NVIDIA Corp #NASDAQ:NVDA Price, Chart, News & Insight

GFN Thursday: May GeForce NOW Games | NVIDIA Blog

21 titles are joining the cloud in May, with 9 available to stream this week. Catch the latest update for 'Rust'.

Wandercraft Begins Clinical Trials for Physical AI-Powered Personal Exoskeleton | NVIDIA Blog

Wandercraft is integrating AI to develop personal exoskeletons for those with spinal cord injuries, stroke and other mobility impairments.

How Yum! Brands Is Accelerating Restaurant Innovation With AI | NVIDIA Blog

Joe Park, chief digital and technology officer at Yum! Brands, Inc. and president of Byte by Yum!, joined the NVIDIA AI podcast to share how the company is further accelerating AI deployment.

Oracle Cloud Infrastructure Deploys Thousands of NVIDIA Blackwell GPUs for Agentic AI and Reasoning Models | NVIDIA Blog

Thousands of NVIDIA Blackwell GPUs are now being deployed and ready for customer use on NVIDIA DGX Cloud and OCI to develop and run next-generation reasoning models and AI agents.

NVIDIA Research at ICLR — the Next Wave of Multimodal Generative AI | NVIDIA Blog

Over 70 NVIDIA-authored research papers will be presented at ICLR, the International Conference on Learning Representations in Singapore.

GFN Thursday: The Elder Scrolls IV: Oblivion Remastered | NVIDIA Blog

'The Elder Scrolls IV,' 'Clair Obscur: Expedition 33,' and Sunderfolk launch on GeForce NOW, part of 8 games joining the cloud this week.

AI Startup Speeds Disease Research With Lab in the Loop | NVIDIA Blog

BrainStorm Therapeutics is accelerating brain disease research with AI and lab experiments using organoids.

Top Stock Market Highlights of the Week: Nvidia, CapitaLand Investment and Singapore Economic Resilience Taskforce - The Smart Investor

We look at the latest REIT launch from CapitaLand Investment and snippets from the transcript of Singapore’s response to the US tariffs.

GeForce NOW Expands Cloud Gaming Lineup With 11 New Titles Including 'Hunt: Showdown 1896' and 'Mandragora'

GeForce NOW is bringing fresh excitement to gamers this spring with the addition of 11 new titles to its cloud gaming service. Headlining this week's update are *Hunt: Showdown 1896*, *Mandragora: Whispers of the Witch Tree*, and the retro-packed *MARVEL vs. CAPCOM Fighting Collection: Arcade Classics*.

Players can now dive into monster hunts in the wild Rockies with *Hunt: Showdown 1896*, newly available via Xbox and PC Game Pass. This tense PvPvE shooter now features the Mammon’s Gulch map, and is fully streamable on any device via GeForce NOW.

Fantasy fans can explore *Mandragora*, a dark, hand-painted RPG where players battle mythic creatures and uncover secrets beneath the Witch Tree. The game’s release on Steam allows cloud gamers to experience it across laptops, tablets, or smartphones.

Retro gaming fans will enjoy *MARVEL vs. CAPCOM Fighting Collection: Arcade Classics*, a seven-title bundle that includes iconic crossovers like *X-MEN vs. STREET FIGHTER* and *MARVEL vs. CAPCOM 2*. All games in the collection offer online and co-op play.

The full list of games added to GeForce NOW this week includes:

- *Forever Skies* (Steam, April 14)
- *Night Is Coming* (Steam, April 14)
- *Hunt: Showdown 1896* (Xbox/PC Game Pass, April 15)
- *Crime Scene Cleaner* (Xbox/PC Game Pass, April 17)
- *Mandragora: Whispers of the Witch Tree* (Steam, April 17)
- *Tempest Rising* (Steam Advanced Access, April 17)
- *Aimlabs* (Steam)
- *Blue Prince* (Steam, Xbox)
- *ContractVille* (Steam)
- *Gedonia 2* (Steam)
- *MARVEL vs. CAPCOM Fighting Collection: Arcade Classics* (Steam)
- *Path of Exile 2* (Epic Games Store)

GeForce NOW members with RTX 4080 performance can stream any of these titles from virtually anywhere, continuing NVIDIA’s push to make high-quality gaming accessible without needing high-end hardware.

Researchers Develop Model to Detect Malaria Amid Venezuelan Gold Rush | NVIDIA Blog

How Digital Twins Are Scaling Industrial AI

OpenUSD and the Mega Omniverse Blueprint enable robot fleet simulations in industrial facility digital twins.

Isomorphic Labs Rethinks Drug Discovery With AI | NVIDIA Blog

Isomorphic Labs joined the AI Podcast to explain why they look at biology as an information processing system.

NVIDIA Faces New U.S. Export Restrictions on H20 Chips Destined for China and D:5 Countries

NVIDIA Corporation has revealed that the U.S. government now requires export licenses for its H20 integrated circuits and any similar products sent to China—including Hong Kong and Macau—as well as to other countries designated under the D:5 classification. The restriction also applies to companies headquartered in or ultimately owned by entities in those regions.

The licensing requirement, first communicated to NVIDIA on April 9 and confirmed to be indefinite as of April 14, is aimed at mitigating the risk of these high-bandwidth chips being used in or diverted to Chinese supercomputing applications.

NVIDIA expects the move to significantly affect its financial results for the first quarter of fiscal year 2026, ending April 27, 2025. The company projects up to $5.5 billion in charges related to H20 chip inventory, purchase commitments, and associated reserves.

While disclosing the development, NVIDIA emphasized that the financial impact is subject to change depending on evolving U.S. policy, global economic factors, and customer demand trends. All forward-looking statements are based on current expectations and are not guarantees of future performance.

