Dec 2, 2025 9:30 AM Eastern Standard Time Upwind to Secure the Next Generation of AI Infrastructure with NVIDIA Share Upwind integrates NVIDIA AI technologies to deliver trusted, secure, and high-performance AI workloads TEL AVIV, Israel--(BUSINESS WIRE)--Upwind, the runtime-first cloud security platform, today announced a deepening initiative to secure the rapidly expanding landscape of AI-powered workloads with NVIDIA. The engagement brings Upwind's runtime-driven security platform on NVIDIA's industry-le ...

Core Insights - CrowdStrike is collaborating with NVIDIA to develop always-on, continuously learning AI agents for cybersecurity [1] Group 1: Collaboration Details - The partnership will utilize Charlotte AI AgentWorks, NVIDIA Nemotron open models, NVIDIA NeMo Data Designer synthetic data, NVIDIA Nemo Agent Toolkit, and NVIDIA NIM microservices [1] - This collaboration aims to enhance the agentic ecosystem by building, powering, and securing it [1]

Core Insights - Advantest America is revolutionizing semiconductor testing by integrating real-time AI technology from NVIDIA, aiming to enhance efficiency, reduce costs, and improve yields in semiconductor production [1][2][6] Group 1: Technology Integration - Advantest is utilizing NVIDIA's advanced machine learning capabilities alongside its ACS RTDI to transition from traditional testing methods to adaptive AI-driven systems [2][4] - The integration of NVIDIA AI inference into high-volume production is expected to bring real-time intelligence to semiconductor testing, optimizing the test set for each chip through GPU-accelerated computing [4][6] Group 2: Process Transformation - The ACS RTDI system shifts testing from a validation phase to a predictive model, enabling a continuously adaptive process in semiconductor production [3][5] - This new approach allows for the concurrent training of multiple machine learning models, leading to significant improvements in yield, test coverage, and reductions in latency, power, and costs [4][5] Group 3: Future Developments - Advantest plans to incorporate NVIDIA's NeMo and NIM microservices into its semiconductor test analytics solutions, which will enhance the evaluation of models and deployment of AI agents in testing environments [6][7] - The collaboration is setting the foundation for a new era in semiconductor innovation, where AI will not only expedite chip development but also transform testing and validation processes [7]

Core Insights - Advantest America is revolutionizing semiconductor testing by integrating real-time artificial intelligence (AI) into its processes [1][2] - The collaboration with NVIDIA aims to enhance efficiency, reduce costs, and improve yields in semiconductor production through advanced machine learning (ML) and the Advantest Cloud Solutions Real-Time Data Infrastructure (ACS RTDI) [2][4] Group 1: Transformation of Testing - Traditional semiconductor testing involved lengthy data collection and analysis cycles, but ACS RTDI shifts this paradigm to a predictive, AI-driven approach [3][4] - The integration of NVIDIA AI inference allows for real-time intelligence in testing, optimizing the test set for each chip and enabling continuous operation [4][6] Group 2: Scalability and Flexibility - ACS RTDI has proven its effectiveness in high-volume production environments, supporting AI/ML-driven test automation across various applications [5] - The architecture of ACS RTDI allows for rapid adaptation to evolving production needs by separating data preparation, algorithms, and decision-making processes [5][6] Group 3: Future Innovations - Advantest plans to incorporate NVIDIA's NeMo and NIM microservices into its semiconductor test analytics, enhancing the ability to evaluate models and deploy AI agents in testing environments [6][7] - This integration is expected to drive the next wave of semiconductor innovation, transforming the testing, validation, and market delivery processes for chips [7]

Core Insights - NVIDIA reported a fourth-quarter revenue of $39.3 billion, marking a 12% increase from the previous quarter and a 78% increase year-over-year [1][5] - For fiscal 2025, NVIDIA achieved a record revenue of $130.5 billion, up 114% from the previous year, with GAAP earnings per diluted share rising to $2.94, a 147% increase year-over-year [2][6] - The company highlighted strong demand for its Blackwell AI supercomputers, which contributed significantly to its revenue growth [2][3] Financial Performance - Q4 FY25 GAAP revenue was $39,331 million, with a gross margin of 73.0%, down from 74.6% in Q3 FY25 [4] - Operating income for Q4 FY25 was $24,034 million, up 10% quarter-over-quarter and up 77% year-over-year [4] - Full-year FY25 GAAP net income reached $72,880 million, a 145% increase from FY24 [6] Segment Performance - Data Center revenue for Q4 FY25 was a record $35.6 billion, up 16% from Q3 FY25 and up 93% year-over-year [5] - Gaming revenue for Q4 FY25 was $2.5 billion, down 22% from the previous quarter and down 11% year-over-year, while full-year gaming revenue rose 9% to $11.4 billion [10] Future Outlook - NVIDIA expects Q1 FY26 revenue to be approximately $43.0 billion, with GAAP gross margins projected at 70.6% [9][25] - The company plans to pay a quarterly cash dividend of $0.01 per share on April 2, 2025 [3] Product Developments - NVIDIA launched new GeForce RTX 50 Series graphics cards, which promise up to a 2x performance improvement over the previous generation [10] - The introduction of NVIDIA DLSS 4 technology aims to enhance gaming experiences with improved rendering capabilities [10]