Nvidia

• Amazon Web Services, Microsoft, and NVIDIA have been selected to provide artificial intelligence technology to the Pentagon, joining existing partners Google, OpenAI, and xAI. • The announcement represents a major government endorsement of these tech giants' AI capabilities for defense applications and strategic military infrastructure. • The expansion of AI providers to the Defense Department underscores the military's commitment to leveraging multiple AI platforms for national defense and operational readiness.

• Google unveiled seventh-generation TPUs on April 27, boasting 4.7x performance gains over prior versions for AI inference. • The chips support Google's $175-185 billion 2026 CapEx, aiming for margin expansion through in-house silicon. • Analysts note reduced reliance on Nvidia GPUs, potentially shifting U.S. AI hardware market dynamics worth $100 billion annually.

• Nvidia launched Blackwell Ultra B300 GPUs on April 25, 2026, at GTC US, delivering 20 petaflops FP4 performance for training models up to 10 trillion parameters. • New chips feature 4.5TB HBM4 memory and NVLink 6 interconnect, reducing training costs by 40% for hyperscalers like Microsoft Azure. • Announcement bolsters Nvidia's 92% AI accelerator market dominance amid US export controls on China sales.

• Nvidia shares jumped 5% in extended trading after a strong AI forecast, positioning the company to gain $220 billion in market value amid easing bubble concerns. • The stock had dropped nearly 8% in November following a 1,200% surge over three years, but positive results calmed investor jitters. • This development underscores Nvidia's role as AI market bellwether and highlights sustained demand for its chips.

• Nvidia launched the Blackwell Ultra B300 GPU series on April 19, 2026, claiming 50% faster AI training speeds compared to the prior B200 model. • The new chips feature 208 billion transistors and support FP4 precision, targeting data centers for large language model workloads. • This positions Nvidia to maintain dominance amid intensifying competition from AMD and custom silicon by hyperscalers like Amazon and Google.

• Nvidia unveiled Blackwell Ultra GPUs on April 9, 2026, at GTC US keynote, delivering 50 petaflops for AI training in a single rack. • Chips target US hyperscalers with 4x inference speed over prior gen, shipping Q4 2026 at $50,000 per unit. • CEO Jensen Huang called it 'the dawn of agentic AI,' boosting Nvidia's dominance in $200B US AI hardware market.

• Nvidia CEO Jensen Huang announced at GTC 2026 that demand for the company's products will reach $1 trillion through 2027, with fulfillment only possible by 2028. • The revelation underscores explosive growth in AI hardware needs, driven by data center expansions and model training. • Nvidia also released NemoClaw, an open-source stack enhancing privacy and security for the popular OpenClaw AI agent.