NVIDIA Faces New U.S. Export Restrictions on H20 Chips Destined for China and D:5 Countries

NVIDIA Corporation disclosed that the U.S. government now requires an export license for its H20 integrated circuits and comparable products destined for China (including Hong Kong and Macau) and other countries listed under the D:5 designation. This measure also applies to companies headquartered or ultimately owned in those jurisdictions.

The new licensing rule, communicated on April 9 and confirmed to be indefinite as of April 14, aims to prevent the potential use or diversion of NVIDIA’s high-bandwidth computing products in Chinese supercomputing applications.

NVIDIA expects the export restriction to impact its financial results for the first quarter of fiscal year 2026, which ends April 27, 2025. The company anticipates recording up to $5.5 billion in charges related to inventory, purchase commitments, and reserves tied to the H20 product line.

The company cautioned that the full financial impact remains subject to various risks and uncertainties, including global economic conditions, evolving U.S. trade policy, and ongoing product demand. Forward-looking statements remain conditional and reflect management’s expectations as of the date of the announcement.

NVIDIA announced that the public beta of DaVinci Resolve Studio 20 by Blackmagic Design now supports powerful AI features optimized for GeForce RTX 50 Series and RTX PRO GPUs based on the Blackwell architecture. These enhancements significantly improve video editing workflows, including:

- UltraNR Noise Reduction, now 75% faster on RTX 5090 GPUs
- Magic Mask v2, enabling faster and more precise object selection with a new paintbrush tool
- AI IntelliScript, Animated Subtitles, and Multicam Smartswitch features, using AI to automate key aspects of editing

The update also introduces hardware-accelerated 4:2:2 color encoding and decoding, enabling professionals to achieve better color fidelity with smaller file sizes, especially useful for color grading and chroma keying.

In addition, the FLUX.1-dev NIM microservice is now available for generative AI image workflows. This suite of models enables text-to-image generation with depth map and edge enhancements, delivering up to 2x performance and 60% memory reduction on RTX hardware.

Video exports also benefit from improvements like 3-way split-frame encoding and a new Ultra High Quality (UHQ) mode for AV1 and HEVC formats. These upgrades, combined with the upcoming April NVIDIA Studio Driver, provide creators with a more powerful and efficient editing experience on RTX AI PCs and workstations.

GeForce NOW Adds ‘South of Midnight’ and More to Its Cloud Gaming Lineup

NVIDIA’s GeForce NOW is expanding its cloud gaming catalog with the launch of *South of Midnight*, an action-adventure game set in a Gothic fantasy version of the American Deep South. Players step into the role of Hazel, a magical Weaver unraveling family secrets and battling mystical creatures. The game features Souls-like combat, puzzle-solving, and visually rich environments inspired by Southern folklore.

Also new this week are updates for *Fortnite*—featuring pop star Sabrina Carpenter in its latest Music Festival season—and *Honkai: Star Rail*, which celebrates its second anniversary with new characters, events, and revamped gameplay mechanics.

Additional titles available to stream include:

- *Commandos: Origins* – a new installment in the classic real-time tactics series
- *The Talos Principle: Reawakened* – the latest in the philosophical puzzle franchise
- *Backrooms: Escape Together*
- *Diablo III*
- *Sultan’s Game*

More releases are scheduled throughout April, including *Clair Obscur: Expedition 33*, *Mandragora: Whispers of the Witch Tree*, and *Tempest Rising*.

GeForce NOW members can enjoy these games instantly in the cloud without downloads or updates, and with ultra-low latency using Ultimate or Performance memberships.

NVIDIA and Google Cloud Partner to Bring Agentic AI On-Premises for Enterprises

NVIDIA announced a collaboration with Google Cloud to make Google’s Gemini AI models available on premises through Google Distributed Cloud, powered by NVIDIA’s Blackwell HGX and DGX platforms with Confidential Computing. This move brings secure, high-performance agentic AI reasoning to enterprises that need to comply with strict data privacy and sovereignty requirements.

With NVIDIA Confidential Computing, enterprises can protect both sensitive user prompts and fine-tuning data, ensuring they are not accessible or alterable. At the same time, model providers can prevent unauthorized tampering, creating a dual-layer security solution.

Agentic AI, which enables systems to autonomously reason and adapt in dynamic environments, is reshaping industries. Examples include IT support systems that not only identify issues but also resolve them, and financial systems that autonomously respond to fraud risks in real time.

Until now, strict security constraints kept many organizations from using such powerful models on premises. The integration of Gemini models with the NVIDIA Blackwell platform addresses that gap, offering a breakthrough in both performance and compliance.

NVIDIA and Google Cloud are also enhancing deployment observability and scalability through tools like the new GKE Inference Gateway and NVIDIA NeMo Guardrails. Further, NVIDIA Dynamo will soon offer better oversight for agentic AI workloads across distributed environments.

Learn more by exploring sessions and demos from NVIDIA at Google Cloud Next 2025.

National Robotics Week — Latest Physical AI Research, Breakthroughs and Resources | NVIDIA Blog

This National Robotics Week, NVIDIA is highlighting the pioneering technologies that are shaping the future of intelligent machines.

How AI Agents Are Transforming Online Shopping

AI agents are revolutionizing the online shopping experience by delivering hyper-personalized, seamless interactions that guide customers from product discovery to checkout. According to NVIDIA’s recent report, 64% of companies investing in AI for digital retail now prioritize individualized recommendations.

AI agents enable retailers to create personalized experiences by analyzing customer behavior and product data. These smart assistants suggest relevant items, provide enhanced product descriptions, and streamline search results using semantic understanding. They also offer 24/7 support, virtual try-ons, and integration across digital and physical channels.

