Nvidia reported strong first quarter results as its data center demand remains strong. The company’s writedown for H20 chips designed for China was also lower than expected.
Since the start of the generative AI boom, demand for Nvidia GPUs has been insatiable. Nvidia is still raking in cash from its AI infrastructure, but there are few recent developments indicating that the industry is maturing a bit.
Nvidia CEO Jensen Huang said at Computex: "Nothing gives me more joy than when you buy everything from Nvidia. I just want you guys to know that, but it gives me tremendous joy when you buy anything from Nvidia."
Nvidia said its NeMo Microservices are generally available as it aims to enable developers to leverage a "data flywheel" that enables enterprises to scale AI agents.
According to Nvidia, the US government informed the company April 9 that its H20 chips would require a license to be sold in China for the "indefinite future."
When a technology is evolving as fast as artificial intelligence, CFOs and the finance department struggle to crowbar AI infrastructure investments into traditional depreciation models. Here's a look at the moving parts.
Nvidia's GTC conference kicked off with a long keynote from CEO Jensen Huang, a roadmap extending in 2028 and an integrated AI stack that's hard for rivals to match.
Oracle and Nvidia expanded their partnership in a move that will bring Nvidia AI Enterprise, Nvidia Blackwell GB200 NVL72 and agentic AI blueprints to Oracle Cloud Infrastructure.
Nvidia launched DGX Spark, formerly Project Digits, and DGX Stations as it aims to bring AI supercomputers to students, developers, researchers and data scientists.
Nvidia launched a family of open reasoning AI models designed for agentic AI as well as new world foundation models.
Nvidia launched Blackwell Ultra, which aims to boost training and test time inference, as the GPU giant makes the case that more efficient models such as DeepSeek still require its integrated AI factory stack of hardware and software. Vera Rubin and Rubin Ultra on deck.
Nvidia delivered strong results in the fourth quarter as its data center business posted growth of 93% from a year ago.
