NVIDIA Empire

No significant updates today.

LinkedIn runs 2x experiments using the same number of GPUs by shifting to agents as primary ML platform users. Senior ML leader Animesh highlights the...

Massive Blackwell orders signal surging AI data center demand, while HBM thermal innovations tackle key bottlenecks.

• $1.6B order: IREN commits to...

Nvidia's Q1 results crushed estimates with $81.6B revenue yet shares fell again—the fourth straight quarter of post-earnings selloffs. Supply chain...

• TVA rate shift: Discussing separate pricing for data centers due to massive electricity use and fairness concerns for residential customers.
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Custom AI chip shipments are projected to grow 44.6% in 2026 versus 16.1% for merchant GPUs, nearly tripling the rate.

• Inference economics drive...

IREN's pivot to AI infrastructure is delivering outsized returns as Nvidia's ecosystem expands beyond chips.

• Stock up 58.8% YTD in 2026, outpacing...

Jensen Huang will join Marvell CEO Matt Murphy onstage at COMPUTEX 2026 for a keynote titled “The Future of AI Depends on Connectivity.” The June 2...

• Power shortage threatens Taiwan's AI expansion, Jensen warns
• Marvell keynote spotlights connectivity partnership for next-gen infrastructure
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NVIDIA is no longer just selling GPUs — it's building complete AI factories.

• Vera CPU benchmarks show in-house Olympus cores delivering 2x...

SoftBank's beta launch of its AI Data Centre GPU Cloud using Nvidia GB200 NVL72 systems with 72 Blackwell GPUs per rack signals strong sovereign AI...

Two emerging bearish takes highlight risks to Nvidia's position despite its current dominance.

• Cerebras delivers fast inference on small models...

• NVIDIA's position: Jensen Huang labels China a 'Very Important' market amid ongoing engagement
• Domestic challenger: LX 7G100 achieves RTX...

Executive Engagements

• 🔥 Jensen Huang in Taipei: Nvidia CEO Jensen Huang will attend an employee meeting in Taipei tomorrow to celebrate the...

NVIDIA's dominance combines pricing power, CUDA lock-in, and geopolitical fallout in China.

• Next-gen platforms may nearly double in price from...

Jensen Huang's Taipei visit marks the launch of NVIDIA's Taiwan headquarters in Beitou Shilin Technology Park, signaling a long-term strategic...

ARM's new AGI CPU aims at agentic AI workloads, promising better rack performance and lower capex than x86.

• NVIDIA is already integrating Arm-based...

• Nvidia leads LLM training with a wide CUDA moat and $20B projected CPU revenue this year
• AMD targets inference and agentic AI growth via improved...

• Jensen Huang confirmed Nvidia's $200B CPU market forecast includes China, calling the market "very important" and "very large."
• The projection...

TSMC's April 2026 Advanced Technology Roadmap marks its first bifurcation since 1992, splitting priorities between Apple's mobile needs (cost and...