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NVIDIA
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Nvidia's $100B OpenAI Bet: Altman Buys 5M GPUs
NVIDIA & OpenAI launch historic $100B AI partnership, building the world's largest 10GW compute project with millions of GPUs.
Sep 23
•
Meng Li
1
NVIDIA Becomes Intel's Largest Shareholder
NVIDIA invests $5B in Intel, partners on AI data center & PC tech with NVLink integration. Stock soars.
Sep 19
•
Meng Li
3
Is Broadcom Going To Dethrone Nvidia?
Broadcom vs. NVIDIA: Not a zero-sum game. Two different, complementary strategies in the AI era. One dominates accelerated compute, the other leads in…
Sep 9
•
Meng Li
3
Nvidia GPU Holds 94% Market Share
Nvidia dominates with 94% GPU market share as AIB shipments surge 27%, per Jon Peddie Research.
Sep 4
•
Meng Li
3
NVIDIA's Robot Chip: 7.5x More AI Power for Robots
NVIDIA's Jetson Thor chip boosts AI computing 7.5x, enabling advanced humanoid robots. Adopted by Unitree and Galaxy General. Powering embodied…
Aug 28
•
Meng Li
NVIDIA CPO: Roadmap Revealed
NVIDIA's 2026 CPO roadmap: Silicon photonics for AI clusters, enabling 12.8 Tb/s speeds, lower power, and scalable optical interconnects.
Aug 25
•
Meng Li
3
NVIDIA's New "Ace" as AI Reasoning Booms
NVIDIA's AI networking dominance: From InfiniBand to Spectrum-X, powering AI factories & clouds with unmatched speed and scalability.
Aug 13
•
Meng Li
4
NVIDIA Eyes Advanced Packaging, Abandoning CoWoS?
NVIDIA explores CoWoP packaging for next-gen Rubin GPUs, boosting performance & cutting costs while keeping CoWoS. TSMC leads CoWoS capacity race.
Jul 31
•
Meng Li
1
Nvidia's Most Powerful Integrated Graphics to Launch
Nvidia's N1X SoC with RTX 5070-level GPU spotted in Geekbench, outperforming M3 Max & AMD 890M. Expected 2026 launch.
Jul 27
•
Meng Li
1
Disassembling NVIDIA's 1.6T Network Module
Inside NVIDIA’s 1.6Tbps Cedar Module: A deep dive into DGX H100’s custom 400Gbps networking & cooling design for AI-scale bandwidth.
Jul 23
•
Meng Li
2
Nvidia First to Hit $4 Trillion Market Cap
Nvidia becomes first company to hit $4 trillion market cap, surging 1500% in 5 years amid AI boom. Stock rose 70% since April tariff concerns.
Jul 10
•
Meng Li
Nvidia's Aggressive Expansion in Israel
Nvidia's explosive expansion in Israel: From $7B Mellanox acquisition to 5,000 employees. How Israel became Nvidia's secret weapon in the AI chip race.
Jul 8
•
Meng Li
2
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