Nvidia

Source: the US Department of Commerce plans to allow the export of Nvidia's old H200 chips to China, seeking a compromise over controlling exports to China (www.semafor.com)
2025-12-9 China Nvidia

Sources: Skild AI, which develops a foundational model for robots, is in talks to raise $1B+ from SoftBank and Nvidia at a $14B valuation, up from $4.7B in July (www.reuters.com)
2025-12-9 AI Robot Nvidia

Nvidia says its GB200 Blackwell AI servers boost performance 10x compared to H200 servers for MoE models like Moonshot's Kimi K2 Thinking and DeepSeek's R1 (www.reuters.com)
2025-12-4 AI Nvidia

Jensen Huang says “we don't know” if China would accept Nvidia's H200 AI chips even if the US relaxed export controls, following a meeting with President Trump (www.bloomberg.com)
2025-12-4 Trump China AI Nvidia

Amazon To Use Nvidia Tech In AI Chips, Roll Out New Servers (slashdot.org)
2025-12-3 Amazon AI Nvidia

Amazon launches AWS AI Factories to deploy AWS infrastructure, including AWS Trainium chips and Nvidia GPUs, in customers' data centers (www.datacenterdynamics.com)
2025-12-3 Amazon AI Nvidia

Amazon launches the Trainium3 UltraServer, powered by the 3nm Trainium3 AI training chip, and teases Trainium4, which will be able to work with Nvidia's chips (techcrunch.com)
2025-12-3 Amazon AI Nvidia

At a Tokyo forum, Masayoshi Son says he “was crying” over SoftBank selling its $5.83B Nvidia stake but “I just had more need for money to invest in OpenAI” (www.cnbc.com)
2025-12-2 Nvidia Tokyo

Nvidia announces Alpamayo-R1, an AI model for autonomous driving research, and calls it the “first industry-scale open reasoning vision language action model” (techcrunch.com)
2025-12-2 AI Nvidia

Google, with its structural advantages, is a threat for both OpenAI and Nvidia; OpenAI has a real moat with 800M+ ChatGPT users, but needs an advertising model (stratechery.com)
2025-12-2 Google Nvidia

Nvidia acquires $2B of Synopsys' common stock and unveils a strategic partnership to accelerate computing and AI engineering products, including deploying CUDA (www.cnbc.com)
2025-12-2 AI Nvidia

An in-depth look at TPUv7 Ironwood, the latest generation of Google's TPU, and how it positions Google as a serious challenger to Nvidia's AI chip dominance (newsletter.semianalysis.com)
2025-12-1 Google AI Nvidia

An analysis of Google TPU v6e vs AMD MI300X vs Nvidia H100/B200: Nvidia achieves a ~5x tokens-per-dollar advantage over TPU v6e and 2x advantage over MI300X (x.com)
2025-11-29 Google Nvidia AMD

Sources: Alibaba and ByteDance are among the top Chinese companies training their latest LLMs in Southeast Asian data centers to access Nvidia's AI chips (www.ft.com)
2025-11-27 China Alibaba AI Nvidia Southeast Asia

Sources: ByteDance bought more Nvidia chips than any other Chinese company in 2025, but Chinese regulators now block it from using the chips in new data centers (www.theinformation.com)
2025-11-26 China Nvidia

Nvidia says it is “delighted by Google's success” but “Nvidia is a generation ahead”, after a report that Meta could use Google's TPUs in its data centers (www.cnbc.com)
2025-11-26 Google Nvidia

Nvidia Claims 'Generation Ahead' Advantage After $200 Billion Sell-off on Google Fears (slashdot.org)
2025-11-26 Google Nvidia

Nvidia says it is “delighted by Google's success” and it has “made great advances in AI and we continue to supply to Google”, but “Nvidia is a generation ahead” (x.com)
2025-11-26 Google AI Nvidia

Nvidia refuted accounting questions in a memo to analysts, saying “Unlike Enron, NVIDIA does not use Special Purpose Entities to hide debt and inflate revenue” (www.barrons.com)
2025-11-25 Nvidia

Sources: Trump's team recently discussed letting Nvidia sell H200 chips to China, a major departure from the administration's earlier public stances (www.bloomberg.com)
2025-11-24 Trump China Nvidia

A look at AMD's pivot to AI chips in 2022 under CEO Lisa Su, increasing AMD's market value from $90B to $335B+ in three years, as the chipmaker takes on Nvidia (www.wsj.com)
2025-11-24 AI Nvidia AMD

Nvidia confirms October Windows updates cause gaming issues (www.bleepingcomputer.com)
2025-11-24 Nvidia

Nvidia Brings Ad-free Cloud Gaming To New Chromebooks (games.slashdot.org)
2025-11-21 Nvidia

Nvidia and Google launch the GeForce Now Fast Pass to let Chromebook owners stream over 2,000 games directly from an existing PC game library without ads (www.theverge.com)
2025-11-21 Google Nvidia

The US DOE accelerates its approach to equipping national labs with AI supercomputers by working with Nvidia, AMD, and Oracle, which will pay some of the costs (www.nytimes.com)
2025-11-20 AI Oracle Nvidia AMD

An overview of macro tech trends for 2026, as “AI eats the world”: bubbles, the AI platform shift, Big Tech FOMO, capex, Nvidia, US power backlogs, and more (www.ben-evans.com)
2025-11-20 AI Nvidia

Filing: Nvidia says it plans to rent $26B worth of servers over the next six years, doubling the cloud spending commitments it disclosed three months ago (www.theinformation.com)
2025-11-20 Nvidia

Sources: the US Commerce Department plans to approve the sale of up to 35K of Nvidia's GB300 servers or their equivalents to G42 and Humain each (www.wsj.com)
2025-11-20 Nvidia

Nvidia Beats Earnings Expectations, Even As Bubble Concerns Mount (slashdot.org)
2025-11-20 Nvidia

Nvidia reports Q3 revenue up 62% YoY to $57.01B, vs. $54.92B est., Data Center revenue up 66% to $51.2B, and net income up 65% to $31.9B (www.cnbc.com)
2025-11-20 Nvidia

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