Nvidia

CUDA Proves Nvidia Is a Software Company (hardware.slashdot.org)
2026-5-12 Nvidia

Nvidia embraces its role as an AI investor in 2026, committing $40B+ to equity investments including a $30B stake in OpenAI, $3.2B in Corning, and $2.1B in IREN (www.cnbc.com)
2026-5-11 AI Nvidia Equity

'Changing of the Guard'? AMD, Intel, and Micron Soar While Nvidia Lags (hardware.slashdot.org)
2026-5-10 Intel Nvidia AMD

NVIDIA confirms GeForce NOW data breach affecting Armenian users (www.bleepingcomputer.com)
2026-5-9 Nvidia

Sources: the US suspects OBON, a key company behind Thailand's national AI effort, of smuggling Super Micro servers with export-controlled Nvidia chips to China (www.bloomberg.com)
2026-5-8 China Thailand AI Nvidia

Nvidia and data center operator IREN announce a deal to deploy up to 5 GW of AI infrastructure; Nvidia can invest $2.1B into IREN; IREN jumps 9%+ after hours (www.cnbc.com)
2026-5-8 AI Nvidia

MediaTek launches the first phase of its Taiwan data center, aimed at R&D, powered by Nvidia's B200 platform, and built on Nvidia's DGX SuperPOD infrastructure (asia.nikkei.com)
2026-5-7 Taiwan Nvidia

Nvidia is investing $500M in Corning as part of its partnership to expand US manufacturing of fiber optics for AI infrastructure; GLW jumps 20%+ pre-market (www.wsj.com)
2026-5-6 AI Manufacturing Nvidia

Corning and Nvidia partner to open three advanced manufacturing plants in North Carolina and Texas dedicated to optical tech, boosting Corning's US capacity 10x (www.cnbc.com)
2026-5-6 Manufacturing Nvidia Texas

OpenAI partners with Microsoft, AMD, Broadcom, Nvidia, and Intel researchers to detail the Multipath Reliable Connection (MRC) protocol to help scale compute (www.thedeepview.com)
2026-5-6 Microsoft Intel Nvidia AMD

ElevenLabs raised $550M+ in its Series D, up from a previously announced $500M, adding BlackRock, Nvidia, and others as investors; its ARR passed $500M in Q1 (tech.eu)
2026-5-6 Nvidia

Nscale agrees to spend €695M on infrastructure in Portugal in an expansion of its Microsoft partnership, supplying 66K+ Nvidia Rubin GPUs from late 2027 (www.bloomberg.com)
2026-5-5 Microsoft Nvidia Portugal

Jensen Huang said Nvidia's market share of AI accelerators in China has “now dropped to zero” and that US export policy “has already largely backfired” (www.tomshardware.com)
2026-5-4 China AI Nvidia

Legislators and experts criticize the EU's €20B sovereign compute data center plan, questioning whether there is demand and the plan's reliance on Nvidia GPUs (www.politico.eu)
2026-5-4 Nvidia

Analysis: Asian suppliers account for ~90% of Nvidia's production costs, up from 65% in 2025, as latest wave of collaborations shifts from chips to physical AI (www.bloomberg.com)
2026-5-4 AI 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)
2026-5-1 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)
2026-5-1 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)
2026-4-30 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)
2026-4-29 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)
2026-4-25 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)
2026-4-25 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)
2026-4-24 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)
2026-4-23 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)
2026-4-22 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)
2026-4-20 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)
2026-4-18 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)
2026-4-18 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)
2026-4-18 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)
2026-4-16 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)
2026-4-15 Nvidia

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