Nvidia

Inside OpenAI's deals with Nvidia, Oracle, and AMD, where sources say Sam Altman largely relied on his executive team, with little input from outside advisors (www.ft.com)
7 days ago Oracle Nvidia AMD

Inside OpenAI's deals with Nvidia, Oracle, and AMD, in which Sam Altman largely relied on his executive team, with little input from outside advisors (www.ft.com)
7 days ago Oracle Nvidia AMD

Filings: Meta spent the most on US lobbying in Q3, spending $5.8M, followed by Amazon, Google, Apple; Anthropic, Nvidia, and a16z hit $1M+ for the first time (www.axios.com)
12 days ago Google Amazon Apple Nvidia

Alibaba Cloud Says It Cut Nvidia AI GPU Use By 82% With New Pooling System (hardware.slashdot.org)
12 days ago Alibaba AI Nvidia

Nvidia CEO Says Company Went from 95% to 0 Market Share in China (tech.slashdot.org)
13 days ago China Nvidia

Alibaba Cloud details a GPU pooling system that it claims reduced the number of Nvidia H20 required by 82% when serving dozens of LLMs of up to 72B parameters (www.scmp.com)
13 days ago Alibaba Nvidia

OpenAI's Broadcom deal shows how the AI startup is diversifying its chip suppliers, including Nvidia chips for training and Broadcom chips for inference (www.wsj.com)
14 days ago Startup AI Nvidia

Shares of ISU Petasys, a South Korea-based multi-layer PCB supplier for AI servers used by Alphabet, Nvidia, Microsoft, and others, are up 215% so far this year (www.forbes.com)
15 days ago Korea Microsoft AI Nvidia Alphabet

Nvidia and TSMC unveil the first Blackwell chip wafer made in the US, which will eventually become Blackwell chips (www.axios.com)
16 days ago Nvidia

Source: OpenAI expects to spend 20% to 30% less on AI chips co-developed with Broadcom than on chips from Nvidia, which is notoriously backlogged on GPU orders (www.bloomberg.com)
16 days ago AI Nvidia

Nvidia partners with startup Firmus on Project Southgate, a $2.9B initial undertaking to build renewable energy-powered AI data centers across Australia (www.bloomberg.com)
17 days ago Australia Energy Startup AI Nvidia Renewable

Nvidia and AI coding startup Poolside plan a 500-acre data center on a Texas ranch powered by natural gas; sources: Poolside is raising $2B at a $14B valuation (www.wsj.com)
18 days ago Startup AI Nvidia Texas

An investment consortium including BlackRock, Nvidia, xAI, and Microsoft plans to acquire Texas-based Aligned Data Centers from Macquarie in a $40B deal (t.co)
18 days ago Microsoft Nvidia Texas

UK startup Nscale signs an up to $14B deal with Microsoft to deploy ~104K Nvidia GB300 chips for Microsoft in Texas within 18 months and 12,600 GPUs in Portugal (t.co)
18 days ago Microsoft Startup Nvidia Texas Portugal

Hands-on with Nvidia's DGX Spark: trades some performance and bandwidth for 128GB of unified memory, Nvidia's software ecosystem is valuable, and more (www.theregister.com)
18 days ago Nvidia

Nvidia says it is donating the Vera Rubin NVL144 server rack architecture to the Open Compute Project and outlines its vision for “gigawatt AI factories” (siliconangle.com)
19 days ago AI Nvidia

Nvidia says it will begin selling the DGX Spark mini PC for AI developers on October 15 on Nvidia.com and select third-party retailers for $3,999 (www.pcmag.com)
19 days ago AI Nvidia

OpenAI's blockbuster deals with Nvidia and AMD add a new layer to its complicated ownership structure and will dilute existing shareholders like Microsoft (www.ft.com)
20 days ago Microsoft Nvidia AMD

AMD Amps Up Chip War - But Nvidia's Still Leading (slashdot.org)
20 days ago Nvidia AMD

Sources: xAI is building world models for use in gaming and robotics, and has hired two AI researchers, Zeeshan Patel and Ethan He, from Nvidia to work on them (www.ft.com)
21 days ago AI Robot Nvidia

The Senate passes a measure requiring Nvidia and AMD to prioritize US customers over China for advanced AI chip sales, as part of a defense policy bill (www.bloomberg.com)
23 days ago China AI Nvidia Senate AMD

Sources: China tightens customs checks on chip imports, starting with Nvidia's H20 and RTX Pro 6000D, after urging local companies not to buy Nvidia's products (www.ft.com)
23 days ago China Nvidia

A profile of Singapore-based Megaspeed, which bought $2B of Nvidia chips and is under US probe for possibly helping Chinese companies evade export controls (www.nytimes.com)
23 days ago China Singapore Nvidia

Sources: China tightens customs checks on chip imports, starting with Nvidia's H20 and RTX Pro 6000D, after urging local tech companies to avoid Nvidia products (t.co)
23 days ago China Nvidia

Reflection AI, which is developing an open-source AI model to compete with DeepSeek, raised $2B led by Nvidia, valuing it at $8B, up from $545M in March (www.nytimes.com)
24 days ago AI Nvidia

Sources: US Commerce Department's BIS approves several billion dollars' worth of Nvidia chip exports to the UAE, an early step in a May 2025 bilateral AI deal (www.bloomberg.com)
24 days ago AI Nvidia

Nvidia's Huang Says He's Surprised AMD Offered 10% of the Company in 'Clever' OpenAI Deal (slashdot.org)
25 days ago Nvidia AMD

Sources: xAI nears a deal to raise $20B in equity and debt, tied to the Nvidia GPUs that xAI plans to rent for Colossus 2, with Nvidia investing as much as $2B (www.bloomberg.com)
25 days ago Nvidia Equity

The recent wave of circular deals and partnerships involving Nvidia and OpenAI is escalating concerns that they are artificially propping up the $1T AI market (www.bloomberg.com)
25 days ago AI Nvidia

Sources: xAI nears a deal to raise $20B in equity and debt, tied to the Nvidia GPUs that xAI plans to use in Colossus 2; Nvidia is investing as much as $2B (www.bloomberg.com)
25 days ago Nvidia Equity

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