Nvidia

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)
2026-2-28 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)
2026-2-28 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)
2026-2-28 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)
2026-2-27 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)
2026-2-26 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)
2026-2-26 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)
2026-2-26 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)
2026-2-26 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)
2026-2-25 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)
2026-2-25 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)
2026-2-24 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)
2026-2-23 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)
2026-2-23 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)
2026-2-20 Nvidia Equity

Fei-Fei Li's World Labs raised $1B from a16z, Nvidia, AMD, and others to advance its world models focused on robotics and scientific discovery (www.bloomberg.com)
2026-2-19 Robot Nvidia AMD

Yotta says it is investing $2B to deploy Nvidia's Blackwell B300 GPUs at its Noida data center campus in India to create one of Asia's largest AI superclusters (economictimes.indiatimes.com)
2026-2-18 India Asia AI Nvidia

Nvidia says it is working with Peak XV and other VC firms in India to fund AI startups; over 4,000 Indian AI startups have joined its global startup program (www.cnbc.com)
2026-2-18 India Startup AI Nvidia

Filing: Nvidia unloaded 1.1M Arm shares, worth about $140M based on Arm's closing price on Tuesday, sometime in Q4, bringing Nvidia's stake to zero (www.bloomberg.com)
2026-2-18 4Q Nvidia

Meta commits to buy millions of Nvidia Blackwell and Rubin GPUs in a multiyear deal; source: Meta's in-house AI chip strategy has suffered technical challenges (www.ft.com)
2026-2-18 AI Nvidia

Anthropic's latest funding round includes part of the $15B commitment from Microsoft and Nvidia in 2025; sources say the remainder was several times subscribed (www.ft.com)
2026-2-13 Microsoft Nvidia

Anthropic raised a $30B Series G from GIC, Coatue, Founders Fund, Sequoia, Nvidia, and others at a $380B post-money valuation (www.anthropic.com)
2026-2-13 Nvidia

GPT-5.3-Codex-Spark is OpenAI's first AI model to run on chips from Nvidia rival Cerebras; OpenAI says Codex has more than 1M weekly active users (www.bloomberg.com)
2026-2-13 AI Nvidia

Nvidia launches a native GeForce Now app on select Amazon Fire TV sticks, offering up to 1080p and 60 fps gaming; Fire TV users previously had to sideload it (www.engadget.com)
2026-2-13 Amazon Nvidia

Samsung says it sent the first commercial HBM4 shipments to customers, as it seeks to supply Nvidia and compete with memory rivals like SK Hynix and Micron (www.bloomberg.com)
2026-2-12 Samsung Nvidia

Cisco launches the Silicon One G300 switch chip, made using TSMC's 3nm technology to compete with Broadcom and Nvidia in the AI infrastructure market (www.reuters.com)
2026-2-11 AI Nvidia Cisco

Cadence rolls out ChipStack, an AI agent to help chipmakers like Nvidia speed up the complex chip design process by up to 10x by building a “mental model” (www.reuters.com)
2026-2-11 AI Nvidia

Sources: Apollo nears a $3.4B loan deal to a Valor-led investment vehicle to buy and lease Nvidia chips to xAI; through fall 2025, xAI was burning $1B per month (www.theinformation.com)
2026-2-10 Nvidia

A look at Corning's booming fiber-optic business, boosted by data center demand and a $6B Meta deal, as Nvidia explores Corning's co-packaged optics for servers (www.wsj.com)
2026-2-8 Nvidia

Nvidia stock closes up 7.87% after Jensen Huang said the tech industry's surging capex for AI infrastructure is justified, appropriate, and sustainable (www.cnbc.com)
2026-2-7 AI Nvidia

SIA: chip sales hit $791.7B in 2025, up 25.6% YoY, with Nvidia, AMD, and Intel accounting for $301.9B, up 40%; SIA expects sales to reach $1T in 2026 (www.reuters.com)
2026-2-7 Intel Nvidia AMD

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