Nvidia

Nvidia CEO Jensen Huang Summoned By Congress Over Chinese Espionage Concerns (yro.slashdot.org)
13 hours ago China Nvidia

Sources: Microsoft has been turning off rented computing capacity from Oracle after declining to renew a 2023 deal, because the hardware used older Nvidia chips (www.bloomberg.com)
14 hours ago Microsoft Oracle Nvidia

Democrats, with Elizabeth Warren a top contender to chair Senate Banking, are poised to step up oversight of Nvidia over chip exports and circular financing (www.bloomberg.com)
16 hours ago Democrat Nvidia Senate

Sources: TSMC is considering expanding into manufacturing 3D DRAM at the request of Nvidia, its biggest customer, amid memory chip shortages (www.theinformation.com)
16 hours ago Manufacturing Nvidia

Sources: Nvidia is requiring Southeast Asian customers seeking Nvidia Cloud Partner status to enroll in a program that tracks the locations of their AI chips (www.bloomberg.com)
20 hours ago AI Nvidia Southeast Asia

Sources: Nvidia approached Apollo about retrofitting some of the 130+ buildings of the PE firm's struggling ISP Brightspeed into a network of small data centers (www.theinformation.com)
1 day ago Nvidia

Sources: about 600,000 of Nvidia's H200 chips are stored in Hong Kong awaiting shipment to mainland China, as Beijing withholds approval for large-scale imports (www.reuters.com)
1 day ago China Hong Kong Nvidia

Sources: Nvidia verbally told cloud compute clients they must sell 51%+ of their services to non-Chinese companies, as the US further limits China's chip access (www.ft.com)
1 day ago China Nvidia

Democrats' US midterms victory is a win for hyperscalers and AI labs, a mixed bag for Nvidia, an advantage to China, and may make space data centers attractive (stratechery.com)
2 days ago China AI Democrat Nvidia

Sources: Alibaba, Tencent, ByteDance, and other Chinese AI companies ordered 6M Nvidia RTX Pro 5500 chips worth $70B, but expect only ~1% within four months (www.bloomberg.com)
3 days ago China Alibaba AI Tencent Nvidia

How Nvidia uses soft power to influence customers and shape US chip policy; sources: OpenAI took no public stance on China chip exports to avoid angering Nvidia (www.theinformation.com)
3 days ago China Nvidia

Sources: Nvidia verbally told cloud compute clients to sell 51%+ of their services to non-Chinese companies, imposing new limits on China's access to AI chips (www.ft.com)
4 days ago China AI Nvidia

Sources detail Anthropic's compute deal spree: 3.5GW+ in expected capacity in 2026, expanding direct hardware procurement to include Nvidia and AMD, and more (www.nytimes.com)
4 days ago Nvidia AMD

Marvell agrees to acquire optical components maker Lumentum in a $115B deal, as it seeks to rival Broadcom; Nvidia invested $2B in both Marvell and Lumentum (www.reuters.com)
4 days ago Nvidia

Sources: DeepSeek doubled its latest round's size due to surging black market Nvidia Blackwell chip prices, with Chinese state-owned investors representing 27% (www.theinformation.com)
8 days ago China Nvidia

Sources: Indian AI infrastructure company AM Intelligence seeks to raise as much as $3B to fund a previously announced purchase of Nvidia Vera Rubin systems (www.bloomberg.com)
8 days ago India AI Nvidia Intelligence

Sources: Nvidia is in talks to provide Nscale with billions of dollars in credit guarantees for debt to develop a 460MW data center that Anthropic plans to use (www.theinformation.com)
8 days ago Nvidia

Nvidia Chief Seen As Target of Chinese Spy Plot (slashdot.org)
8 days ago China Nvidia

Sources: the US DOJ has inquired about the impact of Nvidia's Hugging Face deal on AI competition, as antitrust enforcers continue to probe Nvidia's conduct (www.reuters.com)
9 days ago AI Nvidia

Nvidia debuts Nemotron 3.5 Transcribe, an open-weight model for multilingual audio transcription and translation, and Granary v2, its open-source speech dataset (siliconangle.com)
9 days ago Nvidia

Source: OpenAI, a major Nvidia customer, plans to buy Google's TPUs; a job listing shows it seeks an engineer to “lead the optimization” of its models on TPUs (www.theinformation.com)
10 days ago Google Nvidia

Nvidia and Meta expand their Muse partnership, including Meta deploying more Vera Rubin and Vera CPUs; Nvidia will invest $3B in Meta's planned equity fundraise (www.wsj.com)
11 days ago Nvidia Equity

SpaceX agrees to a ~$40B equipment finance lease with Apollo to fund purchases of Nvidia GPUs for its AI initiatives, set to close before the end of 2026 (www.bloomberg.com)
11 days ago AI Nvidia SpaceX

Meta plans to raise $95B to finance its AI expansion, including a $35B underwritten equity offering, backed by cornerstone investors Nvidia, AMD, and Broadcom (www.ft.com)
11 days ago AI Nvidia Equity AMD

German energy company PreussenElektra says it is working with Nvidia to assess whether the country's idle nuclear plants could be turned into data centers (www.bloomberg.com)
15 days ago Germany Energy Nvidia

Filings: Nvidia, Anthropic, and OpenAI had their highest-spending lobbying quarter between July and September, spending $2.2M, $2.1M, and $1.5M, respectively (www.theverge.com)
15 days ago Nvidia

Israeli security company Lava finds 32 Nvidia Blackwell Ultra B300 chips connected to systems linked to state-owned operator China Telecom, despite US controls (www.theinformation.com)
15 days ago China Israel Nvidia

ServiceNow and Nvidia launch Arc, a personal, long-running enterprise AI agent for productivity tasks across email and Teams, for RTX Spark and Nvidia OpenShell (www.zdnet.com)
16 days ago AI Nvidia

Nvidia launches its OpenShell Reference Architecture, a framework to secure, monitor, and govern AI agents, and partners with Canonical, AWS, BBVA, and others (www.theregister.com)
16 days ago AI Nvidia

Nvidia unveils the DSX POD, a modular containerized version of its Vera Rubin reference architecture to cut data center deployment from six months to 14 days (www.datacenterdynamics.com)
16 days ago Nvidia

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