Nvidia

Jensen Huang says the 10 GW OpenAI project is equivalent to 4M-5M GPUs; the first phase is expected to come online in H2 2026 using Nvidia's Vera Rubin platform (www.cnbc.com)
2025-9-23 Nvidia

Nvidia plans to invest $100B in OpenAI progressively as part of a deal to deploy at least 10 GW of Nvidia systems for OpenAI's infrastructure (openai.com)
2025-9-23 Nvidia

Nvidia and Abu Dhabi institute launch joint AI and robotics lab in the UAE (indianexpress.com)
2025-9-22 AI Robot Nvidia

Nvidia and Intel sidestepping questions about manufacturing in their new deal only reinforces that Intel's best path forward is to spin off its foundry business (www.wsj.com)
2025-9-20 Intel Manufacturing Nvidia

Sources: Nvidia is in advanced discussions to invest $500M in UK self-driving car startup Wayve, as part of a £2B pledge for UK startups; Wayve is evaluating (t.co)
2025-9-20 Startup Nvidia Autonomous Car

Sources: Nvidia is in advanced talks to invest $500M in UK self-driving car startup Wayve, as part of a broader £2B funding pledge in UK startups (www.ft.com)
2025-9-19 Startup Nvidia Autonomous Car

Nvidia takes $5 billion stake in Intel, offers chip tech in new lifeline to struggling chipmaker (indianexpress.com)
2025-9-19 Intel Nvidia

China's Huawei hypes up chip and computing power plans in fresh challenge to Nvidia (indianexpress.com)
2025-9-19 China Nvidia

Intel Says Blockbuster Nvidia Deal Doesn't Change Its Own Roadmap (slashdot.org)
2025-9-19 Intel Nvidia

Sources: Nvidia spent more than $900M to hire Enfabrica CEO Rochan Sankar and other employees at the AI hardware startup and to license the company's technology (www.cnbc.com)
2025-9-19 Startup AI Nvidia

Nvidia plans to invest £2B to support the UK's AI industry in partnership with Accel, Air Street Capital, Balderton Capital, Hoxton Ventures, and Phoenix Court (www.bloomberg.com)
2025-9-19 AI Nvidia

In a peer-reviewed Nature article, DeepSeek says it has spent $294,000 on training its R1 model and used 512 Nvidia H800 chips (www.reuters.com)
2025-9-18 Nvidia

Nvidia To Invest $5 Billion in Intel (slashdot.org)
2025-9-18 Intel Nvidia

Nvidia and Intel announce a partnership to develop multiple generations of x86 products; Nvidia will buy $5B of Intel stock at $23.28 per share; INTC jumps 20%+ (www.tomshardware.com)
2025-9-18 Intel Nvidia

Huawei unveils two new SuperPoD products, the Atlas 950 and Atlas 960, the latter linking up to 15,488 Ascend AI chips, as it seeks to challenge Nvidia (www.bloomberg.com)
2025-9-18 AI Nvidia

Sources: China told ByteDance, Alibaba, and others to stop testing and ordering Nvidia's RTX Pro 6000D, going beyond earlier guidance focused on Nvidia's H20 (www.ft.com)
2025-9-17 China Alibaba Nvidia

Nvidia CEO Jensen Huang says he was “disappointed” after a report that China has urged Chinese companies not to use the company's AI chips (www.cnbc.com)
2025-9-17 China AI Nvidia

Nvidia's new RTX6000D chip for China finds little favour with major firms (indianexpress.com)
2025-9-17 China Nvidia

Sources: China told ByteDance, Alibaba, and others to stop testing and ordering Nvidia's RTX Pro 6000D, a stronger ban than earlier guidance focused on H20 (www.ft.com)
2025-9-17 China Alibaba Ban Nvidia

China Tells Its Tech Companies To Stop Buying All of Nvidia's AI Chips (tech.slashdot.org)
2025-9-17 China AI Nvidia

US tech giants announce £31B+ in UK investments, coinciding with Trump's visit to the nation; OpenAI will bring Stargate to the UK with Nvidia and Nscale (www.bloomberg.com)
2025-9-17 Trump Nvidia

How the Swiss National Bank became one of the world's biggest tech investors, with a combined $42B+ invested in Amazon, Apple, Meta, Microsoft, and Nvidia (t.co)
2025-9-17 Amazon Microsoft Apple Switzerland Nvidia

Sources: Nvidia's China-only RTX 6000D receives lukewarm demand, with some seeing it as expensive given its performance lags the RTX 5090 (www.thestandard.com.hk)
2025-9-16 China Nvidia

CoreWeave says it has signed a new $6.3B order with Nvidia, which guarantees that Nvidia will purchase any residual cloud capacity not sold to customers (www.reuters.com)
2025-9-16 Nvidia

Alphabet becomes the fourth company to reach a $3T market cap, joining Nvidia, Microsoft, and Apple, after its stock jumped 4%+ on Monday (www.cnbc.com)
2025-9-16 Microsoft Apple Nvidia Alphabet

China says preliminary probe shows Nvidia violated anti-monopoly law (indianexpress.com)
2025-9-15 China Nvidia

China says Nvidia was found in violation of antitrust regulations in a preliminary investigation, in a brief statement without further details (www.bloomberg.com)
2025-9-15 China Nvidia

A deep dive into the architecture of Nvidia's Rubin CPX chip, which is optimized for long-context AI tasks and the prefill phase of inference (semianalysis.com)
2025-9-15 AI Nvidia

Source: Nvidia is scaling back DGX Cloud to primarily internal R&D use; DGX Cloud was initially envisioned to compete with major cloud providers like AWS (www.theinformation.com)
2025-9-13 Nvidia

Sources: Alibaba and Baidu have begun using their own internally designed chips to train their AI models, partly replacing AI chips made by Nvidia (www.theinformation.com)
2025-9-13 Alibaba AI Nvidia

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