Potential Nvidia chip shortage looms as Chinese customers rush to beat US sales ban
April 2, 2025: The AI chip shortage could become even more dire as Chinese customers are purportedly looking to hoard Nvidia chips ahead of a proposed US sales ban. According to inside sources, Chinese companies including ByteDance, Alibaba Group, and Tencent Holdings have ordered at least $16 billion worth of Nvidia’s H20 server chips for running AI workloads in just the first three months of this year.
Nvidia’s Blackwell raises the bar with new MLPerf Inference V5.0 results
April 2, 2025: Nvidia released a set of MLPerf Inference V5.0 benchmark results for its Blackwell GPU, the successor to Hopper, saying that its GB200 NVL72 system, a rack-scale offering designed for AI reasoning, set a series of performance records.
5 big takeaways from Nvidia GTC
March 25, 2025: Now that the dust has settled from Nvidia’s GTC 2025, a few industry experts weighed in on some core big picture developments from the conference. Here are five of their top observations.
Nvidia wants to be a one-stop enterprise technology shop
March 24, 2025: After last week’s Nvidia GTC 2025 event, a new, fuller picture of the vendor emerged. Analysts agree that Nvidia is not just a graphics chip provider anymore. It’s a full-stack solution provider, and GPUs are just one of many parts.
Nvidia launches AgentIQ toolkit to connect disparate AI agents
March 21, 2025: As enterprises look to adopt agentic AI to boost the efficiency of their applications, Nvidia introduced a new open-source software library — AgentIQ toolkit — to help developers connect disparate agents and agent frameworks. The toolkit, according to Nvidia, packs in a variety of tools, including ones to weave in RAG, search, and conversational UI into agentic AI applications.
Nvidia launches research center to accelerate quantum computing breakthrough
March 21, 2025: In a move to help accelerate the timeline for practical, real-world quantum applications, Nvidia is establishing the Nvidia Accelerated Quantum Research Center. “Quantum computing will augment AI supercomputers to tackle some of the world’s most important problems,” Nvidia CEO Jensen Huang said.
Nvidia, xAI and two energy giants join genAI infrastructure initiative
March 19, 2025: An industry generative artificial intelligence (genAI) alliance, the AI Infrastructure Partnership (AIP), on Wednesday announced that xAI, Nvidia, GE Vernova, and NextEra Energy were joining BlackRock, Microsoft, and Global Infrastructure Partners as members.
IBM broadens access to Nvidia technology for enterprise AI
March 19, 2025: New collaborations between IBM and Nvidia have yielded a content-aware storage capability for IBM’s hybrid cloud infrastructure, expanded integration between watsonx and Nvidia NIM, and AI services from IBM Consulting that use Nvidia Blueprints.
Nvidia’s silicon photonics switches bring better power efficiency to AI data centers
March 19, 2025: Amid the flood of news from Nvidia’s annual GTC event, one item stood out. Nvidia introduced new silicon photonics network switches that integrate network optics into the switch using a technique called co-packaged optics (CPO), replacing traditional external pluggable transceivers. While Nvidia alluded to its new switches providing a cost savings, the primary benefit is to reduce power consumption with an improvement in network resiliency.
What is Nvidia Dynamo and why it matters to enterprises?
March 19, 2025: Chipmaker Nvidia has released a new open-source inferencing software — Dynamo, at its GTC 2025 conference, that will allow enterprises to increase throughput and reduce cost while using large language models on Nvidia GPUs.
Nvidia, xAI and two energy giants join genAI infrastructure initiative
March 19, 2025: AI Infrastructure Partnership (AIP) announced that xAI, Nvidia, GE Vernova, and NextEra Energy joined the AIP. But given that no financial commitments or any other details were released, will it make a difference?
HPE, Nvidia broaden AI infrastructure lineup
March 19, 2025: HPE news from Nvidia GTC includes a new Private Cloud AI developer kit, Nvidia AI blueprints, GPU optimization capabilities, and servers built with Nvidia Blackwell Ultra and Blackwell architecture.
Cisco, Nvidia team to deliver secure AI factory infrastructure
March 18, 2025: Cisco and Nvidia have expanded their partnership to create their most advanced AI architecture package to date, designed to promote secure enterprise AI networking.
Nvidia’s ‘hard pivot’ to AI reasoning bolsters Llama models for agentic AI
March 18, 2025: The company has post-trained its new Llama Nemotron family of reasoning models to improve multistep math, coding, reasoning, and complex decision-making. The enhancements aim to provide developers and enterprises with a business-ready foundation for creating AI agents that can work independently or as part of connected teams.
