Nvidia

Nvidia news — AI chips, data-center demand, earnings, and export policy — covered without spin.

205 articlesLast updated 2026-09-22 12:54 UTC
us tech 6 8h ago 4 min read

Nvidia's Jensen Huang Tells G20 Nations AI Buildout Costs $50 Billion to $60 Billion Per Gigawatt

At a G20 tech ministerial in Chapel Hill three weeks ago, Nvidia CEO Jensen Huang pitched AI infrastructure as a national utility on par with power grids and roads, price tag: up to $60 billion per gigawatt. Ministers signed a vague pro-innovation pact with zero binding funding or enforcement, while Huang's separate claim that the world has 'practically' reached AGI came with no benchmark attached.

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us tech 6 15h ago 4 min read

Armenia Becomes an Unlikely Hub for US AI Data Centers, With Billions in NVIDIA Chips on the Way

A country of 3 million people is now home to two operational AI data centers running NVIDIA's Blackwell GPUs, backed by up to $4 billion from US firm Firebird AI. The deal is tangled up with a US-brokered peace framework in the Caucasus, and the energy and water math behind it depends heavily on numbers the companies themselves are supplying.

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cn finance 8 17h ago 4 min read

Nvidia Guides to $108 Billion for Next Quarter While Assuming Zero China Chip Revenue

Nvidia posted $96.2 billion in quarterly revenue and told investors to expect $108 billion next quarter, but that forecast assumes it sells zero AI data center chips to China. Beijing, not Washington, is now the main obstacle, and a Trump-Xi summit scheduled for Thursday, September 24 could change the math by billions.

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ru tech 6 1d ago 4 min read

Environmental Groups Say Nvidia's Emissions Rose 725% Since 2020, Estimate Chip-Use Pollution Rivals a Russian Coal Giant

A coalition led by Greenpeace and climate analyst Ketan Joshi says Nvidia's supply chain emissions jumped from 1.3 million to 10.7 million tonnes of CO2 since 2020, and that unreported chip-use emissions could hit 21 million tonnes in 2025. Nvidia doesn't disclose that second number, the report's own range is wide (4 to 21 million tonnes), and the groups pushing the claim have their own agenda to shrink data center buildout, not just measure it.

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us tech 7 2d ago 4 min read

Trump Calls Nvidia's Huang Onstage, Calls AI Doomsday Warnings a 'Hoax' as Anthropic Pushes to Slow Down

President Trump phoned Jensen Huang mid-interview at the All-In Summit on Monday, Sept. 14, dismissing AI safety fears as a hoax while Anthropic CEO Dario Amodei pushed the opposite case for slowing frontier AI development. More than 20 members of Congress are now asking questions after a former Anthropic researcher quit over safety concerns, but no legislation or investigation has been announced.

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gb tech 8 2d ago 3 min read

Anthropic Targets November IPO at $2 Trillion Valuation as Nvidia Weighs $10 Billion Stake

Since British researcher Jacob Coxon resigned from Anthropic on September 8 warning of an uncontrolled race to superintelligence, the company has pushed forward with an IPO that bankers are pitching at roughly $2 trillion and up to $100 billion raised. Nvidia is in talks to anchor that offering with up to $10 billion, even as it remains Anthropic's chip supplier, a circular arrangement critics say muddies how much of the revenue story is real demand versus vendor financing.

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us finance 6 2d ago 4 min read

Kalshi, Coinbase and Kraken's Parent File Same-Day Bids for Never-Expiring Futures on Apple, Tesla and Nvidia Stock

Kalshi, Coinbase Derivatives and Kraken parent Payward all filed with federal regulators on September 18 to launch perpetual futures on individual US stocks, a no-expiration derivative already common in crypto trading. None of the products has been approved, and the filings land just three days after a Senate crypto market-structure bill collapsed.

