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Nvidia Hits the Brakes on OpenAI and Anthropic as Tensions Rise
Nvidia is signaling it may be done writing ever-larger equity checks to the AI startups it supplies, even as it remains the primary company selling the chips that make their ambitions possible. Speaking at the Morgan Stanley Technology, Media and Telecom Conference in San Francisco on March 4, CEO Jensen Huang said Nvidia’s recent investments in OpenAI and Anthropic are likely to be its last in both companies, arguing that once they go public, the window for private investing
Covertly AI
Mar 84 min read


Nvidia Rubin AI Architecture Launch: Faster Training and Inference
Nvidia has unveiled its next major leap in artificial intelligence hardware with the official launch of its Rubin computing architecture at the Consumer Electronics Show. Announced by CEO Jensen Huang, Rubin is positioned as Nvidia’s most advanced AI platform to date, designed to confront the rapidly growing computational demands of modern AI systems. Production of the architecture is already underway, with further ramp up expected in the second half of the year, signaling
Covertly AI
Jan 103 min read


Nvidia Tightens H200 AI Chip Sales to China
Nvidia has reportedly begun requiring Chinese customers to pay the full amount upfront for its H200 artificial intelligence chips, reflecting heightened uncertainty around regulatory approvals in both China and the United States. According to Reuters, the U.S. chipmaker has implemented unusually strict terms that leave no room for refunds, order cancellations, or configuration changes once a purchase is placed, even though Beijing has not yet formally approved shipments of
Covertly AI
Jan 93 min read


New Nvidia open AI Model Boosts Autonomy: Will It Deliver?
Nvidia is accelerating its push into what it calls physical AI by unveiling new open AI models and developer tools designed to advance autonomous driving and robotics research. The centerpiece of this launch is Alpamayo R1, an open reasoning vision language model that the company describes as the first action-oriented model tailored specifically for autonomous driving. By combining visual perception with language-based reasoning, Alpamayo R1 allows vehicles to interpret the
Covertly AI
Dec 2, 20253 min read


Nvidia’s Record Q3 Earnings Reveal High Demand for AI GPUs
Nvidia’s latest earnings paint a picture of a company not just riding the AI wave, but helping create its momentum. The chipmaker reported an astonishing $57 billion in revenue for the third quarter, a 62% jump from the same period last year (TechCrunch; Yahoo Finance; Startup Ecosystem). This surge was matched by equally impressive profitability: net income soared to $32 billion, up 65% year-over-year (TechCrunch; Yahoo Finance; Startup Ecosystem). Both figures blew past Wal
Covertly AI
Nov 20, 20253 min read
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