Nvidia

Sources: Moonshot has a computing power agreement with Alibaba for the use of ~20K Nvidia chips; some say the deal is for H200 chips, which Alibaba denies (www.bloomberg.com)
2 days ago Alibaba Nvidia

Q&A with CuspAI's Max Welling on its AI Materials Foundry, partnerships with Nvidia and others, Geoff Hinton and Yann LeCun joining its advisory board, and more (www.ft.com)
3 days ago AI Nvidia

Sources: Moonshot is seeking access to more Nvidia Blackwell chips to prepare for Kimi K4; the Chinese startup trained K3 on Nvidia chips including Blackwell (www.theinformation.com)
5 days ago China Startup Nvidia

Sources: Taiwan detained an Nvidia employee as part of a probe into the alleged smuggling of AI chips into China, after searching his home and office on July 24 (www.bloomberg.com)
5 days ago China Taiwan AI Nvidia

LSEG data: prices for credit default swaps, a closely watched gauge of risk, tied to Oracle, SpaceX, Alphabet, Nvidia, and others rise sharply to record highs (www.ft.com)
5 days ago Oracle Nvidia Alphabet SpaceX

Sources: Nvidia signs leases worth up to $50B for Hut 8's planned 1GW data center in Texas, hosting hundreds of thousands of chips; Hut 8 didn't name its client (www.ft.com)
6 days ago Nvidia Texas

Apple overtakes Nvidia to become the world's most valuable publicly traded company, two years after it lost the crown, closing at a $4.9T market cap on Monday (www.nytimes.com)
6 days ago Apple Nvidia

Nvidia, Tech Giants Launch AI Safety Initiative (it.slashdot.org)
6 days ago AI Nvidia

Sources: Nvidia has committed to invest $5B in Ilya Sutskever's SSI; the startup has previously raised about $3B in funding and was valued at $32B last year (www.bloomberg.com)
6 days ago Startup Nvidia

Nvidia In Talks With OpenAI To Guarantee $250 Billion Financing For Data Center (news.slashdot.org)
6 days ago Nvidia

Nvidia says it made a “substantial” investment in Safe Superintelligence, which will get access to Nvidia GPUs to up computing power by an “order of magnitude” (www.wsj.com)
6 days ago Nvidia

Nvidia launches the Open Secure AI Alliance, a coalition with Hugging Face and others to develop and share tools for AI safety and cybersecurity (www.reuters.com)
6 days ago AI Nvidia

Sources: Nvidia is in talks to provide a ~$250B backstop for OpenAI as part of a 10 GW data center project that SoftBank is developing in Ohio (www.wsj.com)
7 days ago Nvidia

Nvidia and SK Group unveil a $500B+ AI initiative that includes an SK Hynix partnership to secure next-gen memory supply for Nvidia and joint development of HBM (www.reuters.com)
8 days ago AI Nvidia

Nvidia plans to invest $1B in Naver to help finance an AI data center in South Korea, and partners with SK Group to build more than 2 GW of AI data centers (www.bloomberg.com)
8 days ago Korea AI Nvidia

Nvidia, Microsoft, Meta Warn Against 'Premature Restrictions' of Open-Weight Models (meta.slashdot.org)
9 days ago Microsoft Nvidia

Meta, Nvidia, Microsoft, a16z, and others sign a letter defending open-source AI; Jensen Huang, in his first X post, says open models strengthen cybersecurity (www.theinformation.com)
9 days ago Microsoft AI Nvidia

Nvidia signs a $1.5B accord with Amkor, involving a prepayment by Nvidia to help bolster Amkor's chip packaging facility in Arizona; AMKR jumps 16%+ after hours (www.bloomberg.com)
10 days ago Nvidia

In a leaked four-hour investor talk, DeepSeek's Liang Wenfeng says the main US-China gap is compute access, Nvidia's CUDA moat is disintegrating, and more (www.fredgao.com)
10 days ago China Nvidia

Nvidia details its Vera CPU, its first CPU with a custom core design, featuring 88 cores and 176 threads, and set for general availability in H2 2026 (www.tomshardware.com)
12 days ago Nvidia

AMD plans to ship Helios, its first rack-scale AI system to rival Nvidia, later in 2026 to Microsoft, Meta, OpenAI, and others; Helios costs an estimated $5M+ (www.cnbc.com)
13 days ago Microsoft AI Nvidia AMD

Alibaba open-sources its chip software, following similar plays from Huawei and Moore Threads, as Chinese GPU makers try to break the dominance of Nvidia's CUDA (www.scmp.com)
14 days ago China Alibaba Nvidia

Japan plans to buy 27,500 Nvidia Rubin chips to develop a domestic AI foundation model for robots, in a Noetra-led effort that includes SoftBank, Sony, and NEC (www.bloomberg.com)
15 days ago Japan AI Robot Sony Nvidia

Nvidia unveils Cosmos 3 Edge, a world model designed for robots and vision AI agents to perceive and navigate physical environments in real time (www.cnbc.com)
17 days ago AI Robot Nvidia

Sources: Nvidia has cut its Asian authorized AI chip clients by 50%+ and intensified due diligence in Singapore, Malaysia, and Japan to prevent China diversions (www.ft.com)
17 days ago China Japan AI Singapore Malaysia Nvidia

Cadence unveils AuraStack AI Super Agent, an AI platform for PCB and advanced chip packaging design, with Nvidia, TSMC, and Schneider Electric among early users (www.forbes.com)
18 days ago AI Nvidia

Nokia plans to sell its AI-driven RAN platform, developed with Nvidia, to mobile operators by 2027, aiming for a 100% increase in spectrum efficiency by 2028 (www.bloomberg.com)
18 days ago Mobile AI Nvidia Nokia

A Trump administration official says a “trivial” number of Nvidia's H200 chips were shipped to China after winning a US license, without offering specifics (www.bloomberg.com)
19 days ago Trump China Nvidia

AI startup Reflection says it has signed a $1B+ deal to secure computing capacity from Nebius, including access to Nvidia chips, following a deal with SpaceX (www.reuters.com)
19 days ago Startup AI Nvidia SpaceX

Sources: Nvidia intensified due diligence and cut its authorized AI chip customers in Singapore, Malaysia, and Japan by 50%+ to prevent China diversions (www.ft.com)
19 days ago China Japan AI Singapore Malaysia Nvidia

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