Nvidia details its GPU, CPU, and system roadmap for the next three years
March 18, 2025: Nvidia CEO Jensen Huang shared previously unreleased specifications for its Rubin graphics processing unit (GPU), due in 2026, the Rubin Ultra coming in 2027, and announced the addition of a new GPU called Feynman to the mix for 2028.
Oracle, Nvidia partner to add AI software into OCI services
March 18, 2025: Nvidia’s AI Enterprise stack will be available natively through the OCI Console and will be available anywhere in OCI’s distributed cloud while providing enterprises access to over 160 AI tools for training and inference, including NIM microservices, the companies said in a joint statement at Nvidia’s annual GTC conference.
Nvidia GTC 2025: What to expect from the AI leader
March 3, 2025: Last year, Nvidia’s GTC 2024 grabbed headlines with the introduction of the Blackwell architecture and the DGX systems powered by it. With Nvidia GTC 2025 right around the corner, the tech world is eager to see what Nvidia – and its partners and competitors – will unveil next.
Cisco, Nvidia expand AI partnership to include Silicon One technology
February 25, 2025; Cisco and Nvidia have expanded their collaboration to support enterprise AI implementations by tying Cisco’s Silicon One technology to Nvidia’s Ethernet networking platform. The extended agreement is designed to offer customers yet another way to support AI workloads across the data center and strengthens both companies’ strategies to expand the role of Ethernet networking for AI in the enterprise.
Nvidia forges healthcare partnerships to advance AI-driven genomics, drug discovery
February 14, 2025: Through new partnerships with industry leaders, Nvidia aims to advance practical use cases for AI in healthcare and life sciences. It’s a logical move: Healthcare has the most significant upside, particularly in patient care, among all the industries applicable to AI.
Nvidia partners with cybersecurity vendors for real-time monitoring
February 12, 2025: Nvidia partnered with leading cybersecurity firms to provide real-time security protection using its accelerator and networking hardware in combination with its AI software. Under the agreement, Nvidia will provide integration of its BlueField and Morpheus hardware with cyber defenses software from Armis, Check Point Software Technologies, CrowdStrike, Deloitte and World Wide Technology .
Nvidia claims near 50% boost in AI storage speed
February 7, 2025: Nvidia is touting a near 50% improvement in storage read bandwidth thanks to intelligence in its Spectrum-X Ethernet networking equipment, according to the vendor’s technical blog post. Spectrum-X is a combination of the company’s Spectrum-4 Ethernet switch and BlueField-3 SuperNIC smart networking card, which supports RoCE v2 for remote direct memory access (RDMA) over Converged Ethernet.
Nvidia unveils preview of DeepSeek-R1 NIM microservice
February 3, 2025: The chipmaker stock plummeted 17% after Chinese AI developer DeepSeek unveiled its DeepSeek-R1 LLM. Last week, Nvidia announced the DeepSeek-R1 model is now available as a preview Nvidia inference microservice (NIM) on build.nvidia.com.
Nvidia unveils preview of DeepSeek-R1 NIM microservice
January 31, 2025: Nvidia stock plummeted 17% after Chinese AI developer, DeepSeek, unveiled its DeepSeek-R1 LLM. Later the same week, the chipmaker turned around and announced the DeepSeek-R1 model is available as a preview Nvidia inference microservice (NIM) on build.nvidia.com.
Nvidia intros new guardrail microservices for agentic AI
January 16, 2025: Nvidia added new Nvidia inference microservices (NIMs) for AI guardrails to its Nvidia NeMo Guardrails software tools. The new microservices aim to help enterprises improve accuracy, security, and control of agentic AI applications, addressing a key reservation IT leaders have about adopting the technology.
Nvidia year in review
January 10, 2025: Last year was Nvidia’s year. Its command of mindshare and market share was unequaled among tech vendors. Here’s a recap of some of the key Nvidia events of 2024 that highlight just how powerful the world’s most dominant chip player is.
Nvidia launches blueprints to help jumpstart AI projects
January 8, 2025: Nvidia recently issued designs for AI factories after hyping up the idea for several months. Now it has come out with AI blueprints, essentially prebuilt templates that give developers a jump start on creating AI systems.
Nvidia’s Project DIGITS puts AI supercomputing chips on the desktop
January 6, 2025: Nvidia is readying a tiny desktop device called Project DIGITS, a “personal AI supercomputer” with a lightweight version of the Grace Blackwell platform found in its most powerful servers; it’s aimed at data scientists, researchers, and students who will be able to prototype, tune, and run large genAI models.