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us tech 6 3d ago 4 min read

Amazon's Jassy Predicts Trillion-Dollar AWS While Doubling Down on Nvidia and In-House Chips

Andy Jassy told shareholders AWS could become a trillion-dollar-a-year business someday, even as Amazon locks in roughly 3 million Nvidia GPUs and pushes its own Trainium chips past a $20 billion revenue run rate. It's a hedge-your-bets strategy: buy Nvidia's best gear while building cheaper in-house alternatives for everything that doesn't need it.

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us tech 6 4d ago 4 min read

Nvidia's Jensen Huang Rejects Calls for AI Laws, Then Predicts Chip Sales Will Double Next Year

Jensen Huang told a Salesforce conference crowd that AI safety is an engineering problem, not a legal one, and that the market alone can be trusted to stop unsafe products. Days later, he told reporters in Scotland that Nvidia will sell twice as many chips next year. The guy whose company profits most from the AI boom is also the guy telling regulators to stay out of it, and that conflict of interest deserves scrutiny even if his argument isn't automatically wrong.

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de tech 6 4d ago 4 min read

Canada and Germany Commit $223 Million to 'Goal-Free' AI as Nvidia's Vera Rubin Chip Posts Its First Independent Benchmark Numbers

At the ALL IN 2026 conference in Montréal, Canada and Germany pledged a combined $223 million to Yoshua Bengio's LawZero nonprofit to build AI systems with no goals of their own, while MLCommons released fuller MLPerf v6.1 results showing Nvidia's next-gen Vera Rubin chip nearly doubling Blackwell's throughput on paper. Neither claim has been stress-tested in production yet, and the benchmark's power numbers come with a hefty asterisk MLCommons itself won't sign off on.

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us tech 7 4d ago 3 min read

Nvidia Commits $2 Billion to Brookfield's AI Infrastructure Fund, Part of $500 Billion Financing Push

Nvidia is putting $2 billion into Brookfield Asset Management's new AI infrastructure fund, which is targeting $100 billion in data center and power assets built mostly on Nvidia's own chip designs. The deal is part of a broader August 2026 arrangement with six Wall Street giants aiming to funnel $500 billion of outside money into AI buildout, an arrangement that raises an obvious question: is this real independent demand, or is Nvidia financing customers to buy its own product?

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us tech 6 5d ago 4 min read

AMD's 512-GPU Cluster Beats Nvidia at Scale in New MLPerf Benchmarks as Cohere Strikes $20 Billion Deal to Build AI Outside U.S. Cloud Law

MLCommons released MLPerf Inference v6.1 on September 16, 2026, showing AMD's 512-GPU cluster leading Nvidia at extreme scale while Nvidia's new Vera Rubin chip dominates smaller, real-world deployment sizes. The same week, Canada's Cohere and Germany's Aleph Alpha signed a $20 billion merger built entirely on European sovereign cloud infrastructure with zero exposure to the U.S. CLOUD Act.

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us tech 6 5d ago 4 min read

Automated Bots Now Outnumber Humans in Web Traffic, and NVIDIA Says Its Next Chip Is Built for Them

Cloudflare and Imperva data show software agents now make up the majority of internet traffic, and that shift is starting to show up in trading platforms like Binance. NVIDIA is marketing its unreleased Vera Rubin chip around serving that demand, but the performance numbers vary wildly depending on which source you read, from 3x to 67x, and none of it has been independently verified yet.

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us energy 7 6d ago 4 min read

Nvidia and Google Launch Alliance to Make AI Data Centers Flex Their Power Use, Say It Could Free Up 100 Gigawatts

Nvidia, Google and startup Emerald AI announced the AI Energy Management Alliance on September 16, 2026, pitching data centers that throttle power use during grid stress in exchange for faster hookups. It's a voluntary industry pledge, not a regulation, and it lands while a majority of Americans say they don't want a data center in their backyard and several states are already cracking down.

