Nvidia

Sources: China plans to let some of the country's major AI companies buy a small number of Nvidia's H200 chips to alleviate a domestic computing shortage (www.theinformation.com)
1 day ago China AI Nvidia

Nvidia lost $1T in market value over the past two months, dropping 16% from its May all-time-high, trading at 18x forward earnings, its lowest level since 2019 (www.bloomberg.com)
1 day ago Nvidia

The global AI boom has thrust CPUs back into the spotlight as Nvidia, Qualcomm, MediaTek, and others challenge Intel and AMD in the AI data center CPU market (asia.nikkei.com)
1 day ago Intel AI Nvidia AMD

Nvidia and AI chip startup d-Matrix are combining their hardware in a new system to power AI models, the latest example of Nvidia partnering with rivals (www.theinformation.com)
1 day ago Startup AI Nvidia

Samsung Passes Nvidia To Become Most Profitable Company In the World (hardware.slashdot.org)
1 day ago Samsung Nvidia

Survey: Chinese companies plan to allocate 46% of their AI accelerator budget to domestic products in the next 12 months, up from 30% today, a shift from Nvidia (www.bloomberg.com)
2 days ago China AI Nvidia Budget

Sources: DeepSeek is in the early stages of developing its own AI chip designed for inference, in a bid to reduce its reliance on Nvidia and Huawei hardware (www.reuters.com)
2 days ago AI Nvidia

SemiAnalysis: Nvidia delays its next-gen AI rack system Kyber NVL144 by 12+ months to 2028 due to PCB manufacturing issues, and cancels its NVL72x2 architecture (www.cnbc.com)
3 days ago AI Manufacturing Nvidia

How companies like Nvidia and Neura Robotics are building safety systems for humanoid robots to minimize risks like a bipedal robot losing stability (www.wsj.com)
3 days ago Robot Nvidia

Filings: President Trump purchased up to $5M each in Broadcom, Meta, Amazon, Apple, Microsoft, and Nvidia stocks on July 23, the same day as his AI action plan (www.nytimes.com)
7 days ago Trump Amazon Microsoft AI Apple Nvidia

Nvidia promises to financially backstop young cloud providers like Firmus that rent out its AI chips, in exchange for a revenue share through a new program (www.theinformation.com)
7 days ago AI Nvidia

Alex Karp calls US reliance on AI labs for military tech “effing insane”, pans AI fees for businesses, and touts Palantir's Nvidia Nemotron deal for US agencies (www.forbes.com)
7 days ago AI Nvidia

Taiwanese authorities detain two Super Micro staff and an Albatron manager after a raid of Super Micro's local offices this week over Nvidia shipments to China (www.bloomberg.com)
8 days ago China Taiwan Nvidia

Source: Taiwanese authorities raided Super Micro's Taiwan office as part of a probe into the alleged smuggling of Nvidia chips to China; SMCI closed down 8.1% (www.bloomberg.com)
9 days ago China Taiwan Nvidia

Australia-based Firmus partners with Nvidia to build its first data center in Batam, Indonesia; the 360 MW Nvidia DSX AI factory campus is developed with DayOne (www.bloomberg.com)
10 days ago Australia AI Indonesia Nvidia

AWS hikes prices for Nvidia GPUs in its EC2 Capacity Blocks service, which let businesses rent AI compute in advance, by 20%; Trainium chip pricing is unchanged (www.theinformation.com)
12 days ago AI Nvidia

RunPod, which rents access to non-Nvidia servers, raised $100M led by Summit Partners at a $1B valuation, a source says up from $100M after its seed in 2024 (www.theinformation.com)
15 days ago Nvidia

Sources: prices for Nvidia's AI chips on China's black market have more than doubled amid a US export crackdown; its DGX B300 server went from ~$550K to ~$1.1M (www.ft.com)
15 days ago China AI Nvidia

Sources: prices for Nvidia's AI chips on China's black market have more than doubled amid a US export crackdown; its flagship DGX B300 server has risen to $1.1M (www.ft.com)
15 days ago China AI Nvidia

Nvidia unveils Halos, a safety-focused OS developed from autonomous vehicle tech and designed to run on IGX Thor hardware for humanoid robots, and opens a lab (www.bloomberg.com)
16 days ago Robot Nvidia Autonomous Car

An interview with Nvidia VP of Healthcare Kimberly Powell on how AI can ease doctors' workloads, help address trained medical staff shortages, and more (www.ft.com)
16 days ago Interview AI Nvidia

SpaceX signs a computing deal worth up to $6.3B with Reflection AI for access to Nvidia GB300s at Colossus 2; Reflection will pay $150M per month through 2029 (www.cnbc.com)
17 days ago AI Nvidia SpaceX

Groq raised $650M led by Disruptive and Infinitum after its Nvidia deal, aiming to hit 200 MW in capacity by the end of 2027, following a $750M raise in 2025 (www.bloomberg.com)
17 days ago Nvidia

Nvidia unveils Halos, a new safety-focused OS derived from autonomous vehicle tech, designed to run on IGX Thor hardware for humanoid robots, and opens a lab (www.bloomberg.com)
17 days ago Robot Nvidia Autonomous Car

Sources detail how Google is using Nvidia's playbook to build an AI chip business, including providing $3.2B to fund a NY data center renting TPUs to Anthropic (www.wsj.com)
20 days ago Google AI Nvidia

Verse Enterprises, which wants to provide energy-management software for 100 data centers by 2027, raised a $54M Series B from Nvidia and others (www.bloomberg.com)
21 days ago Energy Nvidia

Nvidia researchers unveil ENPIRE, an agent harness framework that develops robotic self-improvement strategies for physical tasks with minimal human supervision (arstechnica.com)
21 days ago Robot Nvidia

Kazakhstan signs accords with Firebird on Nvidia-related computing projects that could bring up to $10B in investment, as it seeks to build a Data Center Valley (www.bloomberg.com)
22 days ago Nvidia

Source: Nvidia is marketing its first corporate bond sale since 2021, seeking to raise $20B+ across seven tranches with maturities ranging from two to 30 years (www.bloomberg.com)
24 days ago Nvidia

An interview with Corning CEO Wendell Weeks on risk-sharing provisions that protect the company in multibillion-dollar fiber deals with Nvidia, Meta, and Amazon (www.wsj.com)
26 days ago Amazon Interview Nvidia

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