Nvidia

An overview of macro tech trends for 2026, as “AI eats the world”: bubbles, the AI platform shift, Big Tech FOMO, capex, Nvidia, US power backlogs, and more (www.ben-evans.com)
2025-11-20 AI Nvidia

Filing: Nvidia says it plans to rent $26B worth of servers over the next six years, doubling the cloud spending commitments it disclosed three months ago (www.theinformation.com)
2025-11-20 Nvidia

Sources: the US Commerce Department plans to approve the sale of up to 35K of Nvidia's GB300 servers or their equivalents to G42 and Humain each (www.wsj.com)
2025-11-20 Nvidia

Nvidia Beats Earnings Expectations, Even As Bubble Concerns Mount (slashdot.org)
2025-11-20 Nvidia

Nvidia reports Q3 revenue up 62% YoY to $57.01B, vs. $54.92B est., Data Center revenue up 66% to $51.2B, and net income up 65% to $31.9B (www.cnbc.com)
2025-11-20 Nvidia

Elon Musk says xAI plans to develop a 500 megawatt data center in Saudi Arabia with state-backed AI startup Humain; the data center will rely on Nvidia chips (www.bloomberg.com)
2025-11-20 Startup AI Arabia Elon Musk Nvidia Saudi Arabia

Brookfield Asset Management is targeting $10B for its new AI infrastructure fund and has already raised $5B from its balance sheet, Nvidia, and other investors (www.wsj.com)
2025-11-19 AI Nvidia Asset

Source: Microsoft's and Nvidia's investments in Anthropic push its valuation to the range of $350B, up from its $183B valuation after raising $13B in September (www.cnbc.com)
2025-11-19 Microsoft Nvidia

Microsoft, Nvidia Commit Up To $15 Billion Investment in Anthropic as Claude Scales on Azure (slashdot.org)
2025-11-19 Microsoft Nvidia

Anthropic commits to buy $30B in Azure capacity in a new deal with Microsoft and Nvidia, which commit to invest up to $5B and $10B, respectively, in Anthropic (blogs.microsoft.com)
2025-11-19 Microsoft Nvidia

Arm and Nvidia announce that Arm-based Neoverse CPUs will be able to integrate with AI accelerators using Nvidia's NVLink Fusion tech (www.cnbc.com)
2025-11-18 AI Nvidia

US filing: Peter Thiel's Thiel Macro sold 537,742 Nvidia shares, worth ~$100M as of September 30, during Q3, amid rising concerns about an AI investment bubble (www.bloomberg.com)
2025-11-17 AI Nvidia

The NVIDIA Reckoning (dailyreckoning.com)
2025-11-14 Nvidia

An investigation traces how Shanghai-based AI startup INF Tech accessed advanced Nvidia chips at an Indosat data center in Jakarta, despite US export controls (www.wsj.com)
2025-11-14 Startup AI Nvidia Shanghai

An investigation traces how Shanghai-based AI company INF Tech accessed advanced Nvidia chips at an Indonesian data center despite US export controls (www.wsj.com)
2025-11-13 AI Indonesia Nvidia Shanghai

SoftBank sold its entire Nvidia stake, or ~32M shares, in October for $5.8B and part of its T-Mobile stake for $9.2B, boosting Q2 profit to $16.2B, above est. (www.ft.com)
2025-11-11 Mobile Nvidia

Data Centers in Nvidia's Hometown Stand Empty Awaiting Power (hardware.slashdot.org)
2025-11-11 Nvidia

NVIDIA Connects AI GPUs to Early Quantum Processors (hardware.slashdot.org)
2025-11-10 AI Nvidia Quantum

Microsoft, Meta, and sources say, Google will not publish diversity reports and data this year; Amazon, Apple, and Nvidia released diversity data this year (www.wired.com)
2025-11-8 Google Amazon Microsoft Apple Nvidia

Sources: the White House has told others in the government it won't allow Nvidia to sell its scaled-down AI chip B30A to China, despite Trump's hints he might (www.theinformation.com)
2025-11-7 Trump China AI Nvidia

NVIDIA CEO: ‘China is Going to Win' (dailyreckoning.com)
2025-11-7 China Nvidia

Nvidia's Jensen Huang Says China 'Will Win' AI Race With US (slashdot.org)
2025-11-7 China AI Nvidia

Qualcomm Ventures and six Indian VC firms join India Deep Tech Alliance with an additional $850M+ in commitments; Nvidia joins as a strategic technical adviser (techcrunch.com)
2025-11-5 India Nvidia

Sources: China offers to cut data center power bills by up to 50% to Alibaba and others, if they use local chips like Huawei's over foreign ones like Nvidia's (t.co)
2025-11-4 China Alibaba Nvidia

Sources: Trump decided not to discuss Nvidia's AI chip exports to China during his October 30 meeting with Xi Jinping following opposition from his top advisers (www.wsj.com)
2025-11-4 Trump China AI Nvidia

Lambda announces a multibillion-dollar agreement with Microsoft for AI infrastructure powered by Nvidia chips; the specific deal value was not disclosed (www.cnbc.com)
2025-11-4 Microsoft AI Nvidia

As part of the AWS deal, OpenAI says it will immediately begin running workloads on AWS infrastructure, tapping hundreds of thousands of Nvidia GPUs in the US (www.cnbc.com)
2025-11-4 Nvidia

Microsoft says the US has let it ship the latest Nvidia chips to the UAE for the first time; President Trump agreed to a deal with UAE President MBZ in May (www.ft.com)
2025-11-3 Trump Microsoft Nvidia

Microsoft signs a five-year, ~$9.7B deal to buy AI cloud capacity from Sydney-based IREN, giving Microsoft access to Nvidia's GB300 in IREN's Texas facility (www.bloomberg.com)
2025-11-3 Microsoft AI Nvidia Sydney Texas

Trump says Nvidia's Blackwell chips would not be available to “other people”; Trump suggested in August he might allow sales of a scaled-down version to China (www.reuters.com)
2025-11-3 Trump China Nvidia

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