Nvidia articles

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Nvidia nearly doubles AMD's R&D budget – Intel's spending dwarfs both, but struggles to compete

As the world's largest company, Apple also leads in R&D spending
The big picture: The competitive strength of hardware makers is often gauged by their research and development expenditure. However, an analysis of recent financial reports from various tech giants reveals that higher R&D spending does not always guarantee success. Intel's recent struggles and Nvidia's astronomical growth driven by the AI boom have broken conventional assumptions.
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The x86 wish list: Complexities of an imaginary Intel takeover

Apparently AMD has blocking rights for any acquisition of Intel. If a deal were to happen, what would AMD ask for?
Editor's take: We are frequently asked some version of the question, "Will someone acquire Intel?" At this point, we think it is highly unlikely, but these are unpredictable times. Setting aside all the principal considerations – like money, strategy, and regulatory approval – there are a few other hurdles. Chief among these is Intel's license for x86.
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Nvidia kills GeForce Experience, Nvidia App 1.0 goes live

No login required, faster, new features
What just happened? GeForce Experience is dead – long live the Nvidia App! Starting today, Nvidia is rolling out version 1.0 of the Nvidia App, officially bringing it out of beta. Nvidia says version 1.0 is now fully ready to replace GeForce Experience, with all of its features migrated into the new app. This marks the first step toward creating a single, unified application that will eventually replace both GeForce Experience and the Nvidia Control Panel.
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Nvidia becomes the world's most valuable company, surpassing Apple and Microsoft

If an AI bubble burst is coming, it isn't here yet
The big picture: Nvidia briefly overtook Apple as the world's most valuable company late last month, but this week it solidified that position for the second time in a more definitive way. The GPU maker's meteoric rise and the dethronement of Intel on the Dow Jones index signifies a major shift toward AI in the tech sector. However, uncertainty still surrounds the new technology.
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Nvidia could enter the AI PC market in 2025 with its own Arm-based CPU

Rumor mill: Reports indicating that Nvidia plans to compete with Intel, Qualcomm, and AMD in the AI PC processor market have circulated for about a year. As Arm's spat with Qualcomm intensifies and the latter's Arm PC exclusivity license nears its end, other companies, including MediaTek and Nvidia, are expected to broaden the sector next year.