Nvidia

Sources: Nvidia has reworked a deal to finance an OpenAI Ohio data center campus so that it would initially guarantee only half of its planned $250B backstop (www.wsj.com)
12 hours ago Nvidia

Filing: Nvidia has a nearly $21B stake in SpaceX and a $30B stake in Intel; Nvidia invested as much as $2B in xAI in 2025 and $5B in Intel (www.bloomberg.com)
14 hours ago Intel Nvidia SpaceX

Ukraine Finds Nvidia AI Chip In New Russian Missile (tech.slashdot.org)
17 hours ago Russia AI Ukraine Nvidia

Sources: Nvidia is developing a Nemotron 4 model with 1T+ parameters, up from Nemotron 3 Ultra's 550B parameters but smaller than leading Chinese open models (www.theinformation.com)
3 days ago China Nvidia

Nvidia releases Nemotron 3.5 Lightning, an open 30B-parameter MoE model that it says delivers up to 4x faster output speeds, and an agentic AI model router (siliconangle.com)
3 days ago AI Nvidia

IBM and Together AI sign a $240M, multi-year deal to build an AI inference cluster on IBM Cloud, using Nvidia's HGX B300 systems, to support open-source models (www.reuters.com)
3 days ago IBM AI Nvidia

Big Tech's AI boom echoes the 1870s railroad expansion, and Nvidia shifting risk to institutional capital may expose investors if revenues fail to materialize (stratechery.com)
4 days ago AI Nvidia

Wall Street Giants Partner With Nvidia On $500 Billion AI Financing Deal (news.slashdot.org)
4 days ago AI Wall Street Nvidia

Sources: Apollo, Blackstone, BlackRock, KKR, and other financial groups are partnering with Nvidia on a $500B funding package for AI infrastructure development (www.ft.com)
4 days ago AI Nvidia

Sources: AI cloud computing provider Lambda is selling a $917M leveraged loan to finance the purchase of GPUs as part of a contract with Nvidia (www.bloomberg.com)
4 days ago AI Nvidia

Sources: Nvidia chips remain the norm for Chinese AI labs training LLMs, as switching from its CUDA platform to Huawei's CANN requires major code rewriting (www.scmp.com)
5 days ago China AI Nvidia

Sources: Nvidia agrees to invest $2B in Lancium, the power infrastructure developer of the Stargate campus in Texas, plus $1B more if it hits certain thresholds (www.theinformation.com)
7 days ago Nvidia Texas

Sources: the US Commerce Department's BIS is reviewing how Chinese AI companies access Nvidia chips overseas, including by legally renting foreign data centers (www.bloomberg.com)
8 days ago China AI Nvidia

Sydney-based AI data center company Firmus raised $2B in funding from Coatue, Nvidia, and others at a $10.5B post-money valuation, up from $5.5B in April (www.reuters.com)
8 days ago AI Nvidia Sydney

Sources: Nvidia is considering lower-memory versions of its Rubin Ultra GPU due to potential issues securing enough HBM, and has tested at least three versions (www.theinformation.com)
8 days ago Nvidia

Ooredoo, Nvidia, Nokia, and Indosat launch Zankore, Indonesia's first dedicated AI compute and neocloud platform; Ooredoo, which owns a 49% stake, commits $800M (fortune.com)
8 days ago AI Indonesia Nvidia Nokia

Elon Musk says SpaceX has decided to “build exclusively on Nvidia because we think the Vera Rubin architecture is the best architecture” (www.businessinsider.com)
9 days ago Elon Musk Nvidia SpaceX

Alpamayo 2 Super, Nvidia's frontier open reasoning model for robotaxis and AVs, is now available for commercial use under the OpenMDW-1.1 license (blogs.nvidia.com)
10 days ago Nvidia

Sources: Anthropic agreed to a $10B deal for computing capacity in Norway from Nvidia-backed AI cloud startup Volta; Volta says the deal runs for six years (www.bloomberg.com)
11 days ago Startup AI Nvidia Norway

Amazon becomes the fifth company to reach a $3T market cap, joining Nvidia, Alphabet, Microsoft, and Apple; its stock closed up 4.58% on Monday (www.bloomberg.com)
11 days ago Amazon Microsoft Apple Nvidia Alphabet

A look at Central Asia's emerging data center race, led by Uzbekistan's 6MW TAS-1 due by year-end and Kazakhstan's 125MW facility with 100K Nvidia chips by 2027 (asia.nikkei.com)
12 days ago Asia Nvidia

Sources: Moonshot has a computing power agreement with Alibaba for the use of ~20K Nvidia chips; some say the deal is for H200 chips, which Alibaba denies (www.bloomberg.com)
14 days ago Alibaba Nvidia

Q&A with CuspAI's Max Welling on its AI Materials Foundry, partnerships with Nvidia and others, Geoff Hinton and Yann LeCun joining its advisory board, and more (www.ft.com)
16 days ago AI Nvidia

Sources: Moonshot is seeking access to more Nvidia Blackwell chips to prepare for Kimi K4; the Chinese startup trained K3 on Nvidia chips including Blackwell (www.theinformation.com)
18 days ago China Startup Nvidia

Sources: Taiwan detained an Nvidia employee as part of a probe into the alleged smuggling of AI chips into China, after searching his home and office on July 24 (www.bloomberg.com)
18 days ago China Taiwan AI Nvidia

LSEG data: prices for credit default swaps, a closely watched gauge of risk, tied to Oracle, SpaceX, Alphabet, Nvidia, and others rise sharply to record highs (www.ft.com)
18 days ago Oracle Nvidia Alphabet SpaceX

Sources: Nvidia signs leases worth up to $50B for Hut 8's planned 1GW data center in Texas, hosting hundreds of thousands of chips; Hut 8 didn't name its client (www.ft.com)
18 days ago Nvidia Texas

Apple overtakes Nvidia to become the world's most valuable publicly traded company, two years after it lost the crown, closing at a $4.9T market cap on Monday (www.nytimes.com)
18 days ago Apple Nvidia

Nvidia, Tech Giants Launch AI Safety Initiative (it.slashdot.org)
19 days ago AI Nvidia

Sources: Nvidia has committed to invest $5B in Ilya Sutskever's SSI; the startup has previously raised about $3B in funding and was valued at $32B last year (www.bloomberg.com)
19 days ago Startup Nvidia

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