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Siliconangle

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Nebius’ GTC session highlights best practices for building an AI cloud platform

  • At the Nvidia GTC conference, Nebius, a Netherlands-based AI infrastructure company, shared insights on building an AI cloud platform efficiently.
  • Nebius transitioned from sovereign clouds to focusing on AI, leading to the rapid development of a robust AI cloud system.
  • They adopted a strategy of deploying many smaller interconnected regions instead of larger independent regions for optimal fault tolerance and management.
  • Key goals included server sustainability, efficient design, optimal flow control, and overall design efficiency.
  • Nebius built server racks like LEGOs based on the Open Compute Project, aligning hardware optimization with sustainability principles.
  • Despite challenges, Nebius remained focused on providing high-quality AI infrastructure at affordable prices with flexible service options.
  • The company adopted Kubernetes for its cloud platform and customized it extensively to meet AI infrastructure requirements.
  • Nebius collaborated closely with Nvidia, aligning with Nvidia's reference architecture and becoming a reference platform Nvidia cloud partner.
  • Lessons on adaptability and resilience in the face of constant change in the AI era were highlighted as crucial for AI project success.
  • Embracing unpredictability and being ready to adapt to change are key components for success in the fast-paced AI ecosystem.

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Insider

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An Nvidia exec explains how CMOs are using AI to get the most out of their ad budgets

  • Nvidia's Jamie Allan shared insights on how CMOs are leveraging AI in marketing strategies.
  • AI tools help marketers utilize data for campaign optimization and result measurement.
  • Brands like Delta and Mars are embracing AI technologies like digital twins and spiking neural networks.
  • Delta used the Alembic AI platform to attribute $30 million in cash sales to Olympics sponsorship.
  • Marketers are creating 'digital twins' to predict consumer behavior and improve design.
  • AI tools like Nvidia's Omniverse are being used for faster and cheaper product imagery production.
  • AI is breaking down silos within businesses by creating a common language for different departments.
  • Companies like Mars Wrigley are using AI to unify data sets and develop new product concepts.
  • Generative AI is accelerating advertising production, allowing for quick ad iterations targeted at specific audiences.
  • Forever 21 saw a 66% higher ROI by using Monks.Flow AI tech and Meta's Advantage+ for ad creation.

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Insider

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Why May 15 is a key date to watch for Nvidia stock

  • Nvidia investors are advised to watch the key date of May 15, when new AI chip rules will be rolled out.
  • Bank of America believes that the day, known as 'Liberation Day', could be a catalyst for Nvidia stock amid wider geopolitical concerns.
  • The US government's AI Diffusion Rule could potentially have a negative impact on some sales of Nvidia's chips, but recovery is expected once the impact is reflected in the stock.
  • Bank of America reinstates its 'Buy' rating on Nvidia with a price target of $200 a share, implying a 75% upside from current levels.

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Insider

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Everyday investors are buying the dip at near-record levels as tariffs spook Wall Street

  • Retail investors are aggressively buying the dip in the stock market.
  • Retail net flows to US markets have totaled $32.9 billion since late February.
  • Retail investors have been buying mostly in mega-cap tech names and among chip stocks.
  • Despite concerns over Trump's trade war and a potential recession, retail investors remain confident and continue to invest.

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Insider

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Jensen Huang's net worth is $106 billion. Here's how the Nvidia CEO built his fortune and spends his money.

  • Jensen Huang, the CEO of Nvidia, has an estimated net worth of $106 billion.
  • Huang's net worth has increased as Nvidia's market cap rises, and he broke into Forbes' list of the top 10 richest people for the first time in 2024.
  • Before starting Nvidia, Huang worked at companies like LSI Logic and AMD.
  • Huang owns roughly 3.79% of Nvidia and received a total compensation package of $34.2 million in fiscal year 2024.

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Siliconangle

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US imposes export restrictions on more Chinese tech firms

  • The U.S. Commerce Department has imposed export restrictions on about 80 companies, including over 50 from China.
  • The new restrictions will prevent these companies from procuring Nvidia chips.
  • 11 of the Chinese firms targeted are focused on artificial intelligence and provide technology to the country's military-industrial complex.
  • The restrictions come as part of efforts to cut off foreign adversaries exploiting American technology for malicious purposes.

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Insider

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Tesla slides 6% as looming auto tariffs tank tech stocks

  • Tesla shares dropped over 6% amid a sell-off on Wednesday after the White House announced auto tariffs.
  • The decline in Tesla shares also affected the overall tech sector, causing a broad sell-off in tech stocks.
  • Nvidia faced an additional setback as it could face regulatory hurdles in China, which led to a 6% drop in its shares.
  • The S&P 500 and Nasdaq Composite both dropped, with the S&P 500 on track to snap a three-day winning streak.

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Gizchina

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The Resurrection of NVIDIA’s GTX 970: Modders Upgrade It to 8GB VRAM

  • A team of modders from Brazil has upgraded NVIDIA's GeForce GTX 970 graphics card to 8GB VRAM.
  • The modders replaced the 512 MB memory modules with 1GB modules operating at a higher clock speed.
  • The upgraded GTX 970 achieved a higher performance with an 8K benchmark score of 1,500 points.
  • While the upgrade is feasible, it does not match the performance of modern graphics cards with 8GB VRAM.

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Insider

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Nvidia stock tumbles on a report the chip titan could face tighter regulation in China

  • Nvidia is working to address China's regulations and make adjustments to its H20 chip.

