Nvidia

Jensen Huang says Nvidia expects to generate $1T+ from its Blackwell and Rubin chips through the end of 2027, after previously forecasting $500B by 2026's end (www.bloomberg.com)
2026-3-17 Nvidia

Nvidia unveils DLSS 5, which uses a real-time neural rendering model to add photorealistic lighting to game frames, arriving this fall to RTX 50-series GPUs (www.digitalfoundry.net)
2026-3-17 Nvidia

A livestream of Jensen Huang's Nvidia GTC 2026 keynote at the SAP Center in San Jose, California (www.youtube.com)
2026-3-17 Nvidia California

A preview of Nvidia's 2026 GTC, which kicks off on March 16, where the company is expected to unveil new agentic-optimized CPUs, a CPU-only rack, and more (www.cnbc.com)
2026-3-15 Nvidia

An interview with SemiAnalysis CEO Dylan Patel on logic, memory, and power bottlenecks in scaling AI compute, Nvidia securing TSMC N3 allocation early, and more (www.dwarkesh.com)
2026-3-14 Interview AI Nvidia

Sources: ByteDance is working with Aolani Cloud to deploy 500 Nvidia Blackwell systems in Malaysia, featuring ~36,000 B200 chips and likely costing over $2.5B (www.wsj.com)
2026-3-13 Malaysia Nvidia

Nvidia debuts Nemotron 3 Super, a 120B-parameter hybrid MoE open-weight model; filing: Nvidia plans to spend $26B over the next five years to build open models (www.wired.com)
2026-3-12 Nvidia

Nvidia Is Planning to Launch Its Own Open-Source OpenClaw Competitor (slashdot.org)
2026-3-12 Nvidia

Nvidia plans to invest $2B in Amsterdam-based Nebius as part of a partnership to build AI data centers and deploy 5GW+ of Nvidia systems by the end of 2030 (www.bloomberg.com)
2026-3-11 AI Nvidia

Mira Murati's Thinking Machines Lab signs a chip supply deal with Nvidia worth tens of billions of dollars, planning to deploy 1GW+ of next-gen Vera Rubin chips (www.ft.com)
2026-3-11 Nvidia

Sources: Nvidia is pitching NemoClaw, an upcoming open-source AI agent platform for enterprises, and plans to offer security and privacy tools for it (www.wired.com)
2026-3-10 AI Nvidia

Nvidia and ABB partner to bring ABB's robot training software to Nvidia's Omniverse simulation platform to build autonomous robots, which Foxconn is trialling (www.ft.com)
2026-3-10 Robot Nvidia

Sources: the US is considering requiring countries whose companies buy large volumes of Nvidia and AMD AI chips to invest in US AI infrastructure (www.ft.com)
2026-3-6 AI Nvidia AMD

Sources: US officials propose expanding AI chip export controls globally, requiring Commerce Department approval for Nvidia and AMD shipments to any country (www.bloomberg.com)
2026-3-6 AI Nvidia AMD

Jensen Huang Says Nvidia Is Pulling Back From OpenAI and Anthropic (slashdot.org)
2026-3-6 Nvidia

Sources: Nvidia has reallocated manufacturing capacity at TSMC away from making H200 chips intended for Chinese market to its latest Vera Rubin products (www.ft.com)
2026-3-5 China Manufacturing Nvidia

Jensen Huang says Nvidia's recent $30B investment in OpenAI “might be the last time” it invests in the company, because OpenAI is “going to go public” (www.cnbc.com)
2026-3-5 Nvidia

Perplexity signs a multiyear deal with CoreWeave to use dedicated clusters powered by Nvidia Grace Blackwell chips for AI inference; CRWV jumps 5%+ pre-market (www.axios.com)
2026-3-5 AI Nvidia

Self-driving software startup Oxa raised a $103M Series D, with $50M coming from the UK government's National Wealth Fund; Nvidia's NVentures also invested (sifted.eu)
2026-3-4 Startup Nvidia

A UK trial by the National Grid, Nvidia, and others finds AI data centers can operate without using peak power continuously, adjusting consumption when asked (www.bloomberg.com)
2026-3-4 AI Nvidia

A look at the US DOJ's December lawsuit alleging a smuggling ring illegally exported or tried to export at least $160M in advanced Nvidia AI chips to China (www.thewirechina.com)
2026-3-3 China AI Nvidia

Sources: US considers limiting Chinese companies to 75K Nvidia H200 chips each, less than half of what some want to buy; AMD MI325 chips also count toward a cap (www.bloomberg.com)
2026-3-3 China Nvidia AMD

Nvidia says it plans to invest $2B each in photonic product makers Lumentum and Coherent to support the companies' R&D and manufacturing operations in the US (www.reuters.com)
2026-3-3 Manufacturing Nvidia

Australian AI infrastructure company Firmus signed a multi-billion deal with an unnamed customer to build a Melbourne data center with 18,400 Nvidia GB300 chips (www.bloomberg.com)
2026-3-2 Australia AI Nvidia Melbourne

Nvidia partners with Cisco, Nokia, and others to build 6G networks based on open, software-defined AI radio access networking (AI-RAN) architecture (siliconangle.com)
2026-3-2 AI Nvidia Nokia Cisco

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

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