Nvidia is moving beyond just supplying GPUs to actively helping AI companies secure physical infrastructure like land, power, and data center capacity needed for large-scale AI deployments. CFO Colette Kress highlighted that the biggest challenge in AI expansion is infrastructure, not just chips. Cloud providers are seeing strong returns from AI investments, but demand for computing power remains tight as AI workloads grow. Hyperscalers and AI-focused cloud providers are key growth drivers for Nvidia, with the company facilitating faster project development for customers lacking scale or expertise.
The agentic AI market in scientific discovery is projected to grow from $0.26 billion in 2025 to $0.4 billion in 2026, a 57% increase, fueled by automation, advanced AI tools, and expanding digital research databases. This growth is expected to conti...
The AI in virtual and augmented reality market is projected to grow from $83.72 billion in 2025 to $122.48 billion in 2026, with a CAGR of 46.3%, fueled by advancements in AI, increased investment, and demand for personalized experiences. The market ...
Nvidia CEO Jensen Huang is visiting South Korea for four days to deepen business relationships amid global tech supply chain concerns and regulatory challenges in China. His visit includes meetings with top Korean tech executives, appearances on popu...
The Dow Jones reached a new all-time high driven by optimism over a potential ceasefire in the Iran conflict, which also caused Brent and WTI crude oil prices to drop by around 3%. However, tech stocks faltered, with Broadcom shares falling 15% after...
Leading AI firms such as OpenAI, Anthropic, and SpaceX are moving towards public IPOs, marking a shift from private to public market valuation. These companies have raised unprecedented private funding, with valuations in the hundreds of billions to ...