Nvidia unveils generative physical AI platform, agentic AI advances at CES
January 6, 2025: At CES in Las Vegas, Nvidia trumpeted a slew of AI announcements, with an emphasis on generative physical AI that promises a new revolution in factory and warehouse automation. “AI requires us to build an entirely new computing stack to build AI factories, accelerated computing at data center scale,” Rev Lebaredian, vice president of omniverse and simulation technology at Nvidia.
Verizon, Nvidia team up for enterprise AI networking
December 30, 2024: Verizon and Nvidia partnered to build AI services for enterprises that run workloads over Verizon’s 5G private network. The new offering, 5G Private Network with Enterprise AI, will run a range of AI applications and workloads over Verizon’s private 5G network with Mobile Edge Compute (MEC). MEC is a colocated infrastructure that is a part of Verizon’s public wireless network, bringing compute and storage closer to devices and endpoints for ultra-low latency.
Nvidia’s Run:ai acquisition waved through by EU
December 20, 2024: Nvidia will face no objections to its plan to acquire Israeli AI orchestration software vendor Run:ai Labs in Europe, after the European Commission gave the deal its approval today. But Nvidia may not be out of the woods yet. Competition authorities in other markets are closely examining the company’s acquisition strategy.
China launches anti-monopoly probe into Nvidia amid rising US-China chip tensions
December 10, 2024: China has initiated an investigation into Nvidia over alleged violations of the country’s anti-monopoly laws, signaling a potential escalation in the ongoing tech and trade tensions between Beijing and Washington.
Nvidia Blackwell chips face serious heating issues
November 18, 2024: Nvidia’s next-generation Blackwell data center processors have significant problems with overheating when installed in high-capacity server racks, forcing redesigns of the racks themselves, according to a report by The Information. These issues have reportedly led to design changes, meaning delays in shipping product and raising concern that its biggest customers, including Google, Meta, and Microsoft, will be able to deploy Blackwell servers according to their schedules.
Nvidia to power India’s AI factories with tens of thousands of AI chips
October 24, 2024: Nvidia plans to deploy thousands of Hopper GPUs in India to create AI factories and collaborate with Reliance Industries to develop AI infrastructure.. Yotta Data Services, Tata Communications, E2E Networks, and Netweb will lead the AI factories — large-scale data centers for producing AI. Nvidia added that the expansion will provide nearly 180 exaflops of computing power.
Nvidia contributes Blackwell rack design to Open Compute Project
October 15, 2024: Nvidia contributed to the Open Compute Project its Blackwell GB200 NVL72 electro-mechanical designs – including the rack architecture, compute and switch tray mechanicals, liquid cooling and thermal environment specifications, and Nvidia NVLink cable cartridge volumetrics –.
As global AI energy usage mounts, Nvidia claims efficiency gains of up to 100,000X
October 08, 2024: As concerns over AI energy consumption ratchet up, chip maker Nvidia is defending what it calls a steadfast commitment to sustainability. The company reports that its GPUs have experienced a 2,000X reduction in energy use over the last 10 years in training and a 100,000X energy reduction over that same time in generating tokens.
Accenture forms new Nvidia business group focused on agentic AI adoption
October 4, 2024: Accenture and Nvidia announced an expanded partnership focused on helping customers rapidly scale AI adoption. Accenture said the new group will use Accenture’s AI Refinery platform — built on the Nvidia AI stack, including Nvidia AI Foundry, Nvidia AI Enterprise, and Nvidia Omniverse — to help clients create a foundation for use of agentic AI.
IBM expands Nvidia GPU options for cloud customers
October 1, 2024: IBM expanded access to Nvidia GPUs on IBM Cloud to help enterprise customers advance their AI implementations, including large language model (LLM) training. IBM Cloud users can now access Nvidia H100 Tensor Core GPU instances in virtual private cloud and managed Red Hat OpenShift environments.
Oracle to offer 131,072 Nvidia Blackwell GPUs via its cloud
September 12, 2024: Oracle started taking pre-orders for 131,072 Nvidia Blackwell GPUs in the cloud via its Oracle Cloud Infrastructure (OCI) Supercluster to aid large language model (LLM) training and other use cases, the company announced at the CloudWorld 2024 conference. The launch of an offering that provides these many Blackwell GPUs, also known as Grace Blackwell (GB) 200, is significant as enterprises globally are faced with the unavailability of high-bandwidth memory (HBM) — a key component used in making GPUs.
Why is the DOJ investigating Nvidia?