Amazon has implemented generative AI using NVIDIA TensorRT-LLM to automatically create enriched product listings, saving time for sellers and improving listing quality. Meanwhile, Amazon Music uses NVIDIA Triton Inference Server to power AI-driven search features, making music discovery faster and more accurate—even with vague queries.

Retailers like SoftServe are deploying shopping assistants built with NVIDIA’s AI Blueprint. These assistants handle product discovery, real-time try-ons, and context-aware customer queries with humanlike interaction, leveraging NVIDIA’s LLMs, vision-language models, and guardrail tools like NeMo Guardrails.

With AI agents designed for multimodal input and advanced task completion, online retail is evolving into a more intuitive, immersive, and responsive environment—reshaping how consumers browse and buy.

NVIDIA Showcases Real-Time AI and Intelligent Media Workflows at NAB

At NAB Show, NVIDIA will showcase how emerging AI technologies help streamline workflows for streamers, content creators, sports leagues and broadcasters.

Nintendo Switch 2 Unveiled with NVIDIA AI-Powered DLSS and 4K Gaming

The new Nintendo Switch 2, revealed on April 2, represents a major leap in gaming technology, powered by a custom NVIDIA processor. It features an NVIDIA GPU equipped with dedicated Ray Tracing (RT) Cores and Tensor Cores, enabling advanced visual effects and AI-enhanced performance.

The Switch 2 allows for up to 4K resolution in TV mode and up to 120 frames per second at 1080p in handheld mode. It also supports HDR and real-time AI upscaling for smoother and sharper visuals.

RT Cores bring real-time ray tracing capabilities, enhancing in-game lighting and reflections. Tensor Cores enable features such as Deep Learning Super Sampling (DLSS), which boosts image resolution with high efficiency. They also support AI-powered face tracking and background removal during video chat, making social gaming more dynamic.

Compared to the original Switch, the new model offers 10 times the graphics performance. It supports NVIDIA G-SYNC with Variable Refresh Rate (VRR) in handheld mode, ensuring fluid gameplay.

Game developers gain access to updated APIs, enhanced physics engines, and improved tools for creating high-performance, visually rich experiences. Nintendo Switch 2 aims to serve both gamers and developers with its hybrid design and upgraded internals.

With NVIDIA’s backing, the Nintendo Switch 2 brings together powerful hardware and intelligent software to set a new standard for portable and console gaming.

GFN Thursday: April GeForce NOW Games | NVIDIA Blog

GeForce NOW is bringing 21 games to the cloud throughout the month of April. Catch 8 available to stream this week.

NVIDIA Blackwell Sets New Benchmark Records, Powers Rise of AI Factories

NVIDIA’s new GB200 NVL72 system, built on the Blackwell architecture, has delivered record-breaking results in the MLPerf Inference v5.0 benchmarks, showcasing unmatched AI throughput. This marks the debut of the GB200 NVL72 — a rack-scale, multi-GPU system engineered for high-performance inference in next-gen AI factories.

The GB200 NVL72 achieved up to 30x higher throughput on the Llama 3.1 405B benchmark compared to prior systems, enabled by massive interconnect bandwidth and optimized software stacks. NVIDIA’s DGX B200 system also excelled in the newly introduced Llama 2 70B Interactive test, tripling performance over its predecessor and excelling under real-world latency constraints.

The NVIDIA Hopper platform continues to deliver increased value with ongoing optimizations, now showing 1.6x performance gains on earlier benchmarks like Llama 2 70B. This reflects NVIDIA’s ability to improve results through software innovation as models scale in size and complexity.

NVIDIA’s AI factories — purpose-built data centers designed for training, fine-tuning, and inferencing large AI models — are becoming central to enterprise and national AI infrastructure. Powered by full-stack NVIDIA technology, AI factories integrate cutting-edge compute, high-speed networking, data orchestration, and robust software frameworks.

NVIDIA's comprehensive ecosystem supports both on-premises and cloud-based AI factory deployments through its DGX SuperPOD and DGX Cloud platforms. These solutions deliver the performance, flexibility, and scalability enterprises need to meet the exponential demand for AI.

Global efforts in countries like India, Japan, and Norway are already embracing AI factories to drive innovation and economic transformation. As enterprises increasingly move toward AI reasoning at scale, NVIDIA’s infrastructure and partner network are helping them manufacture intelligence with greater speed, efficiency, and impact.

NVIDIA’s GeForce RTX 50 Series Supercharges Adobe Premiere Pro With 4:2:2 Color Support and AI Enhancements

NVIDIA has announced that Adobe Premiere Pro (beta) and Media Encoder now support 4:2:2 video color editing on PC, a major upgrade for professional video editors. This format delivers nearly the same color richness as 4:4:4 with significantly smaller file sizes, enhancing color grading and chroma keying performance. Combined with NVIDIA's new GeForce RTX 5090 and 5080 laptops — powered by the Blackwell architecture — these updates bring powerful efficiency and speed to editing workflows.

The new RTX 50 Series GPUs accelerate playback and export of 4:2:2 10-bit HEVC and H.264 video formats, enabling real-time editing of high-resolution, multi-camera projects. The GPUs also feature the latest NVENC encoder, which boosts encoding efficiency and reduces CPU usage.

NVIDIA’s hardware also enhances Adobe’s AI-driven features. *Media Intelligence* in Premiere Pro and After Effects runs 30% faster on the RTX 5090 Laptop GPU, helping editors locate footage using smart tags based on objects, locations, and spoken words. The *Enhance Speech* tool, which cleans up audio recordings, runs seven times faster than on the MacBook Pro M4 Max.

These capabilities are showcased at the NAB Show in Las Vegas, where Adobe and NVIDIA are offering hands-on training. With performance boosts, AI integration, and studio-grade features, RTX 50 Series laptops are optimized for content creators through the NVIDIA Studio platform.

