It was just three months ago that Nvidia turned heads in the tech world with the DGX Spark, a $4,000 desktop supercomputer that was meant to help democratize AI beyond corporate giants. Things move fast in the AI world, though, and the company has another, more powerful model coming to market in the next few months.

The company is the designer of the world’s top graphics processing units -- but it hasn’t stopped there.

The announcements reflect a calculated shift from discrete chip sales to integrated systems that address enterprise infrastructure bottlenecks.

AI chip startup Etched raised about $500 million in a new funding round, according to people familiar with the matter, part of an effort to compete with Nvidia Corp. in the booming market for artificial intelligence processors.

NVIDIA’s new AI releases debut at CES 2026, including thirteen models and a supercomputer 5x faster than Blackwell, helping teams cut costs.

Nvidia still dominates the AI training landscape, but it's now going toe-to-toe with AMD and even some of its own customers in chip design. Most importantly, Nvidia's evolution from chip supplier to end-to-end platform provider will prove a crucial long-term growth engine.

Nvidia unveiled the Vera Rubin AI computing platform at CES 2026, claiming up to 10x lower inference token costs and faster training for MoE models.

Caterpillar is piloting Cat AI, a system of AI agents in one of its excavators built on Nvidia's physical AI platform.

Broadcom is uniquely positioned to benefit from secular tailwinds fueling investments across the AI infrastructure value chain. Among the 48 analysts covering Broadcom now, none of them calls the stock a sell.

Tesla focuses on vertically integrated products to preserve its valuation, while Nvidia strives to dominate the