One of the biggest stories from last week underscores just how critical AI has become—not just for Silicon Valley, but for America’s national security.

This may lead to greater sales of Nvidia's latest GPUs as they can maximize inferencing performance. The company's new Blackwell architecture will give test-time scaling -- a technique that allows a model to think over a problem -- on models like DeepSeek R1 "a giant boost," Nvidia says.

Nvidia's stock value has declined sharply in recent days following the emergence of Chinese AI startup DeepSeek, resulting in a substantial decrease in its market capitalization. However, semiconductor industry insiders suggest that DeepSeek could accelerate the adoption of AI technologies,

Shares of the artificial intelligence (AI) chip leader have been crushed this year, but recent developments suggest the best is yet to come.

Most AI compute has been driven by Nvidia chips, and we obviously have a deep partnership with Nvidia and will for as long as we can see into the future,” Jassy said on a cal

In today's video, I discuss Nvidia (NASDAQ: NVDA) and recent updates impacting the AI market. To learn more, check out the short video, consider subscribing, and click the special offer link below. Start Your Mornings Smarter!