Nvidia’s $4 Billion Investment In Optics Companies Lumentum And Coherent

Nvidia invested $4 billion in Lumentum, Coherent, and Ayar Labs to secure optical interconnect supply. The deals build competitive moats as AI clusters hit power limits.
insideHPC

NVIDIA Announces DGX Cloud Lepton for GPU Access across Multi-Cloud Platforms

NVIDIA today announced at the Computex confence in Taiwan NVIDIA DGX Cloud Lepton — an AI platform with a compute marketplace that connects developers building agentic and physical AI applications ...
Hosted on MSN

Nvidia locks datacenter features out of consumer GPUs — here's why that's a good thing

Nvidia artificially limits the capabilities of its consumer graphics cards. Start sharpening your pitchforks, get the torches ready, and then set them aside and take a breath. Consumer graphics cards ...
Data Center Frontier

OpenAI and the Rise of the Multi-Cloud AI Factory

With infrastructure partnerships spanning AWS, Microsoft, Nvidia, SoftBank, and specialized GPU cloud providers, OpenAI is helping drive the emergence of a multi-cloud AI ...

Nvidia’s Moat, Proven By A 6-Year-Old Chip

However, beneath these headline figures lies a captivating and surprising trend: Nvidia’s six-year-old Ampere (A100) chips ...
PCGamesN

Intel could soon take on Nvidia DLSS with its own multi frame gen GPU tech

Intel is seemingly working on its own multi-frame gen tech for its own Arc GPUs, potentially rivaling the tech that Nvidia launched with DLSS 4 earlier in 2025. Intel has already announced standard ...
TechSpot

Nvidia open-sources PhysX engine, including GPU kernel code

In context: PhysX is a moderately popular middleware used to add complex, physics-based interactions to 3D graphics in games and other software applications. Originally developed by the Swiss company ...