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us tech 5 6d ago 4 min read

IonQ, Oak Ridge Lab and Nvidia Show AI Can Write Quantum Circuits Without the Trial-and-Error Tax

IonQ, Oak Ridge National Laboratory, Nvidia and the University of Tennessee built a generative AI system called DQAOA-GPT that skips the costly repeat-and-adjust loop plaguing near-term quantum optimization. The work, unveiled at IEEE Quantum Week in Toronto this month, kept runtime near 28 seconds as problems scaled up, versus 11-plus minutes for the old method. It is a real engineering win, not a quantum-computing miracle, and IonQ still has to prove it works on actual hardware at scale.

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us tech 7 6d ago 4 min read

Zuckerberg Sides With Nvidia's Huang Against AI Slowdown as Trump Tells Huang by Phone 'We're Not Going to Let That Happen'

Since Dario Amodei's weekend essay calling for AI labs to slow capability development, the industry has split hard: Amodei, Sam Altman and Elon Musk want brakes, while Mark Zuckerberg, Jensen Huang and Broadcom's Hock Tan say the market already forces safety and new laws aren't needed. Trump called the slowdown push a hoax on a live call to Huang at the All-In Summit, while Bernie Sanders and Steve Bannon told a Washington crowd the opposite.

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us tech 8 Sep 15 4 min read

Nvidia in Talks to Put Up to $10 Billion Into Anthropic's IPO, Targeting a $2 Trillion Valuation

Nvidia is reportedly discussing an anchor investment of up to $10 billion in Anthropic's planned IPO, which could raise $100 billion. Anthropic is reportedly seeking a valuation around $2 trillion, according to Reuters, though 24/7 Wall St. put the figure higher at $2.3 trillion, a discrepancy that has not been resolved by any on-record statement from either company.

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us tech 6 Sep 15 4 min read

Salesforce Unveils Koa, Its First In-House AI Reasoning Model Built on Nvidia's Nemotron

Salesforce launched Koa at its Dreamforce conference on September 15, 2026, a reasoning model built by post-training Nvidia's open-weight Nemotron-3-Super-120B on synthetic CRM data, not customer data. The pitch is control and cost: keep reasoning inside Salesforce's own systems instead of paying Anthropic or OpenAI for every multi-step task, and lean on an American-made open-weight model instead of Chinese alternatives like Alibaba's Qwen.

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us tech 6 Sep 15 4 min read

Samsung Puts $480 Million Behind Two Nvidia Rivals in Same Week

Samsung backed Dutch startup Euclyd's $230 million Series A and South Korean startup Rebellions' $250 million Series C, both building AI inference chips meant to challenge Nvidia. Neither company has proven its technology at commercial scale yet, and Nvidia's software moat, not just its chips, is still the thing nobody has cracked.

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us tech 5 Sep 14 4 min read

King Charles Set to Host Nvidia, Google DeepMind, OpenAI and Anthropic Chiefs in Scotland This Week

King Charles III is scheduled to convene roughly 30 AI industry and government figures at Dumfries House on Thursday, September 17, days after Anthropic CEO Dario Amodei publicly called for slowing AI development. The King has no policy authority and won't take sides, but the guest list and timing land right in the middle of a real fight over whether AI safety talk is genuine caution or a bid by leading firms to lock out competitors through regulation.

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us finance 3 Sep 13 3 min read

Guangdong Goworld Denies Nvidia Certification Rumors After Stock Swung More Than 20% in Three Days

Shenzhen-listed Guangdong Goworld says none of its products are certified by or supplied to Nvidia, shutting down trader chatter that sent its stock swinging wildly in late June. The company says its high-frequency board materials are still stuck in research and development with zero revenue, making it at least the second wave of Chinese A-share firms this year to shoot down Nvidia rumors after the fact.

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us tech 8 Sep 12 4 min read

Nvidia's $500 Billion Move: Chip Giant Becomes a Financier as AI's $5 Trillion Bill Comes Due

Nvidia is no longer just selling AI chips, it's helping arrange the financing to build the data centers that run them. Bank of America says AI capital spending could hit $5 trillion by 2030, and Nvidia has lined up over $500 billion in outside capital through deals with Apollo, BlackRock, KKR and others to help pay for it. That move also puts tens of billions in guarantee obligations on Nvidia's own books, a risk that only pays off if AI demand keeps climbing.

