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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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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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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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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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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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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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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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Digitaltrends
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GPUs are too expensive: how to buy a graphics card right now
- The prices of graphics cards are currently inflated, with both current and previous generation cards selling above their MSRPs.
- AMD, Intel, and Nvidia GPUs are all affected by the pricing issue, with even budget cards like the Arc B580 being sold at higher prices.
- Nvidia GPUs, especially the RTX 5090, are selling at significantly higher prices, making them hard to find at MSRP.
- AMD's RX 9070 XT is also facing supply issues, with prices soaring above the recommended range.
- Buying last-generation GPUs is not a reliable solution as most cards are selling well above their MSRPs.
- Ways to acquire a GPU include buying used cards, checking smaller retailers, purchasing directly from manufacturers like Nvidia, exploring eBay (with caution), and considering pre-built PCs.
- Scalpers have significantly impacted GPU prices on platforms like eBay, leading to inflated costs and potential scams.
- Both AMD and Nvidia's last-gen cards are scarce in the market, with only a few options available close to their MSRPs.
- Purchasing a pre-built PC could be a viable option during GPU shortages, as OEMs often secure GPU supplies independently.
- In conclusion, navigating the current GPU market requires patience, research, and careful consideration of various purchasing options.
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