DeeperML - #deeplearning

NVIDIA reported a significant jump in Q1 FY 2026 revenue, increasing by 69% year-over-year to $44.1 billion. This growth was fueled by strong demand in both the data center and gaming segments, driven by the anticipation and initial deployments of their Blackwell architecture. Despite facing export restrictions in China related to H20, NVIDIA’s performance reflects sustained global demand for AI computing. The company is actively scaling Blackwell deployments while navigating these export-related challenges, supported by traction in sovereign AI initiatives which helped offset the headwinds in China.

NVIDIA's CEO, Jensen Huang, highlighted the full-scale production of the Blackwell NVL72 AI supercomputer, describing it as a "thinking machine" for reasoning. He emphasized the incredibly strong global demand for NVIDIA's AI infrastructure, noting a tenfold surge in AI inference token generation within a year. Huang anticipates that as AI agents become more mainstream, the demand for AI computing will accelerate further. The company's data center revenue reached $39.1 billion, a 73% increase year-over-year, showcasing the impact of Blackwell ramp up and the adoption of accelerated AI inference.

Beyond infrastructure, NVIDIA is also expanding its reach through strategic partnerships. NVIDIA and MediaTek are collaborating to develop an ARM-based mobile APU specifically designed for gaming laptops. This collaboration aims to combine NVIDIA’s graphics expertise with MediaTek’s compute capabilities to create a product that could rival AMD’s Strix Halo. The planned APU will focus on power efficiency and thermal performance, which are crucial for modern gaming laptops with thinner chassis.


References :

• blogs.nvidia.com: Since a 7.8-magnitude earthquake hit Syria and Türkiye two years ago — leaving 55,000 people dead, 130,000 injured and millions displaced from their homes — students, researchers and developers have been harnessing the latest AI robotics technologies to increase disaster preparedness in the region.
• futurumgroup.com: Olivier Blanchard and Daniel Newman at Futurum analyse NVIDIA’s Q1 FY 2026 results.
• www.club386.com: NVIDIA and MediaTek join forces to build an ARM-based mobile APU combining their compute and graphics expertise.

Classification:

• HashTags: #NVIDIA #AIInfrastructure #DeepLearning
• Company: NVIDIA
• Target: Data Centers, Gamers, Researchers
• Product: AI Infrastructure
• Feature: AI Infrastructure
• Type: AI
• Severity: Informative

Nvidia's GTC 2025 event showcased the company's advancements in AI, particularly highlighting the integration of AI into various industries. CEO Jensen Huang emphasized that every industry is adopting AI and it is becoming critical for future revenue. Nvidia also unveiled an open Physical AI dataset to advance robotics and autonomous vehicle development. The dataset is claimed to be the world’s largest unified and open dataset for physical AI development, enabling the pretraining and post-training of AI models.

Central to Nvidia’s ambitions for Physical AI is its Omniverse platform, a digital development platform connecting spatial computing, 3D design, and physics-based workflows. Originally designed as a simulation and visualization tool, Omniverse has evolved significantly and has now become more of an operating system for Physical AI, allowing users to train autonomous systems before physical deployment. In quantum computing, SEEQC and Nvidia announced they have completed an end-to-end fully digital quantum-classical interface protocol demo between a QPU and GPU.


References :

• BigDATAwire: The Rise of Intelligent Machines: Nvidia Accelerates Physical AI Progress

Classification:

• HashTags: #NvidiaGTC #AIIntegration #DeepLearning
• Company: Nvidia
• Target: AI Community
• Product: GPUs
• Feature: AI Integration
• Malware: Neuralangelo
• Type: AI
• Severity: Informative