Nvidia

Nvidia CEO Reveals GPU and Software Moat in AI Chips (tech.slashdot.org)
4 days ago AI Nvidia

AMD announces it will eventually move to a unified UDNA GPU architecture, bringing RDNA and CDNA together, as it hopes to rival Nvidia's CUDA ecosystem (www.tomshardware.com)
6 days ago Nvidia AMD

Companies and customers say the cost of renting cloud services using Nvidia's A100 and H100 chips is lower in China than in the US despite the export controls (t.co)
9 days ago China Nvidia

Applied Digital, which leases out data-center space and has started an AI cloud-computing service with Nvidia chips, raised $160M from Nvidia and others (www.wsj.com)
11 days ago AI Nvidia

Nvidia says it has inquired with the US DOJ and hasn't been subpoenaed, following a report that it had received a subpoena from the DOJ over antitrust concerns (www.bloomberg.com)
11 days ago Nvidia

Nvidia says it didn't receive antitrust subpoena from DOJ (www.cnbc.com)
11 days ago Nvidia

Sources: the US DOJ sent subpoenas to Nvidia and others, seeking evidence that Nvidia violated antitrust laws by making it harder to switch suppliers and more (www.bloomberg.com)
11 days ago Nvidia

Tokyo-based Sakana AI, which unveiled several AI models for Japanese speakers, raised a $100M Series A led by NEA, Khosla, and Lux, with Nvidia participating (www.bnnbloomberg.ca)
12 days ago Japan AI Nvidia Tokyo

Nvidia stock fell 9.5% on Tuesday, losing $279B in market value, the biggest single-day drop for a US company, as investors soften their optimism about AI (www.reuters.com)
12 days ago AI Nvidia Single Market

Bloodletting in Semiconductor Stocks Kicks Off September: Nvidia -11.7% Regular & Late Trading, Market Cap Drops by Half a Tesla (wolfstreet.com)
12 days ago Stock Tesla Nvidia

Nvidia Hit With DOJ Subpoena In Escalating Antitrust Probe (yro.slashdot.org)
12 days ago Nvidia

Sources: the DOJ sent subpoenas to Nvidia and others, as it seeks evidence that Nvidia violated antitrust laws by making it harder to switch suppliers and more (www.bloomberg.com)
12 days ago Nvidia

Semiconductor stocks fell on Tuesday, led by Nvidia, which dropped 9.53%; Intel fell 8.8%, Marvell 8.16%, AMD 7.82%, Qualcomm 6.88%, and Broadcom 6.16% (www.cnbc.com)
12 days ago Intel Nvidia AMD

Nvidia Takes an Added Role Amid AI Craze: Data-Center Designer (tech.slashdot.org)
12 days ago AI Nvidia

HP collaborates with Nvidia to introduce gaming laptops tailormade for students (indianexpress.com)
13 days ago Nvidia

Sources: Huawei's Ascend chips still lag far behind Nvidia's for model training and have stability issues, slower inter-chip connectivity, and inferior software (t.co)
13 days ago Nvidia

Analysts and industry execs say Nvidia's Blackwell engineering challenges stem from combining two new processors and several memory components in a single chip (www.wsj.com)
17 days ago Nvidia

Sources: Nvidia, Apple, and Microsoft, the three most valuable tech companies, are in talks to join the funding round that would value OpenAI at over $100B (www.bloomberg.com)
17 days ago Microsoft Apple Nvidia

Jensen Huang says Nvidia's new Blackwell chips will have “lots and lots of supply”, and the company expects billions of dollars in revenue from the chips in Q4 (www.bloomberg.com)
18 days ago 4Q Nvidia

Nvidia shares fall ~7% after hours, after the company failed to top the highest expectations and reported gross margin of 75.1%, vs. 75.5% est. (t.co)
18 days ago Nvidia

Nvidia reports Q2 revenue up 122% YoY to $30B, vs. $28.7B est., forecasts Q3 revenue above est., and says it approved an additional $50B in share buybacks (www.cnbc.com)
18 days ago Nvidia

Nvidia Earnings: Buy, Sell, or Hold? (dailyreckoning.com)
19 days ago Nvidia

Cerebras launches the “world's fastest” AI inference service with “GPU-impossible performance”, costing 10+ cents per million tokens, to rival Nvidia (siliconangle.com)
19 days ago AI Nvidia

Current and former Nvidia staff say that, despite a 3,776% stock jump since 2019, minting many millionaires, the work hours are still grueling and high-stress (www.bloomberg.com)
21 days ago Nvidia

Nvidia Is Ditching Dedicated G-Sync Modules To Push Back Against FreeSync's Ubiquity (hardware.slashdot.org)
26 days ago Nvidia

Nvidia plans to let users link an Xbox account to its GeForce Now streaming service to enable automatic sign-in for supported games, starting on August 22 (www.theverge.com)
26 days ago Nvidia Xbox

A YouTuber files a proposed class action against Nvidia, accusing it of scraping his content without consent to train AI models, weeks after also suing OpenAI (www.legaldive.com)
30 days ago AI Nvidia YouTuber

A Big Week for Stocks, a Huge 7 Days for Nvidia (+26%), after the Battering They'd Taken (wolfstreet.com)
30 days ago Stock Nvidia

Sources: SoftBank held talks with Intel about making an AI chip to compete with Nvidia but Intel couldn't meet demands; SoftBank is now in discussions with TSMC (t.co)
2024-8-15 Intel AI Nvidia

Foxconn says it will only start shipping a small volume of servers with Nvidia's GB200 chips in Q4, before ramping up significantly in Q1 2025 (www.bloomberg.com)
2024-8-14 4Q Nvidia

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