AI, NVIDIA and Microsoft
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Nvidia (NasdaqGS:NVDA) is investing an additional US$2b in CoreWeave to support the buildout of more than 5 gigawatts of AI data center capacity by 2030. The expanded partnership centers on large scale AI infrastructure,
Nvidia’s latest version of its Deep Learning Super Sampling technology, aka DLSS, hit the scene early Wednesday. With the latest update in tow comes a slightly redesigned upscaler that is now better than ever, at least for most games. If you were hoping that you would be able to push your frame rates to ludicrous levels, you’ll need to wait.
Already an investor in CoreWeave, Nvidia last September had agreed to purchase $6.3 billion of computing services from the AI infrastructure provider.
Nvidia is facing some challenges in selling its AI enterprise software. Internal emails reveal hurdles with big, highly regulated clients. Despite hiccups, Nvidia is forecasting healthy software sales. Nvidia is navigating some growing pains as its ...
Internal emails show Bank of America having difficulties with Nvidia's AI Factory, showing the challenges of integrating AI in regulated industries.
Here's what's next for Nvidia shares.
“That's the real nightmare scenario,” Seaport analyst Jay Goldberg said.
Microsoft on Monday unveiled the second generation of its in-house artificial intelligence chip, along with software tools that take aim at one of Nvidia’s biggest competitive advantages with developers.