China, NVIDIA and AI
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At the Beijing Expo, Jensen Huang also announced plans for a new chip for Chinese clients that is designed for robotics and smart factories.
NVIDIA's beefed-up GB300 'Blackwell Ultra' AI servers are now in production, will begin shipping in September, with 'no major issues' at this stage.
The growing demand for AI computing power has propelled both CoreWeave and Nvidia's businesses to new heights. Nvidia anticipates a growing need for AI factories to deliver processing power for AI at scale.
Nvidia CEO Jensen Huang contradicts Anthropic CEO's 'white-collar apocalypse' prediction, suggesting AI will augment jobs while encouraging workers to adapt.
NVIDIA can start selling its H20 AI GPU to China again after gaining approval to do so from the US government.
Nvidia ( NVDA 1.06%) has proven itself to be the bellwether of the artificial intelligence (AI) industry. The company is the leading AI chip designer and has been among the first to speak of what's next in the field -- from sovereign AI to humanoid robots.
Researchers recently demoed GPUHammer, the first Rowhammer-style exploit targeting GPU memory, posing major threats to AI reliability and data integrity.
The U.S. House Select Committee on China has expressed concerns about the Trump administration's decision to allow Nvidia ( NASDAQ: NVDA) to resume shipments of its H20 AI chips to China.
Gil Luria from D.A. Davidson discusses the national security concerns around the report that U.S. officials are delaying a deal for the UAE's purchase of Nvidia AI chips.