Story
NVIDIA’s next market is the AI factory
GTC’s language of tokens, racks, and power turns AI into an industrial infrastructure story.
Topic dossier · Reviewed
Semiconductors
The chips, manufacturing systems, and architectures behind computing.
Editorial scope
Semiconductors
The chips, manufacturing systems, and architectures behind computing.
Essential coverage
Story
AMD’s AI opportunity depends on software catching up
Hardware competition is now measured by the developer path around the accelerator.
Story
Arm is moving from mobile inheritance to AI infrastructure
Its architecture now connects phones, edge systems, and data-center efficiency.
Story
Qualcomm is treating the edge as an AI market
On-device intelligence makes latency, privacy, and power consumption product choices.
Story
CoreWeave’s rise reveals the new cloud stack
Specialized GPU capacity is becoming a market between chipmakers and model companies.
Story
AI policy is moving closer to the data center
Rules about models increasingly meet questions about energy, chips, export controls, and physical capacity.
Feature
The stack beneath the intelligence
A journey from the prompt to the power grid reveals the industrial system inside every AI answer.
Interview
Jensen Huang on why computing became industrial policy
An annotated conversation drawn from NVIDIA’s public GTC materials.
Explainer
How does a GPU turn electricity into tokens?
A plain-language route through matrix operations, memory bandwidth, networking, and inference.
Explainer
What is inference—and why does it cost so much?
Training creates a model; inference pays the bill each time someone uses it.
Podcast · Signal Path
Signal Path 03: The industrial AI stack
Chips, clouds, power, and the market beneath the model.
Profile
Jensen Huang and the industrialization of computing
NVIDIA’s founder turned a graphics processor into the organizing component of an AI economy.