US gov’t imposes restrictions on Nvidia H20s, chipmaker claims will cost it $5.5bn
Follows Nvidia's announcement it plans to produce AI supercomputers in the US
News - Jensen Huang
The latest news from the data center, telco, and cloud sector
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Nvidia claims it will make AI supercomputers in the US, with new factories
How many components will be purely US-based is unclear
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US gov’t decides not to further restrict Nvidia H20 exports to China, follows Jensen Huang’s visit to Mar-a-Lago
Additional controls were due to come into force this week
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Nebius and YTL to offer Blackwell Ultra instances, others announce availability of B200s and GB200s
And more cloud news from GTC
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Nvidia to build quantum computing research center in Boston
Working with quantum companies to see where GPUs can help
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Nvidia announces latest DGX SuperPOD with Blackwell Ultra GPUs
Featuring DGX GB300 and DGX B300 systems
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Nvidia shows off its latest data center GPU: The Blackwell Ultra
As well as new DGX systems to boot
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Nvidia unveils silicon photonics networking switches to reduce data center power consumption
Freeing up the power envelope for more GPUs
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Nvidia posts record data center revenue, will provide Spectrum-X for OpenAI's Stargate project
Company also revealed expectation-exceeding Blackwell sales of $11bn for Q4 2025
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Nvidia CEO Jensen Huang visits White House to talk 'AI leadership' with Trump
As Trump threatens chip tariffs, and may tighten export controls
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Ambani claims to be building 'world's largest' data center in Gujarat, India
And Telangana government welcomes three more data center investments
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Nvidia and TSMC to collaborate on silicon photonics technology
Both companies have previously been tied to silicon photonics projects
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Jensen Huang says Nvidia’s AI chips are outpacing Moore’s Law
Claims the company’s GPUs have seen a 1,000x improvement over the last decade
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Samsung Q4 2024 results fall short of expectations, despite record-breaking memory sales
Comes as Nvidia CEO Jensen Huang says Samsung has struggled to develop HBM chips for AI
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Schneider Electric co-develops GB200 NVL72 reference architecture with Nvidia
Liquid-cooled design supports up to 132kW per rack
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Nvidia's data center revenue up 112% over last year as AI boom continues
Sales continue to surge, with record data center revenue
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Japanese cloud companies to build Nvidia AI infrastructure
Efforts supported by Japan's Ministry of Economy, Trade, and Industry
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Nvidia and SoftBank announce partnership; will launch AI supercomputer and 5G AI-RAN network in Japan
Projects aim to accelerate Japan’s AI capabilities
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Indian companies order tens of thousands of Nvidia chips
Tata Communications, Reliance Industries, and Yotta Data Services order Nvidia H100s
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Nvidia's Jensen Huang inaugurates DCAI's Danish supercomputer 'Gefion'
AI supercomputer hosted at a Digital Realty data center in Copenhagen
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Vertiv and Nvidia collab on 7MW reference architecture for GB200 NVL72
For those looking to get a chunk of GPU compute
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Nvidia fixes Blackwell design issue; expects to ship “several billion dollars'” worth of the new GPUs in Q4
CFO Colette Kress told analysts Blackwell demand is outpacing supply
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Nvidia earnings beat expectations, with $26.3bn in data center revenues - up 154% over last year
But shares in the company fell six percent
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HPE and Nvidia join forces on AI portfolio with private cloud for GenAI
Announcements made at HPE’s Discover event
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Foxconn to build Nvidia Blackwell GPU-powered advanced computing center in Taiwan
Data center is slated to be completed in 2026
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Nvidia unveils Blackwell successor; updates product roadmap and makes AI factories and accelerated computing announcements
CEO Jensen Huang delivered two-hour-long speech at Computex
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Nvidia's data center earnings rise 427%, company plans 10 to 1 stock split
AI boom continues for GPU king