Nvidia

Nvidia reports Q1 net income up 211% YoY to $58.3B, beating analyst estimates of $42.9B, and raises Q2 revenue forecast to $91B (www.wsj.com)
2026-5-21 Nvidia

Nvidia reports Q1 revenue up 85% YoY to $81.6B, Data Center revenue up 92% to $75.2B, and announces an $80B additional share repurchase authorization (nvidianews.nvidia.com)
2026-5-21 Nvidia

Document and sources: China banned Nvidia's RTX 5090D V2 chip, aimed at gamers and animators, while Jensen Huang was visiting China with Donald Trump last week (www.ft.com)
2026-5-20 Trump China Nvidia

Sources: Nvidia's business development group, not its VC arm NVentures, has led much of its ~$90B dealmaking push across 145+ companies over the past 16 months (giftarticle.ft.com)
2026-5-20 Nvidia

The “Nvidia Killer” IPO (dailyreckoning.com)
2026-5-17 IPO Nvidia

Seoul-based WIRobotics, which develops wearable and humanoid robots and is collaborating with Nvidia and AWS, raised a ~$68M Series B led by JB Investment (www.thelec.net)
2026-5-16 Robot Nvidia

Semiconductor stocks fell globally on Friday after the Trump-Xi summit concluded without major chip deals; Nvidia closed down 4.42% and AMD closed down 5.69% (www.wsj.com)
2026-5-16 Trump Nvidia AMD

Nvidia's future in China remains unclear after the Trump-Xi Summit; Trump says China “chose not to” buy Nvidia chips as “they want to try to develop their own” (www.nytimes.com)
2026-5-15 Trump China Nvidia

Razer updates the Blade 18 with an Intel Core Ultra 9 290HX Plus chip, starting at $4000 with an Nvidia RTX 5070 Ti, up $500 from the comparable 2025 model (www.theverge.com)
2026-5-15 Intel Nvidia

Sources: the US cleared ~10 Chinese companies, including Alibaba, Tencent, ByteDance, and JD.com, to buy Nvidia H200 chips, but no deliveries have been made (www.reuters.com)
2026-5-14 China Alibaba Tencent Nvidia

Richard Socher's Recursive Superintelligence raised $650M+ from GV, Greycroft, Nvidia, AMD, and others at a $4B valuation to pursue “recursive self-improvement” (www.nytimes.com)
2026-5-13 Nvidia AMD

Nvidia says that Jensen Huang is joining President Trump on his China trip; source: the president asked Huang to join after seeing media coverage of his absence (www.cnbc.com)
2026-5-13 Trump China Nvidia

Sources: Jensen Huang was left out of President Trump's China trip to avoid unwanted scrutiny and awkward conversations about the sale of Nvidia chips to China (www.semafor.com)
2026-5-13 Trump China Nvidia

Sources: Jensen Huang was not invited to travel with President Trump on his China trip, a potential setback to Nvidia; Huang expressed his willingness to join (www.bloomberg.com)
2026-5-12 Trump China Nvidia

CUDA Proves Nvidia Is a Software Company (hardware.slashdot.org)
2026-5-12 Nvidia

Nvidia embraces its role as an AI investor in 2026, committing $40B+ to equity investments including a $30B stake in OpenAI, $3.2B in Corning, and $2.1B in IREN (www.cnbc.com)
2026-5-11 AI Nvidia Equity

'Changing of the Guard'? AMD, Intel, and Micron Soar While Nvidia Lags (hardware.slashdot.org)
2026-5-10 Intel Nvidia AMD

NVIDIA confirms GeForce NOW data breach affecting Armenian users (www.bleepingcomputer.com)
2026-5-9 Nvidia

Sources: the US suspects OBON, a key company behind Thailand's national AI effort, of smuggling Super Micro servers with export-controlled Nvidia chips to China (www.bloomberg.com)
2026-5-8 China Thailand AI Nvidia

Nvidia and data center operator IREN announce a deal to deploy up to 5 GW of AI infrastructure; Nvidia can invest $2.1B into IREN; IREN jumps 9%+ after hours (www.cnbc.com)
2026-5-8 AI Nvidia

MediaTek launches the first phase of its Taiwan data center, aimed at R&D, powered by Nvidia's B200 platform, and built on Nvidia's DGX SuperPOD infrastructure (asia.nikkei.com)
2026-5-7 Taiwan Nvidia

Nvidia is investing $500M in Corning as part of its partnership to expand US manufacturing of fiber optics for AI infrastructure; GLW jumps 20%+ pre-market (www.wsj.com)
2026-5-6 AI Manufacturing Nvidia

Corning and Nvidia partner to open three advanced manufacturing plants in North Carolina and Texas dedicated to optical tech, boosting Corning's US capacity 10x (www.cnbc.com)
2026-5-6 Manufacturing Nvidia Texas

OpenAI partners with Microsoft, AMD, Broadcom, Nvidia, and Intel researchers to detail the Multipath Reliable Connection (MRC) protocol to help scale compute (www.thedeepview.com)
2026-5-6 Microsoft Intel Nvidia AMD

ElevenLabs raised $550M+ in its Series D, up from a previously announced $500M, adding BlackRock, Nvidia, and others as investors; its ARR passed $500M in Q1 (tech.eu)
2026-5-6 Nvidia

Nscale agrees to spend €695M on infrastructure in Portugal in an expansion of its Microsoft partnership, supplying 66K+ Nvidia Rubin GPUs from late 2027 (www.bloomberg.com)
2026-5-5 Microsoft Nvidia Portugal

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)
2026-5-4 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)
2026-5-4 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)
2026-5-4 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)
2026-5-1 Microsoft AI Nvidia

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