NVIDIA launches industrial digital twin blueprint to advance physical AI

NVIDIA has introduced the Mega Omniverse Blueprint, a reference workflow designed to accelerate the development and deployment of physical AI in industrial environments. Unveiled at Hannover Messe 2025, the blueprint enables simulation and validation of multi-robot fleets and visual AI agents within digital twins of industrial facilities. Companies like Accenture and Schaeffler are already using the platform to optimize human-robot collaboration and facility operations.

The blueprint supports diverse AI agents and robotics applications, enabling the testing of sensor-based decision-making and coordinated fleet behavior before real-world deployment. It incorporates NVIDIA’s ecosystem technologies including Omniverse, OpenUSD, and synthetic data generation. Visual AI agents can also be integrated to enhance warehouse compliance, safety, and productivity.

NVIDIA emphasized the blueprint’s role in reducing development risk and cost, fostering continuous learning cycles between digital simulations and physical environments. Partners such as Delta Electronics, Rockwell Automation, and Siemens are expanding integrations with NVIDIA technologies to support the industrial sector's shift toward AI-driven automation.

NVIDIA is also promoting its OpenUSD training curriculum and visual AI tools to support developers working in robotics and digital twin environments.

GFN Thursday: ‘inZOI’ on GeForce NOW | NVIDIA Blog

Be the first to stream the 'inZOI' and 'Sunderfolks' First Look demo with GeForce NOW, as they lead the 12 games joining the cloud this week.

Buzz Solutions Uses Vision AI to Supercharge the Electric Grid | NVIDIA Blog

AMD, Nvidia Lead Chip-Stock Rally as Semiconductor Tariff Worries Ease

Advanced Micro Devices, Nvidia, and other chip stocks rallied Monday after reports the Trump administration may not announce tariffs targeting the semiconductor industry.

NIM Microservices Now Available on RTX AI PCs | NVIDIA Blog

Developers and enthusiasts can also tap into the new Project G-Assist System Assistant feature and plug-in builder to optimize performance and enhance games and apps.

IBM introduced content-aware capabilities for Storage Scale, enhancing AI accuracy by improving how unstructured data is processed. Using NLP techniques and NVIDIA’s AI-Q, it enables AI models to extract semantic meaning beyond keyword matching. This improves AI assistants, streamlines data pipelines, and ensures up-to-date insights by automatically updating vector databases as data changes.

The new features reduce latency by integrating compute and AI pipelines within the storage system, optimizing data retrieval for AI-driven applications. Available March 27, 2025, these capabilities support NVIDIA’s AI Data Platform to enhance AI-driven decision-making. IBM will host a webinar on April 8 to discuss its impact on enterprise storage.

International Business Machines (NYSE:IBM) Teams With NVIDIA To Enhance Generative AI And Cloud Solutions

International Business Machines (NYSE:IBM) recently announced a strategic collaboration with NVIDIA to enhance enterprise generative AI workloads through integrated solutions, which may have been a catalyst for the company's share price increasing by 12% in the last quarter. This initiative is part of IBM's broader focus on AI advancements, complemented by the upcoming launch of content-aware storage capabilities to strengthen hybrid cloud infrastructure. Furthermore, IBM's solid dividend...

GFN Thursday: ‘Assassin’s Creed Shadows’ | NVIDIA Blog

Ubisoft's highly-anticipated 'Assassin's Creed Shadows' launches on GeForce NOW, leading 11 new titles joining the cloud.

NVIDIA, EPRI, and industry partners have launched the Open Power AI Consortium to revolutionize the energy sector with AI-driven innovations. Announced at NVIDIA GTC 2025, the initiative brings together utilities, technology firms, and researchers to develop open AI models for optimizing power generation, grid management, and energy distribution. The first AI model, trained using NVIDIA H100 GPUs, is designed to enhance grid reliability, improve efficiency, and accelerate processes such as interconnection studies and regulatory approvals.

The consortium includes major energy providers like Duke Energy, Exelon, and PPL, alongside technology leaders such as AWS, Oracle, and Microsoft. By leveraging AI, the initiative aims to address growing energy demands, integrate renewable sources, and streamline infrastructure upgrades. The first models will soon be available for early access as NVIDIA NIM microservices.

NVIDIA has unveiled the DGX SuperPOD with Blackwell Ultra GPUs, delivering enterprise AI supercomputing for advanced AI reasoning. The new DGX GB300 and DGX B300 systems offer faster AI performance, enabling companies to build AI factories for generative and agentic AI workloads.

Equinix will be the first to provide NVIDIA Instant AI Factory, a managed service featuring these AI-ready systems in preconfigured data centers worldwide. The DGX GB300 scales with NVIDIA Grace Blackwell Ultra Superchips and advanced networking, while the DGX B300 brings energy-efficient AI acceleration to data centers. Availability is expected later this year.

NVIDIA has unveiled the RTX PRO Blackwell GPU series, bringing real-time AI to media workflows. Announced at GTC 2025, these GPUs offer faster rendering, AI-driven visual effects, and improved data analytics.

New features include AI-integrated shaders, fourth-generation RT Cores for enhanced realism, and 96GB of GDDR7 memory for handling large datasets. Major studios like Pixar and Lucasfilm praise its ability to accelerate animation and virtual production.

The series supports high-resolution video processing, real-time augmented reality, and AI-powered content creation, making it a powerful tool for film, gaming, and streaming industries.

NVIDIA has recognized 14 partners for their contributions to advancing AI across industries in the 2025 Americas NVIDIA Partner Network awards, announced at GTC 2025. New categories this year include Trailblazer, Rising Star, and Innovation, highlighting AI’s growing impact.

