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Analysis - Jensen Huang

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In-depth analysis of networking, cloud, and AI infrastructure trends

23 Oct 2026

4 things from GTC Berlin: Sovereignty, sparks, and spending

Talking points from the Athens on the Spree River

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  23 Mar 2026

  AMD strikes back: The two-front battle with Nvidia for AI software & CPU control

• Nvidia GTC 2026: Jensen's victory lap sees LPU debut eclipsed by ‘platform’ vision

  20 Mar 2026

• Nvidia wins, Intel loses, and xAI builds a Colossus: A year in compute

  10 Jan 2025