Nvidia

Zhilin Yang envisioned the future of Moonshot AI as a combination of OpenAI’s technological idealism and ByteDance’s corporate philosophy. Aresu’s insight

Toyota will use Nvidia’s artificial intelligence technologies in its automotive plants and in its “sustainable” smart city prototype, Woven City. All the details.

Nvidia, under pressure from the Trump administration, has cut more than half of its authorized Asian customers allowed to purchase its AI chips, introducing new controls that worsen the shortage of advanced processors in China.

The collaboration between Nvidia and Hesai on sensors for autonomous driving could come under increased scrutiny: the Chinese company is already on the Pentagon’s “blacklist,” and experts fear that its lidar sensors could be exploited by Beijing to collect data and carry out cyberattacks.

From Lens Technology to Innoscience, these show how manufacturing and Chinese semiconductors remain central to Apple, Nvidia, and beyond. The analysis by Alessandro Aresu is taken from his newsletter Political Capitalism.

From the dances in Pulp Fiction to the markets in Taiwan, through family, sports, money, suffering, and food: this is how Nvidia’s founder, Jensen Huang, built the most powerful figure of the artificial intelligence era. An analysis by Alessandro Aresu from his newsletter on Substack.

According to Jensen Huang of Nvidia, Marvell will be the next company to reach a market capitalization of $1 trillion. But is that really the case? Here’s what Marvell does, why it matters, and how much it is expected to earn in the coming months.

To infinity and beyond. The startup Odyssey, funded with $310 million by tech giants such as Amazon, Nvidia, and AMD, aims to push the boundaries of artificial intelligence by developing models capable of creating three-dimensional environments. Facts, figures, and commentary.

Nvidia has raised 25 billion dollars through a bond issuance in the United States, its first since 2021. Unlike Big Tech companies, however, it will not use the operation to finance investments in artificial intelligence. All the details.

The political factor continues to shape the positions of Anthropic and Nvidia leaders on trade controls towards China. Analysis by Alessandro Aresu.

Google has ordered a large quantity of microchips from Intel, and Nvidia is also examining the manufacturing technology of the former semiconductor giant. Under Lip-Bu Tan, Intel has begun a path to recovery and is closing important contracts (including with Tesla and Apple), but doubts remain.

After graphics cards for video games and processors for artificial intelligence, Nvidia now aims to dominate the microchip market for computers as well. According to the company, the new Rtx Spark Superchip is set to “completely reinvent the way the PC works.” All the details.

The new capitalism of artificial intelligence rewards companies like Nvidia, SpaceX, and OpenAI that control computing infrastructure, energy, and global capital, leaving Europe behind due to a lack of financial scale and industrial speed. The contribution of Francesco De Leo Kaufmann, business executive

Huawei’s new DeepSeek model optimized for semiconductors strengthens China’s strategy of technological decoupling from the United States. The New York Times article.

Nvidia first dominated the market for graphics cards for video games, then that of processors for artificial intelligence: now it wants to conquer the sector of technologies for autonomous driving as well. What does Jensen Huang’s company’s plan entail, and why is there skepticism?

The Thai company Obon is suspected of smuggling Super Micro Computer servers containing Nvidia microchips into China: among the buyers is reportedly Alibaba, which is on the United States “blacklist.”

Nvidia will invest up to 2.1 billion dollars in Iren’s “neocloud”: is this a new circular agreement for the processor giant?

Google has unveiled its new TPUs, microprocessors for artificial intelligence dedicated to the training and inference phases of language models. The Alphabet group insists on “in-house” components to reduce dependence on Nvidia chips and announces a $750 million fund to promote the spread of AI agents. All the details.

Novo Nordisk has announced a partnership with OpenAI. Meanwhile, Amazon is launching an AI-based search tool to accelerate drug discovery. Here’s how AI is increasingly infiltrating the pharma sector. Facts and figures.

No longer just venture capitalists, OpenAI is also opening up to individual investors and raising $122 billion, which propels its valuation beyond $800 billion, boasting “artificial intelligence for the benefit of humanity.” Facts, names, numbers, and comments.

Mistral has raised $830 million for new data centers in Europe and launched a partnership with Nvidia to develop artificial intelligence models with the goal of strengthening a European alternative to the American tech giants. But who is behind it? Facts, names, and figures.

While ASML continues to break sales and order records, over the past year startups and initiatives aiming to challenge its de facto monopoly have increased. An analysis by Alessandro Aresu.

In 2014, Nvidia claimed increased revenues in the supercomputer and data center segment. Ten years later, the annualized revenues of this unit are approaching 100 billion. The analysis by Alessandro Aresu is taken from his newsletter Political Capitalism.

Nscale, a British AI infrastructure startup, has reached a valuation of $14.6 billion following a new funding round: Dell, Lenovo, Nokia, and Nvidia, the processor giant, participated. Nscale already collaborates with Microsoft and OpenAI and aims to go public. All the details.

Under pressure from the governments of the United States and China, Nvidia has halted production of the H200 processors for artificial intelligence to focus on next-generation devices. Washington had authorized the sale of the H200 on the Chinese market, but the situation later became complicated, and Beijing also imposed restrictions. All the details.

Nvidia aims to expand the use of artificial intelligence in the real economy. To this end, it has partnered with Nokia, Ericsson, and others to promote a 6G network based on AI, capable of managing data flows between robots and autonomous machines.