Nvidia CEO Jensen Huang gushes over Meta's new 'Orion' prototype glasses

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Meta Connect 2024 holographic glasses Jensen Huang
Jensen Huang tried out the holographic glasses in a video screened at Meta Connect.

Meta

Nvidia might actually lose in this key part of the AI chip business

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Jensen Huang wih Nvidia hardware

Justin Sullivan/Getty

  • Inference made up 40% of Nvidia's $26.3 billion Q2 data center revenue.
  • Inference computing demand will increase as AI matures.
  • Companies like Groq and Cerebras are launching inference chips to compete with Nvidia.

In AI hardware circles almost everyone is talking about inference.

Nvidia is still on fire — but its trajectory is looking a bit more like Apple

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Jensen Huang.
Nvidia is still selling loads of chips, but demand appears to be slowing.

Vincent Thian/AP

OpenAI is the new Nvidia for investors that even Nvidia wants in on

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Nvidia CEO Jensen Huang and OpenAI CEO Sam Altman
Nvidia CEO Jensen Huang and OpenAI CEO Sam Altman. Nvidia may help push OpenAI to a more-than $100 billion valuation after the startup's next funding round.

Chiang Ying-ying, Eric Risberg/AP

A former Nvidia researcher who left the chip giant for academia shares why AI models should be open source and free for all

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Caltech professor Anima Anandkumar
Anima Anandkumar is the Bren professor at Caltech and previously served as the senior director of machine learning research at Nvidia.

Casey Rodgers

Nvidia CEO Jensen Huang defends Blackwell design problems in post-earnings interview, promising 'billions' in Q4 revenue

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Photo illustration of Nvidia CEO Jensen Huang
Nvidia CEO Jensen Huang defended the company's product problems with Blackwell.

Noah Berger/Getty Images; Jenny Chang-Rodriguez/BI; Chelsea Jia Feng/BI

Nvidia just showed how hard it is to be the AI king

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Nvidia CEO Jensen Huang
Sky-high expectations are working against Nvidia, experts told BI.

Nvidia

Nvidia CEO Jensen Huang says the payback on AI spending is coming from these 3 places

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Jensen Huang smiling whilst wearing a navy blue suit, light blue shirt and dark blue tie
Jensen Huang said demand will continue to be stronger than its supply provides

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China is still getting its hands on US chips — and striking back too

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broken motherboard with microchips, symbolizing the US/China tech war

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The unofficial Nvidia earnings watch party at an NYC bar is the latest sign the AI hype isn't going anywhere

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A photo of a glass of whisky on top of a bar counter.
Nvidia's much-anticipated quarterly earnings report has attracted a watch party at a New York City bar.

Getty/Steve Prezant

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