Nvidia

• Nvidia publiceerde op 9 mei 2026 uitstekende kwartaalcijfers, maar de resultaten werden overschaduwd door aanhoudende Amerikaanse exportcontroles die de verkoop van geavanceerde chips aan China beperken. • Het bedrijf stemde in met een deal waarbij 15% van de omzet uit verkopen aan China met de Amerikaanse overheid wordt gedeeld om de controles ongedaan te maken, waardoor de export van bepaalde AI-chips kan worden hervat. • Deze regeling onderstreept de toenemende technologische spanningen tussen de VS en China, wat de groei van Nvidia in zijn grootste overzeese markt beïnvloedt te midden van bredere beperkingen op halfgeleiders.

• 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.

• Eli Lilly announced a collaboration with Nvidia to establish a co-innovation AI lab combining computing power with scientific expertise for faster drug discovery. • The partnership targets AI applications in identifying drug candidates, optimizing clinical trials, and reducing failure rates in biotech development. • This non-tech firm's AI push exemplifies how pharma giants are leveraging partnerships to lead in AI-driven innovation beyond traditional tech sectors.

• Nvidia posted first-quarter revenue of $28.3 billion, representing a 106% year-over-year increase and surpassing Wall Street consensus forecasts by 8%, driven primarily by sustained demand for AI data center GPUs. • The chipmaker's gross margin expanded to 72.1%, the highest level in five quarters, as production efficiency gains and favorable product mix offset supply chain costs. • Guidance for Q2 revenue of $32-34 billion exceeded analyst estimates, reinforcing investor confidence in the artificial intelligence infrastructure boom and supporting semiconductor sector valuations amid broader market volatility.

• Nvidia CEO Jensen Huang announced expectations of at least $1 trillion in demand for its Blackwell and Rubin AI systems through 2027, doubling from $500 billion projected through 2026. • This projection signals over 100% annual sales growth for Nvidia amid booming data center demand. • The forecast underscores AI's role in driving U.S. tech sector expansion and GDP growth, with analysts citing non-inflationary productivity gains.

• Micron Technology reported blowout earnings results, while Nvidia issued a stunning outlook for its Blackwell and Rubin AI products, yet the broader market has not responded positively to either announcement. • Morningstar increased Micron's fair value assessment following its earnings beat, and upgraded Nvidia's fair value based on the company's AI product roadmap expansion. • The muted market response to strong tech earnings reflects ongoing concerns about macroeconomic headwinds, including geopolitical risks and Federal Reserve policy decisions that are weighing on investor sentiment.

• CERAWeek by S&P Global in Houston (March 23-27, 2026) features speakers from Amazon Web Services, Google, Microsoft, NVIDIA, Meta, Dell, Applied Materials, and AMD on AI, data centers, and energy. • Programming focuses on AI's impact on energy power demand, data center innovation, chip design, robotics, workforce, and investment strategies. • New 'Bridge' venue connects energy and tech leaders; includes Energy Venture Day with 40+ startups and TEX-E collegiate pitch competition.

• US prosecutors in the Southern District of New York charged three individuals affiliated with Super Micro Computer, including co-founder Yih-Shyan Liaw, with smuggling Nvidia AI chips to China. • The scheme involved illegally diverting billions in advanced semiconductors intended for US servers to unauthorized Chinese entities, violating export controls. • This case highlights escalating US efforts to curb AI technology transfers amid national security concerns over China's military advancements.

• Red Hat and NVIDIA announced collaborative initiatives focused on delivering production-ready enterprise AI solutions grounded in open source principles, emphasizing choice, control, and flexibility for CIOs and CTOs. • The announcements were made at NVIDIA GTC, showcasing Red Hat's open approach to AI and its integration with NVIDIA's enterprise AI platforms for hybrid cloud environments. • The partnership reflects industry trends toward open source-based enterprise AI deployments as organizations seek to avoid vendor lock-in while scaling AI workloads across hybrid cloud and on-premise infrastructure.

• Elon Musk stated Tesla and SpaceX AI will continue large Nvidia chip purchases even as Tesla advances its AI5 chip, optimized for edge compute in Optimus and Robotaxi. • Tesla's Terafab AI chip manufacturing facility is set to launch within seven days from March 14, potentially by March 21. • Musk praised Nvidia CEO Jensen Huang, noting AI5's efficiency in half-reticle format could halve fab needs, with AI6 potentially matching dual AI5.

• NVIDIA CEO Jensen Huang announced at GTC in San Jose a forecast of $1 trillion in sales from Blackwell and Rubin chips by late 2027, doubling the prior $500 billion estimate through 2026. • The company unveiled a new inference system generating 700 million tokens per second, 350 times faster than the Hopper generation, to counter custom chips from competitors like Google. • NVIDIA's DRIVE platform for robotaxis, valued at $1.2 trillion by Morgan Stanley, is adopted by Uber and BYD, with Uber's fleet launching in 2028; data center revenue hit $192 billion last year, up 66%.

• Nvidia announced at GTC 2026 that it has locked in $1 trillion in orders for its Blackwell and Vera Rubin chips through 2027, far exceeding annual revenue and signaling massive AI infrastructure investment across the industry. • Major hyperscalers including Amazon, Microsoft, and Google have significantly ramped up investments in AI data centers and infrastructure, competing to build massive language models and prepare for exponential growth in AI workloads. • Blackwell chips have already begun shipping while Vera Rubin is positioned to deliver major boosts to AI training and inference performance, addressing the current AI infrastructure race among tech giants.

