Nvidia’s Vera chip is the US$200 billion bet Jensen Huang doesn’t want you to overlook
The Nvidia Vera chip is rarely the headline when earnings beat estimates, but it should be. When Nvidia reported Q1 revenue of US$81.62 billion on Wednesday, beating analyst estimates of US$78.86 billion, and guided Q2 at US$91 billion–well above Wall Street’s US$86.84 billion forecast–the numbers did what Nvidia numbers always do: dominate the room. But […]
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Alibaba is designing AI chips around agents, and that changes what the race is actually about
Alibaba has unveiled a new AI processor built specifically for AI agents, pairing the chip announcement with a multi-year silicon roadmap and a new large language model, signalling that the company is building an integrated AI stack, not just filling a gap left by US export controls. The Zhenwu M890, developed by Alibaba’s semiconductor subsidiary […]
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