Nvidia

Mira Murati's Thinking Machines Lab signs a chip supply deal with Nvidia worth tens of billions of dollars, planning to deploy 1GW+ of next-gen Vera Rubin chips (www.ft.com)
10 hours ago Nvidia

Sources: Nvidia is pitching NemoClaw, an upcoming open-source AI agent platform for enterprises, and plans to offer security and privacy tools for it (www.wired.com)
23 hours ago AI Nvidia

Nvidia and ABB partner to bring ABB's robot training software to Nvidia's Omniverse simulation platform to build autonomous robots, which Foxconn is trialling (www.ft.com)
1 day ago Robot Nvidia

Sources: the US is considering requiring countries whose companies buy large volumes of Nvidia and AMD AI chips to invest in US AI infrastructure (www.ft.com)
4 days ago AI Nvidia AMD

Sources: US officials propose expanding AI chip export controls globally, requiring Commerce Department approval for Nvidia and AMD shipments to any country (www.bloomberg.com)
5 days ago AI Nvidia AMD

Jensen Huang Says Nvidia Is Pulling Back From OpenAI and Anthropic (slashdot.org)
5 days ago Nvidia

Sources: Nvidia has reallocated manufacturing capacity at TSMC away from making H200 chips intended for Chinese market to its latest Vera Rubin products (www.ft.com)
5 days ago China Manufacturing Nvidia

Jensen Huang says Nvidia's recent $30B investment in OpenAI “might be the last time” it invests in the company, because OpenAI is “going to go public” (www.cnbc.com)
6 days ago Nvidia

Perplexity signs a multiyear deal with CoreWeave to use dedicated clusters powered by Nvidia Grace Blackwell chips for AI inference; CRWV jumps 5%+ pre-market (www.axios.com)
6 days ago AI Nvidia

Self-driving software startup Oxa raised a $103M Series D, with $50M coming from the UK government's National Wealth Fund; Nvidia's NVentures also invested (sifted.eu)
6 days ago Startup Nvidia

A UK trial by the National Grid, Nvidia, and others finds AI data centers can operate without using peak power continuously, adjusting consumption when asked (www.bloomberg.com)
7 days ago AI Nvidia

A look at the US DOJ's December lawsuit alleging a smuggling ring illegally exported or tried to export at least $160M in advanced Nvidia AI chips to China (www.thewirechina.com)
7 days ago China AI Nvidia

Sources: US considers limiting Chinese companies to 75K Nvidia H200 chips each, less than half of what some want to buy; AMD MI325 chips also count toward a cap (www.bloomberg.com)
8 days ago China Nvidia AMD

Nvidia says it plans to invest $2B each in photonic product makers Lumentum and Coherent to support the companies' R&D and manufacturing operations in the US (www.reuters.com)
8 days ago Manufacturing Nvidia

Australian AI infrastructure company Firmus signed a multi-billion deal with an unnamed customer to build a Melbourne data center with 18,400 Nvidia GB300 chips (www.bloomberg.com)
8 days ago Australia AI Nvidia Melbourne

Nvidia partners with Cisco, Nokia, and others to build 6G networks based on open, software-defined AI radio access networking (AI-RAN) architecture (siliconangle.com)
9 days ago AI Nvidia Nokia Cisco

Anthropic's dispute with the DOD raises critical questions for US military partners like Nvidia, Google, Amazon, and Palantir, which work closely with Anthropic (www.wired.com)
10 days ago Google Amazon Nvidia

Sources: Nvidia plans to unveil a new AI inference chip at its GTC conference in March; the system will have a Groq-designed chip and OpenAI is a customer (www.wsj.com)
10 days ago AI Nvidia

OpenAI raised $110B at a $730B pre-money valuation, up from $500B in a secondary financing in Oct.; Amazon invested $50B, Nvidia and SoftBank invested $30B each (www.cnbc.com)
11 days ago Amazon Nvidia

Nvidia stock is down 4%+, as investor concerns around the AI infrastructure boom dampen enthusiasm about the chipmaker's better-than-expected earnings (www.cnbc.com)
12 days ago AI Nvidia

Nvidia discloses $3.5B in guarantees to companies leasing land, power, and data center facilities, up 4x on Q3; the move may help firms without credit ratings (www.theinformation.com)
12 days ago Nvidia

Nvidia says the US government granted it a license to ship a small number of H200 chips to Chinese customers, but it's unclear if Beijing will allow any imports (www.bloomberg.com)
12 days ago China Nvidia

Sources: DeepSeek did not share its upcoming V4 model with US chipmakers, including AMD and Nvidia, but granted early access to Chinese companies like Huawei (www.reuters.com)
13 days ago China Nvidia AMD

Nvidia reports Q4 revenue up 73% YoY to $68.13B, vs. $66.21B est., Data Center revenue up 75% to $62.3B, and forecasts Q1 revenue above estimates (www.bloomberg.com)
13 days ago 4Q Nvidia

A top US export control official says Nvidia has yet to sell any H200 chips to China, two months after President Trump's decision to allow AI chip shipments (www.bloomberg.com)
13 days ago Trump China AI Nvidia

MatX, an AI chip startup founded by two alumni of Google's chip business, raised $500M+ led by Jane Street and Situational Awareness to compete with Nvidia (www.bloomberg.com)
14 days ago Google Startup AI Nvidia

A Trump administration official says DeepSeek's new model, expected next week, was trained on Nvidia Blackwell chips, in a potential US export control violation (www.reuters.com)
14 days ago Trump Nvidia

Sources: Dell, Lenovo, and other PC makers are working with Nvidia on laptops that use the Arm-based Nvidia-MediaTek SoC, which could launch in H1 2026 (www.wsj.com)
15 days ago Nvidia Lenovo

Sources: Dell, Lenovo, and other PC makers are working with Nvidia on laptops using the Arm-based Nvidia-MediaTek system-on-a-chip, which could come in H1 2026 (www.wsj.com)
15 days ago Nvidia Lenovo

Sources: Nvidia is close to finalizing a $30B equity investment into OpenAI that will replace the long-term $100B commitment agreed by the companies last year (www.ft.com)
18 days ago Nvidia Equity

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