Nvidia is the dominant player in the AI hardware market, and Palantir could occupy a similar position on the software side.

Nvidia continues its push into physical AI with the release of a new reasoning world model and other tools for physical AI.

WASHINGTON -- WASHINGTON (AP) — Nvidia CEO Jensen Huang met separately with President Donald Trump and Republican senators Wednesday as tech executives work to secure favorable federal policies for the artificial intelligence industry, including the limited sale of Nvidia's highly valued computer chips to U.S. rivals like China.

Nvidia stock was rising as the market digests reports from AI server companies Foxconn and Hewlett Packard Enterprise.

On the digital AI side, Nvidia released new speech recognition models and expanded its suite of tools for AI safety and reinforcement learning. MultiTalker Parakeet and Sortformer address multi-speaker recognition and diarization, enabling models to understand fast-paced or overlapping conversations.

Instead of a single, massive LLM, Nvidia's new 'orchestration' paradigm uses a small model to intelligently delegate tasks to a team of tools and specialized models.

Nvidia isn’t just contributing chips to the effort to transform healthcare, says VP of healthcare Kimberly Powell. It’s building an entire infrastructure system.

Last week, The Information reported that Meta is in talks to buy billions of dollars’ worth of Google’s A.I. chips starting in 2027. The report sent Nvidia ’s stock sliding as investors worried the company’s decade-long dominance in A.I. computing hardware now faces a serious challenger.

This week showed just how much pressure the AI trade is under. OpenAI’s Sam Altman is heading to Jimmy Fallon next week as the company reportedly declares “Code Red.” Nvidia's Jensen Huang is shuttling between Silicon Valley,

The Trainium3 chips can handle some AI tasks at lower prices. Dave Brown, a vice president at Amazon Web Services, told Yahoo! Finance that developers can save 30% to 40% by using Amazon chips instead of Nvidia's.

When OpenAI released ChatGPT to the masses at the end of November 2022, Palantir Technologies (NASDAQ: PLTR) had a $12.5 billion market capitalization. Today, the data-mining darling is worth more than $400 billion -- larger than the software companies Salesforce and Adobe combined.

Nvidia CEO Jensen Huang met with Donald Trump and criticized the proposed GAIN AI Act's chip export restrictions “The GAIN AI Act is even more detrimental to the United States than the AI Diffusion Act,