Nvidia

Sources: OpenAI is in talks to raise up to $30B from Nvidia, less than $10B from Microsoft, and $10B-$20B from Amazon as part of a $100B funding round (www.theinformation.com)
2026-1-29 Amazon Microsoft Nvidia

Sources: Hugging Face declined Nvidia's $500M investment offer at a $7B valuation in late 2025; Hugging Face says it does not want a single dominant investor (www.ft.com)
2026-1-28 Nvidia

Sources: Nvidia has allocated ~70% of its 2026 HBM4 demand to SK hynix; Counterpoint estimates SK hynix will account for 54% of the global HBM4 market in 2026 (en.yna.co.kr)
2026-1-28 Nvidia

Sources: China approved its first batch of Nvidia H200 chips for import, covering several hundred thousand units, during Jensen Huang's visit to China this week (www.reuters.com)
2026-1-28 China Nvidia

Nvidia announces its Earth-2 Medium Range weather model, built on its Atlas architecture, claiming it outperforms Google DeepMind's GenCast in 70+ variables (techcrunch.com)
2026-1-27 Google Nvidia

Nvidia invests an additional $2B in CoreWeave to help speed up adding 5GW+ of AI computing capacity by 2030 and deploy Nvidia's new Vera CPU; CRWV jumps 9%+ (www.bloomberg.com)
2026-1-27 AI Nvidia

Sources: Samsung enters the final qualification phase to supply its HBM4 chips to Nvidia, and targets mass production in February; Samsung's shares jumped 3.2% (www.bloomberg.com)
2026-1-26 Samsung Nvidia

Sources: China has told Alibaba, Tencent, and ByteDance that they can prepare orders for Nvidia's H200 chips, suggesting Beijing is close to approving imports (www.bloomberg.com)
2026-1-24 China Alibaba Tencent Nvidia

Nvidia Allegedly Sought 'High-Speed Access' To Pirated Book Library for AI Training (yro.slashdot.org)
2026-1-23 AI Nvidia

How Google, Huawei, Microsoft, and Nvidia, as well as startups and university research teams, spent millions of dollars to develop AI weather forecasting tools (www.bloomberg.com)
2026-1-22 Google Microsoft Startup AI Nvidia

Lightning AI merges with data center operator Voltage Park to create an “AI cloud” with a $2.5B valuation, managing 35,000+ Nvidia GPUs across six data centers (www.forbes.com)
2026-1-21 AI Nvidia

G42 CEO Peng Xiao says AI chip shipments from Nvidia, AMD, and Cerebras are set to arrive in the UAE within the next few months, as the UAE builds a 200MW hub (www.bloomberg.com)
2026-1-21 AI Nvidia AMD

Sources: AI inference startup Baseten raised $300M led by IVP and CapitalG at a $5B valuation, more than doubling its valuation; Nvidia invested $150M (www.wsj.com)
2026-1-21 Startup AI Nvidia

Humans&, founded by ex-Anthropic, xAI, and Google staff to build collaborative AI, raised a $480M seed from Nvidia, Jeff Bezos, and others at a $4.48B valuation (www.nytimes.com)
2026-1-21 Google AI Nvidia Jeff Bezos

Nvidia Contacted Anna's Archive To Secure Access To Millions of Pirated Books (yro.slashdot.org)
2026-1-20 Nvidia

Sources: suppliers of parts for Nvidia's H200 chips have paused production after Chinese customs officials blocked shipments of the AI processors (www.ft.com)
2026-1-17 China AI Nvidia

Sources: Chinese AI companies seek to rent compute in Southeast Asia and the Middle East for Nvidia Rubin access, as Zhipu and Alibaba warn of a widening US gap (www.wsj.com)
2026-1-16 China Alibaba Asia AI Nvidia Southeast Asia

SiFive will integrate Nvidia's NVLink Fusion infrastructure with its RISC-V processor IP platforms, allowing SiFive silicon to communicate with Nvidia GPUs (www.forbes.com)
2026-1-16 Nvidia

ASUS Stops Producing Nvidia RTX 5070 Ti and 5060 Ti 16GB (tech.slashdot.org)
2026-1-16 Nvidia

Letter: a top House Republican warns severe DRAM and HBM3E supply shortages may constrain H200 export licenses; Nvidia says it “can serve all approved” orders (www.bloomberg.com)
2026-1-16 Republican Nvidia

Sources: Apple now needs to fight for TSMC production capacity amid the AI boom; Nvidia was likely TSMC's top customer in at least one or two quarters in 2025 (www.culpium.com)
2026-1-16 AI Apple Nvidia

Apple is Fighting for TSMC Capacity as Nvidia Takes Center Stage (apple.slashdot.org)
2026-1-16 Apple Nvidia

Sources: China is drafting rules for Nvidia H200 purchases, limiting how many chips local companies can buy and requiring them to justify the need (asia.nikkei.com)
2026-1-15 China Nvidia

US Approves Sale of Nvidia's Advanced AI Chips To China (hardware.slashdot.org)
2026-1-15 China AI Nvidia

Trump signs an order to impose a 25% tariff on chips “transshipped through the United States to other foreign countries”, as part of the Nvidia H200 deal (www.bloomberg.com)
2026-1-15 Trump Nvidia

Sources: Chinese officials told customs agents that Nvidia H200 chips are barred from China and instructed local tech companies not to buy them unless necessary (www.reuters.com)
2026-1-14 China Nvidia

Under new licensing requirements, the US Commerce Department says exports of Nvidia's H200 chips and AMD's MI325X chips will be reviewed on a case-by-case basis (www.bloomberg.com)
2026-1-14 Nvidia AMD

Filing: the US greenlights Nvidia H200 exports to China; the chips will be tested by a 3rd-party lab to confirm their AI capabilities before they can be shipped (www.reuters.com)
2026-1-14 China AI Nvidia

Sources: China has told some tech companies that it will approve Nvidia H200 chip purchases only under special circumstances, such as for university research (www.theinformation.com)
2026-1-14 China Nvidia

NYC-based Proxima, which uses AI to design drugs that control protein interactions, raised an $80M seed led by DCVC, with participation from Nvidia and others (www.bloomberg.com)
2026-1-13 AI Nvidia

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