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Digitaltrends

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GPU shortage got you down? These PCs from Gigabyte could be an option

  • Gigabyte has released high-end desktop PCs, the Aorus Supreme 5, as an alternative to buying scarce graphics cards.
  • The PCs are equipped with Nvidia’s latest graphics cards and the Ryzen 7 9800X3D CPU.
  • Available in two configurations, the PCs come in black or white and offer tool-free access to the case, plenty of USB ports, and Windows 11.
  • Priced at $3,999 and $5,799 respectively, these prebuilt PCs are a potential alternative for those struggling to find available graphics cards.

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Analyticsindiamag

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NVIDIA Releases AI Assistant for RTX Gaming PCs, Laptop Support to Follow

  • NVIDIA has released an experimental version of the Project G-Assist System Assistant for GeForce RTX desktop users to optimize games and tweak system settings.
  • The AI assistant, called G-Assist, runs locally on GeForce RTX AI PCs and allows users to perform various tasks through voice or text commands.
  • It can provide real-time recommendations and diagnostics to help troubleshoot system bottlenecks, improve power efficiency, and overclock a GPU.
  • NVIDIA plans to add support for laptops in a future update of G-Assist.

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The Robot Report

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Torc debuts physical AI for long-haul trucking at NVIDIA GTC 2025

  • Torc Robotics Inc. is collaborating with Flextronics International Ltd. and NVIDIA Corp. to develop a physical artificial intelligence compute system for autonomous trucks.
  • Torc's physical AI enables self-driving trucks to perceive, understand, and perform complex actions in the real (physical) world, using sensors such as lidar, radar, and cameras.
  • The collaboration with NVIDIA has resulted in a multi-chip adaptable architecture using NVIDIA's DRIVE AGX platform, providing high compute performance, low latency, and multi-sensor connectivity.
  • Flextronics contributes its Jupiter compute design platform and advanced manufacturing capabilities, enabling scalable production of hardware and software for autonomous long-haul trucking.

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Alleywatch

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The 11 Largest Global Startup Funding Rounds of February 2025

  • February 2025 witnessed a strong resurgence of US-based startups dominating the top positions in the global startup funding rounds.
  • 9 out of the 11 largest funded companies are headquartered in the United States, showcasing a shift in recent trends favoring US startups.
  • AI sector maintained its funding momentum, with six companies focused on artificial intelligence technologies securing significant investments.
  • Apart from AI, manufacturing and security sectors saw notable capital inflows towards companies developing physical technology solutions.
  • US-based startups lead the funding landscape, with only two non-US companies, StackAdapt from Toronto and Krutrim from Bangalore, making it to the top list.
  • Artificial intelligence continued to be the dominant investment theme, with AI-focused startups capturing around 60% of the total funding in February 2025.
  • Startups like Harvey, Together AI, and Abridge leveraged generative AI across various sectors such as legal services and healthcare, emphasizing investors' confidence in AI's transformative potential.
  • Interest in hardware and physical technology solutions saw a resurgence, with companies like Lambda, Apptronik, and Saronic receiving substantial funding for tangible product development.
  • Remarkable growth trajectories were observed, with startups like Saronic securing massive funding rounds despite being relatively young, reflecting investors' optimism in their potential.
  • The diverse representation of industries from legal tech to maritime security in the funding rounds points to a broader technological transformation impacting multiple sectors simultaneously.

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The Robot Report

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AI advances lead to more nimble humanoids, greater autonomy at NVIDIA GTC

  • NVIDIA GTC 2025 featured leading developers with NVIDIA products in their robots, but fewer humanoid robot vendors were present.
  • 1X Technologies showcased a nimble humanoid with teleoperation capabilities, emphasizing autonomy through training and safety with a user-friendly design.
  • Agility Robotics demonstrated AI-driven whole-body control with their Digit humanoid, showcasing advancements in AI development.
  • RIVR displayed a robust wheeled quadruped robot for last-mile deliveries, highlighting the practical applications of legged robots.
  • Neura Robotics teased a bipedal 4NE-1 humanoid robot, set to be unveiled later this year at the Robotics Summit & Expo.
  • Teradyne outlined plans for an AI platform for Universal Robots and Mobile Industrial Robots, focusing on flexible ecosystem development.
  • CoBot presented the Proxie robot for collaborative robotics, featuring swerve drive and a cart-capture device for enhanced mobility.
  • Intuitive Surgical's da Vinci robot was showcased for teleoperation, demonstrating user-friendly control and immediate learning curve.
  • Pebble Mobility's Pebble Flow RV, equipped with a NVIDIA ORIN processor, showcased autonomous features like Magic Hitch and regenerative braking.
  • NVIDIA GTC showcased advancements in robotics, from safety-driven humanoids to AI-driven learning experiments and self-driving RVs, signaling an exciting future for robotics.

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Alleywatch

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The 15 Largest US Funding Rounds of February 2025

  • The largest US startup funding rounds in February 2025 were analyzed.
  • Austin saw prominent rise with Saronic, NinjaOne, and Apptronik leading.
  • AI-focused startups dominated funding with companies like Together AI, Harvey, and Abridge.
  • Deep tech companies in quantum computing, space technology, and robotics also secured significant funding.
  • EnCharge AI, Mercor, and Semgrep raised $100M each in Series B funding.
  • K2 Space secured $110M in Series B for innovative satellite buses.
  • 80 Acres Farms raised $115M in venture funding for indoor farming.
  • Tidal Vision, Chestnut Carbon, and Verkada also raised substantial funding in February.
  • Lambda, NinjaOne, and Saronic secured the top three spots with $480M, $500M, and $600M respectively.
  • The trend of AI and deep tech investments continued to shape the startup funding landscape in the US.

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