Nvidia

Cisco launches the Silicon One G300 switch chip, made using TSMC's 3nm technology to compete with Broadcom and Nvidia in the AI infrastructure market (www.reuters.com)
2026-2-11 AI Nvidia Cisco

Cadence rolls out ChipStack, an AI agent to help chipmakers like Nvidia speed up the complex chip design process by up to 10x by building a “mental model” (www.reuters.com)
2026-2-11 AI Nvidia

Sources: Apollo nears a $3.4B loan deal to a Valor-led investment vehicle to buy and lease Nvidia chips to xAI; through fall 2025, xAI was burning $1B per month (www.theinformation.com)
2026-2-10 Nvidia

A look at Corning's booming fiber-optic business, boosted by data center demand and a $6B Meta deal, as Nvidia explores Corning's co-packaged optics for servers (www.wsj.com)
2026-2-8 Nvidia

Nvidia stock closes up 7.87% after Jensen Huang said the tech industry's surging capex for AI infrastructure is justified, appropriate, and sustainable (www.cnbc.com)
2026-2-7 AI Nvidia

SIA: chip sales hit $791.7B in 2025, up 25.6% YoY, with Nvidia, AMD, and Intel accounting for $301.9B, up 40%; SIA expects sales to reach $1T in 2026 (www.reuters.com)
2026-2-7 Intel Nvidia AMD

Sources: Nvidia delays the release of its incremental gaming GPU upgrade, codenamed Kicker, marking the first year in three decades without a new GPU for gaming (www.theinformation.com)
2026-2-6 Nvidia

Sources: the US Commerce Department finished reviewing Nvidia's H200 China license, but the State Department wants tougher restrictions, delaying final approval (www.ft.com)
2026-2-5 China Nvidia

Sources: US Commerce Dept. has finished review of Nvidia's license to sell China H200s, but the State Dept. seeks tighter restrictions, delaying final approval (www.ft.com)
2026-2-4 China Nvidia

Sources: Nvidia is nearing a deal to invest $20B in OpenAI as part of OpenAI's $100B funding round (www.bloomberg.com)
2026-2-4 Nvidia

Oracle says the Nvidia-OpenAI deal has “zero impact” on its financial relationship with OpenAI and it is “highly confident in OpenAI's ability to raise funds” (x.com)
2026-2-3 Oracle Nvidia

Sources: OpenAI is unsatisfied with some of Nvidia's AI chips used for inference and has sought alternatives since last year, including from Cerebras and Groq (www.reuters.com)
2026-2-3 AI Nvidia

An interview with Nvidia's senior VP of hardware engineering, Andrew Bell, on continuing to provide Shield Android TV software updates a decade after its launch (arstechnica.com)
2026-2-1 Android Interview Nvidia

Nvidia CEO Denies OpenAI's $100B Investment from Nvidia is 'Stalled' (hardware.slashdot.org)
2026-2-1 Nvidia

Nvidia CEO Jensen Huang said the company will “absolutely” be involved in OpenAI's current funding round, though the investment will be “nothing like” $100B (www.bloomberg.com)
2026-2-1 Nvidia

Sources: Nvidia's plan to invest up to $100B in OpenAI, announced in September 2025, has stalled after some inside Nvidia expressed doubts about the deal (www.wsj.com)
2026-1-31 Nvidia

Sources: China has given DeepSeek approval to buy Nvidia's H200 AI chips but imposes regulatory conditions, which are still being finalized (www.reuters.com)
2026-1-30 China AI Nvidia

Nvidia GeForce NOW Is Now Available Natively On Linux (games.slashdot.org)
2026-1-30 Linux Nvidia

Nvidia launches a native GeForce NOW app for Linux, starting with Debian-based Ubuntu, after releasing a Steam Deck app in 2025; in a hands-on, it works well (www.windowscentral.com)
2026-1-30 Linux Ubuntu Nvidia

Letter: Rep. John Moolenaar, chair of the US House Select Committee on China, says Nvidia helped DeepSeek hone AI models later used by the Chinese military (www.reuters.com)
2026-1-29 China AI Nvidia

Sources: OpenAI is in talks to raise up to $30B from Nvidia, less than $10B from Microsoft, and $10B-$20B from Amazon as part of a $100B funding round (www.theinformation.com)
2026-1-29 Amazon Microsoft Nvidia

Sources: Hugging Face declined Nvidia's $500M investment offer at a $7B valuation in late 2025; Hugging Face says it does not want a single dominant investor (www.ft.com)
2026-1-28 Nvidia

Sources: Nvidia has allocated ~70% of its 2026 HBM4 demand to SK hynix; Counterpoint estimates SK hynix will account for 54% of the global HBM4 market in 2026 (en.yna.co.kr)
2026-1-28 Nvidia

Sources: China approved its first batch of Nvidia H200 chips for import, covering several hundred thousand units, during Jensen Huang's visit to China this week (www.reuters.com)
2026-1-28 China Nvidia

Nvidia announces its Earth-2 Medium Range weather model, built on its Atlas architecture, claiming it outperforms Google DeepMind's GenCast in 70+ variables (techcrunch.com)
2026-1-27 Google Nvidia

Nvidia invests an additional $2B in CoreWeave to help speed up adding 5GW+ of AI computing capacity by 2030 and deploy Nvidia's new Vera CPU; CRWV jumps 9%+ (www.bloomberg.com)
2026-1-27 AI Nvidia

Sources: Samsung enters the final qualification phase to supply its HBM4 chips to Nvidia, and targets mass production in February; Samsung's shares jumped 3.2% (www.bloomberg.com)
2026-1-26 Samsung Nvidia

Sources: China has told Alibaba, Tencent, and ByteDance that they can prepare orders for Nvidia's H200 chips, suggesting Beijing is close to approving imports (www.bloomberg.com)
2026-1-24 China Alibaba Tencent Nvidia

Nvidia Allegedly Sought 'High-Speed Access' To Pirated Book Library for AI Training (yro.slashdot.org)
2026-1-23 AI Nvidia

How Google, Huawei, Microsoft, and Nvidia, as well as startups and university research teams, spent millions of dollars to develop AI weather forecasting tools (www.bloomberg.com)
2026-1-22 Google Microsoft Startup AI Nvidia

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