Nvidia

Source: G42 is talking to Google, AWS, Meta, Microsoft, and xAI to become tenants at its UAE-US AI Campus, and aims to diversify chip suppliers beyond Nvidia (www.semafor.com)
20 hours ago Google Microsoft AI Nvidia

Nvidia says 40% of revenue comes from just 2 customers: Who are the mystery buyers? (indianexpress.com)
1 day ago Nvidia

Fusion Power Company CFS Raises $863M More From Google, Nvidia, and Many Others (hardware.slashdot.org)
2 days ago Google Nvidia

Alibaba Creates AI Chip To Help China Fill Nvidia Void (slashdot.org)
2 days ago China Alibaba AI Nvidia

Filing: Nvidia reveals its top two customers accounted for 39% of its Q2 revenue, up from 25% in Q2, 2024 (www.cnbc.com)
3 days ago Nvidia

Sources: DeepSeek plans to use Huawei's Ascend AI chips to train smaller versions of its upcoming R2 models but will still use Nvidia chips for largest models (www.theinformation.com)
3 days ago AI Nvidia

A judge rules Nvidia must face trial over allegations that it benefitted from autonomous driving data stolen by an engineer who defected from Valeo in 2021 (www.bloomberg.com)
3 days ago Nvidia

Trump, Nvidia talks to allow advanced AI chip sales in China will take time (indianexpress.com)
4 days ago Trump China AI Nvidia

Commonwealth, which wants to build a fusion power plant, raised $863M from Nvidia's NVentures, Khosla Ventures, and Google, bringing its total raised to ~$3B (www.bloomberg.com)
4 days ago Google Nvidia

Nvidia CEO says AI boom far from over after tepid sales forecast (indianexpress.com)
4 days ago AI Nvidia

Nvidia CFO Colette Kress says the US hasn't outlined its plan for a 15% China commission, Nvidia won't pay until it has it, and it can sell AI chips without it (www.bloomberg.com)
4 days ago China AI Nvidia

Nvidia's CFO says Q2 “net other income” was $2.2B, “driven by gains in a publicly-held equity security”, which refers to Nvidia's position in CoreWeave (sherwood.news)
5 days ago Nvidia Equity

Nvidia reports record Q2 gaming revenue of $4.29B, up 49% YoY, exceeding estimates of $3.74B (sherwood.news)
5 days ago Nvidia

Nvidia says it had no new H20 sales to China in Q2 and assumes the same for Q3, but could realize $2B-$5B in H20 sales in Q3 if geopolitical issues are resolved (www.wsj.com)
5 days ago China Nvidia

Nvidia reports Q2 revenue up 56% YoY to $46.74B, above $46.06B est., Data Center revenue up 56% to $41.1B, and approves an additional $60B in share buybacks (www.cnbc.com)
5 days ago Nvidia

Nvidia's Jetson AGX Thor gives robots a brain boost as the robotics industry sees a surge (indianexpress.com)
6 days ago Robot Nvidia

Framework unveils a second-generation Framework Laptop 16 with a swappable Nvidia RTX 5070 GPU, an industry first, shipping in November 2025 for $2,199+ (www.theverge.com)
6 days ago Nvidia

Nvidia's New 'Robot Brain' Goes On Sale (hardware.slashdot.org)
7 days ago Robot Nvidia

Nvidia says the Jetson AGX Thor, its latest “robot brain” chip module, is now on sale for $3,499 as a developer kit; the module will ship next month (www.cnbc.com)
7 days ago Robot Nvidia

Nvidia Release Massive AI-Ready Open European Language Dataset and Tools (hardware.slashdot.org)
9 days ago Europe AI Nvidia

Some experts say Trump's extraordinary intervention is unlikely to save Intel, which faces challenges with poor yields and competition from TSMC and Nvidia (www.reuters.com)
9 days ago Trump Intel Nvidia

Sources: Nvidia has shown new versions of its Blackwell-based AI chips for Chinese customers to US officials, including one with ~80% of the peak performance (www.wsj.com)
10 days ago China AI Nvidia

Chinese stocks rally on August 22, driven by gains in local chipmakers Cambricon and Hygon, after Nvidia reportedly halts the production for its H20 chips (www.bloomberg.com)
10 days ago China Nvidia

Sources: Nvidia told suppliers like Amkor and Samsung to halt H20 chip production after China urged local tech firms to avoid H20 over alleged security concerns (www.theinformation.com)
11 days ago China Samsung Nvidia

Jensen Huang says Nvidia is in talks with China over H20 security concerns, is hopeful for a resolution, and reiterates that the H20 has no “security backdoors” (asia.nikkei.com)
11 days ago China Nvidia

Autonomous driving tech startup Nuro closed its $203M Series E at a $6B valuation, adding $97M from Uber, Nvidia, and others to April's $106M tranche (t.co)
11 days ago Uber Startup Nvidia

Sources: Beijing's Nvidia H20 curbs were triggered by US Commerce Secretary Lutnick's not selling China the best stuff remark, which officials found “insulting” (t.co)
12 days ago China Nvidia

FieldAI, which is developing robot “brains”, raised $405M at a $2B post-money valuation from Nvidia and others; FieldAI raised an initial $91M in late 2024 (www.axios.com)
12 days ago Robot Nvidia

The Nasdaq fell 1.4%, with Nvidia down 3.5%, Palantir down 9.4% and Arm down 5%, with AI enthusiasm cooling after a critical MIT report and warning from Altman (www.ft.com)
13 days ago AI Nvidia

Sources: Nvidia is developing a new Blackwell-based AI chip for China, tentatively known as the B30A, that will be more powerful than the H20 available in China (www.reuters.com)
13 days ago China AI Nvidia

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