Nvidia

ServiceNow and Nvidia launch Arc, a personal, long-running enterprise AI agent for productivity tasks across email and Teams, for RTX Spark and Nvidia OpenShell (www.zdnet.com)
8 hours ago AI Nvidia

Nvidia launches its OpenShell Reference Architecture, a framework to secure, monitor, and govern AI agents, and partners with Canonical, AWS, BBVA, and others (www.theregister.com)
10 hours ago AI Nvidia

Nvidia unveils the DSX POD, a modular containerized version of its Vera Rubin reference architecture to cut data center deployment from six months to 14 days (www.datacenterdynamics.com)
12 hours ago Nvidia

Sources: Nvidia is in talks to invest hundreds of millions of dollars in Firmus, which pulled its IPO earlier this month, citing market volatility (www.theinformation.com)
22 hours ago IPO Nvidia

Sources: ByteDance, Alibaba, and Tencent ordered 3M+ of Nvidia's new RTX PRO 5500 GPUs worth $35B+, in a rush to secure less powerful, export-compliant chips (www.reuters.com)
1 day ago Alibaba Tencent Nvidia

AI infrastructure startup Modal says it plans to start using Nvidia's Vera CPUs for the first time for hosting agents, alongside existing Intel and AMD chips (www.reuters.com)
2 days ago Intel Startup AI Nvidia AMD

Tel Aviv-based doubleAI releases its debut code execution model to optimize GPU and CPU performance; doubleAI raised $220M and acquired 1,000 Nvidia B300 chips (www.wsj.com)
2 days ago Nvidia

Q&A with Nvidia's Vera team on agentic AI driving CPU demands and forcing CPU design priority back to single-threaded performance over core counts, and more (wccftech.com)
2 days ago AI Nvidia

Sources: industry execs expect only 7-10 of hundreds of neoclouds to survive, as Nvidia supports them with easier credit terms, site finding, and $20B in leases (www.theinformation.com)
3 days ago Nvidia

Sources: Nvidia asked Samsung, SK Hynix, and Micron to make base dies for its custom NVHBM memory on TSMC's 3nm process; Samsung agreed, its first use of TSMC (www.reuters.com)
3 days ago Samsung Nvidia

Microsoft cancels its deal with Nscale to serve as the anchor tenant and rent 23K Nvidia AI chips at a planned data center facing repeated delays in Essex, UK (www.telegraph.co.uk)
3 days ago Microsoft AI Nvidia

An interview with Microsoft CEO Satya Nadella on the Nvidia RTX Spark-powered Surface Laptop Ultra, plans to make Windows a safer OS to run AI agents, and more (thenewthings.com)
3 days ago Microsoft Interview AI Nvidia

Taiwan plans US industrial parks costing $2B to $4B each, starting with a Texas complex costing up to $4B, to build a supply chain for Nvidia, TSMC, and Foxconn (www.bloomberg.com)
5 days ago Taiwan Nvidia Texas

Volvo says it will use Nvidia's Hyperion platform to launch a Level 2++ hands-free, point-to-point automated driving system by 2030 (www.theverge.com)
6 days ago Nvidia Volvo

Nvidia launches Nemotron 3.5 Super VL, a 120B-parameter open model for enterprise agents, and says it outperforms frontier models on specialized benchmarks (venturebeat.com)
6 days ago Nvidia

Documents: Nvidia and Apple each committed $25M, the top contribution amount, to Trump's WH ballroom; Microsoft and Palantir committed $10M, Meta and Amazon $5M (www.washingtonpost.com)
6 days ago Trump Amazon Microsoft Apple Nvidia

Nvidia's RTX Spark Superchip in the Surface Laptop Ultra outperforms Apple's M5 Max MacBook Pro by ~25% in agentic AI completion benchmarks using Qwen models (www.tomshardware.com)
6 days ago AI Apple MacBook Nvidia

Apple closes above a $5T market cap for the first time, the second company after Nvidia to do so; Apple had crossed $5T six times intraday previously (www.wsj.com)
7 days ago Apple Nvidia

Jensen Huang announces $2B in new European Nvidia investments, including in French startups Doctolib and Genesis AI, adding to $8B invested over the past year (www.bloomberg.com)
7 days ago France Europe Startup AI Nvidia

Jensen Huang says Nvidia is pledging $250M in accelerated computing resources over five years to fund UK AI security and agentic safety research (www.reuters.com)
7 days ago AI Nvidia

Microsoft Reveals Maia 300 AI Chip As It Works To Reduce Dependence On Nvidia (hardware.slashdot.org)
8 days ago Microsoft AI Nvidia

Sources: Chinese tech companies bought 1M+ Nvidia gaming and workstation chips, mostly RTX 5090 and RTX Pro, for basic AI workloads amid an AI chip shortage (www.ft.com)
8 days ago China AI Nvidia

IDC: Nvidia's AI chip shipments in China fell 44% YoY to 678K in H1 2026, as its market share slid to 34% amid US export curbs and rising domestic competition (www.reuters.com)
8 days ago China AI Nvidia

How Musk and Benioff pledged to rename SpaceXAI and AIForce, while Nadella and Nvidia adopted “super intelligence”, as Silicon Valley falls in line with Trump (www.theverge.com)
10 days ago Trump Nvidia Intelligence

Sources: Nvidia is in talks to acquire or invest more into US open-weights AI startup Reflection AI; the deal may be an acquihire to avoid antitrust scrutiny (www.ft.com)
11 days ago Startup AI Nvidia

Nvidia commits $1B over five years to build out the US' “capacity for super intelligence research” in fields including quantum computing, healthcare, and energy (www.theregister.com)
12 days ago Energy Nvidia Intelligence Quantum

Nvidia, Oracle, CoreWeave, and other AI stocks fell after a report that OpenAI's annualized revenue at September's end was $20B less than previously reported (www.cnbc.com)
13 days ago AI Oracle Nvidia

Sources: the IPO of Nvidia-backed data center provider Firmus is uncertain after failing to attract adequate support, underscoring concerns over AI funding (www.bloomberg.com)
13 days ago IPO AI Nvidia

Source: Nvidia considered a last-minute OpenRouter bid, telling its leadership it was prepared to make a generous offer, but OpenRouter didn't want to wait (www.theinformation.com)
13 days ago Nvidia

Mecka, which collects human motion data to train humanoid robots, raised a $60M Series B led by Sequoia, with participation from Nvidia, M12, and others (techcrunch.com)
13 days ago Robot Nvidia

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