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us tech 8 Sep 12 3 min read

Nvidia in Talks to Anchor Anthropic's Record $100 Billion IPO, Reuters Reports

Anthropic is negotiating to bring Nvidia in as an anchor investor for an IPO seeking to raise up to $100 billion at a roughly $2 trillion valuation, according to Reuters. The talks come as Anthropic has separately disclosed that a threat actor group in northern Yemen used Claude Code to develop missile guidance software, meaning investors are being asked to write nine-figure checks into a company that just admitted its own product was misused.

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us finance 7 Sep 11 4 min read

Nvidia and Alphabet Buy Into Rivals' Zero-Interest AI Debt as US Convertible Bond Sales Hit $131 Billion Record

US companies have sold a record $131 billion in convertible bonds this year, with roughly 41% carrying zero coupons, according to Bloomberg and Weiss Ratings. Nvidia and Alphabet are now bankrolling the trend directly, buying into chipmaker MediaTek's interest-free bond, betting AI stock volatility pays off where cash coupons no longer need to.

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us tech 6 Sep 11 4 min read

Caterpillar, NVIDIA-Backed Startups and Vention Race to Put AI-Driven Robots on Factory Floors and Job Sites

Caterpillar, Skild AI, and Vention have all rolled out new physical AI systems in September 2026, betting robots can learn tasks from a single video or adapt to messy real-world job sites instead of running fixed, pre-programmed routines. The push is real and well-funded, built almost entirely on NVIDIA's chips and software, but the jobs story is more complicated than either the doom or utopia crowd wants to admit.

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us tech 8 Sep 10 4 min read

DOJ Investigating Whether Nvidia Structured $17 Billion Groq Deal to Dodge Antitrust Review

The Justice Department opened an inquiry into Nvidia's December licensing deal with AI chip startup Groq, sending the company a formal request for information over whether the arrangement was designed to avoid merger review. Nvidia calls it normal business. Regulators are asking whether a non-exclusive license plus a hiring spree functioned like an acquisition without the paperwork.

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jp tech 3 Sep 7 3 min read

Japanese AI Chip Firm Preferred Networks Plans IPO by 2030 to Take on Nvidia

Tokyo-based Preferred Networks says it wants to go public sometime in the 2028-2030 window to fund mass production of its MN-Core chips, which the company claims run generative AI inference up to 10 times faster than standard GPUs. The claim is PFN's own, unverified by any independent benchmark in the available reporting, and the IPO itself is still years off.

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us tech 5 Sep 6 4 min read

Nvidia's Jensen Huang Declares 'AGI Has Arrived' as OpenAI Launches Astra Model

Nvidia CEO Jensen Huang posted on X Sunday that 'AGI has arrived,' crediting OpenAI's new Astra model and his own chips for the milestone. It's the third time in six months Huang has made some version of this claim, and OpenAI's own leadership can't agree on what the term even means.

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us tech 6 Sep 6 4 min read

Nvidia's $20 Billion Groq Inference Racks Enter Full Production, First Deployment Lands at Nebius This Year

Eight months after signing its $20 billion Groq licensing deal on Christmas Eve 2025, Nvidia confirmed on August 24, 2026 that the resulting Groq 3 LPX inference racks are in full production and will go live at cloud provider Nebius before year's end. The hardware promises a 35x efficiency edge over conventional setups, but the deal's unusual structure, a license and hiring spree rather than an outright buyout, still leaves investors guessing at what Nvidia actually bought.

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us tech 7 Sep 6 4 min read

Blacklisted Chinese Server Maker's California Subsidiary Sold $100 Million in Nvidia Chips Abroad, Report Finds

Aivres Systems, once known as Inspur Systems before its Chinese parent landed on the U.S. Entity List in 2023, sold roughly 2,300 of Nvidia's most advanced GB200 chips to an Indonesian telecom carrier last November, according to Crypto Briefing and KuCoin. Aivres itself has never been individually blacklisted, and separately, Hewlett Packard Enterprise has sued the parent company and its subsidiaries over patent infringement.