Accenture won Global Consulting Partner of the Year for its AI Refinery platform, while Advizex was named Trailblazer for driving AI adoption. AHEAD received the Rising Star award for its work in deploying NVIDIA AI solutions across industries. Other winners included WWT, Mark III, Lambda, and Hypertec, among others.

These partners are helping businesses integrate AI into operations, optimize computing infrastructure, and accelerate AI-driven innovation.

General Motors is expanding its partnership with NVIDIA to enhance AI-driven vehicle technology, manufacturing, and robotics. GM will use NVIDIA Omniverse for digital twins of assembly lines, improving efficiency and reducing downtime. The company is also integrating NVIDIA DRIVE AGX for advanced driver-assistance systems.

AI will optimize precision welding, material handling, and automation, freeing workers to focus on craftsmanship. GM aims to develop unified software for vehicles, enabling over-the-air updates and features like hands-free driving with Super Cruise. Looking ahead, GM plans to launch personal autonomous vehicles, further advancing AI-driven mobility.

Cadence Design accelerates AI-driven engineering design with NVIDIA Blackwell | Markets Insider

Cadence (CDNS) “announced the expansion of its multi-year collaboration with NVIDIA (NVDA), focusing on driving advancements in accelerated comp...

BlackRock, Global Infrastructure Partners (GIP), Microsoft, and MGX have announced that NVIDIA and xAI are joining the AI Infrastructure Partnership (AIP), strengthening efforts to invest in AI data centers and related infrastructure. The partnership, initially launched in September 2024, aims to unlock $30 billion in capital, with a total investment potential of up to $100 billion through debt financing.

AIP focuses on expanding AI infrastructure across the U.S. and OECD countries, fostering AI innovation and economic growth. NVIDIA will continue as a technical advisor, leveraging its expertise in AI computing. Additionally, GE Vernova and NextEra Energy will collaborate with AIP to scale energy solutions for AI data centers, incorporating gas, nuclear, and renewable energy sources.

BlackRock CEO Larry Fink emphasized AI's transformative potential, while Microsoft CEO Satya Nadella highlighted AI infrastructure as a key driver of economic growth. Jensen Huang of NVIDIA described AI data centers as foundational for future technological breakthroughs.

This expanded partnership underscores the growing demand for AI-ready data centers and energy solutions, positioning AIP as a major force in AI infrastructure development.

Cisco has announced the Cisco Secure AI Factory in collaboration with NVIDIA, aiming to simplify and secure AI infrastructure for enterprises. This initiative integrates security at all levels, from applications to infrastructure, leveraging solutions like Cisco AI Defense and Hybrid Mesh Firewall. The partnership builds on the companies’ existing collaboration and utilizes Cisco’s networking technology with NVIDIA’s AI computing solutions.

The Secure AI Factory will provide customers with scalable AI data centers that are modular, agile, and secure. It includes Cisco UCS AI servers with NVIDIA HGX and MGX, networking solutions powered by Cisco Nexus and NVIDIA Spectrum-X, and storage from partners like Pure Storage, Hitachi Vantara, NetApp, and VAST Data. The factory embeds security across all layers, utilizing Cisco Hypershield for workload protection and AI Defense for application security.

The initiative offers flexible deployment options: a ready-to-deploy solution integrating Cisco’s security portfolio and NVIDIA’s technology or a customizable build-your-own approach. Cisco and NVIDIA are also working on validated reference architectures for seamless AI deployment. The Secure AI Factory is expected to be available for purchase by the end of 2025, with some individual components already on the market.

NVIDIA announced that it is open-sourcing cuOpt, an AI-powered decision optimization engine designed to improve real-time decision-making across various industries. This move makes the software freely available for developers, enabling businesses to optimize operations such as supply chain logistics, workforce scheduling, and power grid management with unprecedented speed and efficiency.

cuOpt leverages GPU acceleration to evaluate billions of variables in parallel, significantly outperforming traditional optimization methods. It enables industries to make real-time adjustments, reducing inefficiencies and improving outcomes. For instance, logistics companies can dynamically route trucks, airlines can optimize flight schedules mid-air, and hospitals can allocate resources more effectively.

Industry leaders such as FICO, IBM, and Gurobi Optimization are already exploring cuOpt’s capabilities. Benchmarks show substantial improvements, including a 70x acceleration in linear programming, a 60x boost in mixed-integer programming, and a 240x speedup in vehicle routing.

Beyond efficiency, cuOpt enhances sustainability by optimizing energy distribution, reducing waste, and improving response times in emergency situations. The software will be fully open-source later this year, allowing researchers and enterprises to integrate and expand its capabilities.

NVIDIA’s cuOpt represents a major advancement in AI-driven decision-making, providing businesses and institutions with powerful tools to enhance efficiency, agility, and sustainability.

NVIDIA announced the release of CUDA-X libraries powered by its GB200 and GH200 superchips, significantly accelerating computational engineering tools. These advancements, revealed at the NVIDIA GTC global AI conference, enable up to 11x faster performance and allow for 5x larger calculations compared to traditional computing architectures. The new capabilities enhance workflows in engineering simulations, design optimization, and scientific research.

The NVIDIA Grace CPU architecture, along with NVLink-C2C interconnects, improves memory bandwidth and reduces power consumption, allowing GPUs and CPUs to share memory efficiently. This integration facilitates large-scale computations while optimizing application performance.

The NVIDIA cuDSS library has been introduced to tackle large-scale engineering problems such as design optimization and electromagnetic simulations. Companies like Ansys and Altair OptiStruct have already integrated cuDSS, achieving significant speed improvements in matrix solvers and finite element analysis workloads.

In quantum computing, NVIDIA's cuQuantum library accelerates state vector and tensor network simulations. The GB200 and GH200 architectures provide substantial memory capacity, enabling large-scale simulations that advance quantum algorithm research.

