Company refutes AI bubble concerns amid Burry's short and self-dealing accusations

Chipmaker will deploy 2,140 Blackwell GPUs across an AI supercomputer and a quantum computer

Chips galore

"Cloud GPUs are sold out," CEO Jensen Huang claims

Security and reporting requirements will be enforced

New PowerEdge servers support Nvidia and Intel hardware deployments

Tens of thousands of chips may be approved

Despite bubble fears, the circular investment cycle continues

Neoverse integration means custom hardware from AWS, Google, and Microsoft can integrate with Nvidia GPUs

Offloaded shares to finance its OpenAI investments

Cluster housed in Du’s DSO data center in Dubai

First 4,000 GPUs deployed in Ark facility in just two months

Allowed to ship the equivalent of 60,400 A100 chips, but unclear if exports have begun

Unclear what this means for Nvidia’s previously announced Blackwell deployments outside the US

Government will also establish a National AI Computing Center

Would quadruple AI start-up's valuation

Boosted by Trump comments and GTC announcements

BlueField-4 and new ConnectX-9 SuperNIC set to launch as part of the 2026 Vera Rubin slate

Both systems will be powered by Blackwell GPUs

Hyperscaler couldn’t fit its custom network cards in Nvidia’s racks, so it built a sidecar

Production represents Blackwell reaching volume production, chip giant said

More than 20 companies announce partnerships with Nvidia in preparation of next wave of rack density jumps

Follows reports that delays were frustrating members of the government and Nvidia executives

Company says its the first of many