Nvidia

Anthropic's latest funding round includes part of the $15B commitment from Microsoft and Nvidia in 2025; sources say the remainder was several times subscribed (www.ft.com)
3 days ago Microsoft Nvidia

Anthropic raised a $30B Series G from GIC, Coatue, Founders Fund, Sequoia, Nvidia, and others at a $380B post-money valuation (www.anthropic.com)
3 days ago Nvidia

GPT-5.3-Codex-Spark is OpenAI's first AI model to run on chips from Nvidia rival Cerebras; OpenAI says Codex has more than 1M weekly active users (www.bloomberg.com)
3 days ago AI Nvidia

Nvidia launches a native GeForce Now app on select Amazon Fire TV sticks, offering up to 1080p and 60 fps gaming; Fire TV users previously had to sideload it (www.engadget.com)
3 days ago Amazon Nvidia

Samsung says it sent the first commercial HBM4 shipments to customers, as it seeks to supply Nvidia and compete with memory rivals like SK Hynix and Micron (www.bloomberg.com)
4 days ago Samsung Nvidia

Cisco launches the Silicon One G300 switch chip, made using TSMC's 3nm technology to compete with Broadcom and Nvidia in the AI infrastructure market (www.reuters.com)
5 days ago AI Nvidia Cisco

Cadence rolls out ChipStack, an AI agent to help chipmakers like Nvidia speed up the complex chip design process by up to 10x by building a “mental model” (www.reuters.com)
5 days ago AI Nvidia

Sources: Apollo nears a $3.4B loan deal to a Valor-led investment vehicle to buy and lease Nvidia chips to xAI; through fall 2025, xAI was burning $1B per month (www.theinformation.com)
6 days ago Nvidia

A look at Corning's booming fiber-optic business, boosted by data center demand and a $6B Meta deal, as Nvidia explores Corning's co-packaged optics for servers (www.wsj.com)
8 days ago Nvidia

Nvidia stock closes up 7.87% after Jensen Huang said the tech industry's surging capex for AI infrastructure is justified, appropriate, and sustainable (www.cnbc.com)
9 days ago AI Nvidia

SIA: chip sales hit $791.7B in 2025, up 25.6% YoY, with Nvidia, AMD, and Intel accounting for $301.9B, up 40%; SIA expects sales to reach $1T in 2026 (www.reuters.com)
9 days ago Intel Nvidia AMD

Sources: Nvidia delays the release of its incremental gaming GPU upgrade, codenamed Kicker, marking the first year in three decades without a new GPU for gaming (www.theinformation.com)
10 days ago Nvidia

Sources: the US Commerce Department finished reviewing Nvidia's H200 China license, but the State Department wants tougher restrictions, delaying final approval (www.ft.com)
11 days ago China Nvidia

Sources: US Commerce Dept. has finished review of Nvidia's license to sell China H200s, but the State Dept. seeks tighter restrictions, delaying final approval (www.ft.com)
12 days ago China Nvidia

Sources: Nvidia is nearing a deal to invest $20B in OpenAI as part of OpenAI's $100B funding round (www.bloomberg.com)
12 days ago Nvidia

Oracle says the Nvidia-OpenAI deal has “zero impact” on its financial relationship with OpenAI and it is “highly confident in OpenAI's ability to raise funds” (x.com)
13 days ago Oracle Nvidia

Sources: OpenAI is unsatisfied with some of Nvidia's AI chips used for inference and has sought alternatives since last year, including from Cerebras and Groq (www.reuters.com)
13 days ago AI Nvidia

An interview with Nvidia's senior VP of hardware engineering, Andrew Bell, on continuing to provide Shield Android TV software updates a decade after its launch (arstechnica.com)
15 days ago Android Interview Nvidia

Nvidia CEO Denies OpenAI's $100B Investment from Nvidia is 'Stalled' (hardware.slashdot.org)
15 days ago Nvidia

Nvidia CEO Jensen Huang said the company will “absolutely” be involved in OpenAI's current funding round, though the investment will be “nothing like” $100B (www.bloomberg.com)
15 days ago Nvidia

Sources: Nvidia's plan to invest up to $100B in OpenAI, announced in September 2025, has stalled after some inside Nvidia expressed doubts about the deal (www.wsj.com)
16 days ago Nvidia

Sources: China has given DeepSeek approval to buy Nvidia's H200 AI chips but imposes regulatory conditions, which are still being finalized (www.reuters.com)
17 days ago China AI Nvidia

Nvidia GeForce NOW Is Now Available Natively On Linux (games.slashdot.org)
17 days ago Linux Nvidia

Nvidia launches a native GeForce NOW app for Linux, starting with Debian-based Ubuntu, after releasing a Steam Deck app in 2025; in a hands-on, it works well (www.windowscentral.com)
17 days ago Linux Ubuntu Nvidia

Letter: Rep. John Moolenaar, chair of the US House Select Committee on China, says Nvidia helped DeepSeek hone AI models later used by the Chinese military (www.reuters.com)
18 days ago China AI Nvidia

Sources: OpenAI is in talks to raise up to $30B from Nvidia, less than $10B from Microsoft, and $10B-$20B from Amazon as part of a $100B funding round (www.theinformation.com)
18 days ago Amazon Microsoft Nvidia

Sources: Hugging Face declined Nvidia's $500M investment offer at a $7B valuation in late 2025; Hugging Face says it does not want a single dominant investor (www.ft.com)
19 days ago Nvidia

Sources: Nvidia has allocated ~70% of its 2026 HBM4 demand to SK hynix; Counterpoint estimates SK hynix will account for 54% of the global HBM4 market in 2026 (en.yna.co.kr)
19 days ago Nvidia

Sources: China approved its first batch of Nvidia H200 chips for import, covering several hundred thousand units, during Jensen Huang's visit to China this week (www.reuters.com)
19 days ago China Nvidia

Nvidia announces its Earth-2 Medium Range weather model, built on its Atlas architecture, claiming it outperforms Google DeepMind's GenCast in 70+ variables (techcrunch.com)
20 days ago Google Nvidia

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