Additionally, NVIDIA has open-sourced cuOpt, an AI-powered decision optimization engine that helps businesses solve complex logistical and operational challenges in real-time. The tool improves supply chain efficiency, resource allocation, and workforce scheduling by dynamically evaluating billions of variables. Industry leaders such as FICO, Gurobi Optimization, and IBM are exploring cuOpt for their optimization needs.

These innovations position NVIDIA’s CUDA-X platform as a key driver of accelerated computing, helping businesses and researchers solve complex problems faster and more efficiently.

NVIDIA has launched NVIDIA Halos, a comprehensive safety system designed to enhance the development and deployment of autonomous vehicles. Halos integrates NVIDIA’s full suite of automotive hardware, software, and AI technologies to ensure safety from cloud to car. It offers a holistic approach with platform safety, algorithmic safety, and ecosystem safety, leveraging NVIDIA DRIVE AGX, Omniverse, Cosmos, and DGX for training, simulation, and deployment.

A key component of Halos is the AI Systems Inspection Lab, the first accredited global program that integrates functional safety, cybersecurity, AI safety, and regulatory compliance. Industry leaders such as Ficosa, OMNIVISION, onsemi, and Continental have joined this initiative to improve autonomous vehicle safety.

NVIDIA also highlighted its significant investments in vehicle safety, including 15,000+ engineering years dedicated to vehicle safety, 10,000+ hours of contributions to international safety standards, 1,000+ AV safety patents filed, 240+ research papers published on AV safety, and 30+ safety and cybersecurity certificates obtained.

Additionally, NVIDIA showcased recent safety certifications, including ISO 26262 ASIL D compliance for NVIDIA DriveOS 6.0 and ISO/SAE 21434 cybersecurity certification for its automotive platform. The company is presenting its latest autonomous vehicle safety advancements at GTC 2025 during its AV Safety Day event.

NVIDIA has published an article explaining the role of tokens in AI, describing them as the fundamental units of data that AI models process during training and inference. These tokens help AI systems understand relationships between words, images, and other data types, enabling capabilities such as prediction, generation, and reasoning.

The article discusses how AI factories—data centers optimized for AI workloads—process tokens efficiently, turning them into intelligence. With advances in hardware and software, companies have been able to reduce the computational cost per token, significantly increasing efficiency and revenue generation.

Tokenization is a key step in AI processing, where data is broken into smaller, meaningful components. For large language models, words are often split into tokens, with different meanings assigned distinct numerical values. In the case of AI models handling images, audio, or video, tokens represent visual or acoustic elements that enable machines to process and interpret sensory data.

During AI training, models process billions or even trillions of tokens to improve accuracy. Inference—the process of generating responses—relies on tokens as well, with models using learned patterns to produce meaningful outputs. The size of an AI model's context window determines how many tokens it can process at once, influencing its ability to generate detailed responses or analyze large datasets.

NVIDIA highlights that token-based AI economics is emerging as a key factor in AI development. AI factories measure efficiency based on token consumption, offering pricing models that reflect the number of tokens used for input and output. The trade-offs between response speed and token processing determine the user experience in AI applications, particularly for chatbots, video generation, and reasoning-based AI systems.

The company provides a full-stack AI platform designed to optimize token usage across various industries, helping developers and enterprises maximize the value of their AI applications. For further details, NVIDIA offers resources at build.nvidia.com.

NVIDIA has officially launched RTX Remix, an AI-powered modding platform that enhances classic PC games with ray tracing and high-resolution textures. Modders can now use tools like NVIDIA DLSS 4, RTX Neural Radiance Cache, and AI-driven texture upscaling to create visually stunning remasters.

RTX Remix allows modders to capture game assets, automatically generate 4K physically based rendering materials, and apply AI-enhanced textures. The REST API integration supports seamless workflows with digital content tools like Blender and modding platforms such as ComfyUI.

A key highlight of the launch is the upcoming Half-Life 2 RTX demo, available for free on Steam starting March 18. The remaster includes full ray tracing, DLSS 4 with Multi Frame Generation, RTX Volumetrics, and RTX Skin technology for enhanced character realism.

With over 30,000 modders already experimenting with RTX Remix, NVIDIA continues to push AI-driven game modding forward, offering new ways to modernize classic games.

At GDC 2025, NVIDIA unveiled major advancements in AI-powered game development, including new neural rendering tools, expanded support for DLSS 4, and the upcoming Half-Life 2 RTX demo.

NVIDIA introduced RTX Neural Shaders, which use AI to enhance textures, lighting, and materials, delivering more immersive gaming experiences. These will be integrated into Unreal Engine 5 and Microsoft DirectX 12 Agility.

DLSS 4, now available in over 100 games, introduces Multi Frame Generation, boosting frame rates up to 8x on RTX 50 Series GPUs. Upcoming games like Lost Soul Aside and Phantom Blade Zero will support this technology.

The Half-Life 2 RTX demo launches on March 18, showcasing remastered graphics with ray tracing and DLSS 4. Additionally, NVIDIA released RTX Remix, an open-source modding platform for upgrading classic games with modern graphics.

NVIDIA ACE AI technology is also being used to create more interactive NPCs, debuting in games like inZOI and NARAKA: BLADEPOINT MOBILE PC VERSION later this month.

GeForce NOW has added a selection of Blizzard games to its cloud gaming library, including Heroes of the Storm, Warcraft Rumble, and remastered versions of Warcraft I, II, and III. This expansion brings classic real-time strategy and multiplayer online battle arena experiences to the cloud.

Alongside these additions, the latest update for Zenless Zone Zero is now available, introducing new characters, locations, and gameplay features.