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us tech 6 Sep 6 3 min read

Nvidia-Backed Nscale Pitches $103 Billion Contract Backlog Ahead of Possible September IPO

Nscale is telling prospective IPO investors it has $103 billion in total contracted revenue, double what it claimed months ago, largely on the strength of a $45 billion Anthropic deal. That number sounds massive, but it's a multi-year backlog, not annual revenue, and a source close to the deal admits the figures are illustrative, not guidance.

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cn tech 7 Sep 5 4 min read

DeepSeek Orders 160,000 Huawei Chips for China-Based Inference, Keeps Model Training on Nvidia Hardware

DeepSeek has ordered 160,000 Huawei Ascend 950DT chips worth roughly $2.64 billion to run its AI models out of a new data center in Ulanqab, Inner Mongolia, according to Bloomberg. The chips handle inference only, meaning every query a user sends the model gets processed on Chinese soil, while DeepSeek still relies on Nvidia hardware to train its models. That split shows both the limits of U.S. export controls and a real question for anyone routing data through DeepSeek's API.

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us defense 7 Sep 5 4 min read

WSJ: Trump Team Used Nvidia Chip Access as Leverage to Seal Armenia-Azerbaijan Peace Deal

The Wall Street Journal reported September 4 that U.S. negotiators dangled access to Nvidia's Blackwell AI chips for an Armenian data center to help push Armenia toward the August 2025 peace declaration with Azerbaijan. It worked, and it's paying off in Trump-branded infrastructure and investment deals across the South Caucasus. Whether that counts as smart dealmaking or uncomfortable leverage depends on who you ask.

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us finance 8 Sep 4 4 min read

Nvidia's Stakes in Its Own AI Customers Hit $99 Billion, Up From $7 Billion a Year Ago

Nvidia's equity portfolio ballooned from $2.2 billion to $99 billion in two years, with nearly $50 billion parked in the same AI labs and cloud companies that buy its chips. CFO Colette Kress calls it fueling a growth 'flywheel.' Michael Burry calls it 'overreaching.' Both can be true, and neither has been tested by a downturn yet.

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us tech 7 Sep 2 4 min read

At G20 Summit in Chapel Hill, Nvidia's Huang Tells Nations to Build AI Like Highways While Musk Warns of Power Shortage

Nvidia CEO Jensen Huang, OpenAI's Sam Altman and Anthropic's Tom Brown pitched G20 ministers in Chapel Hill, North Carolina on treating AI compute as national infrastructure, while Elon Musk projected AI could add $30 trillion a year to the global economy and warned of an imminent power shortfall. Nvidia is lining up $500 billion in financing for the buildout even as critics call the arrangement circular, and back home Trump's 'backwards and poor' jab at data-center opponents has Republicans and Democrats alike pushing back.

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us finance 8 Sep 2 4 min read

Nvidia Guides to 70% Fiscal 2028 Revenue Growth, Discloses SpaceX Stake and $12.9 Billion Hugging Face Deal

Since its August 26 earnings report showed revenue more than doubling to $96.2 billion, Nvidia has piled on a 70% growth forecast for fiscal 2028, disclosed a 122.8 million-share stake in SpaceX, and reportedly agreed to buy Hugging Face for $12.9 billion. Wall Street is split: some analysts call the guidance shockingly bullish, others call the accompanying $500 billion financing push bananas.

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us tech 6 Sep 1 3 min read

EU Signs €387.8M Deal With AMD-Powered Bull for LUMI-AI Supercomputer, Skips NVIDIA Partner HPE

The EU's High-Performance Computing Joint Undertaking signed a €387.8 million ($451 million) contract with French firm Bull to build LUMI-AI in Finland, running on AMD's Instinct MI430X chips instead of NVIDIA hardware. It's a real break from NVIDIA's near-total grip on Europe's AI infrastructure, but calling it 'sovereign' compute is a stretch when the chips still come from an American company.

