Nvidia

Sources: the US DOD strikes agreements with Nvidia, Microsoft, Reflection AI, and AWS to use their AI tools on classified military networks for “lawful” use (www.bloomberg.com)
16 hours ago Microsoft AI Nvidia

Sources: Huawei expects AI chip revenue to hit ~$12B in 2026, up 60% from $7.5B in 2025, as orders for its Ascend 950PR chip surge and Nvidia stalls in China (www.ft.com)
23 hours ago China AI Nvidia

Sources: strong AI demand in China nearly doubles prices for Nvidia's B300 servers to ~$1M each, as a crackdown on chip smuggling dries up black market supply (www.reuters.com)
1 day ago China AI Nvidia

Nvidia launches Nemotron 3 Nano Omni, an open multimodal model with a 30B-A3B hybrid MoE architecture; the Nemotron 3 family saw 50M+ downloads in the past year (siliconangle.com)
3 days ago Nvidia

Nvidia stock jumps 4.3% to close at a record for the first time since Oct., pushing Nvidia's market cap past $5T, as a rally in Intel pushed chipmakers higher (www.cnbc.com)
7 days ago Intel Nvidia

Sources: AI startups are struggling to access Nvidia GPUs as Microsoft and other cloud providers divert supply to internal teams and large customers like OpenAI (www.theinformation.com)
7 days ago Microsoft Startup AI Nvidia

Meta announces a deal to use “tens of millions” of Amazon's Graviton chips to help deliver its next generation of AI models, amid a shortage of Nvidia chips (www.axios.com)
7 days ago Amazon AI Nvidia

US Commerce Secretary Howard Lutnick says Nvidia has yet to sell H200 chips to Chinese companies and that the Chinese government has not approved such purchases (www.reuters.com)
8 days ago China Nvidia

Source: Mira Murati's TML signed a deal with Google Cloud, valued in single-digit billions, to access Google's latest AI systems built on Nvidia's GB300 chips (techcrunch.com)
9 days ago Google AI Nvidia

SK hynix says it has begun mass production of the 192GB SOCAMM2, a next-gen LPDDR5X low-power DRAM module designed particularly for Nvidia's Vera Rubin (www.koreaherald.com)
11 days ago Nvidia

Chinese lidar maker Hesai, a primary supplier for Nvidia's ADAS, announces EXT lidar, calling it the industry's first to integrate spatial and color detection (www.reuters.com)
13 days ago China Nvidia

A deep dive into Dwarkesh Patel's interview with Jensen Huang, including Huang's takes on Nvidia's moat and chip sales to China, and reactions to the interview (thezvi.substack.com)
14 days ago China Interview Nvidia

Sources: Cursor is in advanced talks to raise about $2B co-led by a16z at a valuation of more than $50B, not including the investment, with Nvidia participating (www.bloomberg.com)
14 days ago Nvidia

Q&A with Jensen Huang on Nvidia's supply chain moat, competition from ASICs like Google's TPU, investing in AI labs and neoclouds, selling to China, and more (www.dwarkesh.com)
16 days ago China Google AI Nvidia

Nvidia stock rose 18%+ over the past ten days, its longest winning streak since 2023; Jensen Huang said in March that Nvidia has $1T of GPU orders through 2027 (www.cnbc.com)
17 days ago Nvidia

Microsoft agrees to rent 30,000 Nvidia Vera Rubin chips from Nscale at a site in Norway that was initially intended for OpenAI and marketed as part of Stargate (www.bloomberg.com)
17 days ago Microsoft Nvidia Norway

Nvidia announces the Ising AI models, which it says are the first open models aimed at quantum computing calibration and error correction (siliconangle.com)
17 days ago AI Nvidia Quantum

Shares of Dell and HP jump after a report said Nvidia “has been in negotiations for over a year to buy a large company and it will reshape the PC landscape” (www.bloomberg.com)
18 days ago Nvidia

Ornn Compute Price Index: renting one Nvidia Blackwell GPU for an hour now costs $4.08, up 48% from $2.75 two months ago, driven by agentic AI demand (www.wsj.com)
18 days ago AI Nvidia

Ornn Compute Price Index: Nvidia Blackwell GPU hourly rent hit $4.08, up 48% from $2.75 two months ago, driven by agentic AI demand (www.wsj.com)
18 days ago AI Nvidia

CoreWeave says it has signed a multiyear deal with Anthropic, including a variety of Nvidia chips at data centers in the US; it now has 43 active data centers (www.bloomberg.com)
21 days ago Nvidia

Documents: Shenzhen-based computing company Sharetronic bought hundreds of Super Micro systems containing banned Nvidia H100 and H200 chips in 2025, worth ~$92M (www.bloomberg.com)
21 days ago Nvidia Shenzhen

Amazon May Sell Trainium AI Chips To Third Parties In Shot At Nvidia (hardware.slashdot.org)
22 days ago Amazon AI Nvidia

OpenAI pauses Stargate in the UK, citing the high energy costs and regulatory environment; OpenAI announced it in September 2025 alongside Nvidia and Nscale (www.bloomberg.com)
22 days ago Energy Nvidia

TSMC says its most advanced chip packaging tech, CoWoS, is growing at an 80% CAGR as it ramps up capacity; Nvidia has reportedly reserved most of the capacity (www.cnbc.com)
22 days ago Nvidia

Sources: Bain's data center unit cuts ties with Megaspeed, which is under US investigation over if it helped Chinese companies evade Nvidia AI chip export curbs (www.bloomberg.com)
24 days ago China AI Nvidia

Anthropic's Project Glasswing includes AWS, Apple, Broadcom, Cisco, CrowdStrike, Google, Microsoft, Nvidia, Palo Alto Networks, and others (www.zdnet.com)
24 days ago Google Microsoft Apple Nvidia Cisco

Apple reportedly signed a 3rd-party driver, by Tiny Corp, for AMD or Nvidia eGPUs for Apple Silicon Macs; it's meant for AI research, not accelerating graphics (appleinsider.com)
27 days ago AI Apple Nvidia AMD

Nvidia Rolls Out Its Fix For PC Gaming's 'Compiling Shaders' Wait Times (tech.slashdot.org)
29 days ago Nvidia

Sources: Chinese optics company and Nvidia supplier Innolight confidentially filed for a Hong Kong IPO that could raise $3B+; Innolight is listed in Shenzhen (www.bloomberg.com)
29 days ago China Hong Kong IPO Nvidia Shenzhen

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