Other games joining GeForce NOW this week include Citizen Sleeper 2, Dave the Diver, Microtopia, and Orcs Must Die Deathtrap. Players can stream these games instantly without downloads or updates.

For more details, visit NVIDIA’s GeForce NOW site.

NEW EVENT: GTC Financial Analyst Q&A
March 19, 2025 08:30 AM PT

Utah to Advance AI Education, Training | NVIDIA Blog

A new AI education initiative in the State of Utah, developed with NVIDIA, is set to advance the state’s commitment to workforce training and economic growth.

NVIDIA Announces Fiscal Year 2026 Variable Compensation Plan for Executives
Santa Clara, CA – March 3, 2025 – NVIDIA Corporation (NASDAQ: NVDA) has announced the adoption of its Fiscal Year 2026 Variable Compensation Plan, providing key executives with performance-based cash incentives tied to the Company’s revenue achievement.

Key Highlights of the 2026 Variable Compensation Plan
Performance Goals: The plan is structured around specified revenue targets for fiscal year 2026, which ends on January 25, 2026.
Compensation Tiers: Eligible executives can earn awards based on three achievement levels: threshold, base, and stretch performance goals.
Eligibility Criteria: Executives must remain with the Company through the payment date to qualify for an award.
Executive Compensation Targets
The target cash award opportunities under the plan for NVIDIA’s top executives are as follows:

Named Executive Officer Title Target Award ($) Target Award as % of Base Salary
Jen-Hsun Huang President & CEO $3,000,000 200%
Colette M. Kress EVP & CFO $300,000 33%
Ajay K. Puri EVP, Worldwide Field Operations $650,000 68%
Debora Shoquist EVP, Operations $250,000 29%
Timothy S. Teter EVP, General Counsel & Secretary $250,000 29%
This performance-driven incentive structure aims to align executive compensation with NVIDIA’s growth objectives, reinforcing accountability and shareholder value creation.

The full details of the 2026 Variable Compensation Plan are included in Exhibit 10.1, filed with the Company’s Form 8-K.

NVIDIA Corporation has adopted its Variable Compensation Plan for Fiscal Year 2026, which provides eligible executive officers the opportunity to earn variable cash payments based on corporate performance goals. The key performance metric for fiscal year 2026 is revenue achievement, with different compensation levels based on threshold, base, and stretch targets.

Compensation details:
The following executives have been granted target award opportunities based on achieving the base compensation plan level:

- Jen-Hsun Huang, CEO: $3,000,000 (200% of base salary)
- Colette M. Kress, CFO: $300,000 (33% of base salary)
- Ajay K. Puri, EVP, Worldwide Field Operations: $650,000 (68% of base salary)
- Debora Shoquist, EVP, Operations: $250,000 (29% of base salary)
- Timothy S. Teter, EVP, General Counsel and Secretary: $250,000 (29% of base salary)

Executives must remain employed through the payment date to be eligible for awards.

This plan aligns executive compensation with company performance and revenue growth during fiscal year 2026, which ends on January 25, 2026.

NVIDIA Researchers Honored for Advancing Filmmaking | NVIDIA Blog

This year, three NVIDIA researchers have been honored with Scientific and Technical Awards by the Academy of Motion Picture Arts and Sciences for their groundbreaking contributions to the film industry.

GFN Thursday: ‘Monster Hunter Wilds’ | NVIDIA Blog

Capcom's wildly popular 'Monster Hunter Wilds' and EA's 'Split Fiction' are part of 8 games joining the GeForce NOW cloud this week.

Morgan Stanley Research predicts that revenue from Generative AI could reach $1.1 trillion by 2028, up from $45 billion in 2024. Software and internet companies are expected to see a positive return on investment by 2025, with a projected 34% contribution margin. AI adoption is accelerating as businesses integrate automation, particularly in call centers, leading to significant cost savings. Corporate spending on GenAI software is estimated to reach $400 billion, while consumer platforms may generate $680 billion in revenue. Hardware investments remain crucial, with GenAI semiconductor spending expected to grow from $115 billion in 2024 to $280 billion in 2028. Despite initial uncertainties, analysts believe GenAI’s economic impact is sustainable, driving long-term business transformation.

Roboflow Helps Unlock Computer Vision for Every Kind of AI Builder | NVIDIA Blog

Roboflow helps bridge the gap between AI and people looking to harness it. The startup's mission is to make the world programmable through computer vision.

Animals Crossing: AI Helps Protect Wildlife Across the Globe | NVIDIA Blog

This World Wildlife Day, learn how artificial intelligence equips global organizations and on-the-ground conservationists to save rhinos, classify sharks, detect wildfires and more.

How CUDA Libraries Bolster Cybersecurity With AI | NVIDIA Blog

Cybersecurity technology powered by NVIDIA accelerated computing and high-speed networking is transforming the way organizations protect their data, systems and operations.

NVIDIA reported record-breaking financial results for the fourth quarter and full fiscal year 2025, with revenue reaching $39.3 billion for the quarter, a 12% increase from the previous quarter and a 78% increase from the previous year. Data Center revenue led the growth, reaching $35.6 billion, up 16% from the prior quarter and 93% from the previous year. Full-year revenue hit a record $130.5 billion, reflecting a 114% increase from the prior year.

GAAP earnings per diluted share for the quarter were $0.89, an increase of 14% quarter-over-quarter and 82% year-over-year. Non-GAAP earnings per diluted share were also $0.89, up 10% from the previous quarter and 71% from the prior year. For fiscal 2025, GAAP earnings per diluted share were $2.94, up 147% from the previous year, while non-GAAP earnings per diluted share were $2.99, an increase of 130%.

