Nvidia

Filings: SoftBank increased its Nvidia stake to ~$3B in Q1 and bought ~$330M worth of TSMC stock; source: Vision Fund monetized almost $2B of assets in H1 2025 (www.bloomberg.com)
2025-8-7 Nvidia Asset

The US DOJ says two Chinese nationals were arrested in California and charged with illegally shipping AI chips, like Nvidia H100s, to China from 2022 to 2025 (www.reuters.com)
2025-8-7 China AI Nvidia California

Nvidia says its GPUs do not contain backdoors, kill switches, or spyware, and hard-coded, single-point controls like kill switches undermine trust in US tech (blogs.nvidia.com)
2025-8-7 Nvidia

Analyst: China summoning Nvidia over alleged H20 security risks shows it “wants to use the Nvidia case to show China is a buyer, but it won't be a blind buyer” (www.bloomberg.com)
2025-8-7 China Nvidia

Sources: thousands of US export license applications, including for Nvidia's shipments of AI chips to China, are stalled due to US Commerce Department turmoil (www.reuters.com)
2025-8-2 China AI Nvidia

Sources: CapitalG and Nvidia are in talks to invest in Vast Data, which could value the AI infrastructure provider at ~$30B, up from $9.1B in 2023 (www.reuters.com)
2025-8-1 AI Nvidia

China Claims Nvidia Built Backdoor Into H20 Chip Designed For Chinese Market (slashdot.org)
2025-8-1 China Nvidia

SK Hynix passed Samsung as the world's top memory maker in Q2, reporting $15.6B in memory revenue vs. Samsung's $15.2B, as Nvidia heavily relies on its products (www.bloomberg.com)
2025-7-31 Samsung Nvidia

The Cyberspace Administration of China questioned Nvidia over H20 chip security concerns after US lawmakers urged adding tracking features to exported AI chips (www.reuters.com)
2025-7-31 China AI Nvidia

Microsoft became the second company to surpass $4T in market cap, joining Nvidia, after shares jumped 8%+ in after-hours trading on better-than-expected results (www.cnbc.com)
2025-7-31 Microsoft Nvidia

Nvidia orders 300,000 H20 chips from TSMC due to robust China demand (indianexpress.com)
2025-7-29 China Nvidia

Sources: Nvidia ordered 300K H20 chips from TSMC last week, adding to inventory of 600K to 700K, amid strong China demand after Trump admin cleared H20 sales (www.reuters.com)
2025-7-29 Trump China Nvidia

Huawei Shows Off 384-Chip AI Computing System That Rival Nvidia's Top Product (hardware.slashdot.org)
2025-7-28 AI Nvidia

Huawei debuts the CloudMatrix 384 AI computing system, which outperforms Nvidia's most advanced GB200 NVL72 system on some metrics, according to SemiAnalysis (www.reuters.com)
2025-7-27 AI Nvidia

A look at efforts by startups, such as Positron and Groq, to develop inference-focused chips that aim to be more energy efficient and performant than Nvidia's (www.wsj.com)
2025-7-27 Energy Startup Nvidia

Huawei shows off AI computing system to rival Nvidia's top product (indianexpress.com)
2025-7-26 AI Nvidia

Nvidia CEO Jensen Huang says AI will create more millionaires in 5 years than the Internet did in 20 (indianexpress.com)
2025-7-25 AI Nvidia

Sources: repair demand in China for Nvidia's banned AI chips, including H100 and A100, surges as ~12 firms now repair chips that made their way into the country (www.reuters.com)
2025-7-25 China AI Nvidia

Nvidia not permitted to sell its most advanced chips to China (indianexpress.com)
2025-7-25 China Nvidia

Nvidia AI chips worth $1 billion entered China despite US curbs: Report (indianexpress.com)
2025-7-24 China AI Nvidia

Analysis and sources: $1B+ of Nvidia's AI chips were shipped to China in the three months after President Trump tightened chip export controls in May (t.co)
2025-7-24 Trump China AI Nvidia

At an AI summit, President Trump says he considered breaking up Nvidia before aides told him that doing so was “very hard” and “I learned the facts here” (www.bloomberg.com)
2025-7-24 Trump AI Nvidia

Nvidia's CUDA Platform Now Support RISC-V (hardware.slashdot.org)
2025-7-23 Nvidia

Nvidia rival Hailo announced the general availability of its second-generation AI accelerator chip, the Hailo-10H, with HP among its early adopters (www.crn.com)
2025-7-23 AI Nvidia

Sources: after raising $10B, xAI is now working with a trusted financier to secure up to $12B to buy Nvidia chips, led by Elon Musk-linked Valor Equity Partners (www.wsj.com)
2025-7-23 Elon Musk Nvidia Equity

Reka AI, which aims to make more efficient LLMs, raised $110M from Nvidia, Snowflake, and others at a $1B+ valuation, up from ~$300M in 2023, per PitchBook (www.bloomberg.com)
2025-7-22 AI Nvidia

NVIDIA Makes More Hopper, Blackwell Header Files Open-Source (news.slashdot.org)
2025-7-22 Nvidia

At the 2025 RISC-V Summit in China, Nvidia says CUDA will now be compatible with RISC-V's instruction set architecture, making RISC-V a viable x86 and Arm rival (www.tomshardware.com)
2025-7-21 China Nvidia

Nvidia's China restart faces production obstacles: Report (indianexpress.com)
2025-7-20 China Nvidia

Sources: after Trump let Nvidia resume H20 chip sales to China, Nvidia told Chinese customers it has limited stocks and doesn't plan to restart production (www.theinformation.com)
2025-7-20 Trump China Nvidia

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