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us tech 8 Sep 1 4 min read

Nvidia Adds $1.5 Billion Equity Stake and $105 Billion Backstop to SB Energy's Ohio AI Campus

Nvidia is putting $1.5 billion into SB Energy and guaranteeing up to $105 billion in lease financing for the Ohio AI campus that will run exclusively on Nvidia chips. Draft IPO filings show SB Energy's losses widened to $3.2 billion in the first half of 2026, and its own paperwork flags heavy reliance on OpenAI as a risk, even as Piketon residents and environmental groups weigh in on a project built next to a former uranium enrichment site.

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us tech 8 Sep 1 4 min read

Anthropic Signs $35 Billion Nvidia-Backed Lambda Deal, AI Compute Spending Now Tops $250 Billion

Anthropic locked in a $35 billion cloud deal with Nvidia-backed Lambda for a Texas data center that Nvidia itself holds the lease on, according to Bloomberg and The Wall Street Journal. That brings Anthropic's compute commitments this year past $250 billion, a debt-and-lease-fueled buildout that lets a company without an investment-grade credit rating secure capacity it couldn't get through normal financing.

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us finance 7 Aug 31 4 min read

Nvidia Puts $3.5 Billion Into MediaTek Bonds, Deepening Circular Financing Debate

Nvidia said Monday it bought $3.5 billion of a $3.9 billion MediaTek convertible bond offering, with Alphabet chipping in an undisclosed amount, tying Nvidia's returns to MediaTek's adoption of its NVLink Fusion platform. It's the third major Nvidia financing deal of 2026, and Wall Street analysts and short-sellers are asking whether the AI boom's cash is just circling back on itself.

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us finance 7 Aug 31 4 min read

Alphabet, Amazon and Nvidia Booked $160 Billion in AI Paper Gains Last Quarter. None of It Was Cash

SEC filings show Big Tech's blowout Q2 2026 profits were juiced by more than $160 billion in unrealized markups on private AI stakes, led by SpaceX's June IPO and Anthropic's rising valuation. Chipmakers, meanwhile, are the ones actually posting real stock gains this year while Alphabet, Amazon and Microsoft shares lag behind.

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us tech 5 Aug 30 3 min read

Nvidia Unveils RTX Spark Chip to Challenge Apple's Grip on On-Device AI

Nvidia's new Arm-based RTX Spark superchip, shown at Computex Taipei, runs 120-billion-parameter AI models locally on laptops costing $3,000 to $4,000, directly targeting the on-device AI market Apple's M-series chips have owned for years. Nvidia hasn't named Apple as its rival, but the specs and pricing tell a different story.

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us finance 6 Aug 30 5 min read

Caterpillar's Forward P/E Tops Nvidia and Microsoft After Record $20.5 Billion Quarter

Caterpillar just posted its first-ever $20 billion-plus quarter, powered by data center demand for generators and turbines, not bulldozers. The stock is up nearly 90% in a year and now trades at a richer multiple than Nvidia, Microsoft or Alphabet, which raises a fair question: is a company that still makes diesel engines really a tech stock now, or is this priced for perfection.

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us tech 8 Aug 30 4 min read

NVIDIA's $96.2 Billion Quarter Confirms Chipmakers, Not Big Tech, Are Winning the AI Boom

NVIDIA posted the largest quarterly revenue in semiconductor history on August 26 and delivered its first Vera CPU server to Amazon Web Services the next day. Chip stocks like Micron and Marvell are up 220% and 185% this year while the Magnificent Seven ETF has managed just 4%, and that concentration is now a risk analysts are flagging openly.

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us tech 7 Aug 29 4 min read

Nvidia's Earnings Reveal a Business Built on Financing Deals, Not Just Chips

Nvidia's fiscal Q2 earnings, reported Wednesday, August 26, 2026, capped a week where the chipmaker backed a $500 billion GPU financing pact, put up to $105 billion behind an OpenAI data center in Ohio, and opened talks to buy Hugging Face for more than $13 billion. The GPU is still the product, but the moat now runs through orchestration hardware and Nvidia's own balance sheet. Whether that's smart capital deployment or Nvidia financing its own demand is a fair question nobody has settled yet.

