Nvidia

Jensen Huang said Nvidia's market share of AI accelerators in China has “now dropped to zero” and that US export policy “has already largely backfired” (www.tomshardware.com)
21 days ago China AI Nvidia

Legislators and experts criticize the EU's €20B sovereign compute data center plan, questioning whether there is demand and the plan's reliance on Nvidia GPUs (www.politico.eu)
21 days ago Nvidia

Analysis: Asian suppliers account for ~90% of Nvidia's production costs, up from 65% in 2025, as latest wave of collaborations shifts from chips to physical AI (www.bloomberg.com)
21 days ago AI Nvidia

Sources: the US DOD strikes agreements with Nvidia, Microsoft, Reflection AI, and AWS to use their AI tools on classified military networks for “lawful” use (www.bloomberg.com)
23 days ago Microsoft AI Nvidia

Sources: Huawei expects AI chip revenue to hit ~$12B in 2026, up 60% from $7.5B in 2025, as orders for its Ascend 950PR chip surge and Nvidia stalls in China (www.ft.com)
24 days ago China AI Nvidia

Sources: strong AI demand in China nearly doubles prices for Nvidia's B300 servers to ~$1M each, as a crackdown on chip smuggling dries up black market supply (www.reuters.com)
25 days ago China AI Nvidia

Nvidia launches Nemotron 3 Nano Omni, an open multimodal model with a 30B-A3B hybrid MoE architecture; the Nemotron 3 family saw 50M+ downloads in the past year (siliconangle.com)
26 days ago Nvidia

Nvidia stock jumps 4.3% to close at a record for the first time since Oct., pushing Nvidia's market cap past $5T, as a rally in Intel pushed chipmakers higher (www.cnbc.com)
30 days ago Intel Nvidia

Sources: AI startups are struggling to access Nvidia GPUs as Microsoft and other cloud providers divert supply to internal teams and large customers like OpenAI (www.theinformation.com)
30 days ago Microsoft Startup AI Nvidia

Meta announces a deal to use “tens of millions” of Amazon's Graviton chips to help deliver its next generation of AI models, amid a shortage of Nvidia chips (www.axios.com)
30 days ago Amazon AI 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

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