104 stories on Nvidia since Apr 30, 2026, newest first.
Anthropic commits up to $120.5 billion for SpaceX GPU capacity through 2029. The deal turns frontier model competition into a financing contest.
SpaceX confirms $40 billion in GPU financing for 2027 deliveries as AI credit tightens. The structure turns compute access into a balance-sheet contest.
Nvidia will assess eight retired German nuclear sites for AI factories with PreussenElektra. Grid access could cut years from development.
Microsoft's third-gen Maia 300 chip uses TSMC N2P and 288GB HBM4 to challenge Nvidia's grip on AI inference, targeting multi-gigawatt Azure scale.
Microsoft's Maia 300 chip delivers 40% more tokens per megawatt than leading GPUs and 7x the throughput of Maia 200, targeting full production in 2027.
Nvidia's China AI chip shipments dropped 44% in H1 2026 as Huawei doubled to 572K units, raising its share from 15% to 28% of the market.
Nvidia plans to invest in inference chip rival d-Matrix while pulling it into NVLink Fusion to absorb competition and cement platform dominance.
Nvidia is in early talks to acquire Reflection AI or increase its $800M stake, targeting the dominant open-weight model for GPU demand growth.
Morgan Stanley projects a 32GW AI data center power shortfall by 2028, with Nvidia shielded but memory and optics chip suppliers facing order delays.
CME Group and Silicon Data launch H100 and B200 GPU rental index futures on NYMEX on October 5, giving AI buyers the first regulated hedging tool.
Nvidia's Open Agent Safety Platform uses Vera CPUs and BlueField-4 DPUs to contain rogue agents in milliseconds, backed by 120 partners.
Nvidia fell 3.4% and the PHLX chip index lost 5.9% on September 14 as Amodei's AI safety essay forced markets to price a possibility they'd never modeled.
Firmus secured $2B at a $10.5B valuation from Nvidia and Blackstone to build AI data centers across Asia-Pacific, doubling its valuation in four months.
Anthropic signs a $10B compute deal with Volta for Norway and reveals a custom silicon team paying up to $485K for Claude's AI architecture.
Valar Atomics closes a $1.2B raise at $6B valuation, backed by Sequoia, after its Ward250 reactor first powered an Nvidia AI chip in July.
Anthropic signs a six-year, $10B compute deal with Volta, a seven-month-old startup using Nvidia Vera Rubin chips at Bitdeer's Norway campus.
Anthropic's $10B Volta deal secures a 133MW Norway facility running Nvidia Vera Rubin chips on 100% hydropower, with capacity due by March 2027.
Apple briefly topped Nvidia's record $4.88T market cap on July 17, signaling investor doubts about AI infrastructure capex assumptions and custom silicon competition.
NVIDIA's Rubin ships across hyperscalers in H2 2026, ending GPU scarcity but intensifying power grid constraints now favoring only three frontier labs.
GR00T N2 achieves 2.0x higher task success across 50+ hardware platforms. Foundation model control consolidates NVIDIA's position in the $12B robotics market race.
OpenAI and Broadcom ship custom LLM inference chip with 50% lower costs versus NVIDIA, targeting production deployment Q4 2026 with gigawatt-scale rollouts.
Nvidia releases Cosmos and GR00T foundation models as Boston Dynamics, Richtech, and Neura unveil robots powered by new physical AI stack.
Hydra Host's $100M Series A, backed by Nvidia and ARK Invest, builds a GPU marketplace across 50+ data centers to solve AI compute fragmentation.
ASUS GB300 ExpertCenter Pro runs 1-trillion-parameter models on a desktop, bringing 20 PFLOPS to enterprise without renting cloud infrastructure.
Lawrence Livermore scientists warn AI power use is unsustainable in Science, as US data centers hit 42GW and ionic chips emerge as a 100x efficiency path.
AI data center demand doubled to 42 GW since 2023 as power grid capacity, not chip supply, now binds global AI infrastructure growth.
Meta's 2 billion dollar Rivos acquisition is not delivering on custom AI chip goals, undercutting its plan to break free from Nvidia.
Nvidia's Vera CPU becomes orderable by Chinese cloud providers for August delivery, targeting $20B in FY2027 revenue as China market re-entry begins.
Nvidia's 800VDC transition may slip past 2028 as suppliers report no clear roadmap for the next power architecture shift in AI data centers.
Google's DiffusionGemma 26B model generates 256 tokens at once, running 4x faster than Gemma 4, now optimized for local NVIDIA GPUs.
