The National Science Foundation and NVIDIA are investing $152 million in an open-source AI initiative led by Ai2, delivering reproducible AI models to accelerate scientific discovery and reshape enterprise IT strategies.

Samsung reportedly offered NVIDIA its 12-layer HBM3E memory at 20-30% cheaper than SK hynix for use on its made-for-China H20 AI GPU.

Nvidia is developing a new artificial intelligence chip for China based on its latest Blackwell architecture that will be more powerful than the H20 model it is currently allowed to sell there, two people briefed on the matter said.

Liquid Web ’s latest AI hardware study surveyed 252 trained AI professionals, and found while Nvidia remains comfortably the most used hardware supplier, its rivals are increasingly gaining traction. Nearly one third of respondents reported using alternatives such as Google TPUs, AMD GPUs, or Intel chips for at least some part of their workloads.

Nvidia is set to beat expectations, with strong revenue forecast of $48b for Q2 and expected growth through 2026, driven by demand for AI and new Blackwell architecture.

Investor euphoria over artificial intelligence is cooling as market concentration and disappointing corporate returns raise bubble concerns — punishing AI-dependent stocks and prompting a shift toward fundamentals.

The agreement between the chipmakers and the U.S. government will allow Nvidia and AMD to obtain export licenses to resume sales to China.

SoundHound is a specialist in conversational AI technologies, and its customers include some of the world's biggest brands. Nvidia first revealed its stake in the company in a 13-F filing with the Securities and Exchange Commission in February 2024, but the chipmaker had sold its entire position by December.

Nvidia Corporation shines as a top AI infrastructure pick, driven by strong fundamentals, strategic moves, and growth catalysts. Click for my NVDA earnings preview.