NVIDIA CEO Jensen Huang highlighted the rapid advancements in AI, emphasizing the success of Blackwell AI supercomputers, which generated billions in sales in their first quarter. The company expects continued strong performance in fiscal 2026, projecting first-quarter revenue of $43.0 billion, with gross margins around 71% and operating expenses of approximately $5.2 billion (GAAP) and $3.6 billion (non-GAAP).

Among notable highlights, NVIDIA expanded partnerships with cloud providers such as AWS, Google Cloud, Microsoft Azure, and Oracle Cloud, integrating its AI solutions into their platforms. It also strengthened collaborations with major companies like Verizon, Siemens Healthineers, Toyota, and Hyundai Motor Group in AI, healthcare, and autonomous driving technologies.

In gaming, NVIDIA announced the GeForce RTX 50 Series graphics cards with AI-driven rendering, and it introduced the NVIDIA Jetson Orin Nano Super for enhanced robotics and AI performance. The company continues to lead in AI innovation, with developments in generative AI, autonomous systems, and professional visualization.

NVIDIA will pay a quarterly cash dividend of $0.01 per share on April 2, 2025, to shareholders of record as of March 12, 2025.

Cisco and NVIDIA have announced an expanded partnership to accelerate AI adoption in enterprise data centers. The collaboration aims to simplify AI-ready networking by integrating Cisco Silicon One with NVIDIA's Spectrum-X Ethernet networking platform. Cisco will be the only partner silicon included in Spectrum-X, enabling enterprises to standardize networking solutions across Cisco and NVIDIA technology.

Key aspects of the partnership:
- Cisco Silicon One and NVIDIA SuperNICs will be integrated into Spectrum-X.
- Cisco will develop data center switches using NVIDIA Spectrum silicon with Cisco's operating system.
- Enterprises will benefit from simplified AI infrastructure management, enhanced performance, and better security.
- The collaboration will allow AI projects to scale from prototype to full enterprise deployment.
- Cisco and NVIDIA will co-develop joint solutions, including enterprise reference architectures.

The enhanced Cisco Silicon switches are expected to be available by mid-2025, with new Cisco Spectrum switches to be announced later.

source: Cisco, February 25, 2025.

The emergence of DeepSeek, a Chinese AI model demonstrating greater efficiency than prevailing technologies, raises concerns about potential overcapacity in AI infrastructure investment. DeepSeek's ability to deliver competitive results with fewer and less advanced semiconductors challenges the necessity of the massive quarterly investments in AI infrastructure, which exceed $50 billion. This shift could lead to more sustainable investment patterns, moderating revenue growth for AI chip makers while accelerating AI adoption through cost-efficient alternatives. However, geopolitical concerns and security issues may limit DeepSeek's adoption in Western markets, maintaining the dominance of existing AI chip leaders.

Source: Fitch Ratings

Nvidia’s stock has faced a significant downturn following the launch of DeepSeek’s new AI model, which has sent shockwaves through the tech and financial markets. The company experienced its largest single-day loss in market value on January 27, 2025, dropping nearly 17% and erasing approximately $600 billion from its market capitalization. The catalyst for this drastic shift was DeepSeek’s R1 model, which showcased comparable AI capabilities to Nvidia’s offerings but at a fraction of the cost and computational demands. This development raised concerns about Nvidia's dominance in the AI hardware sector.

Despite the major setback, retail investors are holding onto optimism, with a record $562.2 million in Nvidia stock purchases on January 27, signaling a belief in the company’s long-term potential. As the stock continues to fluctuate, all eyes are on Nvidia to see how it plans to respond to the competitive threat posed by the Chinese AI startup, DeepSeek, and whether it can maintain its leadership position in the rapidly evolving AI industry. The market is closely watching how these dynamics will play out in the coming months.

Incredible impact of DeepSeek on AI stocks today: A Chinese startup demonstrated to billion-dollar AI companies that algorithms hold far greater significance than the chips powering them. AI giants such as Nvidia, Broadcom (AVGO), and TSMC (TSM) have seen their stocks plunge by more than 15%. This marks a truly disruptive event for the AI sector

Goldman Sachs Research highlights the rising energy demands of AI-driven data centers, projecting a 160% increase in power consumption by 2030 compared to 2023. Nuclear energy is expected to play a significant role in meeting these needs due to its low carbon emissions and reliability, although challenges such as limited new capacity and infrastructure constraints persist. Natural gas, renewables, and battery technologies will complement nuclear energy to provide round-the-clock power solutions.

The report emphasizes the growing investment in renewable energy, with 40% of new capacity expected to come from renewables, supported by advancements in storage technologies. However, the intermittency of renewables and the current slowdown in efficiency gains necessitate a combination of power sources, including natural gas, to address immediate needs.

Recent contracts for nuclear energy and increasing governmental support signal a shift towards expanding nuclear capacity. Meanwhile, companies are exploring innovative solutions like small modular reactors and hybrid energy systems to reduce emissions and improve energy reliability for data centers. These efforts aim to align data center growth with sustainable energy goals while managing the "Green Reliability Premium" associated with cleaner energy sources.

NVIDIA Corporation reported that the U.S. Government submitted the "Export Control Framework for Artificial Intelligence Diffusion" Interim Final Rule (IFR) for publication, effective May 15, 2025. This rule imposes worldwide licensing requirements on products with specific performance thresholds, including several NVIDIA systems and future products. NVIDIA plans to provide feedback during the public comment period and supports infrastructure development in the U.S. to maintain leadership in innovation.

Additionally, the Bureau of Industry and Security introduced a rule titled "Implementation of Additional Due Diligence Measures for Advanced Computing Integrated Circuits," which requires enhanced verification to prevent diversion of advanced ICs. NVIDIA, as an approved IC designer, is not expected to be impacted by this rule. Forward-looking statements in this announcement are subject to risks and uncertainties.

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