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Sources: AI cloud computing provider Lambda raised ~$1B of private short-dated debt to finance the purchase of Nvidia GPUs, which will be leased by Microsoft
(
www.bloomberg.com
)
2026-8-29
Microsoft
AI
Nvidia
Sources: Nvidia paused some deals with AI cloud providers in the revenue-sharing program it announced in July; Nvidia says the program is still in place
(
www.wsj.com
)
2026-8-28
AI
Nvidia
Nvidia stock closed up 8.74% on Thursday, adding ~$440B to Nvidia's market cap, after its revenue guidance reassured investors that AI demand remains strong
(
www.cnbc.com
)
2026-8-28
AI
Nvidia
Source: Nvidia plans an employee-funded political action committee called NVPAC, as it seeks to step up its efforts to influence US policy
(
www.reuters.com
)
2026-8-28
Nvidia
Nvidia Agrees to Acquire Hugging Face For $13 Billion
(
news.slashdot.org
)
2026-8-28
Nvidia
Nvidia says its commitments to component suppliers for its AI chips and systems hit $279B in Q2, up from $119B in Q1, $95.2B in Q4 2025, and $50.3B in Q3 2025
(
www.wsj.com
)
2026-8-28
AI
4Q
Nvidia
Sources: the US is probing Singapore-based Apex Logistics for its suspected role in smuggling servers with Nvidia AI chips to China; Apex says it is cooperating
(
www.bloomberg.com
)
2026-8-27
China
AI
Singapore
Nvidia
Logistics
Filing: Nvidia says it has $18B committed to equity investments for the rest of the fiscal year and held $47.9B in private companies as of late July
(
www.businessinsider.com
)
2026-8-27
Nvidia
Equity
Source: Nvidia has agreed to buy Hugging Face for $12.9B
(
www.theinformation.com
)
2026-8-27
Nvidia
Source: Nvidia has been in talks to acquire Hugging Face for more than $13B; Microsoft also met with Hugging Face, but talks are not ongoing
(
www.businessinsider.com
)
2026-8-27
Microsoft
Nvidia
Nvidia forecasts Q3 revenue of $108B, above a $104B estimate, and expects FY 2028 revenue to grow by about 70%; NVDA jumps 4%+ after hours
(
www.reuters.com
)
2026-8-27
Nvidia
AWS plans to add 2M Nvidia Blackwell Ultra, Rubin, and Rubin Ultra GPUs to its data center fleet in 2027 and 2028, in addition to 1M GPUs announced in March
(
www.bloomberg.com
)
2026-8-27
Nvidia
Nvidia reports Q2 revenue up 106% YoY to $96.2B, Data Center revenue up 117% to $89B, Edge Computing revenue up 27% to $7.2B, and net income up 126% to $59.7B
(
nvidianews.nvidia.com
)
2026-8-27
Nvidia
Edge Computing
New GPUThor attack defeats NVIDIA ECC protection for root access
(
www.bleepingcomputer.com
)
2026-8-27
Nvidia
Sources: Anthropic has agreed to pay Nscale $45B over six years to rent about 460MW of power at a West Virginia data center using Nvidia's Vera Rubin chips
(
www.bloomberg.com
)
2026-8-27
Nvidia
Virginia
Intel reveals that Xeon 7, aimed at HPC and debuting in 2027, will support up to 256 cores and 22 chiplets, with 16 built on its bleeding-edge 18A-P process
(
www.theregister.com
)
2026-8-26
Intel
Indian AI infrastructure company AM Intelligence orders 9,000 Nvidia Vera Rubin systems and plans to offer 1GW of computing capacity as part of an $8B project
(
www.bloomberg.com
)
2026-8-26
India
AI
Nvidia
Intelligence
Perplexity and Nvidia Launch Fully Local AI Agent With Zero Token Costs
(
slashdot.org
)
2026-8-26
AI
Nvidia
Nvidia unveils the Jetson Orin Nano 2 edge AI computer that it says doubles inference performance, with 78 TOPS of AI compute and an eight-core Arm CPU
(
www.therobotreport.com
)
2026-8-26
AI
Nvidia
A detailed look at Jalapeño, OpenAI's ASIC developed with Broadcom in 16 months, which beat Nvidia, AMD, and Google chips on multiple top open-source models
(
newsletter.semianalysis.com
)
2026-8-26
Google
Nvidia
AMD
Perplexity launches Portable Computer, a local AI agent platform running fully on-device with zero token costs, starting with Nvidia DGX Spark and RTX Linux PCs
(
venturebeat.com
)
2026-8-26
Linux
AI
Nvidia
OpenAI says its Jalapeño chip delivered 1.5x-1.9x more AI work per watt and 1.7x-3.6x lower latency vs. Nvidia chips across GPT-OSS, DeepSeek R1, Kimi K2.5 1T
(
www.theverge.com
)
2026-8-26
AI
Nvidia
Xiaomi unveils the Xring O100, a 6nm AI accelerator to boost its MiMo models when paired with its O3 mobile chip, and the 3nm Xring D100 for autonomous driving
(
www.scmp.com
)
2026-8-25
Mobile
AI
Xiaomi
A profile of French software maker ChapsVision, which won a contract to replace Palantir at France's domestic intel agency in June and targets an IPO by 2030
(
www.ft.com
)
2026-8-25
France
Intel
IPO
Sources: Nvidia-backed neocloud Lambda is in talks to raise up to $3B at a $12B+ valuation; its revenue this year is estimated to reach $1.5B+
(
www.bloomberg.com
)
2026-8-25
Nvidia
Teen, 19, and his parents plunge to their deaths from cliff after three-hour row over paying for expensive mobile phone ends in tragedy
(
www.dailymail.co.uk
)
2026-8-25
Mobile
Mercury Research: AMD's share of x86 client CPU shipments tops 30% for the first time, hitting 30.3% in Q2, up from 21.1% two years earlier, vs. Intel's 69.7%
(
www.pcmag.com
)
2026-8-25
Intel
AMD
Nvidia Senior Manager Linked To Supermicro Scheme Smuggling AI Servers To China
(
slashdot.org
)
2026-8-25
China
AI
Nvidia
Nvidia says its Groq 3 LPX racks delivered 3,400 tokens per second in an Artificial Analysis benchmark running Gemma 4 31B with a 100,000-token input sequence
(
www.theregister.com
)
2026-8-25
Nvidia
Nvidia says its inference accelerator Groq 3 LPX has entered full production and Nebius has signed on as the first customer; SpaceXAI will adopt Vera CPUs
(
siliconangle.com
)
2026-8-25
Nvidia
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