Best of NVIDIA — March 2026

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    Article
    Avatar of tcTechCrunch·12w

    Jensen Huang says Nvidia is pulling back from OpenAI and Anthropic, but his explanation raises more questions than it answers

    Nvidia CEO Jensen Huang stated at the Morgan Stanley TMT conference that his company's investments in OpenAI and Anthropic will likely be its last, citing IPO windows closing as the reason. However, the explanation is questioned given several complicating factors: circular investment logic (Nvidia investing in companies that buy its chips), Anthropic CEO Dario Amodei's public criticism of Nvidia's chip export practices, the Trump administration blacklisting Anthropic from federal use, and OpenAI's subsequent Pentagon deal. Nvidia's original $100 billion OpenAI pledge was ultimately reduced to $30 billion. The piece suggests Nvidia may be quietly exiting a politically and commercially entangled situation rather than simply following investment strategy.

  2. 2
    Article
    Avatar of wheresyouredWhere's Your Ed At·9w

    The AI Industry Is Lying To You

    A detailed investigative critique arguing that the AI industry is systematically overstating data center construction progress. Key findings: only 33% of announced US data center capacity (241GW) is under active development, and actual new capacity brought online in 2025 was roughly 3GW of IT load. NVIDIA is selling GPUs years ahead of when data centers can actually be built or powered, creating a massive gap between sales and operationalization. The piece also covers NVIDIA GPU smuggling to China via Supermicro co-founder Wally Liaw's arrest, suspicious activity around Singapore-based Megaspeed, and the internal damage caused by hyperscalers forcing employees to use AI coding tools — leading to security incidents at Meta and Amazon outages. The author concludes the entire AI buildout is a capital misallocation bubble propped up by misleading media coverage and opaque industry reporting.

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    Article
    Avatar of wheresyouredWhere's Your Ed At·12w

    The AI Bubble Is An Information War

    A detailed critical analysis arguing that the AI industry is engaged in an information war, with OpenAI and Anthropic systematically misleading investors and the public through inconsistent financial projections and selective media leaks. The piece dissects CoreWeave's deteriorating unit economics, challenges OpenAI's reported $13.1bn revenue and $8bn loss figures using napkin math that suggests far larger losses, and debunks common pro-AI-boom talking points (the Amazon comparison, user counts, Claude Code revenues). It also covers Anthropic's military contract dispute with the Pentagon over Claude's use in the Iran conflict, arguing Anthropic's 'safety' stance is largely performative since it supports all other military uses. Sam Altman's subsequent Pentagon deal with 'all lawful use' language is criticized as enabling mass surveillance under legal cover.

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    Video
    Avatar of bytemonkByteMonk·9w

    OpenClaw Was Dangerous… Until NVIDIA Stepped In?

    Jensen Huang's keynote called OpenClaw (an AI agent that runs locally and can browse the web, manage files, run code, and communicate externally) the most important software release ever. However, OpenClaw had serious security vulnerabilities: unauthenticated gateway connections, malicious third-party plugins, and prompt injection attacks. NVIDIA responded by building NemoClaw, a security runtime that wraps OpenClaw in OS-level enforcement using Linux security primitives (landlock, seccomp, network namespaces), a policy engine controlling all file/network/API access, and a privacy router that keeps sensitive data local. The strategic logic mirrors NVIDIA's CUDA playbook: make agents safe enough for enterprise deployment, and enterprises will need compute — which runs on NVIDIA hardware. NemoClaw is open source but ships optimized for NVIDIA GPUs and pairs with the $4,000 DGX Spark desktop, revealing the real business model: selling the hardware the agents run on.

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    Article
    Avatar of gamesindustryGamesIndustry.biz·10w

    Sony's first PS3 software update in a year brings "additional features, improved usability, and enhanced security" | News-in-brief

    Sony released PS3 firmware update 4.93, its first in a year, required for continued Blu-ray functionality. Separately, Nvidia CEO Jensen Huang defended DLSS 5 against criticism that its AI-powered upscaling detracts from artistic expression in games. Huang argued critics are 'completely wrong,' explaining that DLSS 5 uses 'content-control generative AI' at the geometry level rather than post-processing, giving developers direct fine-tuning control over the technology to preserve their creative vision. DLSS 5 has support from major studios including Bethesda, Capcom, and Ubisoft.

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