Nvidia

A look at the challenges facing Nvidia ahead of its annual GTC conference, where CEO Jensen Huang is expected to outline the company's next chapter (www.bloomberg.com)
2025-3-16 Nvidia

Nvidia is expected to announce new GPUs, named after Vera Rubin, the female scientist who discovered dark matter, on March 18 at its annual GTC conference (www.cnbc.com)
2025-3-14 Nvidia

Sources: TSMC has pitched Nvidia, AMD, Broadcom, and Qualcomm about taking stakes in a JV to run Intel Foundry; TSMC would hold no more than a 50% stake (www.reuters.com)
2025-3-12 Intel Nvidia AMD

Sources: Meta is testing its first in-house AI training chip, a key milestone as it moves to design more of its own silicon and reduce its reliance on Nvidia (www.reuters.com)
2025-3-11 AI Nvidia

Cerebras, Groq, and Big Tech target AI inference to challenge Nvidia; Barclays sees inference capex surpassing training in two years, reaching $208.2B in 2026 (t.co)
2025-3-11 AI Nvidia

Tech stocks lead a broad sell-off; the Nasdaq falls 4%+, with Apple dropping by ~6%, Meta by 5%+, Nvidia by 5%+, Google by 5%+, and Microsoft by 3%+ (uk.finance.yahoo.com)
2025-3-11 Google Microsoft Apple Nvidia

Foxconn says it built FoxBrain, an in-house reasoning LLM, trained in four weeks with support from Nvidia via its Taiwan-based supercomputer and consulting (www.wsj.com)
2025-3-10 Taiwan Nvidia

After DeepSeek, Chinese AI expert calls for local alternative to Nvidia's CUDA platform (indianexpress.com)
2025-3-7 China AI Nvidia

Nvidia GeForce RTX 5070 review: great 1440p performance, compact design, and DLSS, but high power draw, only 12GB of RAM, runs hot, and availability is tricky (arstechnica.com)
2025-3-5 Nvidia

Jalisco's governor says Foxconn's $900M Guadalajara plant, the largest Nvidia GB200 server assembly site, will be built in a year despite Trump's tariff threat (www.bloomberg.com)
2025-3-4 Trump Nvidia

Nvidia shares fell 8.69% amid fears about tariffs and increased scrutiny of GPU shipments that may be in violation of US export controls (www.cnbc.com)
2025-3-4 Nvidia

Nvidia and Broadcom Testing Chips on Intel Manufacturing Process (slashdot.org)
2025-3-4 Intel Manufacturing Nvidia

Sources: Nvidia and Broadcom are running 18A manufacturing tests with Intel, and AMD is also evaluating whether Intel's 18A process is suitable for its needs (www.reuters.com)
2025-3-4 Intel Manufacturing Nvidia AMD

Singapore charges three men in a case suspected to involve Nvidia chip sales that breach US export controls, after a tip-off the chips were exported to Malaysia (t.co)
2025-3-3 Singapore Malaysia Nvidia

Chinese traders are selling Nvidia-equipped servers, including Blackwell, via third parties in countries like Vietnam and Taiwan; some promise six-week delivery (www.wsj.com)
2025-3-3 China Taiwan Nvidia Vietnam

NVIDIA emulation journey, part 1: RIVA 128 / NV3 architecture history and basic overview (86box.net)
2025-2-28 Architecture Nvidia

Nvidia CEO Jensen Huang says next-generation AI models will need 100 times more compute than older models as a result of new reasoning approaches (www.cnbc.com)
2025-2-28 AI Nvidia

Nvidia posts $39B quarter: Has the AI chip giant defied market jitters over DeepSeek? (indianexpress.com)
2025-2-27 AI Nvidia

Nvidia: AI boom not dead yet (indianexpress.com)
2025-2-27 AI Nvidia

Nvidia reports Q4 revenue up 78% YoY to $39.33B, vs. $38.05B est., Data Center revenue up 93% to $35.6B, and FY 2025 revenue up 114% to $130.5B (www.cnbc.com)
2025-2-27 4Q Nvidia

Sources: Tencent, Alibaba, ByteDance, and other Chinese companies are ramping up orders for Nvidia's H20 AI chip due to booming demand for DeepSeek's models (www.reuters.com)
2025-2-25 China Alibaba AI Tencent Nvidia

Nvidia confirms a “rare” manufacturing issue affecting less than 0.5% of RTX 5090 and 5070 Ti GPUs which are missing render units, the latest hitch since launch (www.theverge.com)
2025-2-23 Manufacturing Nvidia

Nvidia launches Signs, a new AI platform to teach American Sign Language and create a validated dataset for sign language learners and ASL app developers (venturebeat.com)
2025-2-21 U.S. AI Nvidia

Nvidia RTX 5070 Ti review: a capable GPU for 4K gaming, DLSS 4 multi-frame gen, and runs cool, but prices fluctuate wildly and $750 is expensive for mid-range (www.engadget.com)
2025-2-20 Nvidia

Nvidia Ends 32-Bit CUDA App Support For GeForce RTX 50 Series (tech.slashdot.org)
2025-2-19 Nvidia

The IRS Is Buying an AI Supercomputer From Nvidia (tech.slashdot.org)
2025-2-16 AI Nvidia

Sources: Dell nears a $5B deal to provide servers with Nvidia's GB200 chips for xAI's supercomputer project in Memphis (www.bloomberg.com)
2025-2-15 Nvidia

Filing: Nvidia cut its Arm stake by 43.8% to 1.1M shares in Q4, valuing its remaining stake at ~$181M as of Feb. 13, and discloses a position in China's WeRide (www.reuters.com)
2025-2-15 China 4Q Nvidia

Nvidia Delays the RTX 5070 Till After AMD's Reveal (slashdot.org)
2025-2-15 Nvidia AMD

Sources: US PE firms have invested in data centers serving ByteDance as a tenant, some without knowing if ByteDance is using the sites to access Nvidia's chips (t.co)
2025-2-13 Nvidia

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