September 11, 2024: After a stock sell-off following its quarterly earnings report, Nvidia’s pain was aggravated by news that the Department of Justice is escalating its investigation into the company for anticompetitive practices. According to a Bloomberg report, the DOJ sent a subpoena to Nvidia as part of a probe into alleged antitrust practices.
Cisco, HPE, Dell announce support for Nvidia’s pretrained AI workflows
September 4, 2024: Cisco, HPE, and Dell are using Nvidia’s new AI microservices blueprints to help enterprises streamline the deployment of generative AI applications. Nvidia’s announced its NIM Agent Blueprints, a catalogue of pretrained, customizable AI workflows that are designed to provide a jump-start for developers creating AI applications. NIM Agent Blueprints target a number of use cases, including customer service, virtual screening for computer-aided drug discovery, and a multimodal PDF data extraction workflow for retrieval-augmented generation (RAG) that can ingest vast quantities of data.
Nvidia reportedly trained AI models on YouTube data
August 4, 2024: Nvidia scraped huge amounts of data from YouTube to train its AI models, even though neither Youtube nor individual YouTube channels approved the move, according to leaked documents. Among other things, Nvidia reportedly used the YouTube data to train its deep learning model Cosmos, an algorithm for automated driving, a human-like AI avatar, and Omniverse, a tool for building 3D worlds.
Can Intel’s new chips compete with Nvidia in the AI universe?
June 9, 2024: Intel is aiming its next-generation X86 processors at AI tasks, even though the chips won’t actually run AI workloads themselves.mAt Computex, Intel announced its Xeon 6 processor line, talking up what it calls Efficient-cores (E-cores) that it said will deliver up to 4.2 times the performance of Xeon 5 processors. The first Xeon 6 CPU is the Sierra Forest version (6700 series) a more performance-oriented line, Granite Rapids with Performance cores (P-cores or 6900 series), will be released next quarter.
Everyone but Nvidia joins forces for new AI interconnect
May 30, 2024: A clear sign of Nvidia’s dominance is when Intel and AMD link arms to deliver a competing product. That’s what happened when AMD and Intel – along with Broadcom, Cisco, Google, Hewlett Packard Enterprise, Meta and Microsoft – formed the Ultra Accelerator Link (UALink) Promoter Group to develop high-speed interconnections between AI processors.
Nvidia to build supercomputer for federal AI research
May 15, 2024: The U.S. government will use an Nvidia DGX SuperPOD to provide researchers and developers access to much more computing power than they have had in the past to produce generative AI advances in areas such as climate science, healthcare and cybersecurity.
Nvidia, Google Cloud team to boost AI startups
April 11, 2024: Alphabet’s Google Cloud unveiled a slew of new products and services at Google Cloud Next 2024, among them a program to help startups and small businesses build generative AI applications and services. The initiative brings together the Nvidia Inception program for startups and the Google for Startups Cloud Program.
Nvidia GTC 2024 wrap-up: Blackwell not the only big news
March 29, 2024: Nvidia’s GDC is in our rearview mirror, and there was plenty of news beyond the major announcement of the Blackwell architecture and the massive new DGX systems powered by it. Here’s a rundown of some of the announcements you might have missed.
Nvidia expands partnership with hyperscalers to boost AI training and development
March 19, 2024: Nvidia extended its existing partnerships with hyperscalers Amazon Web Services (AWS), Google Cloud Platform, Microsoft Azure, and Oracle Cloud Infrastructure, to make available its latest GPUs and foundational large language models and to integrate its software across their platforms.
Nvidia launches Blackwell GPU architecture
March 18, 2024: Nvidia kicked off its GTC 2024 conference with the formal launch of Blackwell, its next-generation GPU architecture due at the end of the year. Blackwell uses a chiplet design, to a point. Whereas AMD’s designs have several chiplets, Blackwell has two very large dies that are tied together as one GPU with a high-speed interlink that operates at 10 terabytes per second, according to Ian Buck, vice president of HPC at Nvidia.
Cisco, Nvidia target secure AI with expanded partnership
February 9, 2024: Cisco and Nvidia expanded their partnership to offer integrated software and networking hardware that promises to help customers more easily spin up infrastructure to support AI applications. The agreement deepens both companies’ strategy to expand the role of Ethernet networking for AI workloads in the enterprise. It also gives both companies access to each other’s sales and support systems.
Nvidia and Equinix partner for AI data center infrastructure
January 9, 2024: Nvidia partnered with data center giant Equinix to offer what the vendors are calling Equinix Private AI with Nvidia DGX, a turnkey solution for companies that are looking to get into the generative AI game but lack the data center infrastructure and expertise to do it.
