Nvidia

Nvidia says it is donating the Vera Rubin NVL144 server rack architecture to the Open Compute Project and outlines its vision for “gigawatt AI factories” (siliconangle.com)
2025-10-14 AI Nvidia

Nvidia says it will begin selling the DGX Spark mini PC for AI developers on October 15 on Nvidia.com and select third-party retailers for $3,999 (www.pcmag.com)
2025-10-14 AI Nvidia

OpenAI's blockbuster deals with Nvidia and AMD add a new layer to its complicated ownership structure and will dilute existing shareholders like Microsoft (www.ft.com)
2025-10-13 Microsoft Nvidia AMD

AMD Amps Up Chip War - But Nvidia's Still Leading (slashdot.org)
2025-10-13 Nvidia AMD

Sources: xAI is building world models for use in gaming and robotics, and has hired two AI researchers, Zeeshan Patel and Ethan He, from Nvidia to work on them (www.ft.com)
2025-10-12 AI Robot Nvidia

The Senate passes a measure requiring Nvidia and AMD to prioritize US customers over China for advanced AI chip sales, as part of a defense policy bill (www.bloomberg.com)
2025-10-11 China AI Nvidia Senate AMD

Sources: China tightens customs checks on chip imports, starting with Nvidia's H20 and RTX Pro 6000D, after urging local companies not to buy Nvidia's products (www.ft.com)
2025-10-11 China Nvidia

A profile of Singapore-based Megaspeed, which bought $2B of Nvidia chips and is under US probe for possibly helping Chinese companies evade export controls (www.nytimes.com)
2025-10-10 China Singapore Nvidia

Sources: China tightens customs checks on chip imports, starting with Nvidia's H20 and RTX Pro 6000D, after urging local tech companies to avoid Nvidia products (t.co)
2025-10-10 China Nvidia

Reflection AI, which is developing an open-source AI model to compete with DeepSeek, raised $2B led by Nvidia, valuing it at $8B, up from $545M in March (www.nytimes.com)
2025-10-9 AI Nvidia

Sources: US Commerce Department's BIS approves several billion dollars' worth of Nvidia chip exports to the UAE, an early step in a May 2025 bilateral AI deal (www.bloomberg.com)
2025-10-9 AI Nvidia

Nvidia's Huang Says He's Surprised AMD Offered 10% of the Company in 'Clever' OpenAI Deal (slashdot.org)
2025-10-9 Nvidia AMD

Sources: xAI nears a deal to raise $20B in equity and debt, tied to the Nvidia GPUs that xAI plans to rent for Colossus 2, with Nvidia investing as much as $2B (www.bloomberg.com)
2025-10-9 Nvidia Equity

The recent wave of circular deals and partnerships involving Nvidia and OpenAI is escalating concerns that they are artificially propping up the $1T AI market (www.bloomberg.com)
2025-10-8 AI Nvidia

Sources: xAI nears a deal to raise $20B in equity and debt, tied to the Nvidia GPUs that xAI plans to use in Colossus 2; Nvidia is investing as much as $2B (www.bloomberg.com)
2025-10-8 Nvidia Equity

Docs: Oracle generated ~$900M from its Nvidia cloud server rental business, with a $125M gross profit, or a 14% margin, vs. its ~70% overall gross profit margin (www.theinformation.com)
2025-10-8 Oracle Nvidia

OpenAI's recent deals with Oracle, Nvidia, Samsung, AMD, SK Hynix, and others, plus its DevDay announcements, show it is making a play to be the Windows of AI (stratechery.com)
2025-10-7 Samsung AI Oracle Nvidia AMD

OpenAI's computing deals with Nvidia, AMD, Oracle, and others have topped $1T, commitments that dwarf its revenue and raise questions about how it can fund them (t.co)
2025-10-7 Oracle Nvidia AMD

Source: xAI is set to spend $18B+ to acquire ~300K more Nvidia chips for its Colossus 2 project in Memphis; Elon Musk said in July it would have 550K chips (www.wsj.com)
2025-10-6 Elon Musk Nvidia

Microsoft's CTO Hopes to Swap Most AMD and NVIDIA GPUs for In-House Chips (hardware.slashdot.org)
2025-10-5 Microsoft Nvidia AMD

Sources: delays in the deal to send Nvidia's AI chips to the UAE, announced in May, are frustrating Jensen Huang and administration officials like David Sacks (www.wsj.com)
2025-10-3 AI Nvidia

London-based “neocloud” startup Nscale closed a $433M pre-Series C SAFE round from Nvidia, Nokia, Dell, and others, after raising a $1.1B Series B on Sept. 25 (tech.eu)
2025-10-2 Startup Nvidia London Nokia

A look at Nvidia's uncertain future in China, a critical market at the forefront of every technology wave enabled by its GPUs, as rivals like Huawei rise (www.ft.com)
2025-10-1 China Nvidia

Source: Meta is acquiring AI chip startup Rivos, as it seeks to reduce reliance on Nvidia; Rivos was reportedly seeking new funding at a $2B valuation in August (www.bloomberg.com)
2025-10-1 Startup AI Nvidia

CoreWeave CEO Michael Intrator says the company signed a deal to supply Meta with up to $14.2B worth of computing power, including access to Nvidia GB300 chips (www.bloomberg.com)
2025-9-30 Nvidia

Google DeepMind, Meta, Nvidia, and others are racing to release world models, aiming to navigate the physical world by learning from videos and robotic data (t.co)
2025-9-29 Google Robot Nvidia

Experts warn that Nvidia's large investments in data centers and startups, almost like a stimulus program, could be artificially inflating demand for its GPUs (www.theinformation.com)
2025-9-28 Startup Nvidia

London-based “neocloud” startup Nscale raised a $1.1B Series B led by Aker, with Nvidia participating; Aker says it is investing $285M for a 9.3% stake (www.bloomberg.com)
2025-9-25 Startup Nvidia London

A look at some uncertainties surrounding Nvidia's proposed $100B investment in OpenAI, including concerns about the agreement's circular structure (www.ft.com)
2025-9-24 Nvidia

Sources: OpenAI and Nvidia are discussing structuring their new AI data center partnership so that OpenAI would lease Nvidia's AI chips instead of buying them (www.theinformation.com)
2025-9-24 AI Nvidia

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