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us tech 8 Aug 29 5 min read

Nvidia Reportedly Agrees to Pay $12.9 Billion for Hugging Face as Open-Weight AI Buying Spree Continues

Nvidia has reportedly struck a $12.9 billion deal for Hugging Face, the go-to hub for open-weight AI models, per The Information. It follows Nvidia's $6 billion Poolside deal and Stripe's $7 billion OpenRouter buy, all within weeks. Chinese labs like Alibaba, Moonshot AI and DeepSeek are dominating open-model downloads, and American companies are scrambling to buy their way back into the game rather than build it themselves.

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us tech 5 Aug 28 4 min read

Nvidia Now Ships New AI Models Every 4 to 6 Weeks, Down From 6 to 8 Months

Nvidia VP Bryan Catanzaro says the company has compressed its open-weight Nemotron model release cycle from six to eight months down to four to six weeks, thanks to synthetic data generation and multi-teacher distillation. The latest release, Nemotron 3.5 Lightning, shipped August 11, 2026. Nvidia gives the models away for free because every download drives demand for the chips those models run on.

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us energy 8 Aug 28 4 min read

Nvidia Posts $96.2 Billion Quarter as Jensen Huang Admits AI Data Centers Are Straining the Power Grid

Nvidia reported $96.2 billion in quarterly revenue and $89 billion in data center sales, up 117% year over year, while CEO Jensen Huang acknowledged the industry needs to do better winning over communities worried about power costs and grid strain. The numbers are real. So are the tradeoffs, and the data shows some towns are cashing in while others are getting stuck with the bill.

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us tech 8 Aug 27 4 min read

OpenAI's Jalapeño Chip Beats Nvidia on Efficiency Benchmarks. Nvidia Posts $96.2 Billion Quarter Anyway

OpenAI's first in-house inference chip, Jalapeño, beat Nvidia's GB200 and GB300 on independently verified efficiency benchmarks by up to 1.9x. A day later Nvidia reported $96.2 billion in quarterly revenue, up 106% year over year, and CEO Jensen Huang told investors OpenAI is still committing to roughly 12 gigawatts of Nvidia compute through 2030. Both things happened. Neither cancels out the other.

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us tech 7 Aug 27 4 min read

Nvidia Optimizes Chips for Chinese AI Models While Warning Washington Restrictions Could Hurt Its Business

Nvidia is rolling out optimizations for Chinese open models like DeepSeek V4 Flash and Alibaba's Qwen 3.8, betting that keeping those models fast on American hardware keeps developers inside the US tech stack. At the same time, Nvidia told the SEC that potential White House restrictions on supporting Chinese open-source models could hit its bottom line. It's a company trying to have it both ways, and Washington hasn't decided which way it's going yet.

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us tech 7 Aug 27 4 min read

University of Toronto Researchers Break NVIDIA's ECC Defense, Cut GPU Root-Access Attack Time to 1.1 Minutes

A new Rowhammer attack called GPUThor defeats the ECC protection NVIDIA has been telling customers to enable, hitting four Ampere workstation GPUs used across cloud and AI infrastructure. The exploit code goes public November 15, 2026, giving cloud operators a shrinking window to patch or mitigate before it's out in the wild.

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us finance 7 Aug 27 3 min read

Nvidia Stock Set to Add $370 Billion in Value as Wall Street Buys Jensen Huang's Growth Story

Since Wednesday's earnings call, Nvidia shares jumped as much as 7.3% in after-hours and pre-market trading, putting the company on track to add roughly $370 billion in market value in a single day on top of its already record-setting numbers. The move is pure market reaction to Jensen Huang's guidance and the newly reported Hugging Face deal, not a new earnings event, and it's happening while gold, bitcoin and so-called dollar debasement trades all rally at the same time.

