Nvidia Posts Record $96.2B Quarter, Sees 70% Growth Ahead
Nvidia's quarterly revenue more than doubled to $96.2 billion, and the company issued its first-ever full-year forecast: 70% revenue growth for fiscal 2028.
Read more →AI Hardwareand NVIDIA
Every AI News story tagged with both AI Hardware and NVIDIA — the two topics side by side, updated as new articles publish.
15 articles
OpenAI's Jalapeño Chip Outpaces Nvidia in Inference Benchmarks
OpenAI published its first benchmark results for Jalapeño, an in-house AI chip built with Broadcom, claiming it beats Nvidia's Blackwell and Rubin systems on inference speed and power efficiency.
Read more →GlobalFoundries Wins $300M US Grant for AI Chip Photonics
The U.S. Commerce Department is giving GlobalFoundries up to $300 million to build optical links for AI chips, part of an $874 million CHIPS push across seven firms.
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What Is Groq — and How Is It Different From Grok?
Groq builds ultra-fast AI inference chips called LPUs — a hardware company often confused with xAI's chatbot Grok. Here's what actually separates them, and what Nvidia's $20 billion deal changed.
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What Is Qualcomm — and Why Is It Moving Into AI Chips?
Qualcomm built its business on the Snapdragon chips inside most Android phones — and is now challenging Nvidia with AI chips built for data centers.
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What Is AMD Instinct — and How Does It Rival Nvidia's AI Chips?
AMD Instinct is AMD's line of data-center GPUs built to train and run AI models — the main hardware challenger to Nvidia's dominance in AI computing.
Read more →AI Chip Startup Etched in Talks for $20 Billion Valuation
Chipmaker Etched is negotiating a funding round that would value it at $20 billion, quadrupling its December price, as investors chase alternatives to Nvidia for AI inference, the Wall Street Journal reported.
Read more →Apple Briefly Overtakes Nvidia as Kimi K3 Spooks Chip Investors
Apple's market value briefly surpassed Nvidia's on July 17 after Moonshot AI's Kimi K3 model revived doubts about AI infrastructure spending, though Nvidia reclaimed the lead by the close.
Read more →NVIDIA Enlists Japan's Robotics Giants for Physical AI Push
NVIDIA said more than 20 Japanese manufacturers and robotics firms, including FANUC, Sony and SoftBank, are building on its Cosmos world-model platform for real-world AI.
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What Is an AI Factory — and How Is It Different From a Data Center?
An AI factory is infrastructure purpose-built to turn raw data into AI output at scale. Here's what makes it different from a regular data center, and why governments are now building their own.
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What Is a GPU — and Why Does AI Depend on It?
A GPU is a chip built to do thousands of simple calculations at once. That's exactly what training and running AI models requires, which is why GPUs became the AI industry's most valuable hardware.
Read more →Nvidia, Japan Unveil National AI Factory With 27,500 Rubin GPUs
Japan's government and a 44-company consortium called Noetra partnered with Nvidia to build a 140-megawatt AI factory powering open foundation models for robotics and manufacturing.
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What Is Nvidia — and Why Does AI Depend on Its Chips?
Nvidia makes the graphics chips that train and run most of today's AI models. Here's what the company does and how it became AI's biggest bottleneck.
Read more →China's GLM-5.2 Rivals US Frontier AI at One-Sixth the Cost
Z.ai has released GLM-5.2, a 744-billion-parameter open-weight model that matches GPT-5.5 on key benchmarks and trails Claude Opus 4.8 narrowly — trained entirely on Huawei silicon with no Nvidia hardware.
Read more →What Is an AI Inference Chip — and Why Are Companies Building Their Own?
An AI inference chip is specialized hardware built to run trained AI models quickly and cheaply at scale. Here is why every major tech company is now racing to design its own instead of buying from Nvidia.
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