Nvidia

Sources: Nvidia paused some deals with AI cloud providers in the revenue-sharing program it announced in July; Nvidia says the program is still in place (www.wsj.com)
5 hours ago AI Nvidia

Nvidia stock closed up 8.74% on Thursday, adding ~$440B to Nvidia's market cap, after its revenue guidance reassured investors that AI demand remains strong (www.cnbc.com)
7 hours ago AI Nvidia

Source: Nvidia plans an employee-funded political action committee called NVPAC, as it seeks to step up its efforts to influence US policy (www.reuters.com)
10 hours ago Nvidia

Nvidia Agrees to Acquire Hugging Face For $13 Billion (news.slashdot.org)
11 hours ago Nvidia

Nvidia says its commitments to component suppliers for its AI chips and systems hit $279B in Q2, up from $119B in Q1, $95.2B in Q4 2025, and $50.3B in Q3 2025 (www.wsj.com)
12 hours ago AI 4Q Nvidia

Sources: the US is probing Singapore-based Apex Logistics for its suspected role in smuggling servers with Nvidia AI chips to China; Apex says it is cooperating (www.bloomberg.com)
22 hours ago China AI Singapore Nvidia Logistics

Filing: Nvidia says it has $18B committed to equity investments for the rest of the fiscal year and held $47.9B in private companies as of late July (www.businessinsider.com)
22 hours ago Nvidia Equity

Source: Nvidia has agreed to buy Hugging Face for $12.9B (www.theinformation.com)
1 day ago Nvidia

Source: Nvidia has been in talks to acquire Hugging Face for more than $13B; Microsoft also met with Hugging Face, but talks are not ongoing (www.businessinsider.com)
1 day ago Microsoft Nvidia

Nvidia forecasts Q3 revenue of $108B, above a $104B estimate, and expects FY 2028 revenue to grow by about 70%; NVDA jumps 4%+ after hours (www.reuters.com)
1 day ago Nvidia

AWS plans to add 2M Nvidia Blackwell Ultra, Rubin, and Rubin Ultra GPUs to its data center fleet in 2027 and 2028, in addition to 1M GPUs announced in March (www.bloomberg.com)
1 day ago Nvidia

Nvidia reports Q2 revenue up 106% YoY to $96.2B, Data Center revenue up 117% to $89B, Edge Computing revenue up 27% to $7.2B, and net income up 126% to $59.7B (nvidianews.nvidia.com)
1 day ago Nvidia Edge Computing

New GPUThor attack defeats NVIDIA ECC protection for root access (www.bleepingcomputer.com)
1 day ago Nvidia

Sources: Anthropic has agreed to pay Nscale $45B over six years to rent about 460MW of power at a West Virginia data center using Nvidia's Vera Rubin chips (www.bloomberg.com)
1 day ago Nvidia Virginia

Indian AI infrastructure company AM Intelligence orders 9,000 Nvidia Vera Rubin systems and plans to offer 1GW of computing capacity as part of an $8B project (www.bloomberg.com)
1 day ago India AI Nvidia Intelligence

Perplexity and Nvidia Launch Fully Local AI Agent With Zero Token Costs (slashdot.org)
2 days ago AI Nvidia

Nvidia unveils the Jetson Orin Nano 2 edge AI computer that it says doubles inference performance, with 78 TOPS of AI compute and an eight-core Arm CPU (www.therobotreport.com)
2 days ago AI Nvidia

A detailed look at Jalapeño, OpenAI's ASIC developed with Broadcom in 16 months, which beat Nvidia, AMD, and Google chips on multiple top open-source models (newsletter.semianalysis.com)
2 days ago Google Nvidia AMD

Perplexity launches Portable Computer, a local AI agent platform running fully on-device with zero token costs, starting with Nvidia DGX Spark and RTX Linux PCs (venturebeat.com)
2 days ago Linux AI Nvidia

OpenAI says its Jalapeño chip delivered 1.5x-1.9x more AI work per watt and 1.7x-3.6x lower latency vs. Nvidia chips across GPT-OSS, DeepSeek R1, Kimi K2.5 1T (www.theverge.com)
2 days ago AI Nvidia

Sources: Nvidia-backed neocloud Lambda is in talks to raise up to $3B at a $12B+ valuation; its revenue this year is estimated to reach $1.5B+ (www.bloomberg.com)
3 days ago Nvidia

Nvidia Senior Manager Linked To Supermicro Scheme Smuggling AI Servers To China (slashdot.org)
3 days ago China AI Nvidia

Nvidia says its Groq 3 LPX racks delivered 3,400 tokens per second in an Artificial Analysis benchmark running Gemma 4 31B with a 100,000-token input sequence (www.theregister.com)
3 days ago Nvidia

Nvidia says its inference accelerator Groq 3 LPX has entered full production and Nebius has signed on as the first customer; SpaceXAI will adopt Vera CPUs (siliconangle.com)
3 days ago Nvidia

Taiwanese prosecutors indict nine people, including Nvidia and Super Micro employees, for allegedly helping illegally export AI servers to China (www.reuters.com)
3 days ago China Taiwan AI Nvidia

Ukraine says Russia used an Nvidia Jetson Orin computing module in its autonomous AI-guided drones; Nvidia says they are widely available on resale markets (www.nytimes.com)
3 days ago Russia AI Drone Ukraine Nvidia

Sources: Nvidia is in talks to invest in Perplexity valuing it at $30B+, after weighing a tech licensing deal and staff hires, as Perplexity hits $750M+ in ARR (www.theinformation.com)
4 days ago Nvidia

Sources: Nvidia plans to use its $6B deal with Poolside to build an open-weight AI model to compete with Chinese models like DeepSeek and Kimi (www.wsj.com)
5 days ago China AI Nvidia

Sources: some of Nvidia's top customers have been told that prices will jump 15%+ on systems, including Vera Rubin and Grace Blackwell, starting in early 2027 (www.bloomberg.com)
5 days ago Nvidia

Nvidia makes a minority investment in Cloverleaf, which works with utilities and energy providers to secure infrastructure for data center sites (www.reuters.com)
6 days ago Energy Nvidia

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