Nvidia

Jensen Huang urged Super Micro to tighten up compliance after Taiwan detained three people for allegedly trying to export servers with Nvidia chips to China (www.bloomberg.com)
1 day ago China Taiwan Nvidia

Dell says it has 5,000 clients for its AI Factory, a product line of servers with Nvidia chips, software, and services, including 1,000 new clients last quarter (www.bloomberg.com)
1 day ago AI Nvidia

Taiwan is seeking to detain three people for forging documents to export Nvidia-powered Super Micro servers to China, Hong Kong, and Macau, breaking US rules (www.bloomberg.com)
3 days ago China Hong Kong Taiwan Nvidia

Jensen Huang said that Nvidia has “largely conceded” China's AI chip market to Huawei and should “expect nothing” regarding chip sale approvals to China (www.cnbc.com)
4 days ago China AI Nvidia

Nvidia reports Q1 net income up 211% YoY to $58.3B, beating analyst estimates of $42.9B, and raises Q2 revenue forecast to $91B (www.wsj.com)
4 days ago Nvidia

Nvidia reports Q1 revenue up 85% YoY to $81.6B, Data Center revenue up 92% to $75.2B, and announces an $80B additional share repurchase authorization (nvidianews.nvidia.com)
4 days ago Nvidia

Document and sources: China banned Nvidia's RTX 5090D V2 chip, aimed at gamers and animators, while Jensen Huang was visiting China with Donald Trump last week (www.ft.com)
5 days ago Trump China Nvidia

Sources: Nvidia's business development group, not its VC arm NVentures, has led much of its ~$90B dealmaking push across 145+ companies over the past 16 months (giftarticle.ft.com)
5 days ago Nvidia

The “Nvidia Killer” IPO (dailyreckoning.com)
8 days ago IPO Nvidia

Seoul-based WIRobotics, which develops wearable and humanoid robots and is collaborating with Nvidia and AWS, raised a ~$68M Series B led by JB Investment (www.thelec.net)
9 days ago Robot Nvidia

Semiconductor stocks fell globally on Friday after the Trump-Xi summit concluded without major chip deals; Nvidia closed down 4.42% and AMD closed down 5.69% (www.wsj.com)
9 days ago Trump Nvidia AMD

Nvidia's future in China remains unclear after the Trump-Xi Summit; Trump says China “chose not to” buy Nvidia chips as “they want to try to develop their own” (www.nytimes.com)
9 days ago Trump China Nvidia

Razer updates the Blade 18 with an Intel Core Ultra 9 290HX Plus chip, starting at $4000 with an Nvidia RTX 5070 Ti, up $500 from the comparable 2025 model (www.theverge.com)
10 days ago Intel Nvidia

Sources: the US cleared ~10 Chinese companies, including Alibaba, Tencent, ByteDance, and JD.com, to buy Nvidia H200 chips, but no deliveries have been made (www.reuters.com)
11 days ago China Alibaba Tencent Nvidia

Richard Socher's Recursive Superintelligence raised $650M+ from GV, Greycroft, Nvidia, AMD, and others at a $4B valuation to pursue “recursive self-improvement” (www.nytimes.com)
12 days ago Nvidia AMD

Nvidia says that Jensen Huang is joining President Trump on his China trip; source: the president asked Huang to join after seeing media coverage of his absence (www.cnbc.com)
12 days ago Trump China Nvidia

Sources: Jensen Huang was left out of President Trump's China trip to avoid unwanted scrutiny and awkward conversations about the sale of Nvidia chips to China (www.semafor.com)
12 days ago Trump China Nvidia

Sources: Jensen Huang was not invited to travel with President Trump on his China trip, a potential setback to Nvidia; Huang expressed his willingness to join (www.bloomberg.com)
13 days ago Trump China Nvidia

CUDA Proves Nvidia Is a Software Company (hardware.slashdot.org)
13 days ago Nvidia

Nvidia embraces its role as an AI investor in 2026, committing $40B+ to equity investments including a $30B stake in OpenAI, $3.2B in Corning, and $2.1B in IREN (www.cnbc.com)
14 days ago AI Nvidia Equity

'Changing of the Guard'? AMD, Intel, and Micron Soar While Nvidia Lags (hardware.slashdot.org)
15 days ago Intel Nvidia AMD

NVIDIA confirms GeForce NOW data breach affecting Armenian users (www.bleepingcomputer.com)
16 days ago Nvidia

Sources: the US suspects OBON, a key company behind Thailand's national AI effort, of smuggling Super Micro servers with export-controlled Nvidia chips to China (www.bloomberg.com)
17 days ago China Thailand AI Nvidia

Nvidia and data center operator IREN announce a deal to deploy up to 5 GW of AI infrastructure; Nvidia can invest $2.1B into IREN; IREN jumps 9%+ after hours (www.cnbc.com)
17 days ago AI Nvidia

MediaTek launches the first phase of its Taiwan data center, aimed at R&D, powered by Nvidia's B200 platform, and built on Nvidia's DGX SuperPOD infrastructure (asia.nikkei.com)
17 days ago Taiwan Nvidia

Nvidia is investing $500M in Corning as part of its partnership to expand US manufacturing of fiber optics for AI infrastructure; GLW jumps 20%+ pre-market (www.wsj.com)
18 days ago AI Manufacturing Nvidia

Corning and Nvidia partner to open three advanced manufacturing plants in North Carolina and Texas dedicated to optical tech, boosting Corning's US capacity 10x (www.cnbc.com)
18 days ago Manufacturing Nvidia Texas

OpenAI partners with Microsoft, AMD, Broadcom, Nvidia, and Intel researchers to detail the Multipath Reliable Connection (MRC) protocol to help scale compute (www.thedeepview.com)
18 days ago Microsoft Intel Nvidia AMD

ElevenLabs raised $550M+ in its Series D, up from a previously announced $500M, adding BlackRock, Nvidia, and others as investors; its ARR passed $500M in Q1 (tech.eu)
19 days ago Nvidia

Nscale agrees to spend €695M on infrastructure in Portugal in an expansion of its Microsoft partnership, supplying 66K+ Nvidia Rubin GPUs from late 2027 (www.bloomberg.com)
20 days ago Microsoft Nvidia Portugal

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