Nvidia
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The Great Unbundling: Every Major AI Company Is Now Building Its Own Chips
With Anthropic now exploring custom silicon, every major AI company is building or planning its own chips. The question is no longer whether Nvidia’s monopoly will erode, but how fast and what it means for the $200 billion AI chip market. On April 9, 2026, Reuters reported that Anthropic, the creator of Claude and one Continue reading
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Data Centers in Space: No Longer Science Fiction
The AI boom is pushing data centers off the planet. SpaceX has filed to launch 1 million orbital data center satellites. Google is building TPU-equipped satellite constellations. NVIDIA announced space-grade AI chips at GTC 2026. And a Y Combinator startup already trained the first AI model in orbit. Here are the players, the dollars, and… Continue reading
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NVIDIA GTC 2026: The Inference Inflection, Vera Rubin, and the AI Factory Era
NVIDIA’s GTC 2026 marked the company’s transformation from GPU designer to full-stack AI infrastructure provider. Jensen Huang doubled demand projections to $1 trillion, unveiled the Vera Rubin platform with seven new chips, confirmed the Groq acquisition, launched the Dynamo inference OS, and declared that tokens are the new commodity. This article summarizes the key announcements… Continue reading
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The Rise of Nvidia: Architect of the Fourth Industrial Revolution or Builder of the Biggest Bubble?
Image Credit: Nvidia Abstract Nvidia Corporation stands as a colossus in the semiconductor landscape, its graphics processing units (GPUs) powering the explosive growth of artificial intelligence (AI). Founded in 1993 amid the nascent 3D graphics boom, Nvidia has evolved under CEO Jensen Huang’s visionary leadership into the world’s most valuable company, boasting a market capitalization Continue reading