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us tech 8 Aug 27 4 min read

Nvidia Agrees to Buy Hugging Face for $12.9 Billion, Report Says

Nvidia has agreed to acquire open-source AI hub Hugging Face for $12.9 billion, according to The Information. The deal, still unconfirmed by either company, would hand the world's dominant AI chipmaker control of the developer platform that decides which open models get distributed and how.

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us tech 8 Aug 27 4 min read

Nvidia Analysts Grill Jensen Huang Over 70% Growth Call, Customer Concentration Hits 70% of Receivables

A day after Nvidia's blowout $96.2 billion quarter, analysts on the earnings call spent four separate questions pressing CEO Jensen Huang on how he can guide a full year out for the first time ever. The real number nobody's talking about enough: five customers now account for 70% of Nvidia's accounts receivable, up from 56% a year ago.

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us tech 8 Aug 27 4 min read

Nvidia Reports $96.2 Billion Quarter, Guides to 70% Revenue Growth for Fiscal 2028 as Memory Costs Squeeze Margins

Nvidia beat Wall Street estimates on Wednesday and stunned analysts with guidance for 70% revenue growth in fiscal 2028, well above the 44-45% consensus, sending shares up more than 5% after hours. The catch: memory chip shortages are dragging gross margins down to 71-72% by year end, and the company's own numbers confirm it's still leaning heavily on a shrinking circle of customers who are racing to build chips that compete with it.

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us economy 8 Aug 27 4 min read

Amazon Triples Nvidia GPU Order to 3 Million Chips as AI Demand Outpaces Forecasts

Amazon and Nvidia announced Wednesday a deal to add 2 million more Nvidia GPUs to AWS data centers by 2028, on top of the 1 million already committed five months ago. Nvidia posted $96.2 billion in quarterly revenue, up 106% year over year, proving the AI buildout still has real money behind it, not just hype.

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us tech 8 Aug 26 4 min read

Nvidia's Supply Commitments Hit $279 Billion as Q2 Revenue Doubles to $96.2 Billion

Nvidia reported fiscal Q2 revenue of $96.2 billion, up 106% year over year, and told investors it now has $279 billion locked into supply and procurement deals, more than double last quarter's $119 billion. CFO Colette Kress said memory costs are running hotter than expected and will keep constraining supply through at least fiscal 2028. The stock rose after hours, but the SEC filing shows a chunk of those "commitments" are cancelable or conditional, not locked-in cash.

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4 sources
us tech 6 Aug 26 4 min read

Nvidia Rolls Out Vera CPU at Hot Chips 2026, Claims It Beats AMD on AI Agent Workloads

Nvidia used the Hot Chips 2026 conference to detail its Vera CPU, a custom 88-core chip built specifically for AI agents, claiming it beats AMD's EPYC 9655P by up to 22% on Linux kernel compilation. The company also announced a partnership with SpaceXAI to power Grok workloads and paired the launch with an Indian data center order for 9,000 Vera Rubin chips. The benchmarks are Nvidia's own, so independent verification is the next thing to watch.

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us tech 7 Aug 25 4 min read

OpenAI Says Its Jalapeño Chip Beats Nvidia on AI Response Speed

OpenAI unveiled benchmark results Tuesday claiming its custom Jalapeño chip beats Nvidia's Blackwell systems on speed and power efficiency for AI inference. The chip is not shipping in any real volume until late 2026 at the earliest, and OpenAI itself says Nvidia remains a core partner, so treat the victory lap with appropriate skepticism.

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us tech 6 Aug 25 4 min read

Perplexity Launches Local AI Agent With Nvidia as Chipmaker Weighs $30 Billion Investment

Perplexity rolled out Portable Computer, a version of its AI agent that runs entirely on Nvidia hardware with zero cloud token costs. The launch lands the same week reports surfaced that Nvidia is negotiating a fresh equity stake in Perplexity that could value the startup above $30 billion, more than 50% higher than its valuation a year ago.

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