Nvidia AI News & Updates

Nvidia and Anthropic Clash Over AI Chip Export Controls

Nvidia and Anthropic have taken opposing positions on the US Department of Commerce's upcoming AI chip export restrictions. Anthropic supports the controls, while Nvidia strongly disagrees, arguing that American firms should focus on innovation rather than restrictions and suggesting that China already has capable AI experts at every level of the AI stack.

Nvidia Faces Growing Challenges Despite Record GTC Attendance and New Product Launches

At GTC 2025, Nvidia unveiled new chips and products to a record 25,000 attendees while addressing growing challenges including U.S. tariffs, emerging competitors like DeepSeek, and AI clients developing in-house alternatives. CEO Jensen Huang emphasized that reasoning models will increase demand for Nvidia chips and announced plans for U.S. manufacturing investments to address potential supply chain issues.

Nvidia Launches Groot N1, An AI Foundation Model for Humanoid Robotics

Nvidia has announced Groot N1, an open-source AI foundation model designed specifically for humanoid robotics with a dual-system architecture for "thinking fast and slow." The model builds on Nvidia's Project Groot from last year but expands beyond industrial use cases to support various humanoid robot form factors, providing capabilities for environmental perception, reasoning, planning, and object manipulation alongside simulation frameworks and training data blueprints.

Nvidia Prepares to Unveil Next-Generation AI Hardware at GTC 2025

Nvidia's annual GTC conference is set to feature announcements of next-generation AI hardware, including the upgraded Blackwell B300 series (Blackwell Ultra) and details about the future Rubin GPU architecture. Despite recent challenges with overheating issues and stock price pressure, Nvidia remains dominant with 82% of the GPU market and recently reported record-breaking quarterly revenue of $39.3 billion.

Nvidia GTC 2025 Conference Begins with Anticipated Major Hardware Announcements

Nvidia's GTC 2025 conference has commenced with expected announcements about new AI hardware, including Blackwell Ultra processors and partnerships with GM. The event will feature updates on Nvidia's next-generation computing platforms, described as "personal AI supercomputers."

Chinese Entities Circumventing US Export Controls to Acquire Nvidia Blackwell Chips

Chinese buyers are reportedly obtaining Nvidia's advanced Blackwell AI chips despite US export restrictions by working through third-party traders in Malaysia, Taiwan, and Vietnam. These intermediaries are purchasing the computing systems for their own use but reselling portions to Chinese companies, undermining recent Biden administration efforts to limit China's access to cutting-edge AI hardware.

DeepSeek's Efficient R1 Model Causes Nvidia Stock Plunge

Chinese AI startup DeepSeek released its R1 model which demonstrates impressive functionality using fewer resources than comparable US models. This development caused Nvidia's stock to plummet 16.9%, wiping nearly $600 billion from its market cap, as it suggests advanced AI models may not require expensive, high-end chips.