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.
Nvidia is launching a desktop AI supercomputer called Project Digits aimed at AI researchers, data scientists and students. Systems, available in May, will start at $3,000 and include a Nvidia Grace Blackwell Superchip that is capable of running 200B parameter models.
Nvidia launched new models for agentic AI called Nemotron, expanded its set of blueprints and expanded its ecosystem for orchestration.
Nvidia CEO Jensen Huang said the company is aiming to expand use cases for physical AI including next-generation robots and autonomous vehicles with the launch of world foundation models called Cosmos.
Nvidia CEO Jensen Huang poked holes in all the arguments against the company during the company's third quarter conference call. Concerns about power, costs, LLMs hitting a wall and hyperscale cloud providers digesting all the GPUs already acquired were all brush aside.
Nvidia reported a better-than-expected third quarter, raised its outlook and said that Blackwell shipments will begin in the fourth quarter. Data center revenue in the third quarter was up 112% from a year ago.
