Group 1 - Nvidia is working to reduce its dependency on major tech companies by forming new partnerships to sell AI to national governments and corporations, aiming to attract customers beyond Silicon Valley [1][2] - The company recently announced a multibillion-dollar chip deal with Saudi Arabia and is involved in the UAE's plans to build a large data center, which are part of its strategy to engage in "sovereign AI" deals [2] - Nvidia aims to expand its business beyond large cloud computing companies, targeting emerging rivals to Amazon Web Services and Google Cloud, such as CoreWeave, Nebius, Crusoe, and Lambda [3] Group 2 - Nvidia has collaborated with CoreWeave to make its Blackwell platform available for AI data centers and has partnered with suppliers like Cisco, Dell, and HP to reach enterprise customers [4] - The CEO of Nvidia expressed increased confidence in business opportunities beyond major cloud providers, highlighting advancements in "embodied intelligence" for various industries [5] - The company views capabilities in robotics, drug development, and autonomous navigation as essential for future breakthroughs in AI, emphasizing the importance of real-world applications [6] Group 3 - Nvidia presented research papers on healthcare, robotics, autonomous vehicles, and large language models at a tech conference, showcasing its collaborative efforts in AI with companies like Google, GE Healthcare, and GM [7]

Importantly, Alphabet isn't running and hiding from generative AI. Instead, the company is embracing it. Chatbot Arena ranks Google Gemini version 2.5 Pro as the No. 1 overall large language model (LLM) as well as the best at math, instruction following, creative writing, handling longer queries, and more. Gemini is already incorporated into Google Search through AI Overviews, which is driving higher search usage and user satisfaction. Thanks in part to Gemini, Google Cloud is the fastest-growing cloud serv ...