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It’s Jensen Huang’s AI world. We just live in it.

  • Nvidia CEO Jensen Huang introduced new GPUs, AI supercomputers, and software at the GTC conference to enable AI factories and revenue growth.
  • Nvidia made a $30 billion consortium investment and acquired synthetic data startup Gretel to strengthen its AI infrastructure.
  • CoreWeave filed for a $2.7 billion IPO, showcasing continued demand for GPUs.
  • Stealth AI use poses challenges for data security in companies.
  • SoftBank acquired AI chipmaker Ampere Computing for $6.5 billion, aligning with the rising demand for AI chips.
  • Google's $32 billion acquisition of cybersecurity startup Wiz indicates a focus on enhancing Google Cloud.
  • The EU found Apple and Google in breach of antitrust rules, intensifying their campaign against U.S. Big Tech.
  • Nvidia emphasized AI development at the GTC event, showcasing advancements in GPUs, AI models for robots, and silicon photonics switches.
  • Nvidia's AI Factory concept focuses on generating AI models efficiently, necessitating powerful chips like the upcoming Blackwell Ultra and Rubin.
  • The AI industry is seeing continued growth, with enterprises transitioning from AI prototypes to full production, although challenges in AI adoption persist.

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