Nvidia

Three Nvidia customers spent a collective $12.6B in Q3, when it had a total revenue of $35.1B; each of them spent $10B+ in the nine months to October (fortune.com)
15 hours ago Nvidia

Jensen Huang says “foundation model pretraining scaling is intact” and models like OpenAI's o1 could play a larger role in Nvidia's business moving forward (techcrunch.com)
1 day ago Nvidia

Nvidia beats earnings expectations as investors eye demand for Blackwell AI chips (indianexpress.com)
2 days ago AI Nvidia

Nvidia reports Q3 revenue up 94% YoY to $35.1B, vs. $33.2B est., Data Center revenue up 112% to $30.8B, vs. $29B est., and forecasts Q4 revenue above estimates (finance.yahoo.com)
2 days ago 4Q Nvidia

SMIC's Shanghai-listed shares are up 120% from a September 2024 low, outperforming Nvidia and TSMC, on an expected boost from China's chip self-reliance push (www.bloomberg.com)
2 days ago China Nvidia Shanghai

Google and Nvidia say Google's Quantum AI division will use Nvidia's Eos supercomputer to speed up the design of quantum components (www.bloomberg.com)
3 days ago Google AI Nvidia Quantum EOS

New Nvidia AI chips overheating in servers (indianexpress.com)
4 days ago AI Nvidia

Sources: in recent months, Nvidia has asked its suppliers to change the design of server racks for Blackwell GPUs several times to overcome overheating problems (www.theinformation.com)
5 days ago Nvidia

Nvidia says Jetson Thor, a computer first unveiled in March 2024 and designed for testing humanoid robot software, will be available in the first half of 2025 (www.wsj.com)
8 days ago Robot Nvidia

Nvidia B200 GPU and Google Trillium TPU debut on the MLPerf Training v4.1 benchmark charts; the B200 posted a doubling of performance on some tests vs. the H100 (spectrum.ieee.org)
8 days ago Google Nvidia

The ASP of high-end AI chips from Nvidia and others is ~5x more than that of conventional memory chips, resulting in a winner-takes-all trend in the chip sector (t.co)
8 days ago AI Nvidia

NVIDIA replaces GeForce Experience with a modern, intuitive app (indianexpress.com)
9 days ago Nvidia

SoftBank's telecom unit plans to build an AI supercomputer in Japan using Nvidia's DGX B200 platform, and a follow-up effort featuring the Grace Blackwell chip (www.bloomberg.com)
10 days ago Japan AI Nvidia

Nvidia launches its Nvidia app for Windows, designed to overhaul and replace the GeForce Experience app, after a beta earlier in 2024 (www.theverge.com)
10 days ago Nvidia

Amazon's Annapurna Labs plans to unveil “Trainium 2” AI chips next month, in an effort that can rival Nvidia; Trainium 2 is being tested by Anthropic and others (t.co)
10 days ago Amazon AI Nvidia

Bitcoin touches a record-high $85K, adding almost $20K in a week; Tesla is up 7%+ today, while Meta, Apple, Nvidia, Amazon, and Microsoft are down slightly (www.coindesk.com)
11 days ago Bitcoin Amazon Microsoft Apple Tesla Nvidia

Nvidia Sets 100-Hour Monthly Cap on Cloud Gaming Service (tech.slashdot.org)
15 days ago Nvidia

Nvidia plans to add a 100-hour monthly cap for new Performance or Ultimate GeForce Now users from January 1 to avoid raising prices “in the foreseeable future” (www.theverge.com)
15 days ago Nvidia

Nvidia closed up 2.9% at $139.93, hitting a $3.43T market cap and surpassing Apple at $3.38T and Microsoft at $3.06T; NVDA is up 850% since the end of 2022 (www.bloomberg.com)
16 days ago Microsoft Apple Nvidia

Sources: Apple has asked Foxconn to produce AI servers in Taiwan using Apple silicon, but Foxconn's capacity is limited by demand for Nvidia's GB200 servers (asia.nikkei.com)
17 days ago Taiwan AI Apple Nvidia

Facebook, Nvidia ask US Supreme Court to spare them from securities fraud suits (indianexpress.com)
18 days ago Facebook Nvidia

Interviews with Quantum Machines' CTO and other executives on the startup's Nvidia partnership to use ML to get closer to an error-corrected quantum computer (techcrunch.com)
18 days ago Startup Nvidia Quantum

NVIDIA Replaces Rival Chipmaker Intel on the Dow Jones Industrial Average (hardware.slashdot.org)
20 days ago Intel Dow Jones Nvidia

Nvidia will replace Intel in the Dow Jones Industrial Average on November 8, after Amazon replaced Walgreens in February; Intel joined the index in 1999 (www.bloomberg.com)
21 days ago Amazon Intel Dow Jones Nvidia

The EU will review Nvidia's acquisition of AI workload management startup Run:ai, after a request by Italy's regulators; Nvidia reportedly paid $700M for Run:ai (techcrunch.com)
22 days ago Italy Startup AI Nvidia

Sources: SoftBank plans to put Arm's tech at the center of a new network of data centres to build and train AI, setting Arm on a collision course with Nvidia (t.co)
23 days ago AI Nvidia

Nvidia Passes Apple to Become the World's Most Valuable Company - Powered by Demand for AI Chips (hardware.slashdot.org)
27 days ago AI Apple Nvidia

Nvidia overtakes Apple as world's most valuable company (indianexpress.com)
27 days ago Apple Nvidia

Former Nvidia Engineer Discovers 41-Million-Digit Prime (science.slashdot.org)
28 days ago Nvidia

A look at the dispute between Arm and Qualcomm, whose relationship soured after Qualcomm became one of the main opponents to Nvidia's attempted Arm acquisition (t.co)
28 days ago Nvidia

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