Nvidia

Nvidia announces a version of DGX Spark with 64 GB of unified memory for $4,999, or $1,000 more than the 128 GB version at launch (www.pcmag.com)
1 day ago Nvidia

US authorities arrest a California man suspected of smuggling $300M+ worth of restricted Nvidia AI chips to China via Malaysia and Singapore from 2023 to 2024 (www.bloomberg.com)
2 days ago China AI Singapore Malaysia Nvidia California

Experts say mounting cases of Nvidia chips reaching Chinese AI companies despite US export controls are increasingly pointing to gaps in Nvidia's due diligence (www.bloomberg.com)
2 days ago China AI Nvidia

SoftBank made the final $10B investment in its $30B pledge to OpenAI's last funding round; source: Nvidia also made its final $10B investment in the round (www.theinformation.com)
2 days ago Nvidia

GPU cloud provider GMI Cloud raised $668M, including $223M in equity led by ARCHIV with participation from Nvidia and $445M in credit led by Taiwanese bank CTBC (www.theinformation.com)
3 days ago Taiwan Nvidia Equity

Sources: Meta is aggressively claiming a tax credit for AI data center build-outs by classifying facilities as experimental and writing off Nvidia chip supplies (www.nytimes.com)
3 days ago Tax AI Nvidia

IPO prospectus: Anthropic has agreements to pay SpaceX up to $84.5B to use its Nvidia-based compute through 2029, mostly cancellable with a 90-day notice period (www.theinformation.com)
4 days ago IPO Nvidia SpaceX

Sources: Nvidia is in early-stage talks with insurance companies to structure risk-mitigation products to protect lenders against loan defaults by neoclouds (www.ft.com)
4 days ago Nvidia Insurance

Samsung commits $1B to AI infrastructure company Helix, adding to the $10B already secured when a KKR-led consortium including Nvidia established Helix in June (www.wsj.com)
5 days ago Samsung AI Nvidia

Sources: OpenAI offered to invest ~$100M in Hugging Face before Nvidia's $13B acquisition, but talks fell apart; AMD and Salesforce also held talks (www.cnbc.com)
5 days ago Salesforce Nvidia AMD

Nvidia Unveils AI Agent Safety Platform With Hardware-Based Watchdog (it.slashdot.org)
5 days ago AI Nvidia

Physical AI chip startup SiMa.ai raised a $150M Series C led by Fidelity and Amplify at a $1.45B valuation, aiming to compete with Nvidia's CUDA-based hardware (siliconangle.com)
5 days ago Startup AI Nvidia

Artificial Analysis launches the Cyber Index Alliance in partnership with Collinear, IBM, Nvidia, and Vercel to benchmark AI agents on cyber defense tasks (artificialanalysis.ai)
5 days ago IBM AI Nvidia

Nvidia increases its share buyback program by $150B to $235B, aiming to complete the process through fiscal 2028; NVDA is up 20% in 2026 (www.bloomberg.com)
5 days ago Nvidia

Nvidia launches the Open Agent Safety Platform, a reference design to stop AI agents from escaping, made up of OpenShell for CPUs and Sentry for network chips (www.cnbc.com)
6 days ago AI Nvidia

Sources: China's government asked Alibaba, ByteDance, and others to report on their plans to buy Nvidia RTX Pro 5500, saying it intends to approve the purchases (www.theinformation.com)
6 days ago China Alibaba Nvidia

Nscale secures $3.36B in convertible financing led by Third Point ahead of its US IPO, with $2.36B available immediately and $1B from Nvidia in November (techcrunch.com)
8 days ago IPO Nvidia

Q&A with Cisco President and CPO Jeetu Patel on its multibillion-dollar networking deals for AI infrastructure, competition from partners like Nvidia, and more (www.ft.com)
10 days ago AI Nvidia Cisco

Sources and Nscale's US SEC filings: ByteDance accounted for nearly 75% of Nscale's sales in 2025 and used Nscale's facility in Norway to access Nvidia AI chips (www.ft.com)
11 days ago AI Nvidia Norway

US startup Firebird is building a 300MW data center in Armenia, set to host 70K+ Nvidia chips by 2027; sources: Trump pledged Nvidia export approvals to Armenia (www.bloomberg.com)
11 days ago Trump Startup Nvidia

Big Tech is increasingly using residual value guarantees for off-balance sheet AI spend, giving Nvidia and Broadcom a way to support their customers' purchases (www.ft.com)
13 days ago AI Nvidia

Salesforce announces Koa, a specialized AI model built on Nvidia's Nemotron model architecture for reasoning about CRM data and to power AI agents in Agentforce (siliconangle.com)
14 days ago AI Salesforce Nvidia CRM

Sources: Apple is developing AI servers that could use M8 Ultra chips connected via Nvidia's NVLink Fusion, with plans to sell them to developers and others (www.theinformation.com)
14 days ago AI Apple Nvidia

Google, Nvidia, and Emerald AI launch the AI Energy Management Alliance to advance data centers that dynamically adjust electricity use based on grid conditions (www.axios.com)
14 days ago Google Energy AI Nvidia

Snap is pitching its $2,195 Specs as an enterprise product, inking Salesforce, Amazon, and Nvidia deals to enable visual overlays, alongside consumer features (www.wired.com)
14 days ago Amazon Salesforce Nvidia

Sources: Anthropic is in talks to bring on Nvidia as an anchor investor in its IPO, seeking up to $100B at a ~$2T valuation; Nvidia may invest up to $10B (www.reuters.com)
22 days ago IPO Nvidia

Sources: the DOJ is investigating whether Nvidia tried to skirt antitrust scrutiny of its 2025 Groq deal, which Groq called a “nonexclusive licensing agreement” (www.nytimes.com)
22 days ago Nvidia

Sources: DOJ is investigating whether Nvidia tried to skirt antitrust scrutiny of its 2025 Groq deal, described by Groq as a “nonexclusive licensing agreement” (www.nytimes.com)
24 days ago Nvidia

Sources: US negotiators used the promise of access to Nvidia's chips for an Armenian data center to broker a preliminary Armenia-Azerbaijan peace deal last year (www.wsj.com)
29 days ago Nvidia

Nvidia says it plans to bring DLSS 5 to older RTX 40-series GPUs “once RTX 50 Series performance is more fully tuned” (www.theverge.com)
29 days ago Nvidia

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