Nvidia

SK hynix says it has begun mass production of the 192GB SOCAMM2, a next-gen LPDDR5X low-power DRAM module designed particularly for Nvidia's Vera Rubin (www.koreaherald.com)
2 days ago Nvidia

Chinese lidar maker Hesai, a primary supplier for Nvidia's ADAS, announces EXT lidar, calling it the industry's first to integrate spatial and color detection (www.reuters.com)
4 days ago China Nvidia

A deep dive into Dwarkesh Patel's interview with Jensen Huang, including Huang's takes on Nvidia's moat and chip sales to China, and reactions to the interview (thezvi.substack.com)
4 days ago China Interview Nvidia

Sources: Cursor is in advanced talks to raise about $2B co-led by a16z at a valuation of more than $50B, not including the investment, with Nvidia participating (www.bloomberg.com)
4 days ago Nvidia

Q&A with Jensen Huang on Nvidia's supply chain moat, competition from ASICs like Google's TPU, investing in AI labs and neoclouds, selling to China, and more (www.dwarkesh.com)
6 days ago China Google AI Nvidia

Nvidia stock rose 18%+ over the past ten days, its longest winning streak since 2023; Jensen Huang said in March that Nvidia has $1T of GPU orders through 2027 (www.cnbc.com)
7 days ago Nvidia

Microsoft agrees to rent 30,000 Nvidia Vera Rubin chips from Nscale at a site in Norway that was initially intended for OpenAI and marketed as part of Stargate (www.bloomberg.com)
7 days ago Microsoft Nvidia Norway

Nvidia announces the Ising AI models, which it says are the first open models aimed at quantum computing calibration and error correction (siliconangle.com)
7 days ago AI Nvidia Quantum

Shares of Dell and HP jump after a report said Nvidia “has been in negotiations for over a year to buy a large company and it will reshape the PC landscape” (www.bloomberg.com)
8 days ago Nvidia

Ornn Compute Price Index: renting one Nvidia Blackwell GPU for an hour now costs $4.08, up 48% from $2.75 two months ago, driven by agentic AI demand (www.wsj.com)
9 days ago AI Nvidia

Ornn Compute Price Index: Nvidia Blackwell GPU hourly rent hit $4.08, up 48% from $2.75 two months ago, driven by agentic AI demand (www.wsj.com)
9 days ago AI Nvidia

CoreWeave says it has signed a multiyear deal with Anthropic, including a variety of Nvidia chips at data centers in the US; it now has 43 active data centers (www.bloomberg.com)
11 days ago Nvidia

Documents: Shenzhen-based computing company Sharetronic bought hundreds of Super Micro systems containing banned Nvidia H100 and H200 chips in 2025, worth ~$92M (www.bloomberg.com)
12 days ago Nvidia Shenzhen

Amazon May Sell Trainium AI Chips To Third Parties In Shot At Nvidia (hardware.slashdot.org)
12 days ago Amazon AI Nvidia

OpenAI pauses Stargate in the UK, citing the high energy costs and regulatory environment; OpenAI announced it in September 2025 alongside Nvidia and Nscale (www.bloomberg.com)
13 days ago Energy Nvidia

TSMC says its most advanced chip packaging tech, CoWoS, is growing at an 80% CAGR as it ramps up capacity; Nvidia has reportedly reserved most of the capacity (www.cnbc.com)
13 days ago Nvidia

Sources: Bain's data center unit cuts ties with Megaspeed, which is under US investigation over if it helped Chinese companies evade Nvidia AI chip export curbs (www.bloomberg.com)
14 days ago China AI Nvidia

Anthropic's Project Glasswing includes AWS, Apple, Broadcom, Cisco, CrowdStrike, Google, Microsoft, Nvidia, Palo Alto Networks, and others (www.zdnet.com)
14 days ago Google Microsoft Apple Nvidia Cisco

Apple reportedly signed a 3rd-party driver, by Tiny Corp, for AMD or Nvidia eGPUs for Apple Silicon Macs; it's meant for AI research, not accelerating graphics (appleinsider.com)
17 days ago AI Apple Nvidia AMD

Nvidia Rolls Out Its Fix For PC Gaming's 'Compiling Shaders' Wait Times (tech.slashdot.org)
19 days ago Nvidia

Sources: Chinese optics company and Nvidia supplier Innolight confidentially filed for a Hong Kong IPO that could raise $3B+; Innolight is listed in Shenzhen (www.bloomberg.com)
20 days ago China Hong Kong IPO Nvidia Shenzhen

IDC: Chinese GPU and AI chipmakers captured ~41% of China's AI server market in 2025, significantly eroding Nvidia's share, which stood at 55% with ~2.2M cards (www.reuters.com)
20 days ago China AI Nvidia

Sources: AI startup Poolside held talks with Google and others to revive a Texas data center project after a CoreWeave deal and a $2B Nvidia-led round collapsed (www.ft.com)
20 days ago Google Startup AI Nvidia Texas

Super Micro co-founder Yih-Shyan Liaw pleads not guilty to US federal charges of helping smuggle billions of dollars' worth of Nvidia-powered servers to China (www.bloomberg.com)
20 days ago China Nvidia

Iran says it will start targeting US tech companies like Apple, Google, Meta, Microsoft, Nvidia and Tesla in the Middle East starting 8PM local time on April 1 (thehill.com)
21 days ago Google Microsoft Apple Tesla Iran Nvidia

Nvidia launches DLSS 4.5, including a 6x Multi Frame Generation feature exclusive to RTX 50-series GPUs that utilizes a second-gen transformer AI model (www.theverge.com)
21 days ago AI Nvidia

Nvidia invests $2B in chipmaker Marvell and says the two companies plan to work on silicon photonics tech, enabling high-speed data transmission; MRVL jumps 9%+ (www.bloomberg.com)
21 days ago Nvidia

Paris-based AI startup Mistral raised $830M in its debut debt financing to build Nvidia-powered data centers across Europe; Mistral plans to spend €4B in total (www.ft.com)
23 days ago Europe Startup AI Nvidia Paris

The US DOJ charged a Chinese national and two Americans for allegedly trying to smuggle ~$62M worth of export-controlled A100 and H100 Nvidia chips into China (www.pcmag.com)
27 days ago China U.S. Nvidia

US Senators Warren and Banks urge suspending Nvidia AI chip export licenses to China and Southeast Asia, following Supermicro co-founder Wally Liaw's indictment (www.ft.com)
29 days ago China Asia AI Nvidia Southeast Asia

Previous Page Next Page