Nvidia

On a recent trip to the R&D 100 Awards Gala in Arizona, I took my first Waymo. The car showed up by itself within minutes at the airport, whisked me to my hotel and played Spotify along the way. While a sign on the steering wheel had a note about how drivers must keep their…

Wall Street can’t seem to make up its mind about whether the current AI wave is a bubble. Some analysts are firmly in the bubble camp. Bridgewater Associates founder Ray Dalio warned Monday that the AI boom is “now in the early stages of a bubble,” estimating it’s at about 80% of the euphoria that…

In 2025, the AI story was about scale: GPUs, massive data centers, record AI capex. In 2026, the story may shift to the connective tissue, networks that make edge-to-cloud systems fast, reliable and secure enough for agentic workflows and real-time decisions. “As the focus of AI shifts from training to inference, edge computing will be…

The White House announced “a dedicated, coordinated national effort to unleash a new age of AI‑accelerated innovation and discovery that can solve the most challenging problems of this century,” the Genesis Mission, according to an executive order published on Monday.  The mission will train AI agents to test hypotheses, automate research workflows and accelerate innovation…

The R&D story of Nvidia in the past went something like this: Designed in California, made in Taiwan. Buried in its Q3 earnings call was the real news: Nvidia and TSMC produced the first Blackwell wafers on American soil. “We remain focused on building resiliency and redundancy in our global supply chain. Last month, in…

Verily, a Dallas-based Alphabet subsidiary that Alphabet is preparing to spin off or sell, announced Tuesday it is integrating NVIDIA’s AI software stack into Pre platform, its platform for analyzing health data. Specifically, NVIDIA NeMo, Parabricks and CUDA-X Data Science are now available as pre-configured applications within Verily Workbench, the company’s trusted research environment (TRE),…

A familiar expectation in technology goes like this: breakthrough innovation sparks euphoric predictions, investors pile in, reality disappoints, valuations crash and only then does the technology mature quietly into actual utility. This is the Gartner Hype Cycle, a framework created in 1995 that became an industry institution after one analyst used it to correctly predict…

Nvidia introduced NVQLink at its GTC Washington event, pitching the open system architecture as the missing low-latency bridge between quantum processors and GPU supercomputers. Paris- and Boston-based Alice & Bob said it is collaborating on the rollout, aligning its cat-qubit hardware and software with the new interconnect for real-time decoding, calibration and control. Alice &…

Intel Corp.’s board barely had time to hand Lip-Bu Tan the keys to the corner office before President Donald Trump grabbed a megaphone. On August 7, 2025, the president blasted Intel’s CEO as “highly conflicted” and called on the chipmaker’s newly installed leader to step down. Coming from a sitting U.S. president, the public rebuke…

For years, rumors have swirled about OpenAI’s plans to build a massive data center project codenamed Stargate. Those plans were formalized in a January 2025 White House event in which OpenAI CEO Sam Altman, flanked by Oracle and SoftBank top brass, described plans to bring those dreams to fruition. But in the months since, conflicting…

Picture this: A GPU-accelerated CT X-ray inspection machine peering into circuit boards at 0.2 µm/pix resolution, paired with a virtual human assistant that explains, tweaks, and optimizes the process in plain language. That’s precisely what industrial automation giant OMRON showcased at NVIDIA’s GTC 2025 last week. At the heart of the demo was OMRON’s VT-X…

Imagine walking into a clinic after a doctor referred you to get your liver checked out. After walking down the hall of the hospital’s radiology wing, you enter a room with a robotic ultrasound system. An employee from the hospital greets you and has you lie on a table. She then states to the machine:…

This past week, some of the world’s biggest R&D players doubled down on growth — Johnson & Johnson pledged $55B in U.S. investments, and AstraZeneca announced a new global R&D center in China — while others tightened their belts. Audi and Siemens both revealed significant job cuts, underscoring the shifting priorities in a fast-paced market…

Quantinuum has been chosen as a founding collaborator in the upcoming NVIDIA Accelerated Quantum Research Center (NVAQC), an initiative to advance hybrid quantum-classical computing. Set to open later this year, the center will integrate Quantinuum’s System Model H2 — one of the highest-performing quantum systems—with NVIDIA’s CUDA-Q platform and the GB200 NVL72 supercomputer to enhance…

As tech giants use AI to automate traditional coding tasks, companies are simultaneously cutting lower-performing roles while competing for AI talent—creating a two-track job market where AI expertise increasingly defines career prospects. During a recent interview on “The Joe Rogan Experience,” Meta CEO Mark Zuckerberg dished on the company’s plans for its continued push into…

The R&D World Index (RDWI) for the week ending January 3, 2025, closed at 3,862.49 for the 25 companies in the RDWI — down –0.72% (or -28.10 basis points). Five RDWI members gained value last week, led by AbbVie (+1.80%), while Roche Holdings AG rose the least (+0.31%). Meanwhile, twenty RDWI members dipped, ranging from…

Tech giants are assembling AI supercomputers of unprecedented scale. Microsoft, Meta, Amazon, and Elon Musk’s xAI are building clusters boasting 100,000 or more H100 GPUs, with xAI planning to double its Colossus system to 200,000 GPUs — including the upcoming H200 model. To put this in perspective, OpenAI reportedly trained GPT-4 using roughly 25,000 A100…

In a move signaling a more relaxed regulatory approach to the booming AI sector, UK regulators announced they would not investigate Google’s $2 billion investment in AI startup Anthropic. The move mirrors a similar decision regarding Amazon’s earlier $4 billion stake. This green light comes as Amazon doubles, bringing its total investment in Anthropic to…

Amazon recently doubled down on its Anthropic investment with an additional $4 billion, while NVIDIA reported another quarter of remarkable growth with sales hitting $35.1 billion. Meanwhile, a debate emerged at the Cerebral Valley AI Summit about whether AI development is hitting a scaling wall, with industry leaders like Anthropic’s Dario Amodei and Scale AI’s Alexandr…

Industrial and commercial sectors often measure innovation by market capitalization and R&D spending, but these metrics fail to capture the full picture. Tech companies dominate market headlines with AI product launches and chip releases — and our own ranking of most innovative firms of 2024. In addition, tech firms currently hold the top market cap…

From accelerating drug discovery to automating patent searches, AI is popping up in a growing number of R&D contexts. Two of the top stories this week had a direct NVIDIA connection — first, Elon Musk’s announced what he terms the world’s largest GPU cluster, featuring 100,000 of its H100 GPUs, designed to power his new…