comparisons
The gap between AI's believers and everyone else just became measurable in martinis and Nazi analogies.
Continue reading ›
Nvidia Just Declared War on Every Company Without an AI Strategy
Jensen Huang just told every company on Earth they need an "OpenClaw strategy," and if you don't know what that means yet, you're already behind.
Continue reading ›
Nvidia: AI Agents Are the Missing Link Between Thinking and Moving
Nvidia's robotics chief just said the quiet part out loud: AI agents are the missing link between software that thinks and hardware that moves.
Continue reading ›
Nvidia Tried to Hide a $20B AI Deal From Regulators
Nvidia just tried to sidestep antitrust review with a $20 billion licensing deal for AI chip startup Groq, and Warren and Blumenthal aren't buying it. Nvidia structured a $20 billion Groq deal as a licensing agreement, possibly to dodge merger review requirements
Continue reading ›
Supermicro Workers Smuggled $2.5B in AI Chips to China
Three Supermicro employees just got charged with smuggling $2.5 billion in AI servers to China, and the compute wars just became a legal minefield.
Continue reading ›
Invisibility Cloak Tech Now Powers Nvidia's AI Chips
The physics that promised invisibility cloaks just found a real business model in AI data centers. Lumotive and Neurophos are using optical metamaterials, the same tech behind experimental invisibility cloaks, to build faster optical switches for AI data centers
Continue reading ›
AWS Bets Billions on Nvidia Despite Building Rival Chips
AWS just signed a multi-billion dollar chip deal with Nvidia while simultaneously building its own silicon, and that contradiction tells you everything about who really controls the AI infrastructure layer.
Continue reading ›
Uber Signs More Self-Driving Deals Than Anyone Ships Updates
Uber is signing autonomous vehicle partnerships faster than most companies ship product updates, and the strategy behind the speed matters more than the deals themselves.
Continue reading ›
AI Agents Can't Touch Real Money Without This Privacy Layer
Privacy tech just stopped being a crypto purist's dream and became the only viable path for putting AI agents and real-world assets on rails together.
Continue reading ›
Nvidia's CEO Tells AI Industry to Stop Scaring Everyone
Jensen Huang just told the AI industry to stop shooting itself in the foot with doom rhetoric, and he's not wrong. Nvidia CEO Jensen Huang said tech leaders need to stop scaring people about AI, responding to questions about Anthropic's messy Pentagon contract negotiations
Continue reading ›
Anthropic's Early Backer Just Solved AI's Biggest Bottleneck
The guy who spotted Anthropic early is now trying to build the power grid for AI. Anjney Midha, former a16z GP and early Anthropic investor, has unveiled AMP, a venture attempting to raise $10B+ to build a "grid for AI servers"
Continue reading ›
Two College Juniors Built a $270M Data Center Giant on $3.4M
Two college juniors built a $270M revenue data center equipment company on $3.4M while everyone else is raising billions. Giga Energy, founded by two Texas A&M students in 2019, has generated over $270M in revenue while raising just $3.4M in equity and under $5M in debt
Continue reading ›
Samsung Bets $73B on AI Chips While Nvidia Loses Ground
Samsung just put $73 billion on the table for chips and AI, the largest single-year bet by any hardware maker on the infrastructure that will run the agent economy. Samsung announced $73.3 billion in capex and R&D spending for 2026, focused on memory chip expansion and AI infrastructure
Continue reading ›
Former Coal Miner's 6-Month Startup Targets $30B Revenue Building AI Data Centers
A six-month-old company run by a former coal miner just became AI's riskiest bet, planning to go from $1.5 billion to $30 billion in revenue in two years by building what could be America's largest data center.
Continue reading ›
Nvidia's AI Agent Demo Drew Longer Lines Than Jensen's Keynote
Nvidia just turned AI agents into a hands-on demo at GTC, and the line at the tent tells you everything about where enterprise computing is heading.
Continue reading ›
Nvidia's DLSS 5 Makes Games Look Worse and Gamers Are Furious
Nvidia's new DLSS 5 can rewrite a game's lighting and materials in real-time using AI, and gamers are revolting because it makes their games look "yassified."
Continue reading ›
Nvidia's New Chip Sees Your Face Before You Blink
Nvidia built a face detection chip that runs on less power than an LED nightlight and processes faces in under a millisecond. Nvidia's always-on vision chip detects faces in 787 microseconds while consuming just 5 milliwatts, roughly 2,000x more efficient than typical vision processing systems
Continue reading ›
Nvidia's DLSS 5 Turns Game Characters Into Instagram Face Filter Nightmares
Nvidia's DLSS 5 turns game characters into uncanny Instagram nightmares, and that's the feature working as designed. The Signal Nvidia calls DLSS 5 its biggest graphics breakthrough since real-time ray tracing. What they delivered was AI smoothing that transforms recognizable faces into the kind of synthetic slop that screams "algorithm did this." Grace from Resident Evil Requiem looks like she belongs in
Continue reading ›