Nvidia

Unsealed documents detail a US operation that stopped the alleged smuggling of $160M worth of Nvidia H100 and H200 GPUs to China between Oct. 2024 and May 2025 (www.cnbc.com)
1 day ago China Nvidia

Sources: Nvidia has approached TSMC to ramp up H200 chip production; Chinese companies have placed orders for 2M+ H200 chips for 2026, while Nvidia holds 700K (www.reuters.com)
1 day ago China Nvidia

Sources: bids for GroqCloud, Groq's AI inference platform, are expected to exceed $1B after Nvidia's $20B non-exclusive licensing agreement with Groq (www.wsj.com)
1 day ago AI Nvidia

Sources: ByteDance plans to spend about $14B on Nvidia's AI chips in 2026, an increase of about 18% from 2025 (www.scmp.com)
2 days ago AI Nvidia

Sources: Nvidia is in advanced talks to acquire Tel Aviv-based AI21, which is building its own LLMs, for $2B to $3B; the deal would resemble an acquihire (www.calcalistech.com)
2 days ago AI Nvidia

Driven by the AI boom, chipmakers posted $400B+ in sales in 2025; FactSet projects revenue for Nvidia, Intel, Broadcom, AMD, and Qualcomm to reach $538B in 2026 (www.wsj.com)
2 days ago Intel AI Nvidia AMD

Nvidia Takes $5 Billion Stake In Intel Under September Agreement (slashdot.org)
3 days ago Intel Nvidia

SEC filing: Nvidia acquires Intel shares worth $5B, carrying out a transaction announced in September, buying 214.7M shares for $23.28 each (www.reuters.com)
3 days ago Intel Nvidia

Sources: ~90% of Groq employees will join Nvidia and be paid cash for all vested shares; most shareholders will get per-share payouts tied to the $20B valuation (www.axios.com)
4 days ago Nvidia

NVIDIA Drops Pascal Support On Linux, Causing Chaos On Arch Linux (linux.slashdot.org)
5 days ago Linux Nvidia

As inference splits into prefill and decode, Nvidia's Groq deal could enable a “Rubin SRAM” variant optimized for ultra-low latency agentic reasoning workloads (x.com)
5 days ago Nvidia

The Groq deal secures key talent for Nvidia, including CEO Jonathan Ross, creator of the TPU, and keeps them from companies that may try to make their own chips (spyglass.org)
6 days ago Nvidia

Nvidia Buying Groq's Assets For $20 Billion in Its Largest Deal on Record (slashdot.org)
7 days ago Nvidia Asset

Sources: Nvidia's licensing deal with Groq, which has raised ~$1.8B, includes payouts to Groq's key execs and investors, including BlackRock and Tiger Global (www.theinformation.com)
7 days ago Nvidia

Nvidia agrees to a licensing deal with Groq; CEO Jonathan Ross and other top executives will join Nvidia; Groq says it will continue operating independently (www.bloomberg.com)
8 days ago Nvidia

Nvidia has agreed to buy AI chip startup Groq for $20B in cash, according to Alex Davis, CEO of Disruptive, which led Groq's latest financing round in September (www.cnbc.com)
8 days ago Startup AI Nvidia

Sources: Nvidia tested Intel's 18A to make chips but stopped moving forward; interviews with 20+ people describe how dealmaker Lip-Bu Tan gave Intel a lifeline (www.reuters.com)
8 days ago Intel Nvidia

Sources reveal inconsistencies in Megaspeed's chip inventory, as the US probes the Singapore AI startup over alleged Chinese ownership and Nvidia chip smuggling (www.bloomberg.com)
9 days ago China Startup AI Singapore Nvidia

Sources: Nvidia's DGX Cloud is merging with the engineering unit, pivoting from selling cloud services to enterprises to supporting internal AI development (www.theinformation.com)
10 days ago AI Nvidia

Sources: Nvidia plans to begin shipping its H200 chips to China before mid-February 2026 and expects initial shipments to be ~40,000 to 80,000 H200 units (www.reuters.com)
10 days ago China Nvidia

Google's TPUs and Gemini are competitive but Nvidia's and OpenAI's first-mover advantage makes their lead seem durable, and Google faces the innovator's dilemma (siliconangle.com)
10 days ago Google Nvidia

Source: Tencent has secured access to Nvidia's Blackwell chips through a cloud service operated by Tokyo-based Datasection (www.barrons.com)
13 days ago Tencent Nvidia Tokyo

US approving Nvidia H200 exports to China is based on the idea that Huawei is a viable competitor, but data shows the gap between Nvidia and Huawei is widening (www.cfr.org)
14 days ago China Nvidia

Twenty-four companies, including Microsoft, Google, Nvidia, OpenAI, and AWS, join the US Genesis Mission to boost the use of AI for scientific discovery (www.bloomberg.com)
14 days ago Google Microsoft AI Nvidia

AI chip startup Mythic, which develops “analog processing units” to perform AI computations within memory, raised $125M led by DCVC; its CEO is a Nvidia veteran (www.bloomberg.com)
15 days ago Startup AI Nvidia

Nvidia announces it has acquired SchedMD, the developer of Slurm, an open-source workload management system for HPC and AI (www.reuters.com)
17 days ago AI Nvidia

Nvidia launches Nemotron 3, a family of AI models using a hybrid mixture-of-experts architecture and the Mamba-Transformer design, in 30B, 100B, and ~500B sizes (venturebeat.com)
17 days ago AI Nvidia

How Nvidia's lobbying efforts grew after Howard Lutnick brokered Jensen Huang's access to Trump, ending with the president's approval of the H200 sales to China (t.co)
17 days ago Trump China Nvidia

David Sacks says China is rejecting Nvidia's H200 AI chips, because the country wants “semiconductor independence” and to “prop up and subsidize Huawei” (www.bloomberg.com)
20 days ago China AI Nvidia

Sources: Nvidia tells its Chinese clients that it is considering adding production capacity for its H200 chips in response to robust demand (www.reuters.com)
20 days ago China Nvidia

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