• Nvidia has announced plans to achieve $1 trillion in revenue over the next seven quarters, requiring average quarterly revenue of approximately $143 billion, nearly triple current levels. • The company must add around $65 billion in quarterly revenue from current levels, equivalent to Amazon Web Services' or AMD's annual sales each quarter. • Success depends on sustained AI infrastructure demand, increased production capacity, and supply chain optimization, with projections suggesting Nvidia could need to reach $200 billion per quarter by end of 2027.

• Ondas Holdings, Nvidia, and Accenture are among the best-performing tech stocks this week according to Wall Street analyst ratings, with Ondas up 3.64%, Nvidia up 1.65%, and Accenture up 1.35%. • The strength in these stocks reflects investor confidence in AI infrastructure (Nvidia), enterprise AI services (Accenture), and specialized communications technology (Ondas Holdings). • Tech sector momentum continues amid optimism about AI deployment and enterprise technology spending across multiple verticals.

• Nvidia is projecting a trillion-dollar chip market while the AI industry shifts focus from training giant models to inference, robotics, and real-world deployment at GTC 2026 in San Jose. • CEO Jensen Huang spotlighted new systems and platforms aimed at industrial use cases and physical AI applications, signaling that commercial viability increasingly depends on inference economics and enterprise adoption. • The market shift reflects where spending is heading: training remains critical, but applied AI and infrastructure orchestration are becoming more investable than generic model-building pitches.

• Two key Democratic lawmakers have raised national security concerns about the Trump administration's approval for exports of Nvidia chips to China, warning that the move risks harming U.S. technological leadership. • The legislators are calling for bipartisan legislation to prevent American technology from reaching Chinese hands and being used improperly, echoing broader concerns about technology transfer and competitive advantages in AI computing. • Nvidia has pushed back against criticism of the Trump administration's export approval decision, defending the company's position on international trade and technology availability.

• Advantech, a global leader in IoT intelligent systems and embedded platforms, is demonstrating next-generation edge AI platforms powered by NVIDIA Jetson Thor and NVIDIA IGX Thor at GTC 2026 (March 16-19 in San Jose, California). • The company is highlighting real-world applications of physical AI across robotics, medical systems, smart logistics, and intelligent retail environments, including the USM-500 medical-grade platform optimized for AI-assisted surgery and intraoperative imaging. • Advantech's showcase reflects the industry's shift from cloud-based model training toward physical AI applications and edge deployment, enabling faster commercialization of AI technologies across industrial and healthcare sectors.

• Nvidia CEO Jensen Huang introduced the BlueField-4 STX storage infrastructure and new Vera CPU at the company's GTC conference in California on March 16, with the Vera CPU delivering twice the efficiency and 50% faster performance than traditional processors. • The Vera Rubin AI platform now has seven new chips in full production destined for the world's largest AI factories, alongside a preview of DLSS 5, described as Nvidia's most significant graphics breakthrough since real-time ray tracing in 2018. • Growing public skepticism about AI adoption is emerging, with a Pew Research Centre poll showing 50% of US adults feel more concerned than excited about increased AI in daily life, up from 37% in 2021.

• Nvidia held its annual GTC technology conference on Monday, March 16, with CEO Jensen Huang delivering the keynote address amid broader market volatility tied to geopolitical tensions and oil price fluctuations. • The event timing coincides with elevated uncertainty in tech stocks, as investors reassess earnings estimates downward and monitor the impact of elevated oil prices on corporate profitability and consumer spending. • Tech sector performance remains sensitive to macroeconomic headwinds, including potential inflation from energy costs and Federal Reserve policy decisions expected this week.

• Nvidia CEO Jensen Huang is unveiling new chips and software at the GTC conference to solidify the company's position as the industry shifts from training giant foundation models to inference workloads that power real-world applications. • The strategic pivot targets lower-cost, high-throughput AI deployments within enterprise workflows, autonomous systems, and product integrations rather than just headline-grabbing training clusters. • Nvidia's next moves will shape the cost, speed, and competitive structure of the global AI software and infrastructure market as the industry enters a new phase of AI economics.

• Cosmo Technologies is presenting its technical session 'Engineering Medical Grade Platforms for Real Time AI' at the NVIDIA GTC 2026 conference in San Jose, California, running from March 16 to 19. • The session, scheduled for Thursday, March 19 from 10:00 to 10:50 CET, explores engineering challenges for building AI platforms that operate in real time during medical procedures to assist physicians. • This highlights Cosmo's commitment to advancing AI in healthcare, positioning it at the intersection of medical technology and AI amid growing demand for clinical-grade systems.

• NVIDIA GTC 2026, the premier global AI conference, runs March 16-19 in downtown San Jose, focusing on physical AI, AI factories, agentic AI, and inference breakthroughs shaping industries. • Conference passes sold out, but free virtual passes are available, with in-person Exhibits Only passes offered at 20% off using code GTC26-20. • Developers, researchers, and business leaders gather to explore the next wave of AI innovation amid rapid advancements.