Nvidia's Rubin racks will draw 230 kW each, and a new Digitimes analysis confirms electricity, not GPUs, is now what limits AI expansion.
China's NDRC is drafting a 2 trillion yuan buildout to link AI data centers nationwide, targeting 80% domestic chip adoption by 2028.
Broadcom's $4.1B Q2 AI networking miss on June 5 triggered a 10.3% chip index drop, erasing $1.3 trillion in market value in a single trading session.
Nvidia and LG Group launch an AI factory spanning robotics, autonomous driving, and data centers across six LG business divisions in Seoul.
Apple unveiled 5 AFM foundation models at WWDC 2026, distilling Google Gemini and running the cloud tier on Nvidia GPUs in Google Cloud infrastructure.
Nvidia's Vera Rubin platform enters full production with six chips delivering 3.6 exaflops and 10x lower token costs for H2 2026 cloud rollouts.
Nvidia's FOX factory agent stack debuts at GTC Taipei, with Foxconn's MoMClaw slashing root-cause analysis 80% and machine failures 10%.
Groq is raising $650M from Disruptive and Infinitum to rebuild as an AI inference cloud after Nvidia paid a reported $20B for its engineers and chip IP.
Nvidia's State of AI 2026 survey of 3,200 firms finds 86% raising AI budgets and 88% reporting revenue gains, with finance and retail leading the returns.
Nvidia acquired Kumo AI for over $400 million to bring graph-based predictive models for churn and fraud to enterprise data it could not read before.
Nvidia Cosmos 3 launches as the first fully open physical AI omnimodel, generating video and robot actions to cut robotics training from months to days.
Nvidia picked Unitree's $29,900 H2 as the reference body for its Isaac GR00T platform, pairing a Jetson Thor brain with a Chinese humanoid for labs.
Nvidia CEO Jensen Huang says its $30B OpenAI stake and $10B Anthropic bet are likely its final private AI lab investments before both labs IPO.
Nvidia RTX Spark packs 20 Arm cores, a Blackwell GPU and 128GB unified memory into Windows PCs, hitting 1 petaflop of local AI agent power this fall.
Nvidia Nemotron 3 Ultra is a 550B open model with 55B active params running agents 5x faster at 30% lower cost, the fastest US open model in 2026.
Nvidia delivered its first Vera CPU to Anthropic, OpenAI, SpaceX and Oracle, its first custom processor built for the age of agentic AI.
Nvidia Jetson Thor ships with 2070 teraflops and 128GB, the Blackwell robot brain now powering Figure, Amazon, and Boston Dynamics humanoids.
Generalist AI raised 400M at a 2B valuation from Radical Ventures and Nvidia to build foundation models that run any robot, not one machine.
Marvell stock jumped 32.5% to a record high after Nvidia CEO Jensen Huang called it the next trillion dollar company at Computex 2026 in Taipei.
Orbital raised $50M led by Plural with Nvidia backing to scale Orb, an AI model that simulates 100,000 atoms on one GPU and designs new materials fast.
Nvidia began shipping Spectrum-X co-packaged optics switches that move 409.6 Tb/s and cut AI data center networking power up to 3.5x, available in H2 2026.
Nvidia is attacking the $200 billion CPU market with its Vera server chip and RTX Spark PC superchip, taking direct aim at Intel and AMD in 2026.
The US closed a loophole that let Nvidia Blackwell chips reach China-owned firms abroad, after an estimated hundreds of thousands flowed via Malaysia.
Intel's Core Ultra X7 358H runs robot AI 50% faster than Nvidia's Jetson AGX Orin at half the cost, a direct strike at Nvidia's robotics grip.
Nvidia GR00T N2 tops MolmoSpaces and RoboArena with 2x the rival success rate, a world action model for humanoid robots shipping in late 2026.
ServiceNow jumps 9% as Nvidia backs its autonomous AI agents at Computex 2026, reframing the fear that agents will gut seat-based SaaS software.
Mistral opens a 13800 Nvidia GB300 data center near Paris with 44 megawatts and 276 exaflops, Europe's biggest bid yet for sovereign AI compute by 2026.
Nvidia NemoClaw lets Cadence, Synopsys, Siemens and Dassault build autonomous AI engineers that compress weeks of chip design into hours.
Nvidia DGX Station for Windows runs 1 trillion-parameter models locally on the GB300 superchip, a deskside bet that frontier AI does not need cloud.
ServiceNow Project Arc puts an autonomous AI agent on the desktop that writes and runs its own code, with an NVIDIA sandbox and full audit logging.