Nvidia

$NVDA’s $20B Groq Bet: 256-Chip Rack, Samsung Production, $1T Target

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Nvidia's $20B Groq chip investment backs a 256-LPU server rack built on Samsung fabs as part of a broader push toward $1T revenue target.

Imagine a single server rack housing 256 specialized AI processors, all purpose-built to answer one question faster than any GPU ever could: how do you run AI inference at scale without the latency tax that general-purpose silicon inevitably imposes? That is the engineering premise Jensen Huang put on stage in San Jose on March 16, 2026, and the business premise behind it is even bolder — a reported ~$20 billion non-exclusive license deal that brought Groq’s Language Processing Unit (LPU) technology inside Nvidia’s architecture. Read more »

$NVDA’s $20B Groq Bet Goes Public at GTC 2026 — Can Anyone Stop the Inference King?

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$NVDA's $20B investment in Groq goes public at GTC 2026, raising the question of whether any rival can challenge the inference computing leader.

Picture Jensen Huang walking onto the SAP Center stage in San Jose on March 16 — the same arena where the San Jose Sharks play — and announcing chips the world has, in his words, “never seen before.” That framing alone tells you everything about the stakes. GTC 2026 is not another product refresh cycle; it is the moment NVIDIA publicly declares that inference (the process of running a trained AI model to generate real-time outputs) is the company’s next defining revenue engine, and it brought a $20 billion licensing deal to prove the point. Read more »

NVDA Drops $2B on Nebius (NBIS): Neocloud Bet or Circular Financing Trap?

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$NVDA commits $2B to Nebius ($NBIS), sparking debate over whether the neocloud deal is a smart infrastructure bet or a circular financing arrangement.

When Nvidia quietly structured a $2 billion private placement into Nebius on March 11, 2026, it wasn’t just another venture line item — it was the clearest signal yet that the company is no longer content being a chip supplier. NBIS shares surged roughly 16% that day, briefly vaulting the company’s market capitalization to approximately $24 billion, and the AI infrastructure world collectively took notice. The question isn’t whether the money is big; the question is what Nvidia is actually buying — and what it expects in return. Read more »

TSMC 2nm Yield: $68B Quarter Hides Vera Rubin Bottleneck

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TSMC 2nm yield constraints threaten Nvidia's Vera Rubin shipment timeline despite a record $68B quarter showing 94% revenue growth.

When Nvidia reported $68 billion in Q4 revenue — a 94% profit surge fueled by agentic AI demand — the instinct on Wall Street was to ask how much higher the ceiling could go. The more pressing question in March 2026, however, is not whether demand exists. It is whether the physical infrastructure to satisfy that demand can keep pace. At the center of that anxiety is TSMC 2nm yield, a manufacturing variable that no earnings call can smooth over and no CEO charisma can engineer away. Nvidia’s next-generation Vera Rubin GPU architecture is now the most consequential product in the semiconductor industry, and its fate is inextricably tied to how well TSMC’s N2 process performs under full-scale production pressure. Read more »

Nvidia Dominates AI Market With Record 8B Q4 Revenue and 94% GPU Market Share

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Nvidia commands 94% GPU market share and posts Q4 fiscal 2026 revenue of $68.13B, beating Wall Street estimates and cementing dominance in the AI economy.

Photo by Alexandre Debiève on Unsplash When a single company’s quarterly revenue exceeds the annual GDP of most nations, the word “dominance” barely scratches the surface. Nvidia’s Q4 fiscal 2026 results—$68.13 billion in revenue against analyst expectations of $65.91 billion—weren’t just a beat; they were a structural statement about which company sits at the undisputed … Read more