Nvidia

Source: Nvidia has discussed an investment in Mercor as part of a round valuing the startup at $20B; Nvidia paid Mercor tens of millions of dollars last quarter (www.theinformation.com)
12 hours ago Startup Nvidia

Sources: Veeda, which is developing world models and is led by ex-Nvidia VP of AI Research Sanja Fidler, raised a $90M+ seed and is backed by Khosla and Radical (thelogic.co)
16 hours ago AI Nvidia

Sources: Nvidia is working as a matchmaker to connect companies holding its GPUs with Nordic data center operators that have available capacity to deploy them (www.cnbc.com)
16 hours ago Nvidia

Nvidia, with quarterly free cash flow up 18x over the past three years to $48.5B, is using its balance sheet and credit rating to build an AI capital moat (www.cnbc.com)
1 day ago AI Nvidia

Sources: Beijing allowed ByteDance and Tencent to each receive about 10,000 Nvidia H200 chips at their mainland China facilities in recent weeks (www.ft.com)
1 day ago China Tencent Nvidia

OpenAI Announces Massive Data Center In Ohio With $105 Billion Nvidia Guarantee (news.slashdot.org)
2 days ago Nvidia

Nvidia's $500B funding package announcement for AI infrastructure follows SEC's July guidance that confirmed looser restrictions for data center securitizations (www.cnbc.com)
2 days ago AI Nvidia

Filing: Nvidia agrees to spend up to $105B to support SB Energy's new data center campus in Ohio set to be leased by OpenAI; Nvidia invests $1.5B in SB Energy (www.bloomberg.com)
2 days ago Energy Nvidia

Groq raised $350M led by Disruptive at a $3.5B valuation, down from $6.9B in September 2025 before Nvidia struck a licensing deal and hired much of its talent (www.bloomberg.com)
2 days ago Nvidia

OpenAI signs a 20-year, 10GW data center deal in Ohio with SoftBank's SB Energy; Nvidia agrees to backstop a portion of the value of the completed data center (www.wsj.com)
2 days ago Energy Nvidia

Chip giants participated in startup funding rounds collectively surpassing $250B YTD; Nvidia leads the sector in deal volume with a record 59 funding rounds (news.crunchbase.com)
2 days ago Startup Nvidia

Sources: Nvidia in talks to invest up to $3B in SoftBank-backed data center developer SB Energy that aims to IPO soon and is behind a huge OpenAI campus in Ohio (www.theinformation.com)
4 days ago IPO Energy Nvidia

Sources: Nvidia has reworked a deal to finance an OpenAI Ohio data center campus so that it would initially guarantee only half of its planned $250B backstop (www.wsj.com)
5 days ago Nvidia

Filing: Nvidia has a nearly $21B stake in SpaceX and a $30B stake in Intel; Nvidia invested as much as $2B in xAI in 2025 and $5B in Intel (www.bloomberg.com)
5 days ago Intel Nvidia SpaceX

Ukraine Finds Nvidia AI Chip In New Russian Missile (tech.slashdot.org)
5 days ago Russia AI Ukraine Nvidia

Sources: Nvidia is developing a Nemotron 4 model with 1T+ parameters, up from Nemotron 3 Ultra's 550B parameters but smaller than leading Chinese open models (www.theinformation.com)
8 days ago China Nvidia

Nvidia releases Nemotron 3.5 Lightning, an open 30B-parameter MoE model that it says delivers up to 4x faster output speeds, and an agentic AI model router (siliconangle.com)
8 days ago AI Nvidia

IBM and Together AI sign a $240M, multi-year deal to build an AI inference cluster on IBM Cloud, using Nvidia's HGX B300 systems, to support open-source models (www.reuters.com)
8 days ago IBM AI Nvidia

Big Tech's AI boom echoes the 1870s railroad expansion, and Nvidia shifting risk to institutional capital may expose investors if revenues fail to materialize (stratechery.com)
8 days ago AI Nvidia

Wall Street Giants Partner With Nvidia On $500 Billion AI Financing Deal (news.slashdot.org)
9 days ago AI Wall Street Nvidia

Sources: Apollo, Blackstone, BlackRock, KKR, and other financial groups are partnering with Nvidia on a $500B funding package for AI infrastructure development (www.ft.com)
9 days ago AI Nvidia

Sources: AI cloud computing provider Lambda is selling a $917M leveraged loan to finance the purchase of GPUs as part of a contract with Nvidia (www.bloomberg.com)
9 days ago AI Nvidia

Sources: Nvidia chips remain the norm for Chinese AI labs training LLMs, as switching from its CUDA platform to Huawei's CANN requires major code rewriting (www.scmp.com)
9 days ago China AI Nvidia

Sources: Nvidia agrees to invest $2B in Lancium, the power infrastructure developer of the Stargate campus in Texas, plus $1B more if it hits certain thresholds (www.theinformation.com)
12 days ago Nvidia Texas

Sources: the US Commerce Department's BIS is reviewing how Chinese AI companies access Nvidia chips overseas, including by legally renting foreign data centers (www.bloomberg.com)
12 days ago China AI Nvidia

Sydney-based AI data center company Firmus raised $2B in funding from Coatue, Nvidia, and others at a $10.5B post-money valuation, up from $5.5B in April (www.reuters.com)
13 days ago AI Nvidia Sydney

Sources: Nvidia is considering lower-memory versions of its Rubin Ultra GPU due to potential issues securing enough HBM, and has tested at least three versions (www.theinformation.com)
13 days ago Nvidia

Ooredoo, Nvidia, Nokia, and Indosat launch Zankore, Indonesia's first dedicated AI compute and neocloud platform; Ooredoo, which owns a 49% stake, commits $800M (fortune.com)
13 days ago AI Indonesia Nvidia Nokia

Elon Musk says SpaceX has decided to “build exclusively on Nvidia because we think the Vera Rubin architecture is the best architecture” (www.businessinsider.com)
14 days ago Elon Musk Nvidia SpaceX

Alpamayo 2 Super, Nvidia's frontier open reasoning model for robotaxis and AVs, is now available for commercial use under the OpenMDW-1.1 license (blogs.nvidia.com)
15 days ago Nvidia

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