Nvidia's CEO Says "the Agentic AI Inflection Point Has Arrived." Here's Why Investors Should Listen.

Nvidia CEO Jensen Huang thinks that the rise of agentic AI is accelerating. Huang does not believe that AI agents will disrupt the software industry as some are predicting by creating entirely new ...
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Nvidia Is Probably Done Investing in OpenAI and Anthropic, Says CEO—Why?

Nvidia CEO Jensen Huang blamed potential IPOs for ending the chip giant's investment run—right as both AI labs are immersed ...

Nvidia’s $4 Billion Investment In Optics Companies Lumentum And Coherent

Nvidia invested $4 billion in Lumentum, Coherent, and Ayar Labs to secure optical interconnect supply. The deals build competitive moats as AI clusters hit power limits.

Jensen Huang says Nvidia is pulling back from OpenAI and Anthropic, but his explanation raises more questions than it answers

Nvidia CEO Jensen Huang said Wednesday that his company's investments in OpenAI and Anthropic will likely be its last — but his explanation may not tell the whole story.