Nvidia

US Commerce Secretary Howard Lutnick says Nvidia has yet to sell H200 chips to Chinese companies and that the Chinese government has not approved such purchases (www.reuters.com)
2026-4-23 China Nvidia

Source: Mira Murati's TML signed a deal with Google Cloud, valued in single-digit billions, to access Google's latest AI systems built on Nvidia's GB300 chips (techcrunch.com)
2026-4-22 Google AI Nvidia

SK hynix says it has begun mass production of the 192GB SOCAMM2, a next-gen LPDDR5X low-power DRAM module designed particularly for Nvidia's Vera Rubin (www.koreaherald.com)
2026-4-20 Nvidia

Chinese lidar maker Hesai, a primary supplier for Nvidia's ADAS, announces EXT lidar, calling it the industry's first to integrate spatial and color detection (www.reuters.com)
2026-4-18 China Nvidia

A deep dive into Dwarkesh Patel's interview with Jensen Huang, including Huang's takes on Nvidia's moat and chip sales to China, and reactions to the interview (thezvi.substack.com)
2026-4-18 China Interview Nvidia

Sources: Cursor is in advanced talks to raise about $2B co-led by a16z at a valuation of more than $50B, not including the investment, with Nvidia participating (www.bloomberg.com)
2026-4-18 Nvidia

Q&A with Jensen Huang on Nvidia's supply chain moat, competition from ASICs like Google's TPU, investing in AI labs and neoclouds, selling to China, and more (www.dwarkesh.com)
2026-4-16 China Google AI Nvidia

Nvidia stock rose 18%+ over the past ten days, its longest winning streak since 2023; Jensen Huang said in March that Nvidia has $1T of GPU orders through 2027 (www.cnbc.com)
2026-4-15 Nvidia

Microsoft agrees to rent 30,000 Nvidia Vera Rubin chips from Nscale at a site in Norway that was initially intended for OpenAI and marketed as part of Stargate (www.bloomberg.com)
2026-4-15 Microsoft Nvidia Norway

Nvidia announces the Ising AI models, which it says are the first open models aimed at quantum computing calibration and error correction (siliconangle.com)
2026-4-15 AI Nvidia Quantum

Shares of Dell and HP jump after a report said Nvidia “has been in negotiations for over a year to buy a large company and it will reshape the PC landscape” (www.bloomberg.com)
2026-4-14 Nvidia

Ornn Compute Price Index: renting one Nvidia Blackwell GPU for an hour now costs $4.08, up 48% from $2.75 two months ago, driven by agentic AI demand (www.wsj.com)
2026-4-13 AI Nvidia

Ornn Compute Price Index: Nvidia Blackwell GPU hourly rent hit $4.08, up 48% from $2.75 two months ago, driven by agentic AI demand (www.wsj.com)
2026-4-13 AI Nvidia

CoreWeave says it has signed a multiyear deal with Anthropic, including a variety of Nvidia chips at data centers in the US; it now has 43 active data centers (www.bloomberg.com)
2026-4-10 Nvidia

Documents: Shenzhen-based computing company Sharetronic bought hundreds of Super Micro systems containing banned Nvidia H100 and H200 chips in 2025, worth ~$92M (www.bloomberg.com)
2026-4-10 Nvidia Shenzhen

Amazon May Sell Trainium AI Chips To Third Parties In Shot At Nvidia (hardware.slashdot.org)
2026-4-10 Amazon AI Nvidia

OpenAI pauses Stargate in the UK, citing the high energy costs and regulatory environment; OpenAI announced it in September 2025 alongside Nvidia and Nscale (www.bloomberg.com)
2026-4-9 Energy Nvidia

TSMC says its most advanced chip packaging tech, CoWoS, is growing at an 80% CAGR as it ramps up capacity; Nvidia has reportedly reserved most of the capacity (www.cnbc.com)
2026-4-9 Nvidia

Sources: Bain's data center unit cuts ties with Megaspeed, which is under US investigation over if it helped Chinese companies evade Nvidia AI chip export curbs (www.bloomberg.com)
2026-4-8 China AI Nvidia

Anthropic's Project Glasswing includes AWS, Apple, Broadcom, Cisco, CrowdStrike, Google, Microsoft, Nvidia, Palo Alto Networks, and others (www.zdnet.com)
2026-4-8 Google Microsoft Apple Nvidia Cisco

Apple reportedly signed a 3rd-party driver, by Tiny Corp, for AMD or Nvidia eGPUs for Apple Silicon Macs; it's meant for AI research, not accelerating graphics (appleinsider.com)
2026-4-5 AI Apple Nvidia AMD

Nvidia Rolls Out Its Fix For PC Gaming's 'Compiling Shaders' Wait Times (tech.slashdot.org)
2026-4-3 Nvidia

Sources: Chinese optics company and Nvidia supplier Innolight confidentially filed for a Hong Kong IPO that could raise $3B+; Innolight is listed in Shenzhen (www.bloomberg.com)
2026-4-2 China Hong Kong IPO Nvidia Shenzhen

IDC: Chinese GPU and AI chipmakers captured ~41% of China's AI server market in 2025, significantly eroding Nvidia's share, which stood at 55% with ~2.2M cards (www.reuters.com)
2026-4-2 China AI Nvidia

Sources: AI startup Poolside held talks with Google and others to revive a Texas data center project after a CoreWeave deal and a $2B Nvidia-led round collapsed (www.ft.com)
2026-4-2 Google Startup AI Nvidia Texas

Super Micro co-founder Yih-Shyan Liaw pleads not guilty to US federal charges of helping smuggle billions of dollars' worth of Nvidia-powered servers to China (www.bloomberg.com)
2026-4-2 China Nvidia

Iran says it will start targeting US tech companies like Apple, Google, Meta, Microsoft, Nvidia and Tesla in the Middle East starting 8PM local time on April 1 (thehill.com)
2026-4-1 Google Microsoft Apple Tesla Iran Nvidia

Nvidia launches DLSS 4.5, including a 6x Multi Frame Generation feature exclusive to RTX 50-series GPUs that utilizes a second-gen transformer AI model (www.theverge.com)
2026-4-1 AI Nvidia

Nvidia invests $2B in chipmaker Marvell and says the two companies plan to work on silicon photonics tech, enabling high-speed data transmission; MRVL jumps 9%+ (www.bloomberg.com)
2026-3-31 Nvidia

Paris-based AI startup Mistral raised $830M in its debut debt financing to build Nvidia-powered data centers across Europe; Mistral plans to spend €4B in total (www.ft.com)
2026-3-30 Europe Startup AI Nvidia Paris

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